在功能产业提档升级方面，督促企业主动服务国家和省市重大战略，积极承担并实施好新型工业化强 市、北方内河航运中心、世界文化旅游名城、乡村振兴等领域重点项目。围绕我市加快构建更加完善的 公路、铁路、港口、航运、水利等现代基础设施体系，推动企业增强建设运营与综合服务能力。 在对外合作实现突破方面，统筹市管企业资源资本优势，加大招商引资工作力度，重点围绕京津冀、长 三角、大湾区等地区，加强与央企省企、知名民企、科研院所等合资合作，积极引进一批优质项目，延 伸拉长产业链条，实现合作共赢、融合发展。 在新兴产业培育壮大方面，着眼产业链延伸和价值提升，推动企业加强产业基础能力建设，培育壮大战 略性新兴产业，发展成为重要支柱产业，多渠道开展投资融资、产业培育、资本整合，助力培育新的利 润增长点。 在未来产业超前布局方面，遵循科技创新及产业发展规律，指导企业融合资本、人才、技术、数据要 素，积极融入创新网络，加快布局人工智能、算力、低空经济等未来产业，为建设现代化产业体系提供 新动力。 "十五五"开局的关键节点，济宁市国资委锚定高质量发展目标，在推动市管企业产业布局优化与结构升 级上，绘就了清晰而坚定的发展蓝图。 "'十五五' ...

Group 1 - The core viewpoint of the articles emphasizes the importance of optimizing the consumer environment in China as a key strategy to boost consumption and economic development [1][2][3] - The State Administration for Market Regulation (SAMR) has launched a three-year action plan to enhance the consumer environment, which has already shown preliminary results [1] - In 2025, SAMR received 26.46 million complaints and reports, recovering economic losses of 4.35 billion yuan for consumers, and recalled 8.236 million consumer goods [1] Group 2 - SAMR plans to establish "reassuring consumption" zones and develop related standards and policies to create trustworthy markets and scenic areas for consumers [2] - The focus will be on enhancing traditional industries and promoting high-quality service sector development, addressing new consumer demands for safety, quality, and sustainability [2] - In 2025, SAMR will conduct special actions to rectify the abuse of power and limit competition, with a significant increase in the number of cases investigated and resolved [3] Group 3 - The SAMR is responsible for antitrust reviews of mergers and acquisitions, balancing support for resource consolidation with the prevention of monopolies [4] - In 2025, SAMR reviewed 706 merger cases, a 9.8% increase year-on-year, with 83% of cases concluded within 30 days [4] - The agency aims to enhance the efficiency and quality of merger reviews while ensuring market competition and protecting supply chain security [4]

Core Insights - In January 2026, China's Commodity Price Index (CBPI) reached 125.3 points, marking a month-on-month increase of 6.3% and a year-on-year increase of 12.7%, the highest since July 2022 [1] - The increase in the index is attributed to optimistic business expectations and ongoing production expansion, supported by new policies, while also facing challenges from international geopolitical changes and commodity price volatility [1] Industry Analysis - The non-ferrous price index surged to 159.6 points, with a month-on-month increase of 9.9% and a year-on-year increase of 26.6% [2] - The chemical price index rose to 99.3 points, showing a month-on-month increase of 3.8% but a year-on-year decrease of 9.8% [2] - The black metal price index increased to 79.2 points, with a month-on-month rise of 2.2% and a year-on-year decline of 1.6% [2] - The agricultural product price index slightly increased to 98.3 points, with a month-on-month rise of 0.2% and a year-on-year increase of 5.7% [2] - The mineral price index fell to 71.3 points, with a month-on-month decrease of 0.3% and a year-on-year decrease of 10.3% [2] - The energy price index declined to 94.6 points, with a month-on-month drop of 3.2% and a year-on-year decrease of 11.6% [2] Commodity Performance - Among 50 monitored commodities, 33 (66%) saw price increases, while 17 (34%) experienced price declines in January compared to December 2025 [2] - The top three commodities with the highest price increases were lithium carbonate (up 48.4%), refined tin (up 20.2%), and refined nickel (up 19.5%) [2] - The commodities with the largest price declines were corrugated paper (down 13.1%), caustic soda (down 7%), and coke (down 6.9%) [2] Geopolitical and Market Trends - Tensions in North America and the Middle East, along with a weakening US dollar, have contributed to rising international oil prices and record highs in copper prices [3] - Gold and silver prices reached historical highs in January, but significant declines were observed towards the end of the month due to margin adjustments and Federal Reserve announcements [3] - Future projections suggest that gold prices may experience both upward trends and volatility, with ongoing geopolitical risks providing long-term support despite short-term fluctuations [3]

