Group 1 - The 2025 China Explorer Conference was held in Urumqi, Xinjiang, focusing on the theme "Anchoring Strategic Resources to Achieve Increased Reserves and Production" [1] - Xinjiang's government emphasized the importance of geological exploration and the integration of national geological exploration forces to enhance resource development [1][2] - The conference highlighted the establishment of a "central-local-enterprise" coordination mechanism to promote a unified national exploration strategy [2] Group 2 - The conference recognized the need for geological survey units and mining enterprises to prioritize finding large and urgently needed mineral resources [2] - Reports were presented by Chinese Academy of Engineering academicians on new energy and innovative exploration technologies [2] - Various events were organized during the conference, including a project promotion meeting and an exhibition showcasing achievements in mineral exploration since the founding of New China [2]

铁矿石早报 研究中心黑色团队 2025/6/18 地区 品种 最新 日变化 周变化 折盘面 最新 日变化 周变化 进口利润 94.25 -0.35 -0.95 纽曼粉 703 -6 -5 750.8 90.05 -1.45 -1.75 -22.94 PB粉 713 -7 -6 753.6 92.45 -1.50 -1.75 0.44 麦克粉 693 -8 -7 757.3 88.10 -1.25 -2.30 3.54 金布巴 659 -6 -11 745.2 84.60 -1.30 -1.75 -9.33 主流 混合粉 650 -4 -7 772.7 80.95 -0.85 -0.85 13.13 超特粉 611 -5 -4 818.9 77.80 -0.90 -0.90 6.60 卡粉 814 -3 -1 751.9 102.15 -1.15 -1.70 21.54 巴西 巴混 744 -7 7 753.0 94.35 -1.15 -2.05 13.62 主流 巴粗IOC6 686 -7 -6 752.3 巴粗SSFG 691 -7 -6 乌克兰精粉 785 -3 -5 851.4 61%印粉 639 -6 ...

中国是全球绿色公共交通、特别是电动化交通的引领者，已在百余座城市成功实现公共交通100%零排 放，其中绝大多数是电动公交，构建起覆盖全产业链的技术体系与运营经验。近年来，在"一带一路"倡 议下，中国企业凭借持续的技术创新、完善的产供链体系、优质的服务能力，积极参与智利公共交通电 动化进程，助力智利加速能源转型，得到智利社会与民众的认可。未来，中方愿秉持开放、合作、共赢 的理念，充分发挥技术、产业、金融等方面优势，继续推动中国企业在清洁能源、电动汽车产业等领域 与阿塔卡马大区、与科皮亚波市开展更多高水平务实合作，为可持续交通发展注入强劲动力。 还需要强调，电动交通使用大量的铜和锂，这也将给智利带来更大收益。可以说，中国和智利是矿业和 电动公交领域的天然合作伙伴和利益共同体，两国加大在这些领域的合作，也是对应对气候变化、保护 人类共同家园的重要贡献。 科皮亚波市希望成为南美首个实现公共交通100%电动化的城市，您与阿塔卡马大区政府举行了会谈， 在这一目标中中国将扮演什么角色？ 答：科皮亚波市致力于成为南美首个实现公共交通100%电动化的城市，这一目标高度契合全球绿色低 碳发展趋势和智利政府能源发展转型，彰显了城市 ...

美联储周二公布的数据显示，美国5月工业整体产出意外环比下降了0.2%，低于市场原本预期的持平，而4月的产出数据被小幅上修 为上升0.1%。 工业产出包含制造业、矿业和公用事业三个细分领域。分项来看，美国5月制造业产出微增0.1%。公用事业生产下降了2.9%，而采矿 和能源开采略有上升。 得益于汽车组装产量回升，制造业产出微增0.1% 制造业内部表现分化。 美联储表示，5月制造业产出微增0.1%，而4月时制造业产出经历了自去年10月以来的最大降幅。制造业产出微增主要因为汽车组装 产量大增了近5%，5月汽车组装年化产量达到了1119万辆，为逾一年以来的最快增速。同时，航空航天设备的产量也有所上升。 由于公用事业产出下降、制造业在需求走弱的背景下难以发力，美国5月工业产出下降，为近三个月内的第二次下滑。 消费品制造业生产（含汽车、家电和电子产品）连续第三个月下滑，反映消费者需求降温。而商业设备制造业产出则加速增长。 消费者需求降温，企业犹豫不决 虽然中美达成的临时协议有助缓解市场紧张情绪，但不断变化的美国贸易政策和关税安排，让企业难以判断国内外的真实需求状况， 导致制造业的短期前景变得更加不明朗。 部分企业宣布了在 ...

