该倡议支持美国国内稀土加工、锂矿开采、锑生产以及涵盖27个战略细分领域的先进制造业，旨在减少对中国的依赖。 由首席执行官杰米·戴蒙（Jamie Dimon）领导，资深投资者托德·库姆斯（Todd Combs）及包括杰夫·贝索斯（Jeff Bezos）和康多莉扎·赖斯（Condoleezza Rice）在内的顾问委员会共同推动，此举标志着华尔街与美国产业政策及新投资机遇的深度结合。 100亿美元！ 摩根大通打响"供应链保卫战" 【Rare Earth Exchanges网 12月29日报道】 核心要点 摩根大通启动了规模达100亿美元的"安全与韧性倡议"，投资美国的关键矿产、半导体、国防和前沿技术领域，将国家安全目标与商业回报相结合。 确保稳定获取关键矿产（如锂、锑和稀土元素）是SRI的基石。戴蒙曾警告称，美国变得"过度依赖不可靠的关键矿产、产品及制造来源"，威胁着国家安 全。因此，摩根大通明确将关键矿产开采和加工列为投资目标。 2025年，美国政府已不再局限于补贴和贷款，开始对部分半导体及关键矿产公司采取股权类投资和战略持股，以保障国内供应链安全。摩根大通 （JPMorgan）新推出的"安全与韧性倡议"（Se ...

新金路公告，子公司广西有色栗木矿业有限公司拟投资4.96亿元实施60万吨/年采矿改造工程项目、150 万吨/年选矿项目、钽铌（钨、锡）资源冶炼综合利用技改项目一期工程。项目一期基建范围位于水溪 庙矿床，主要开拓工程包括水溪庙矿床的胶带斜井（平巷）、主溜井及溜破系统、首采中段 （-105m、-145m、-185m中段）的采准切割、-185m中段二级排水设施、利旧井巷扩帮等，主要设备安 装工程包括副井提升系统、胶带斜井带式输送机、辅助盲斜井提升系统、猴车井架空乘人装置、溜破系 统、一二级排水系统、中段轨路铺设等；公辅设施工程主要包括中央配电站、空压机房、通风机房、调 度中心修缮等。 ...

（原标题：崔东树：前11月汽车行业收入达10万亿元 11月单月利润率回升至4.4%） 智通财经APP获悉，12月27日，乘联会秘书长崔东树发文称，2025年1-11月的汽车行业收入100223亿 元，同比增8.1%；成本88405亿元，增9%；利润4403亿元，同比增7.5%；汽车行业利润率4.4%，相对 于下游工业企业利润率6%的平均水平，汽车行业仍偏低。其中，11月的汽车行业收入11445亿元，同比 增9.7%；成本10162亿元，增11.4%；利润508亿元，同比增39.2%；汽车行业利润率4.4%，环比10月回 升明显，相较去年11月的3.3%提升较大。 各地大力度推动"两新"政策落地实施，有效释放内需活力，消费品以旧换新政策加力扩围效果明显，但 汽车行业效益改善明显落后其它消费品。随着国家反内卷工作持续推进，有色金属矿业利润率30.4%， 上游钢铁行业利润大幅改善，汽车行业散财改善产业链利润效果不错。期待车市油电同权推动油电同 强，未来汽车行业总体形势必能持续稳中向好。 2024年汽车行业利润总体表现不强，销售利润率仅有4.3%，较历史正常水平大幅下降。2025年11月 份，汽车行业销售利润率4.4 ...

截至发稿，西藏珠峰市值为131亿元。 每经头条（nbdtoutiao）——左手"欠款"右手"豪购"！杨陵江收购"国内酒庄第一股"，1919是否重启上 市？"吹太多牛都实现了，但千亿还没实现，我很着急" 每经AI快讯，西藏珠峰（SH 600338，收盘价：14.33元）12月24日晚间发布公告称，截至本公告披露 日，公司及控股子公司对外担保总额为9.85亿元人民币，均为公司为下属全资及控股子公司提供的担 保，占公司最近一期经审计净资产的26.79%。 2025年1至6月份，西藏珠峰的营业收入构成为：采矿占比99.99%，其他业务占比0.01%。 （记者 曾健辉） ...

