据观察者网12月4日消息，欧盟新闻网站Euractiv报道，12月3日欧盟正式启动了一项名为ResourceEU的 关键原材料计划。这项计划主要聚焦于关键矿产资源的回收、联合采购、战略储备以及投资等方面，其 核心目标在于降低欧洲对中国的依赖，同时力图避免欧中关系进一步紧张。欧盟委员会负责繁荣与工业 战略的执行副主席塞茹尔内表示，如果该计划未能取得实际成效，欧盟无法迅速实现供应链多元化，仍 过度依赖中国，导致关键原材料供应中断进而引发产业链停滞，那么欧盟可能不得不动用所谓的反胁迫 工具（ACI）。所谓反胁迫工具，是欧盟设计的一套经济威慑机制，用于让其他国家在试图采取胁迫行 为时知难而退，在欧盟内部被视为应对外部压力的核武器。不过，自2023年底该机制生效以来，尚未有 过实际使用案例。 在欧盟总部的中文互联网社区中，很多人把欧盟视作美国的跟班或小弟。虽然这种说法带有情绪色彩， 但也反映了美欧之间存在的畸形关系：很多情况下，欧盟政策以美国立场为指导，这在欧盟处理中欧关 系时尤为明显，为欧盟成为美国跟班埋下了伏笔。此外，欧盟在面对美国时表现出的软弱也是原因之 一。回顾特朗普第二任期，他发动全球关税战时，欧盟曾高喊要动 ...

Group 1 - The Russian government is considering strengthening restrictions on the export of cash rubles and gold to prevent capital outflow risks, as part of measures to maintain financial stability in a complex external environment [2][8] - The restrictions will prohibit the export of cash rubles of unknown origin and those intended for EU member states, along with a complete ban on gold bar exports [2][8] - These measures are part of a broader plan aimed at "cleaning up" the Russian economy, with President Putin instructing the government to expedite this initiative [2][8] Group 2 - President Putin has signed a decree extending the ban on foreign investors from "unfriendly countries" buying and selling shares in important Russian enterprises until the end of 2027 [4][11] - The ban primarily targets transactions that could alter ownership, registered capital, or the execution of investment projects, affecting strategic enterprises, thermal power plants, and companies providing equipment and services to the energy sector [4][11] - Transactions involving shares held by "unfriendly country" investors in Russian banks and mineral resource users are also included, with exceptions only possible through special presidential permission or if listed on an exception list [4][11]

至源控股(00990)发布公告，于2025年12月1日，公司与借款人Gold Valley Pilbara Pty Ltd订立贷款协议， 公司同意向借款人提供本金额为600万美元(约4680万港元)的贷款，自首次动用日期起计为期12个月。 公司了解到目标公司BBI Group Pty Ltd(拥有Balla Balla Vanadium项目全部资产的公司)股东急于出售目 标公司，而向外国买家出售任何有关权益须(其中包括)获得澳大利亚外国投资审查委员会的批准。鉴于 完成相关出售存在时间限制，借款人(作为一间澳大利亚实体)同意承接贷款以为其收购目标公司筹措资 金。交易完成后，目标公司其后可寻求获得澳大利亚外国投资审查委员会的批准，以使公司可收购目标 公司40%权益。因此，公司同意以目前结构化的方式向借款人提供贷款且不计息，原因是借款人完成收 购目标公司后，公司将有权收购目标公司40%权益。 收购Bella Bella Vanadium项目的权益，是集团对澳大利亚自然资源市场长期战略愿景的一部分。此举可 让集团实现业务多元化，支持全球业务发展，并促进未来在澳大利亚的投资。澳大利亚约占全球钛铁矿 资源的24%。该金属 ...

