公司规划，到2028年，公司的资源储量、主要矿产品产量、销售收入、资产规模、利润等综合指标排名 进一步提升，铜、金矿产品产量进入全球前3位，全面建成高度适配且具有紫金特色的全球化运营管理 体系和ESG可持续发展体系；力争到2035年，公司主要指标较2025年实现跨越式增长，部份指标达到全 球首位，全面建成"绿色高技术超一流国际矿业集团"。 格隆汇2月9日丨紫金矿业(02899.HK)发布公告，2026年2月8日，公司召开第九届董事会2026年第4次临 时会议，会议审议通过《公司三年(2026—2028年)主要矿产品产量规划和2035年远景目标纲要》，明确 未来三年主要矿产品产量规划指标，并提出至2035年全面建成"绿色高技术超一流国际矿业集团"的远景 目标。 ...

邱处机 . 专门研究商业牛人 豪赌新能源时代。 以下文章来源于邱处机 ，作者邱鑫浩 作者：邱鑫浩 来源：邱处机 河南栾川县的崇山峻岭间，洛阳钼业的三道庄矿区里，无人挖矿机正在有条不紊地作业，数十 辆无人驾驶矿卡在蜿蜒的矿道上川流不息。 这家全球最大的钴生产商、全球十大铜生产商、巴西领先的磷肥生产商，已成为中国矿企国际 化的典范，市值接近 5000 亿元。 作为洛阳钼业的实控人，于泳在胡润富豪榜最新数据里的身家高达 950 亿。 但有意思的是，这位矿产大佬是一位几乎不在公开场合露面的神秘富豪。他从不担任公司任何 职务，甚至缺席了公司两次上市仪式。 这里插播一条课程资讯： 报名 「 黑马·欧洲游学 」， 7天6晚， 我们将带您 回到品牌的"第一现场"， 从 巴黎到米兰 ，直击 LV、欧莱雅、Prada 等顶流品牌的诞生地与核心工厂。 我们还将潜入IFM学院解密奢侈品管理逻辑，在蓝带学院领悟生活方式定义权，更能探访Loro Piana面料实验室，解锁产业链密码。 30席限量抢位， 带你用欧洲思维重构品牌壁垒，从"卖产品"到"卖梦想"，用文化重新定义品 牌定价权！ 扫码咨询报名 （翻到底部了解详情） 01 捡 漏 于 ...

或许没人会预料到，阿根廷会成为第一个站出来为中国说话的国家，尤其是在这个由50个国家组成的稀土联盟中。令人意外的是，阿根廷的这一举动并非由 传统的亲中立场引发，而是源于米莱政府在与美国签署了一项关键矿产协议后，外长巴勃罗·奎尔诺所发表的一番话。他明确表示，这份协议并不排除中国 对阿根廷矿业的投资。这一声明对于整个国际矿产市场而言，毫无疑问是一个重要信号。根据这项协议，阿根廷承诺将美国列为铜、锂等关键矿产的优先贸 易伙伴，而不是操控市场的经济体或企业——显然，这个标签是特意为中国量身定制的。 奎尔诺进一步解释称，这项协议的目的，是为了给美国企业在阿根廷的投资提供更多的可预测性。然而，当记者询问米莱总统是否计划访问中国时，阿根廷 政府的高层却避而不谈，反而强调了即将访问美国的计划。这个在外交上的巧妙表态，显露出阿根廷政府在大国博弈中精妙的生存策略。作为一个资源丰富 的国家，阿根廷坐拥大量锂、铜、金、银矿藏，尤其是前两者，它们对全球电动汽车和绿色能源的转型至关重要。在由美国主导的50国稀土联盟中，阿根廷 无疑是一块重要的拼图。如果阿根廷完全对中国关闭矿产投资和贸易的大门，那么必定会给中国的资源布局带来不小的挑战。幸 ...

以下文章来源于邱处机 ，作者邱鑫浩 邱处机 . 专门研究商业牛人 作者： 邱鑫浩 来源： 邱处机 河南栾川县的崇山峻岭间，洛阳钼业的三道庄矿区里，无人挖矿机正在有条不紊地作业，数十辆无 人驾驶矿卡在蜿蜒的矿道上川流不息。 ----------------------------- 这家全球最大的钴生产商、全球十大铜生产商、巴西领先的磷肥生产商，已成为中国矿企国际化的 典范，市值接近 5000 亿元。 作为洛阳钼业的实控人，于泳在胡润富豪榜最新数据里的身家高达 950 亿。 但有意思的是，这位矿产大佬是一位几乎不在公开场合露面的神秘富豪。他从不担任公司任何职 务，甚至缺席了公司两次上市仪式。 01 捡漏 于泳 1961 年出生于大连瓦房店。他的发家史较为神秘，先是干过造纸厂工人，后面投身证券市场 赚到第一桶金。 2003 年，于泳在上海成立鸿商产业控股集团（下称鸿商），开始进行产业投资和运营。 据达摩财经报道，鸿商集团成立之初，公司股权由于泳、许军分别持股 90% 、 10% ，后者还在 利德投资担任董事。而利德投资被认为是德隆系吸收社会资金的重要平台之一。 鸿商成立一年便迎来一个机遇。彼时洛阳钼业陷入停产困境 ...

