藏格矿业表示，收到《通知》后，公司全资子公司格尔木藏格锂业有限公司（"藏格锂业"）已按要求停 产；同时，公司正积极推进锂资源开采手续办理，待锂资源开采手续办理完成后，将及时向海西州盐湖 管理局申请复产。 就该事项对公司的影响，藏格矿业表示，2025年藏格锂业计划实现碳酸锂产量1.1万吨、销量1.1万吨； 上半年预计实现碳酸锂产量5350吨、销量4470吨，预计实现净利润4900万元、占公司整体净利润的比例 很低，对公司经营业绩的影响较小。 新京报贝壳财经讯（记者朱玥怡）就藏格矿业（000408.SZ）子公司被要求停产一事，7月18日海西州自 然资源局一名工作人员告诉贝壳财经记者，据其了解省级部门正在核实相关情况。 藏格矿业子公司被要求停产一事迅速引起市场关注。披露消息的同日，藏格矿业召开电话会议，233位 机构投资者参与。藏格矿业董秘李瑞雪在会上表示，除藏格锂业临时停产外，藏格钾肥及公司其他子公 司的经营活动处于正常开展中，暂不会导致公司经营业绩受到重大影响。 7月17日，藏格矿业发布公告称，全资子公司格尔木藏格钾肥有限公司（"藏格钾肥"）于2025年7月16日 收到海西州自然资源局、海西州盐湖管理局下发的《 ...

（3）本次股份质押事项不存在被用作重大资产重组业绩补偿等事项的担保 或其他保障用途的情形。 截至本公告披露日，控股股东复星高科质押股份数量占其所持公司股份数量 的比例超过 50%。 股份数量为 50,000,000 股，占持有公司股份总数的 5.27%，占公司股份总数的 资金来源主要为自有及自筹资金。 公司利益的情况。 （1）本次股份质押事项不会对公司的主营业务、融资授信及融资成本、持 续经营能力产生影响； （2）本次股份质押事项不会对公司治理产生影响，控股股东与公司在产权、 业务、资产、人员等方面相互独立，对公司的控制权稳定、股权结构、日常管理 不产生影响； | 证券代码：601969 | 公告编号：2025-091 证券简称：海南矿业 | | --- | --- | | 海南矿业股份有限公司 | | | 关于控股股东股份解除质押及再质押的公告 | | | 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 | | | 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 | | | 重要内容提示: | | | ? | 截至本公告日，海南矿业股份有限公司（以下简称"公司"）控股股东 ...

Group 1 - Indonesia is negotiating with the United States for a waiver on a 19% tariff on palm oil, cocoa, and nickel [1]

Group 1 - The article reports that the State Administration for Market Regulation has released a list of unconditional approvals for operator concentration cases from July 7 to July 13, 2025 [1] - Among the approved cases is the establishment of a joint venture between Zijin Mining Group Co., Ltd. and Agilent Brothers Mining Company [1]

新华财经上海7月18日电（谢贤保 葛佳明）近日，坦桑尼亚矿业部发布的数据显示，在2024/25财年（2024年7月1日至2025年6月30日）期间，该国矿业行业 收入达到1.063万亿坦桑尼亚先令（约合4.07亿美元），首次突破万亿先令大关，展现出较强的增长潜力。 坦桑尼亚是非洲主要的黄金生产国之一，并以钻石、坦桑石、镍、铜、稀土、石墨及锂等多种矿产著称。今年以来，蜀道集团、和建国际、盛和资源、金昂 集团等中资企业纷纷加码布局对坦矿业投资，坦桑尼亚成为中资企业出海"挖矿"的新兴目的地。中资企业在积极拥抱坦桑尼亚矿业领域投资新机遇的同时， 也要密切关注其发展新动向，探索价值共创、互利共赢的中坦矿业投资合作新路径。 动向一：增长潜力凸显 中企投资趋热 近年来，坦桑尼亚加速实施"矿产强国"战略，持续加大矿业发展政策力度，矿业产值及其占GDP比重实现稳步增加。数据显示，2024年坦桑尼亚矿业产值同 比增长8.3%，占GDP比重上升到10.1%。 得益于矿业快速发展，2024/25财年坦桑尼亚矿业行业非税收收入破万亿先令大关，超额完成收入目标任务。坦桑尼亚矿业部常任秘书长叶海亚·萨曼巴称， 在没有开采新矿的前提下，平均 ...

