至收盘时，日经股指上涨323.99点，收于57467.83点；东证股指上涨44.84点，收于3852.09点。 从板块看，东京证券交易所33个行业板块多数上涨，有色金属、矿业、橡胶制品等板块涨幅靠前；航空运输业、纤维制品、纸浆造纸等板块下跌。 编辑：王媛媛 新华财经东京2月19日电（记者李诗萌 刘春燕）日本东京股市两大股指19日延续涨势。日经225种股票平均价格指数收盘上涨0.57%，东京证券交易所股票 价格指数上涨1.18%。 受隔夜纽约股市三大股指全面收涨影响，东京股市两大股指19日跳空高开。外汇市场日元对美元汇率一度跌至1美元兑换155.31日元，有力提振丰田等出 口类个股。此外，日本首相高市早苗完成新内阁组建，日本国内政局明朗化也提振了投资者信心，进一步推高大盘。 转自：新华财经 ...

Core Viewpoint - The company reported a 14% decline in annual net profit but maintained its dividend level due to stable underlying earnings [1][9]. Financial Performance - The company achieved a net profit of $9.97 billion in 2025, down from $11.55 billion the previous year [2][10]. - Underlying earnings totaled $10.87 billion, a slight decrease of 0.9% year-on-year, but below market expectations of approximately $11.03 billion [2][10]. Dividend Information - The board announced a final dividend of $2.54 per share, which represents 60% of underlying earnings [3][11]. - The total annual dividend remains at $4.02 per share, unchanged from the previous year and above market expectations [4][12]. Market Dynamics - The company noted that the overall neutral impact of price fluctuations highlights the increasing importance of its diversified model [5][13]. - In 2025, iron ore prices from Australian mines fell by 7.6%, while global prices for copper and aluminum increased [5][13]. - The Australian iron ore business continues to contribute over half of the company's profits [6][14]. Strategic Initiatives - The company is attempting to reduce its reliance on iron ore by investing in other commodities such as copper and lithium [7][15]. - Recently, the company was in talks with Glencore for a potential merger, which could have created the largest mining and copper production company globally, but the negotiations did not reach an agreement [7][16]. - The company is currently testing its borate and titanium businesses in the market and is working on monetizing infrastructure assets [8][16].

来源：滚动播报 力拓财年销售额为576.38亿美元，而预估为569.92亿美元。 ...

来源：滚动播报 力拓：全年净利润100亿美元，预估107亿美元。 ...

地壳里藏着一种极其罕见的物质，它在地球上的含量仅仅只有十亿分之一。当中国勘探团队接连确认发 现这种稀缺资源的巨额储量后，原本掌握着垄断地位的欧美国家坐不住了。带着航空发动机领域最核心 的技术方案找上门，试图用技术换取这种资源。面对如此诱人的筹码，中方却给出了一个令世界意外的 答案：绝不出手。这到底是什么宝贝，能让西方大国如此焦虑？中国拒绝的底气又从何而来？ 深山里的惊人发现，打破西方半个世纪的"资源封锁" 我们先从这种资源的特殊性聊起。这种金属名叫铼，在矿业界有个响当当的名号——"超级金属"。想在 地层里找到它，难度堪比大海捞针。想要得到它，必须经过一套极其繁琐复杂的化学提纯流程，不仅步 骤多，损耗也大。 这就导致了一个结果：全球极其缺铼。把全世界已探明的铼储量加在一起，也不过2500吨左右。在很长 一段时间里，这点可怜的家底都被几家大户攥在手里。智利是头号玩家，美国排第二，俄罗斯紧随其 后。产量更是少得可怜，2019年全球总产量才45吨，2024年全球供应量虽然提升到了105.1吨，但面对 庞大的工业需求，依然是杯水车薪。 他们派出了高级别的商业代表团，敲开了中国企业的大门。他们拿出的交换筹码，是航空制造领 ...

来源：滚动播报 力拓全年基础盈利108.7亿美元，预估108.1亿美元。 ...

