2026年初国际金价经历剧烈波动，创历史新高后大幅回调。分析指出，金价驱动因素权重发生结构性变 化，实际利率影响减弱，而全球债务高企、地缘政治风险及对国际货币体系的重估成为核心驱动力。同 时，全球央行持续战略性增持黄金，为金价提供长期支撑。市场呈现"强美元"与"强黄金"并存的新动态 平衡，黄金正从传统避险资产向对冲长期不确定性的战略资产转变。 164亿，中国家电大王要IPO 金融市场瞬息万变，投资与经济政策深刻影响全球。我们为您带来昨夜今晨的财经新闻，涵盖股市动 态、经济数据、企业财务和政策更新，帮助您全面把握金融世界。 黄金价格波动，有何深意？ 海尔旗下工业互联网平台卡奥斯（估值164亿）正式递表赴港IPO，同时海尔新能源启动上市辅导，海 尔系上市公司数量或将增至10家。这标志着海尔在周云杰掌舵下，正从传统家电制造商向跨产业平台型 集团加速转型。卡奥斯虽被视作工业互联网标杆，但其高关联交易占比和盈利模式仍受市场质疑。此次 IPO被视为海尔对未来的关键押注，旨在构建"数字经济+绿能"的生态协同，以应对家电主业增长压 力，重塑长期竞争力。 年轻人勇闯"3元香港游"低价团，边壮胆子边"担心回不来" 春节前夕，二手 ...

【环球时报记者 倪浩 环球时报驻阿尔及利亚特派记者 郝瑞敏】美国正采取新策略，在非洲关键矿产资 源领域展开攻势。据路透社9日报道，在2026年非洲矿业投资大会召开之际，美国正通过承购协议与政 府支持的融资方式，试图在短期内争夺非洲的铜、钴等关键矿产。 路透社认为，美国与中国在资金投入与运营模式上存在显著差异。与美方以金融为杠杆不同，中国企业 往往深入资源国，承建矿产开采之外的配套基础设施，包括交通、运输及码头等。 非洲矿产格局会改变吗？ 美国推销矿产联盟计划 路透社报道称，在本周于南非开普敦举办的2026年非洲矿业投资大会上，美方将向非洲各国游说其矿产 联盟计划。美国在非洲矿产战略布局的重点是赞比亚、几内亚和刚果（金）。 阿尔及利亚主流媒体Algérie360日前报道称，美方近期加强了与阿尔及利亚矿业主管部门及国有矿业集 团的接触。该媒体强调，双方合作仍处于前期试探阶段，阿方始终将矿产资源的增值利用与本地加工作 为磋商核心。在其国有矿业集团与美方的会晤中，也将勘探技术引进与资源深加工列为首要议题。 欧洲媒体《现代外交》分析称，随着各国部长和企业高管齐聚开普敦，中国以实业布局为主的模式与美 国依赖金融杠杆的模式 ...

为期4天的2026年非洲矿业投资大会9日在南非立法首都开普敦拉开帷幕，大会期间将举行多场政府间高 端对话会、投资系列会、专题论坛和研讨会。 2月9日，在南非开普敦，南非矿产和石油资源部长格韦德.曼塔谢在2026年非洲矿业投资大会开幕式上 致辞。 ...

Core Viewpoint - Jaguar Uranium (JAGU.US) made its debut on the US stock market, opening with a gain of over 35% at $5.5, triggering a trading halt after an IPO price of $4 [1] Company Overview - Jaguar Uranium is a junior mining company headquartered in Ontario, Canada, focusing on uranium resource exploration and development in South America, particularly in Colombia and Argentina [1] - The company was established in 2022 and has not yet generated revenue [1] Project Details - Jaguar Uranium holds three uranium exploration projects in Latin America: the Berlin project in Colombia, and the Laguna and Huemul projects in Argentina [1] - Uranium is a critical raw material for nuclear fuel, playing a significant role in nuclear power generation and certain strategic metal by-products [1]