Core Viewpoint - The establishment of a strategic partnership among the US, EU, and Japan aims to enhance the resilience of critical mineral supply chains, which is essential for economic and national security [1][5]. Group 1: Strategic Partnership and Cooperation - The US, EU, and Japan are taking significant steps to strengthen the resilience of critical mineral supply chains, with a commitment to accelerate cooperation and establish mutually beneficial partnerships [1][5]. - A memorandum of understanding is set to be signed within 30 days to enhance the security of critical mineral supply chains, identifying cooperation areas and stimulating demand through diversified supply [5][6]. Group 2: International Trade Environment - The Chinese government emphasizes the importance of maintaining an open, inclusive, and equitable international trade environment, urging all parties to contribute constructively to the stability and security of global critical mineral supply chains [1][4]. - There is a strong opposition to any country attempting to disrupt international economic and trade order through "small circle" rules [2]. Group 3: Trade Agreements and Relations - The EU has restarted the approval process for the US-EU trade agreement, which had been frozen due to previous tensions related to Greenland and tariffs [8][9]. - The European Parliament is expected to vote on the trade agreement in the upcoming committee meeting on February 24 [8]. Group 4: Economic Measures and Initiatives - The US has announced a $12 billion mineral reserve plan for domestic manufacturers during crises and signed a $125 million agreement for defense reserves [7]. - The US and Mexico are implementing a similar action plan to develop preferential trade through price floors for specific mining and processing projects [7].

【文/观察者网 王一】自韩国总统李在明上台以来，韩国在对中美的外交关系上，一直试图拿稳平衡 木。近日，韩国又搞出一个颇具"求生欲"的双线操作：前脚刚加入美国发起的所谓"关键矿产联盟"，后 脚又公开表示正寻求与中国在关键矿产供应链上加强合作。 据韩联社报道，当地时间2月5日，韩国产业通商资源部发布《稀土供应链综合对策》。这是韩国政府首 次提出覆盖稀土生态体系全周期的综合性对策，其内容涵盖上游（资源开发）、中游（分离提炼）、下 游（成品制造）以及再资源化等环节。 其中提出，需要通过多种渠道加强与中国的合作。该部在声明中表示，将与中方有关部门建立热线和联 合委员会机制，协助韩国企业更快速、稳定地进口中国矿产资源。 数据显示，中国占全球稀土产量的60%至70%，在冶炼和分离工序中占比约85%至90%，在作为终端产 品的稀土磁体市场中占比超过80%。韩方希望通过加强合作，降低短期供需风险。 韩国产业通商资源部长官金正官指出，韩国虽然在半导体、电动汽车、电池等尖端产业领域高度发达， 但作为一个非常依赖进口资源的国家，在供应链管理方面面临诸多困难。 当地时间4日，美国举办首届关键矿产部长级会议，宣布将设定所谓价格下限和征收 ...

Core Viewpoint - In January, China's Commodity Price Index (CBPI) reached 125.3 points, marking a month-on-month increase of 6.3% and a year-on-year increase of 12.7%, the highest since July 2022 [1] Group 1: Market Trends - The increase in the CBPI indicates a continued recovery and positive market sentiment, supported by national strategic policies and optimistic business expectations [1][2] - The rise in prices is influenced by international geopolitical changes, expectations of loose monetary policy, and significant fluctuations in commodity futures prices, leading to rapid increases in prices of non-ferrous metals and chemicals [1] Group 2: Sector Analysis - The non-ferrous price index saw a substantial increase, while the chemical price index also rose quickly; the black series price index continued to recover, and agricultural product prices increased slightly [1] - Among the 50 monitored commodities, 33 (66%) experienced price increases, while 17 (34%) saw price declines in January [1] - The top three commodities with the highest price increases were lithium carbonate, refined tin, and refined nickel; the top three with the largest declines were corrugated paper, caustic soda, and coke [1]

人民网北京2月5日电今日，国务院新闻办公室举行新闻发布会，介绍市场监管服务经济高质量发展情 况。 四是吹响护航"集结号"，为企业出海拉警戒、防风险。国内企业海外并购时可能会遇到境外的反垄断审 查，帮助国内企业积极应对，组织开展汽车、集成电路、互联网平台等领域200余家企业海外合规培 训，加强解读国外法律规则，发布典型案例示范引领，助力国内企业规避风险、行稳致远。 朱剑桥表示，2026年，市场监管总局将持续完善经营者集中审查制度，不断提升审查效率和质量， 以"放"激发市场活力，以"管"守护竞争环境，为全国统一大市场注入持久动能，推动经济高质量发展。 （文章来源：人民网） 一是搭建服务的"连心桥"，为企业申报降成本、明方向。一方面，健全经营者集中分类分级审查制度， 将试点委托地方审查转为正式委托，强化局地协同、就近服务。发布《违法实施经营者集中行政处罚裁 量权基准（试行）》，推出"行政处罚自算器"工具，让企业"一看便懂，一算便知"。另一方面，出台 《经营者集中申报规范》《非横向经营者集中审查指引》，为企业申报提供透明、可预期的政策环境。 开放经营者集中反垄断业务系统，提供6000余件历史案例库实时查询，为企业合规 ...