当地时间周三，美联储公布的1月货币政策会议纪要未改变市场对于6月将启动降息的预期，另外当天美 国公布的多项经济数据表现强劲，叠加科技以及能源股走强，推动美国三大股指集体收涨。其中，道指 上涨0.26%，标普500指数上涨0.56%，纳指上涨0.78%。个股方面，受Meta计划大规模部署英伟达芯片 的消息提振，英伟达股价周三上涨超1.8%；美光科技股价当天上涨5.3%，其股票近期被知名对冲基金 经理大卫·泰珀旗下的阿帕卢萨管理公司增持。 存储芯片巨头西部数据计划出售闪迪部分股份 交易规模超30亿美元 另外，存储芯片巨头西部数据日前宣布，计划出售其所持有的部分闪迪股份，交易规模超30亿美元。分 析认为，此次股份出售将增强西部数据的资本配置灵活性。西部数据股价周三上涨近4.4%。 会议纪要显示美联储内部对于未来货币政策路径存分歧 美联储最新公布的会议纪要显示，其内部仍然对货币政策路径存在分歧，明确提到有联储官员讨论加息 的可能性，在就业下行风险有所缓和的背景下，通胀风险依旧是核心关注点。与会者普遍预计，通胀将 在年内回落，"但回落速度和时点仍不确定"，并预计关税对价格的影响将在年内逐步减弱。 贵金属方面，周三，投资 ...

Group 1 - The Livermore Chinese Concept Stock Index rose by 0.16% on February 19, with significant divergence in individual stock performances [1] - Hilltop Metal Mining and Canadian Solar both recorded gains exceeding 4%, while Futu Holdings and Amer Sports followed with gains over 2% [1] - Century Internet experienced a drop of over 9%, with other stocks like WeRide, Kingsoft Cloud, and AHG also declining by more than 3% [1] Group 2 - The Nasdaq Golden Dragon China Index fell by 0.04%, with mixed performances among popular Chinese concept stocks [1] - Notable stocks such as Pinduoduo, Trip.com, and Bilibili saw varying degrees of increase, while Li Auto and Tencent Music experienced slight declines [1] - The Livermore Chinese Concept Stock Index has shown frequent volatility recently, with a significant drop of 2.64% on February 13, where Tencent Music fell over 10% and Pinduoduo dropped over 4% [1]

印尼通信与数字部于2025年12月7日发布的第469号部长令已明确187类电信产品须强制获得DJID认证方 可进入市场，新规覆盖具有无线功能的智能家电、物联网设备及消费电子产品。该政策于2026年正式执 行，电信设备供应商的合规进度及市场适应性将影响产业链上下游企业。 公司项目推进 第一太平旗下Silangan金铜矿项目预计于2026年第一季度投产，有望在有色金属价格强势周期中释放盈 利弹性。同时，其电讯业务子公司PLDT的金融科技平台Maya已于2025年实现半年度盈利，2026年需关 注其用户增长与商业化深化情况。 经济观察网基于截至2026年02月19日的公开信息，印尼电信相关股票(如第一太平旗下PLDT等)及市场 环境将出现以下值得关注的事件： 行业政策与环境 行业政策与环境 2025年印尼GDP增长5.11%，第四季度增速达5.39%超预期。2026年经济表现将受财政政策有效性、大 宗商品价格波动及央行货币政策影响。凯投宏观预测印尼央行可能降息75个基点，若落地或提振市场流 动性。 行业状况 全球运营商正加速向算力网络、6G预研等新兴领域倾斜资源。印尼作为东南亚新兴市场，其电信运营 商在5G深度覆盖 ...

Core Insights - Global lithium production is projected to increase significantly, with a 19.7% rise in 2025 to reach 338,300 tonnes, and a further 15.0% increase in 2026 to 389,100 tonnes, driven by emerging producers and established players [1] Group 1: Regional Production Forecasts - Argentina's lithium output is expected to surge by 42.5% in 2026 to 35,700 tonnes, fueled by new projects like the 3Q project, Mariana, and Salar de Centenario–Ratones, along with the upcoming Hombre Muerto West mine and Sal de Oro Phase II [2] - China's lithium mine output is anticipated to grow by 16.9% to 68,500 tonnes in 2026, supported by the ramp-up of the Lakkor Tso and Lijiagou projects, as well as expansions at the Xiangyuan mine [3] - Australia's lithium production is projected to rebound by 6% in 2026, reaching 120,300 tonnes, primarily due to operational enhancements and capacity expansions, particularly at the Kathleen Valley project [4] - Mali is set to emerge as a new lithium producer, with output expected to rise to 17,000 tonnes in 2026 from 11,300 tonnes in 2025, driven by the Goulamina and Bougouni projects [5] - Zimbabwe's lithium production is estimated to increase to 41,900 tonnes in 2026 from 37,600 tonnes in 2025, supported by the Kamativi mine and additional output from the Arcadia and Zulu projects [6] Group 2: Long-term Growth Projections - Global lithium production is forecasted to grow at a compound annual growth rate (CAGR) of 8.2% from 2026 to 2035, reaching 792,800 tonnes by 2035 [6]