全球最大铜生产商 —— 智利国家铜业公司（Codelco）旗下 El Teniente 矿矿长克劳迪奥・苏加雷特周二 对路透社表示，该矿产量在未来约五年内将持续处于低位。该矿去年发生致命事故，已对生产造成冲 击。 苏加雷特说："我们希望，基于我们已完成的研究，能够回收（矿区）北部的矿产资源。" 苏加雷特称，该矿今年预计生产30.1 万吨铜。 "我们希望能小幅提升产量，" 他表示，但同时警告称，产量"大概率将维持在这一水平附近，并在未来 五年保持不变"。 全球最大铜企智利国家铜业公司此前曾表示，未来三年产量将受到影响。 去年，该矿发生坍塌事故，造成数名工人死亡，此后矿区的一部分一直处于关闭状态。 新浪合作大平台期货开户 安全快捷有保障 全球最大铜企智利国家铜业公司此前曾表示，未来三年产量将受到影响。 去年，该矿发生坍塌事故，造成数名工人死亡，此后矿区的一部分一直处于关闭状态。 苏加雷特说："我们希望，基于我们已完成的研究，能够回收（矿区）北部的矿产资源。" 新浪合作大平台期货开户 安全快捷有保障 责任编辑：郭明煜 责任编辑：郭明煜 全球最大铜生产商 —— 智利国家铜业公司（Codelco）旗下 El Tenie ...

某国企港股IPO发行人（境外）法律服务采购项目招标公告 代理机构受广东省大宝山矿业有限公司（以下简称"招标人"）委托，就某国企港股IPO发行人（境外） 法律服务采购项目进行国内公开招标，有关事项如下： 1.招标条件 本项目为某国企港股IPO发行人（境外）法律服务采购项目（招标编号：04-12-04A-2026-D-E01108）， 招标人为某国企，招标代理机构为。资金由招标人自筹，出资比例为100%，项目已具备招标条件，现 委托公诚管理咨询有限公司进行国内公开招标。 2.项目概况与招标内容 2.1 项目名称：某国企港股IPO发行人（境外）法律服务采购项目 2.2 招标编号：04-12-04A-2026-D-E01108 2.3 招标控制价：999.98万元（不含税/人民币） 2.4 招标内容：本次招标服务内容为发行人境外律师提供的法律服务，由招标人根据项目实际进展确 定，具体要求详见本招标文件第五章《用户需求书》。 2.5 服务期限： 本合同包招标服务内容为招标人港股IPO所需的法律服务工作，协助招标人完成上市工 作。各项工作的时间节点，由招标人根据工作需要和进展确定。 2.6 服务地点：招标人指定地点（包括 ...

路透社引述知情人士报道，印度目前正与巴西、法国以及荷兰磋商关键矿物协议，而与加拿大的磋商正 在研拟之中。协议类似上月印度与德国签订的协议，以联手勘探、开采、处理和循环再用关键矿物以及 在两国和第三国采购和开发矿物资产，重点放在锂和稀土上。印度也希望能够获得处理矿物的技术。 (凤凰卫视资讯台) ...

Group 1 - The core point of the article is that Tibet Mining (000762) reported a total of 110,418 shareholders as of January 30, 2026 [1]