Core Viewpoint - The fixed asset investment in Henan Province for the first half of 2025 shows a year-on-year growth of 5.1%, driven by a significant increase in private investment and industrial investment, despite declines in infrastructure and real estate development investments [1][3]. Investment Overview - Fixed asset investment (excluding rural households) increased by 5.1% year-on-year [2] - Private investment grew by 8.3% [2][8] - Industrial investment rose by 25.9% [2] - Infrastructure investment (excluding power, heat, gas, and water supply) decreased by 10.6% [2] - Real estate development investment fell by 8.5% [2] Sector Analysis - First industry investment decreased by 0.7% [2] - Second industry investment increased by 25.9% [2] - Third industry investment declined by 5.8% [2] Industrial Investment Breakdown - Mining industry investment surged by 40.5% [2] - Manufacturing investment rose by 24.8% [2] - Investment in electricity, heat, gas, and water production and supply increased by 28.3% [2] Infrastructure Investment Details - Water conservancy, environment, and public facilities management investment decreased by 1.7% [2] - Transportation and postal services investment fell by 22.2% [2] - Information transmission investment declined by 18.2% [2] Project Investment Insights - Central project investment grew by 4.0% [2] - Local project investment increased by 5.1% [2] Policy and Economic Context - The investment growth is supported by macroeconomic policies aimed at stabilizing growth and enhancing the business environment [3] - Manufacturing investment accelerated with a year-on-year increase of 24.8%, reflecting a 3.3 percentage point rise from the first quarter [4] - Key industrial chains saw a 25.2% increase in investment, indicating a focus on high-quality development [5] - High-tech manufacturing investment grew by 12.1%, with significant contributions from the pharmaceutical sector [6] - Equipment procurement investment surged by 26.3%, driven by industrial needs [7] - The policies promoting private sector investment have led to an 8.3% increase in private investment, with a notable rise in non-real estate projects [8] - Major projects with planned investments of over 100 million yuan saw a 9.3% increase, contributing significantly to overall investment growth [9]

但部分地区和行业安全问题依然突出 对此，应急管理部将会同各地、各有关部门全力抓好安全生产、防灾减灾救灾各项工作，全面排查风险 隐患，严格落实安全措施，切实维护人民群众生命财产安全。 中化新网讯 7月15日，应急管理部举行例行新闻发布会。应急管理部新闻宣传司司长申展利在发布会上 介绍，上半年，全国共发生各类生产安全事故8562起、死亡8079人，同比分别下降22.9%、17.8%。其 中，发生重大事故4起、死亡70人，同比分别下降20%、25.5%；发生较大事故172起、死亡634人，同比 分别下降6.5%、9.7%，安全生产形势总体稳定。 申展利强调，三季度历来是重特大事故易发期，叠加暑期旅游出行高峰和"七下八上"防汛关键期，安全 生产和自然灾害防范压力进一步增大。强降雨、高温、台风等极端天气可能引发次生灾害，交通运输、 建筑施工、危化品等重点行业安全风险交织叠加。 申展利指出，尽管整体数据向好，但一些地区和行业领域发生典型事故，安全问题依然突出：一是人员 密集场所发生重大火灾事故，商贸场所火灾隐患问题突出。二是交通运输业发生内河水运重大事故，货 车农用车非法载人问题突出。三是化工和烟花爆竹行业发生爆炸事故， ...

Core Viewpoint - BHP's fourth-quarter and annual operational report indicates rising costs and delays in its Canadian potash project, while iron ore and copper production have slightly increased, reaching historical highs [1][2]. Group 1: Potash Project - BHP has invested heavily in the potash sector, completing 68% of the Jansen project phase one, with estimated costs rising from $5.7 billion to between $7 billion and $7.4 billion [1]. - Potential oversupply in the market may delay the phase two execution of the Jansen project by two years [1]. - The company is considering extending the execution timeline for phase two of the Jansen project as part of its regular review of capital projects [1]. Group 2: Iron Ore Production - In the fourth quarter, BHP's iron ore production reached 70.3 million tons, bringing the fiscal year 2025 iron ore production to 263 million tons, close to the upper limit of its guidance range [1]. - The fiscal year 2024 iron ore production is projected at 260 million tons, reflecting a growth rate of 1% [1]. - BHP's Western Australia iron ore operations set multiple records, including annual production [1]. Group 3: Copper Production - BHP's copper production increased by 2% in the fourth quarter, with the Escondida project in Chile achieving its highest annual output in 17 years [2]. - Total annual copper production exceeded 2 million tons, marking an 8% year-on-year increase and setting a new record [2]. - The CEO highlighted the resilience of global commodity demand since 2025, despite challenges in the market [2].