Core Viewpoint - The announcement by the Yichun City Natural Resources Bureau regarding the proposed cancellation of 27 mining rights has sparked significant concern within the lithium battery industry, with some companies filing objections [1]. Group 1: Mining Rights Cancellation - The proposed cancellation of mining licenses is due to their expiration, with 18 licenses having expired between 2010 and 2019, one expiring in 2023, and five set to expire in 2024 [1]. - The specific mining rights affected include those held by Jiangxi Special Electric Motor Co., Ltd. for the lithium-containing ceramic stone mine in the Lion Ridge area, which is one of the 27 licenses proposed for cancellation [3]. Group 2: Company Response - Jiangxi Special Electric Motor has submitted an objection to the Yichun City Natural Resources Bureau regarding the cancellation of its mining rights, proposing solutions to extend the mining license for the Lion Ridge area [3]. - The company holds a production capacity of 1.2 million tons per year for the Lion Ridge mine, which has an area of 0.1114 square kilometers, and its mining license is valid until September 15, 2024 [3]. Group 3: Market Impact - The cancellation of the mining rights is expected to have a limited impact on the actual supply of lithium carbonate, as the licenses in question have already expired [6]. - The price of lithium carbonate futures has seen significant increases, with the main contract surpassing 100,000 yuan per ton, reflecting the market's response to supply and demand dynamics in the new energy battery industry [5][7]. - Analysts predict that domestic lithium carbonate production will continue to grow, driven by new production lines and strong demand from the electric vehicle and energy storage markets [7].

Overview - The core point of the article is that the U.S. labor market showed resilience in November, with non-farm payrolls increasing by 64,000, surpassing Bloomberg's consensus estimate of 50,000, while the unemployment rate rose to 4.6% [1][2]. Employment Data - In November, the U.S. added 64,000 non-farm jobs, a significant recovery from October's loss of 105,000 jobs [4]. - The private sector added 69,000 jobs in November, up from 52,000 in October, indicating a stable expansion despite government sector disruptions [3][5]. - The unemployment rate increased by 0.2 percentage points from September, attributed partly to a rise in the labor participation rate to 62.5% [1][3]. Wage Growth - Hourly wage growth showed a decline, with a month-over-month increase of only 0.1% in November, down from 0.4% in October [1][4]. - The three-month annualized growth rate of hourly wages fell from 4.2% in October to 3.1% in November [3][4]. Sector Contributions - The service sector remained the primary contributor to job growth, adding 50,000 jobs, with healthcare being a significant driver [3][5]. - The goods-producing sector saw a marginal improvement, adding 19,000 jobs, primarily due to gains in construction, while manufacturing and mining continued to decline [3][5]. Market Reactions - Following the employment data release, market expectations for interest rate cuts in 2026 slightly increased, with a 2 basis point rise to 60 basis points [1]. - The 2-year U.S. Treasury yield fell by 3 basis points to 3.48%, while the 10-year yield remained stable at 4.16% [1].

Core Insights - Foreign direct investment (FDI) in Colombia reached $8.368 billion in the first 11 months of 2025, representing a year-on-year decrease of 16.5% [1] Group 1: Sector Performance - The oil and gas, as well as mining sectors, experienced a significant decline in foreign investment, dropping to $6.384 billion, which is a decrease of approximately $770 million compared to the previous year [1] - Non-resource sectors saw a decline of over 30% in attracted investments year-on-year [1] Group 2: Securities Investment - There was a notable recovery in foreign securities investment, with a net inflow of $7.065 billion this year, reversing the substantial outflow from the previous year [1] - The recovery in securities investment was primarily driven by certain external debt management operations and government bond issuances [1] Group 3: Economic Implications - The decline in foreign investment, particularly in non-resource sectors, poses challenges for employment and long-term technology transfer [1]