投资小红书-第262期 过面尘土、伤痕累累，但我们依然且必须相信时 坚定而持续的股市财富效应是我国经济转型非常重要的方面，目前我国的消费占比仍然较少。坚定而持 续的财富效应目前只能在股市看到，而2021年前面的20年，房地产作为居民财富保值增值几乎是唯一的 载体，这种情况大概率正在退出历史舞台。 不知不觉中，一批中国公司正在变成全球性的公司，来自境外收入的占比正在大幅上升。 今年以来，黄金、有色、钢铁等上游周期性行业暴涨，在汪忠远看来，这些公司的暴涨不只是资源品涨 价所致，而是很多优秀的矿业公司正在成为全球性公司，它们的市值也从区域性龙头公司向全球性龙头 公司看齐。 资瑞兴董事长汪忠远表示："我从业30多年，职业生涯和财富与股市攸关，有那么多好公司在几十年来 从小长到大，这是我们赖以生存的根本，虽然它也有很多毛病，但现在越来越多高净值客户都觉得股市 是相对最公平的资产。从机制来说，我们也中了很强的'卵巢彩票'。" 凯文·凯利多次在公开预测中提到，中国将成为"酷中国"。如果中国真变成很酷国家，那么中国文化将 横扫全球，那时很多代表"软实力"的消费类公司就会成为全球性的大市值公司。事实上，我们当前已经 看到很多矿 ...

人民财讯12月1日电，梅雁吉祥（600868）12月1日发布股票交易风险提示公告称，公司股票交易连续3 个交易日涨幅累计达到24.68%，显著高于同期上证指数，显著高于同行业上市公司，股票交易价格存 在较大波动。截至目前，公司市场环境或行业政策未发生重大调整、生产成本和销售等情况亦未出现大 幅波动。公司全资子公司梅州市梅雁矿业有限公司矿产资源储量备案申请获自然资源部受理的重大事 项，后续尚存在评审结果不确定及审批环节不确定性风险。 ...

Core Viewpoint - The construction of a beautiful China is a crucial goal for the comprehensive modernization of the socialist nation, emphasizing the harmonious coexistence of humans and nature [1] Group 1: Regional Economic Layout and Land Space System - The natural resources department aims to optimize the land space development pattern by balancing population, resources, and environmental factors [2] - Policies will be refined to enhance the implementation of the main functional area strategy, promoting differentiated development based on local advantages [2][3] - The department will maintain stability in urbanization areas, agricultural production zones, and key ecological function areas while optimizing specific functional areas [2] Group 2: Land Space Planning and Protection - The focus will be on dynamic assessment and optimization of land space planning, integrating major projects into a unified management system [3] - Strict adherence to the three control lines: farmland protection, ecological protection red lines, and urban development boundaries will be enforced [3] - The goal is to ensure the preservation of 1.865 billion acres of arable land and 1.546 billion acres of permanent basic farmland [3] Group 3: Resource Allocation and Support - The department will enhance the quality and efficiency of natural resource allocation, promoting comprehensive land supply and redevelopment of inefficient land [4] - Provincial governments will be granted greater autonomy in land use management, with a focus on integrated approval processes for various land uses [4] Group 4: Marine Economy and Ecological Protection - The "14th Five-Year" plan emphasizes strengthening marine development and protection, with a focus on high-quality marine economic growth [5] - The department will promote innovation in marine technology and establish platforms for marine research and development [6] - Collaborative efforts will be made to balance marine resource utilization with ecological protection, including the development of marine ecosystems [6] Group 5: Resource Security and National Safety - The natural resources sector is integral to national security, focusing on food, energy, and supply chain security [7] - Emphasis will be placed on protecting farmland and enhancing the quality of agricultural land through strategic planning [7] - The department will implement a new round of mineral exploration strategies to ensure resource security [7] Group 6: Geographic Information and Disaster Management - A new national spatial reference system will be established to support digital China initiatives and enhance disaster monitoring and response capabilities [8] - The department will focus on geological disaster prevention and response, particularly in high-risk areas [8] Group 7: Ecological Protection and Restoration - The department will prioritize the establishment of a natural protection area system, focusing on national parks and ecological restoration [9] - Efforts will be made to enhance the quality of forests and grasslands through large-scale greening initiatives [10] - The development of a market mechanism for ecological compensation and resource rights will be explored to promote sustainable resource management [10]