Investment Rating - The report assigns a "Buy" rating for MONGOL MINING (0975.HK) with a current price of 11.79 HKD [3]. Core Insights - MONGOL MINING has transitioned from a single coking coal producer to a diversified mining company, now involved in gold and copper production, with significant growth potential in these sectors [8][10]. - The company has a strong cost advantage in its coal operations, with a coal resource of 916 million tons and a production capacity that is expected to benefit from improved pricing dynamics in the Chinese market [8][10]. - The BKH gold mine is projected to contribute significantly to profits, with expected production of 76,500 ounces in 2026, potentially generating around 97 million USD in net profit, which would account for approximately 40% of the company's profits in 2024 [8][10]. Financial Forecasts - Revenue projections for MONGOL MINING are as follows: - 2024: 1,040 million USD - 2025: 846 million USD - 2026: 1,301 million USD - 2027: 1,457 million USD - Net profit forecasts are: - 2024: 242 million USD - 2025: 97 million USD - 2026: 274 million USD - 2027: 383 million USD - The expected EPS for the years 2024 to 2027 are 0.23, 0.09, 0.26, and 0.37 USD respectively [3][8]. Company Overview - MONGOL MINING is the largest privately-owned mining company in Mongolia, focusing on high-quality coking coal production and expanding into gold and copper mining [15]. - The company has undergone significant changes since its IPO in 2010, evolving through various phases including resource integration, debt restructuring, and diversification into multiple mining sectors [15][24]. Coal Operations - The company operates two main coking coal mines, UHG and BN, with a total coal resource of 916 million tons and a production capacity of 1.8 million tons per year [34][35]. - The coal quality is competitive with major Chinese coal regions, and the company has been increasing its washing rates, which have improved from 47.9% in 2023 to 58.4% in 2025 [34][38]. Gold and Copper Operations - The BKH gold mine is expected to start production in Q4 2025, with significant contributions to the company's profits anticipated in 2026 [8][10]. - The company also holds a 50.5% stake in UCC, which has substantial copper resources, indicating strong future growth potential in the copper sector [8][10]. Debt and Dividend Policy - Following a debt restructuring in 2017, the company has improved its balance sheet and is now in a position to consider dividends, with potential payouts expected to begin in 2026 [8][10][11]. - The company is transitioning to a low-debt phase, which enhances its capacity for shareholder returns [11][12]. Market Dynamics - The report highlights that the coal market is expected to stabilize, with supply constraints in China likely to lead to higher coal prices in 2026 [12][52]. - The demand for Mongolian coal is projected to remain strong, particularly in the Inner Mongolia region, due to supply shortages from other sources [49][50].

Investment Rating - The report does not explicitly state an investment rating for the industry or the specific company ANTAM TBK Core Insights - In Q4 2025, ANTAM's nickel pig iron production decreased by 35% quarter-on-quarter to 2,755 tons, and sales fell by 3% to 2,346 tons, marking a year-on-year decline of 43% and 70% respectively [1] - Nickel ore production increased by 3% quarter-on-quarter to 3.56 million wet tons, with sales rising by 9% to 3.35 million wet tons, reflecting a year-on-year growth of 35% and 27% respectively [2] - Gold production reached 153 kilograms, a 1% increase quarter-on-quarter but a 44% decrease year-on-year, while sales dropped by 31% quarter-on-quarter and 78% year-on-year to 3,331 kilograms [3] - Silver production fell by 11% quarter-on-quarter to 888 kilograms, with sales increasing by 41% quarter-on-quarter to 2,521 kilograms, showing a year-on-year growth of 37% [4] - Bauxite production decreased by 45% quarter-on-quarter to 514,374 wet tons, while sales surged by 914% quarter-on-quarter to 785,972 wet tons, with a year-on-year increase of 23% [4] - Alumina production rose by 6% quarter-on-quarter to 47,465 tons, with sales also increasing [5][6] Summary by Sections Nickel Business - ANTAM's nickel pig iron production and sales saw significant declines in Q4 2025, while nickel ore production and sales experienced growth [1][2] Gold Business - The gold segment faced challenges with production and sales declining significantly year-on-year, despite a slight quarter-on-quarter increase in production [3] Silver Business - Silver production decreased, but sales showed a positive trend quarter-on-quarter and year-on-year [4] Bauxite and Alumina - Bauxite production saw a sharp decline, but sales increased dramatically, while alumina production and sales showed moderate growth [4][5][6] Strategic Initiatives - ANTAM is focusing on downstream integration to enhance value, including the construction of a gold processing plant and participation in the electric vehicle battery ecosystem in Indonesia [8][9]