集团已与斯派柯、大湾区共同家园投资(GIGA Industries Limited与Poly Platinum Enterprises Limited)订立 基石投资协议(各为一份基石投资协议，统称基石投资协议)，据此基石投资者已同意，在若干条件规限 下，彼等会或促使彼等的指定实体以发售价认购按发售价4.51港元(即最高发售价)可购得总金额约2.24 亿港元的有关数目发售股份(约整至最接近的1000股股份每手份数)，有关金额并不包括经纪费用、证监 会交易征费、会财局交易征费及联交所交易费(基石配售)。 集团是一家矿业公司，专注集团在中国西藏的锌、铅及铜探矿、采矿、精矿生产及销售业务。根据上海 有色网的资料，以2024年西藏锌精矿、铅精矿及铜精矿的平均年产量计，集团分别排名第五位、第四位 及第五位。 智汇矿业(02546)于2025年12月11日-2025年12月16日招股，公司拟全球发售1.22亿股H股，其中，香港公 开发售占约10%，国际发售占约90%。每股发售价格为4.1-4.51港元。每手1000股H股，预计H股将于 2025年12月19日(星期五)上午九时正(香港时间)开始在联交所买卖。 集团估计将从 ...

Core Viewpoint - The article discusses the challenges faced by Dongfang Mining Co., Ltd. in Fujian Province regarding the renewal of mining rights, leading to significant operational and financial difficulties for the company [3]. Group 1: Company Background - Dongfang Mining was established in 2003 and has invested over 100 million yuan in mining operations, specifically in quartzite mining for glass production [4]. - The company was once a major taxpayer in the region, contributing a total of 12.474 million yuan in taxes by the end of 2021 [4]. Group 2: Operational Challenges - The company faced a shutdown due to legal issues, resulting in all production equipment becoming corroded and unusable [6][7]. - After regaining its mining rights in the first half of 2023, Dongfang Mining decided to abandon production recovery efforts due to financial constraints and the deteriorated state of its equipment [3][7]. Group 3: Legal and Financial Issues - Dongfang Mining applied for state compensation in August 2023, but the local court denied the claim, citing insufficient evidence to prove any wrongdoing by the authorities [7][9]. - Legal experts argue that the debts incurred by Dongfang Mining were a direct result of the seizure and freezing of its assets, which should warrant compensation from the state [9][10]. Group 4: Government Response - The local government has acknowledged the situation and is working to improve the business environment for mining companies by addressing the issues faced by enterprises like Dongfang Mining [7][10].

三明市有关部门近期也将主动与相关各方沟通，寻求最佳解决方案。 2023年11月16日，第一财经以《采矿权延续难，企业自叹：再拖设备要烂光了│一线调研》为题，报道 了位于福建省永安市小陶镇的东方矿业有限公司（下称"东方矿业"）遇到的采矿权延续难问题。 据第一财经记者了解，在各方努力下，东方矿业于今年上半年重新获得了采矿权证。但由于矿山长期关 闭停产、大量设备腐烂报废或被盗窃、大批应收货款无法收回，导致资金链断裂，企业无力恢复生产。 今年8月，东方矿业决定放弃恢复生产，开始申请国家赔偿，但并不顺利。 不过，"企业要想恢复生产，设备、设施和人员等方面的投入至少需要1亿到2亿元。我们再也拿不出这 些钱了。"陈明强对第一财经记者说，无奈，东方矿业于今年8月5日向永安市人民法院申请国家赔偿。9 月30日，永安市人民法院作出国家赔偿决定书，决定不予国家赔偿。 "我们从事玻璃用石英岩矿开采加工，建有年产80万吨的石英砂选矿厂，并依法持有石英岩矿采矿许可 证。"东方矿业法定代表人陈明强告诉第一财经记者，该企业曾是永安市纳税大户，就地吸纳了近百人 就业。截至2021年底，东方矿业累计上缴各项税收总计1247.4万元。 2019年 ...