网址：www.bcqhgs.com 1 地址：杭州市求是路8号公元大厦东南裙楼1-5层 1、国内港口到货量 运筹帷幄决胜千里 投资咨询业务资格：证监许可【2011】1778 号 铁矿石到货、发运周度数据（2025 年第 24 周） 一、简评 1、国内 47 港到货量为 2517.50 万吨，环比降 156.40 万吨，再度有所回落；减量最大为巴西矿，环比 降 184.00 万吨，多因前期低发运所致，持续性不强；澳矿环比增 43.70 万吨，非澳巴矿微降 16.10 万吨。 2、海外矿石发运高位回落，全球 19 港矿石发运总量为 3352.70 万吨，环比降 157.70 万吨。主流矿商 发运增减互现，合计量环比微降 11.69 万吨；其中巴西矿环比增 26.80 万吨，小幅回升；而澳矿发运减 100.00 万吨，非澳巴矿降 84.50 万吨，两者仍处于年内相对高位。 3、按船期推算国内港口澳巴矿到货量减量有限，海外矿石供应维持高位。 二、矿石到货与发运数据 | | | | | | 铁矿石周度到货和发运数据 | | | | | | | | --- | --- | --- | --- | --- | --- | ...

证券代码：000408 简称：藏格矿业 藏格矿业股份有限公司投资者关系活动记录表 编号：2025-004 | | ■特定对象调研 □分析师会议 | | --- | --- | | 投资者关 | □媒体采访 □业绩说明会 | | 系活动类 | □新闻发布会 □路演活动 | | 别 | □现场参观 | | | □其他（电话会议） 大成基金韩创、大成基金李博、大成基金徐雄晖、汇添富张朋、中 | | | 邮基金张屹岩、工银安盛赵博容、华夏久盈周义、平安资产张良、 | | | 国君资管冯自力、泉果基金张诠、易方达万宇翔、永赢基金郑州杰、 | | 参与单位 | 兴全基金刘洋、海富通蒋旭杰、浦银安盛凌亚亮、华夏基金石开、 | | 名称及人 | 长城基金任柯宇、创金合信谢天卉、人保资产黄海培、南方基金薛 | | 员姓名 | 原、中金资管徐榕、上银基金尹盟、融通基金曲悦、财通资管刘溢、 | | | 易米基金包丽华、易米基金柳青涛、太保资产孙凯歌、朱雀基金佘 | | | 金花、聚鸣投资胡炜、民生加银郭天逸、财通资管郭齐坤、长江证 | | | 券王筱芮、民生证券南雪源等 57 位分析师和投资者。 | | 时间 | 2025 年 6 ...

Group 1 - The central ecological environmental protection inspection has reported typical cases from Inner Mongolia, Shaanxi, and Ningxia, highlighting issues such as deforestation, grassland destruction, soil erosion, and illegal mining activities [1][2] - In Inner Mongolia, significant illegal land use was reported, with over 3,600 acres of grassland illegally cultivated and 320 acres of grassland occupied unlawfully [1] - The ecological restoration efforts in Inner Mongolia are lagging, with six key projects still incomplete and a vegetation restoration task of 95,000 acres not yet fulfilled [1] Group 2 - In Shaanxi, the city of Yulin has a severe soil erosion problem, with 86% of its area affected, making it a major source of sediment for the Yellow River [2] - Yulin's soil erosion control measures are falling short, with only 54% and 68% of the targeted areas for soil erosion management completed in specific counties [2] - Illegal activities related to soil conservation are prevalent in Yulin, including significant dumping of construction waste and unauthorized land excavation [2] Group 3 - In Ningxia, the mining sector, particularly in Zhongwei City, is facing ecological protection challenges, with inadequate restoration efforts reported [3] - The Mingju Electric Stone Company has illegally occupied 205 acres of grassland without proper permits, and has cumulatively encroached on approximately 90 acres of grassland since its operation began [3] - Several mining companies in Zhongwei have failed to effectively restore ecological damage, with ongoing illegal dumping of waste materials and inadequate remediation of mining sites [3]