今年以来，"金价上涨"频繁占据各大平台热搜。然而事实上，白银的涨幅已悄然超越黄金。根据最新市 场数据，伦敦白银现货年内累计上涨30.85%，显著高于伦敦金现货26.91%的同期涨幅，成为贵金属赛 道中表现更强势的资产。 6月5日以来，白银强势突破，银价在小幅盘整后再创新高。7月14日，伦敦银现货一度站上39美元/盎 司，创2011年9月以来近13年新高。 短期来看，白银的大涨，主要归于以下三点。1)美元指数回落：6月5日至今，美元指数走势偏弱，利好 白银的货币属性; 2)风险偏好提升：4-5月美国新增就业均超预期，经济显示出一定韧性，资金风险偏好提升，白银相对 于黄金更为受益，金银比回落; 3)白银交易量较小，容易受到资金驱动，根据LBMA，2024年黄金日均交易量1119.9亿美元，而白银日 均交易量仅119.5亿美元，白银交易量仅占黄金的10.7%。白银作为较好的"黄金平替"，资金的高切低将 对白银存在较大影响。 在此三重背景下，短期内白银上涨动能强。而从中长期角度来看，白银仍有上涨的空间。 供给主要源于伴生矿，原生银矿供给或仍为刚性 2024年全球白银供给总量约3.16万吨，同比增加1.7%。白银矿端供 ...

Group 1: Financial Instruments and Market Trends - The first batch of Sci-tech Bond ETFs has been launched, increasing the total number of credit bond ETFs to 21, which will help attract more medium to long-term funds into the market [1] - Insurance companies have raised over 74 billion yuan in capital this year, indicating a sustained high demand for capital supplementation [1] Group 2: Automotive Industry Developments - The penetration rate of L2-level assisted driving in China has exceeded 50%, the highest globally, with emerging technologies like parking assistance also gaining traction [2] - The automotive industry's competitiveness is shifting from mechanical hardware to intelligence and AI, emphasizing the need for companies to adapt to this new landscape [2] Group 3: Solar Industry Performance - The solar industry is facing significant challenges, with most companies in the supply chain reporting losses, highlighting a clear divergence in performance among firms [2] - Only 8 out of 30 solar companies that released half-year performance forecasts expect positive net profits, with only 2 showing year-on-year growth [2] Group 4: Swine Industry Insights - Despite a decline in pig prices, many pig farming companies are expected to report profits, driven by effective cost control measures [3] - The industry is focusing on regulating sow production capacity to stabilize prices, which may lead to increased market concentration [3] Group 5: Film Industry Performance - The summer film season has seen box office revenues surpass 3.5 billion yuan, with diverse genres and innovative themes contributing to its success [4] Group 6: AI and Robotics Innovations - A new AI framework for malaria diagnosis has achieved an accuracy rate of 96.47%, showcasing advancements in AI applications for disease control [4] - A new type of robot capable of self-growth and repair by absorbing surrounding materials has been developed, marking a significant step towards sustainable robotic systems [4] Group 7: Corporate Changes and Market Reactions - JD.com has criticized the recent "0 yuan purchase" promotions in the food delivery sector as a form of unhealthy competition [5] - Wahaha's sales have reportedly dropped significantly following legal issues faced by its chairman, raising concerns among distributors [5] - Good Products announced a significant change in its controlling shareholder, with the Wuhan State-owned Assets Supervision and Administration Commission set to become the actual controller [9] - Han's announcement of a fundraising adjustment indicates a focus on projects related to large model chip platforms and software [11] - Zongheng's actual controller's divorce has led to a significant change in shareholding structure, but control remains unchanged [11] - Gujia Home's CFO and board secretary have resigned, with new appointments made to fill these roles [10]