Core Insights - The article emphasizes the importance of strengthening green development and utilization of mineral resources between China and Latin America, highlighting key mineral cooperation as a vital pillar of economic collaboration under the Belt and Road Initiative [1] Group 1: Mineral Resource Status in Latin America - Latin America is rich in key mineral resources, with significant reserves of lithium, copper, graphite, rare earths, nickel, manganese, silver, and bauxite. Chile is a core supplier of copper and lithium, holding a substantial share of global copper reserves, while Argentina, Bolivia, and Chile together control 53% of the world's primary lithium resources [2] - The demand for minerals is strongly linked to the global energy transition, with lithium demand expected to surge nearly eightfold by 2024 compared to a decade ago, driven primarily by the battery sector, which accounts for 89% of this demand [2] - There is considerable potential for increasing mineral production in the region, as many resources remain underdeveloped. The "Lithium Triangle" has significant untapped lithium brine reserves, and improvements in extraction technology and investment environments could enhance output [2] Group 2: Trade Dynamics - Latin America's mineral exports are heavily reliant on major global economies, with China's share in mineral trade with Latin America steadily increasing. For instance, the bilateral trade between China and Peru is projected to reach $41 billion in 2024, marking a 12% year-on-year growth [3] Group 3: Investment Potential - Chinese mining companies have substantial investment potential in Latin America, having been involved in the region since 1992. The Belt and Road Initiative provides strategic support for mineral cooperation, with 22 Latin American countries signing cooperation documents by January 2026 [4] - Chinese companies possess technological advantages in rare earth extraction, processing, and green mining technologies, which can support the region's transition to sustainable mining practices. This includes capabilities in lithium battery materials and copper foil production, complementing Latin America's rich mineral resources [4] Group 4: Challenges in Cooperation - The cooperation faces external pressures, particularly from the U.S., which views Latin America as its sphere of influence. U.S. trade agreements and investment restrictions create uncertainties for Chinese enterprises operating in the region [5] - Compliance with complex and evolving legal frameworks in Latin American countries poses challenges for Chinese companies, particularly regarding environmental standards and community compensation [6] Group 5: Strategies for Sustainable Cooperation - Chinese enterprises should leverage existing multilateral cooperation platforms to enhance communication with Latin American governments and businesses, ensuring timely updates on local policy changes [7] - The cooperation model should evolve from single project investments to full industry chain collaboration, involving joint ventures in exploration, extraction, processing, and sales to achieve complementary advantages [7] - Emphasizing green development throughout the mining cooperation process is crucial, including engaging with local communities and environmental organizations to ensure sustainable practices and community integration [7][8]

《先驱报》2月4日报道，2025年津巴布韦矿产品（不含黄金和白银）出口表现强劲，出口量达480 万吨，创汇34亿美元，超出既定目标。采矿业贡献了津60%至80%以上的出口收入，其中铂族金属、 锂、铬和铁合金是主要支柱。若计入黄金，津2025年外汇收入同比增长21.8%，达到162亿美元。 具体来看，铂族金属通过推进本地选矿和深加工，精矿出口下降但高附加值的铂族金属锍出口额大 幅增长，成为重要收入来源；锂出口量和收入双双超出预期，进一步巩固了津巴布韦在全球电池矿产市 场的地位。铁合金、钢铁出口显著增长，而铬精矿受价格下行影响收入有所回落。 （原标题：2025年津巴布韦矿产出口增长14%） ...