Report Industry Investment Rating - The price of iron ore is expected to fluctuate weakly in the short term, and it should be treated bearishly [2][3] Core Viewpoints - The impact of tariffs will gradually emerge, and geopolitical factors increase price uncertainty. In the short term, the domestic macro - expectation is weak, and the market trading focus returns to the weak pattern of strong reality + weak expectation. The overall demand maintains a downward trend, and the expected growth rate of the supply side (arrival) increases month - on - month. It is expected that the short - term iron ore price will fluctuate weakly [3] Summary by Relevant Catalogs Logic - Last week, the black series fluctuated narrowly. The supply - demand relationship of finished products showed obvious off - season characteristics of weak supply and demand. The inventory of finished products continued to decline at a low level. Later, attention should be paid to the impact of US household appliance tariffs on the demand for plates. The supply of iron ore shows a seasonal incremental feature. The carbon element continuously gives way to the iron element. The blast furnace profit is not significantly compressed due to the price decline. The domestic demand for iron ore continues to decline slightly but remains at a relatively high level [3] Supply - The current overseas ore shipment increased slightly month - on - month. The amount of Australian iron ore shipped to China increased significantly. The shipment from Australia increased significantly, while the shipment from Brazil declined from a high level, and the shipment from non - mainstream countries fluctuated slightly. June is the peak season for overseas ore shipments. Coupled with the fiscal year volume - rushing of Australian BHP and FMG mines, it is expected that the overseas ore shipment will maintain a steady recovery trend, and the support from the supply side will gradually weaken [3] Demand - The domestic demand has declined from a high level but is still at a high level. The molten iron has declined for five consecutive weeks. The current daily average is 241.61 (month - on - month - 0.19). The blast furnace is mainly under regular maintenance. The current profitability level of steel mills is relatively high and the blast furnace profit level is relatively considerable. Coupled with the full - depth losses of the short - process, it is expected that the molten iron will show an overall high - level decline trend but with a low downward slope. The high demand supports the price [3] Inventory - Due to the increase in overseas shipments, the inventory of imported ore at the steel mill level increased month - on - month. The daily consumption continued to decline but was still at a high level in the same period. With the increase in the arrival volume and the continuous decline in the port clearance volume, the port inventory accumulated this period. Due to the weak market expectation for demand, the restocking expectation is weak. It is expected that the inventory will tend to accumulate later, but due to the high demand, the inventory accumulation pressure is weak [3]

Group 1 - The fourth China-Africa Economic and Trade Expo concluded successfully, with a total of 176 projects signed, amounting to $11.39 billion, surpassing the previous session [9] - The main exhibition hall attracted over 200,000 visitors, doubling the attendance from the last event, with on-site transactions or intended transactions expected to reach 2.5 billion RMB [2] - The expo featured participation from 53 African countries, 11 international organizations, and over 4,700 enterprises, showcasing a strong interest in cooperation [3] Group 2 - The expo's theme was "China-Africa Cooperation in Action, Pursuing Modernization Together," with over 30 trade activities covering various sectors such as green mining, infrastructure, and cultural trade [7] - A significant number of projects were signed during the expo, with Hunan province alone signing 62 projects worth $3.8 billion, representing one-third of the total signed projects [10] - The expo has evolved into the largest and highest-level comprehensive exhibition between China and Africa over six years [11] Group 3 - The event included the debut of several specialized exhibition areas, such as a second-hand vehicle trade zone and a showcase for African products, highlighting the diversity of offerings [4][5] - The expo facilitated direct procurement cooperation, particularly in commodities like soybeans, coffee, and tea, enhancing trade links between Africa and China [8] - Future plans include the "Going to Africa" initiative to further strengthen economic ties and ensure the successful implementation of signed projects [12]

2025年6月12日—14日，第十六届中国上市公司投资者关系管理论坛暨2025中国城市发展新质生产力巡 礼走进扬州活动成功举办。在本次论坛上，西部矿业（601168.SH）在第十六届"天马奖"评选中以卓越 的投关管理水平赢得了市场和投资者的广泛认可，荣获"上市公司投资者关系管理天马奖"、"上市公司 投资者关系管理股东回报奖"两项殊荣。 西部矿业长期致力于规范和高效地与投资者保持沟通，提升投资者关系管理水平。公司于2013年成立了 投资者保护工作领导小组，由董事长担任组长，确保投资者保护工作的高效推进，并建立了多部门协同 合作的投资者沟通渠道，董事会事务部作为投资者保护工作的主要负责单位，设立专门岗位负责投资者 关系管理，确保投资者权益得到有效保护。 在实践中，公司采取了一系列创新举措来加强与投资者的互动。公司所处地理位置较为偏远，较核心金 融地区不具备优势，日常与投资者的沟通主要通过投资者来电、互动平台等方式，为此公司克服困难， 持续强化与投资者的沟通机制。2023—2024年，公司持续主动地"走出去"，辗转北京、上海、深圳等地 参加反路演活动、机构投资者策略会11次，吸引90余家机构参与。同时，公司也注重邀 ...