一是搭建服务"连心桥"，为企业申报降成本、明方向。一方面，健全经营者集中分类分级审查制度，将 试点委托地方审查转为正式委托，强化局地协同，就近服务。发布《违法实施经营者集中行政处罚裁量 权基准（试行）》，推出"行政处罚自算器"工具，让企业"一看就懂，一算便知"。另一方面，我们出台 《经营者集中申报规范》《非横向经营者集中审查指引》，为企业申报提供透明、可预期的政策环境。 开放经营者集中反垄断业务系统，提供6000余件历史案例库实时查询，为企业合规申报提供"活字典"。 来源：央视新闻客户端 今天（5日）上午国务院新闻办公室举行新闻发布会，市场监管总局介绍，经营者集中，可以通俗地理 解为企业之间合并、收购等行为。市场监管总局负责对该类行为进行反垄断审查，一方面要支持企业依 法整合资源、做大做强，一方面要防止形成垄断，破坏竞争秩序。2025年，总局坚持"放管结合"开展经 营者集中反垄断审查，对合规并购"简案快审"，对存在垄断风险的"要案精审"，有效推动形成优质优 价、良性竞争的市场生态。主要成效体现在四个方面。 二是跑出审查"加速度"，让企业并购少等待、快落地。2025年，我们依法审结经营者集中706件，同比 增长 ...

【现货】 现货方面，主产区价格变动：6517锰硅内蒙5680元/吨；广西5750元/吨；宁夏5620元/吨；贵州5700元/ 吨。 【期货】 截止2月4日收盘，锰硅主力合约+0.31%（+18），收于5868元/吨。 【成本】 内蒙成本5866元/吨，广西生产成本6283元/吨，内蒙生产利润-186元/吨。 库存方面，截至1月29日，中国主要港口锰矿库存435.7万吨，环比+10.9万吨；其中天津港332.5万吨， 环比9.5万吨，钦州港102.7吨，环比+1.4万吨。 【供给】 Mysteel统计全国187家独立硅锰企业样本开工率36.21%，较上周平；日均产量27485吨，减120吨。周度 产量19.24万吨。 【需求】 五大钢种硅锰周需求117220吨，环比上周增0.30%；日均铁水产量227.98万吨，环比-0.12万吨；高炉开 工率79.00%，环比+0.32%；高炉炼铁产能利用率85.47%，环比-0.05个百分点；钢厂盈利率39.39%，环 比-1.3个百分点。 【观点】 昨日锰硅主力合约震荡运行，节前维持盘面减仓。现货方面，下游钢厂补库基本完成，同时运输逐步停 滞，现货成交冷清。基本面来看，锰 ...

2026年2月3日，特朗普在华盛顿搞了个"关键矿产盟友伙伴俱乐部"的大型闭门会议，欧盟、英国、日 本、澳大利亚等30多个国家代表准时报到，按理说这是一场对中国关键资源使出组合拳的开局：计划对 中国锂、镍、稀土这些"新能源命脉"加征关税，并组建专属于西方的清洁供应链。 但就在所有人以为又是一套标准的"去中国化"剧本时，澳大利亚突然反水公开唱反调，让全场措手不 及。盟友尚未结盟，分歧就已经摆在台面上了。为什么澳大利亚要在这个节骨眼上"拆台"？西方合围中 国矿产优势的算盘，还打得响吗？ 白宫精心准备的"矿产同盟计划"其实并不复杂，核心可以归结为三个字：控、卡、限。第一招，美国打 算在自己主导的"关键矿产俱乐部"内部搞一个零关税的封闭市场，让盟友之间自由买卖稀有矿产，避开 中国的产业优势。 第二招是设一个统一的"矿产底价"——意思是全球卖锂卖钴的至少要在这个价格以上交易，这样西方矿 业的投资更容易回本，维持利润空间。第三招则带有点技术门槛意味，用所谓"环保标准""劳工保护"等 非关税手段，把"不够绿"的产品拒之门外，以此钳制中国的全球竞争力。 这一套从面上看有模有样，确实对着中国供应链来的。毕竟中国如今控制着全球六成 ...