Core Viewpoint - HeSteel Resources (000923.SZ) announced a change in its auditing firm to Zhongshen Zhonghuan Accounting Firm (Special General Partnership) for the fiscal year 2025, maintaining the audit fee at 600,000 yuan [1] Group 1: Audit Firm Change - The board of directors has approved the change of the auditing firm due to the expiration of the service contract with the previous auditor, Zhongxing Caiguanghua, and the selection was made through a bidding process [1] - This marks the third consecutive year that HeSteel Resources has changed its auditing firm [1] Group 2: Previous Auditors - In 2023, the auditing firm was Liananda Accounting Firm, and in 2024, the company switched to Zhongxing Caiguanghua in compliance with regulations that limit the tenure of the same auditing firm to a maximum of eight years [1] - The company emphasizes that all previous changes were made with smooth communication with the former firms, and all audit opinions received were standard and unqualified [1]

Group 1 - The core theme of the forum is "Governance for a Sustainable Future" and focuses on corporate sustainable development and ESG ecosystem building [1] - Northern Mining Co., Ltd. received the "Third National Cup ESG Excellence Central Enterprise Golden Bull Award" for its innovative practices and outstanding achievements in the ESG field [1] - The award selection process emphasizes transparency and objectivity, aiming to encourage more companies to engage in sustainable development [1] Group 2 - Northern Mining has established a sustainable development governance structure that integrates project companies, enhancing its ability to respond to opportunities and challenges in sustainable development [2] - The company promotes local management and operations, implementing community development plans to create an integrated economic ecosystem around its projects [2] - Northern Mining adheres to compliance and international best practices in ESG management, ensuring effective governance [2] Group 3 - By 2025, the company aims to enhance its mineral resource supply capacity and green low-carbon transformation efficiency, while integrating international ESG governance concepts into its practices [3] - The focus will be on developing new productive capacities in mining, improving digitalization, intelligence, and green development levels [3] - The company seeks to create infinite value from limited resources, contributing to global sustainable development [3]

Core Points - The European Union (EU) is planning to establish a central institution to coordinate the procurement and storage of critical minerals in response to the United States' aggressive actions in the global mineral market [2][4] - EU officials express concerns over the slow response to the US's "America First" policy, which has exposed the EU's economic vulnerabilities [1][2] - The EU aims to enhance its economic security by integrating more protective measures into its supply chains and establishing partnerships with countries like Brazil and South Africa [4][5] Group 1: EU's Strategic Response - The EU's plan includes signing cooperation agreements with Brazil and South Africa to secure mineral supplies [4] - The EU is also considering setting price floors for critical minerals to ensure domestic availability for European companies [4] - The Critical Raw Materials Act (CRMA) will come into effect in May 2024, focusing on achieving self-sufficiency in strategic raw materials through financial support for 47 strategic projects [4][12] Group 2: US Actions and Implications - The US has been rapidly securing critical mineral supplies through various means, including the Defense Production Act and acquiring stakes in foreign mining companies [5][7] - The US's aggressive strategy has raised concerns in the EU about being left behind in the competition for essential resources [7][11] - The EU fears that US actions may undermine its strategic projects, as seen with the tungsten mining project in the UK that has attracted US investment [8][11] Group 3: Future Directions for the EU - The EU is expected to propose a more detailed critical mineral plan by the end of 2025, which will complement the CRMA [11][12] - The "RESourceEU" initiative aims to strengthen trade ties with third countries and enhance the resilience of Europe's strategic metal supply chains [11][12] - The EU is also exploring domestic mining and refining options, as well as partnerships with neighboring countries to boost its autonomy in critical minerals [12]

Core Viewpoint - The appointment of Gao Ge as the new General Manager of China Mineral Resources Group Co., Ltd. is a significant leadership change that may influence the company's strategic direction and operations [1][4]. Group 1: Leadership Change - On November 20, China Mineral Resources Group Co., Ltd. held an expanded leadership meeting to announce the appointment of Gao Ge as the new General Manager [1]. - Gao Ge has a background in management with a doctorate and has held various significant positions within the National Development and Reform Commission (NDRC) prior to his current role [4]. - His previous roles include Deputy Director of the Comprehensive Department, Director of the Economic and Trade Department, and Deputy Secretary-General at the NDRC [4].