Core Viewpoint - The newly released guidelines for ESG disclosure in A-share listed companies provide a structured framework for reporting on pollution emissions, energy use, and water resources, aiming to enhance transparency and comparability in ESG practices across the industry [1][2][3]. Group 1: ESG Guidelines Overview - The guidelines serve as a detailed extension of the previously issued "Sustainable Development Report Guidelines," outlining 21 ESG topics and designating specific companies as strong ESG disclosure entities, with a deadline for submission set for April 30, 2026 [2]. - The guidelines are structured into three chapters focusing on risk assessment, data accounting methods, and disclosure points, addressing market needs for clarity and consistency in ESG reporting [2][3]. - The guidelines do not impose mandatory disclosure requirements but provide a flexible operational template for companies to adapt based on their specific circumstances [3]. Group 2: Challenges in ESG Implementation - Companies face significant challenges in data governance, including weak data foundations, missing historical data, and inconsistent cross-departmental statistics, which hinder effective ESG reporting [1][6]. - The complexity of data collection and accounting, especially across different regions and scenarios, poses a major hurdle for companies in their ESG efforts [7]. - There is a recognized need for improved data management systems and support from external resources, such as environmental data platforms and ESG-related fiscal incentives, to facilitate better ESG practices [7]. Group 3: Market and Regulatory Context - The increasing focus on ESG management is driven by both domestic regulatory requirements and international market pressures, with companies recognizing the importance of ESG compliance for maintaining competitiveness [5][9]. - The guidelines are expected to enhance the transparency and comparability of ESG disclosures, aligning Chinese companies with global investment frameworks and facilitating access to international capital [8][10]. - The implementation of international regulations, such as the EU's Carbon Border Adjustment Mechanism, is pushing companies to prioritize ESG management to meet external demands and improve their market positioning [9].

记者今天（4日）从自然资源部了解到，自然资源部、国家林业和草原局2025年四季度发现，部分地方 存在违法占地破坏耕地和永久基本农田、违反国土空间规划开发建设、毁林毁草破坏生态等问题。为发 挥警示教育作用，自然资源部、国家林业和草原局决定通报8个违法违规典型问题。它们分别是： 1.天津市西青区对违法占用耕地58.7亩建设马术训练场监管不力 2.河南省洛阳市孟津区对破坏永久基本农田32.04亩取土烧砖监管不力 3.湖北省广水市郝店镇花山村余某等违法采伐林木286.05亩 4.湖南三安矿业有限责任公司擅自占用林地109.93亩 5.重庆市万州区对违规占用永久基本农田216亩种植绿化装饰草皮监管不力 6.贵州省息烽县息烽经济开发区化工园区擅自占用林地587.85亩 7.青海省海西州茫崖市对五矿盐湖有限公司在城镇开发边界外违法占地119.6亩建设酒店监管不力 8.新疆维吾尔自治区哈密市和翔工贸有限责任公司别斯库都克露天煤矿违法占用巴里坤县天然牧草地 113.67亩 自然资源部、国家林业和草原局表示，相关地方政府及有关部门要依法依规、实事求是整改查处，严防 简单化、"一刀切"，以案为鉴，规范日常管理、完善管理政策。自然资 ...

Core Viewpoint - Swiss mining company Glencore is set to hire Citigroup as its lead investment bank for a potential acquisition of Rio Tinto, which could create a value exceeding $200 billion, making it the largest mining company globally [1] Group 1: Company Actions - Citigroup submitted a disclosure document to the UK Takeover Panel in January, indicating its association with Glencore regarding the potential transaction with Rio Tinto [1] - Glencore has a long-standing partnership with Citigroup, having previously engaged the bank for several significant transactions, including its 2011 initial public offering and the recent acquisition of Teck Resources' coal business [1]

据媒体报道，这项被称为"Project Vault"的计划将通过美国进出口银行提供的100亿美元贷款，结合16.7亿美元的私人资本，为汽车制造商、科技 公司及其他制造业巨头采购和储存矿产。这将是美国私营部门首个此类储备项目，不仅规模创下纪录，其运作模式也类似于国家的战略石油储 备。 美国总统唐纳德·特朗普正准备启动一项总额达120亿美元的战略关键矿产储备计划，旨在通过建立商业库存机制，保护美国制造商免受供应链冲 击，并进一步强化国家工业安全。 这一计划已吸引了包括通用汽车、Alphabet旗下的谷歌以及波音公司在内的十多家行业巨头参与。特朗普定于周一会见GM首席执行官Mary Barra 和矿业亿万富翁Robert Friedland，与此同时，美国进出口银行董事会也将于同日投票批准这项创纪录的15年期贷款授权。 受此消息影响，市场预计该计划将为相关大宗商品价格波动提供缓冲，并直接利好美国国内矿产供应链。 美国稀土股周一盘前交易中上涨，上涨股包括：美国稀土涨6.11%、美国锑业涨5.3%、Critical金属涨8.4%、MP材料涨4.6%、Ramaco Resources涨 3.7%、NioCorp涨4.6% ...