导读：2025年10月11日，必和必拓与中国矿产资源集团签署协议，同意自2025年第四季度起以人民币结 算铁矿石贸易。此前，澳大利亚总理阿尔巴尼斯于10月1日对中方决定表示"失望"，但中国态度坚决。 中国对澳洲铁矿采取强硬立场，绝非一时冲动，而是长期被动后的战略破局 —— 既是对澳洲矿业巨头 定价霸权的反击，更是掌握资源话语权、推进人民币国际化的主动布局。这种强硬背后，是历史教训、 产业困境与现实底气的三重叠加。 ...

Group 1 - Major stock indices are showing positive movements, with Dow futures up 0.98%, S&P 500 futures up 1.41%, and Nasdaq futures up 1.96% [1] - Chinese concept stocks are mostly rising, with Alibaba up 5.18%, Pinduoduo up 1.98%, and JD.com up 2.76%, while Baidu is down 4.10% [1] - Star tech stocks are also performing well, with Nvidia up 3.68%, AMD up 4.24%, and Amazon up 2.17% [1] Group 2 - Warner Bros. Discovery has rejected Paramount's initial acquisition offer, citing the bid was too low at approximately $20 per share, leading to a 2.63% increase in Warner Bros. stock [1] - Rare earth concept stocks have surged, with USA Rare Earth up 23.58%, Critical Metals up 21.23%, and MP Materials up 11.55% [1] Group 3 - Marathon Digital Holdings (MARA) has purchased 400 bitcoins for $46.29 million, increasing its total holdings to over 53,000 bitcoins, making it the second-largest corporate holder [2] - Tesla's domestic deliveries exceeded 240,000 units in Q3, contributing nearly half of the total deliveries, with the stock rising 2.6% [2] Group 4 - Bank of America has raised its gold price target to $5,000 per ounce for next year, with an average price forecast of $4,400, attributing the increase to a recovery in investor appetite [3] - Toyota plans to launch its first mass-produced solid-state battery vehicle by 2027, aiming for advancements in range, charging speed, and performance, resulting in a 2.16% increase in its stock [3]

10月13日，盛屯矿业大宗交易成交30万股，成交额301.8万元，占当日总成交额的0.1%，成交价10.06 元，较市场收盘价11.1元折价9.37%。 | 交易日期 | 证券商除 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 卖出营业部 | 是否为专场 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | belly of a "a voltar children il book I hour's 025-10-13 | 盛中时业 | 600711 | 10.06 301.8 | 30 | 者圆满意思想 | 委员严肃党健嘉理 | | Ka | ...

| | | 603226用V | | | | | | --- | --- | --- | --- | --- | --- | --- | | 47.00 | +3.94 | +9.15% | | | | | | 行业 | 家居開品 -0.16% | | | | | | | 今开 | 38.80 最高 | | 47.01 | 成交额 | | 5.21亿 | | 昨收 | 43.06 最低 | | 38.80 | 市净率 | | 18.24 | | 市值0 | 167.08亿 换手 | | 3.33% | 一层层 | | 亏损 | | 分时 | 日K 五日 | 周K | | 目K | 周期 | | | 叠加 | 竟价 | | | 五档 | | 分享 | | 47.32 | | | 9.89% | 英5 | 47.05 | 10 | | | | | | 英4 | 47.03 | 12 | | | | | | 童3 | 47.02 | 6 | | 43. | | | | 英2 | 47.01 | 58 | | | | | | 할 1 | 47.00 | 893 | | | | | | 92.80% | | 7.20% ...

周一(10月13日)：英伟达开放计算项目2025全球峰会、甲骨文AI世界大会揭幕。 周三(10月15日)：第138届广交会将分三期在广州举办；新修订的反不正当竞争法10月15日起施行，进 一步完善数字经济领域公平竞争规则。 周四(10月16日)： 台积电公布业绩；2025世界智能网联汽车大会将在北京举办。 港股要闻 国际宏观： 周一(10月13日)：世界银行和IMF举办2025年秋季年会；欧佩克公布月度原油市场报告。 周二(10月14日)：美联储主席鲍威尔、美联储理事鲍曼发表讲话；美国总统特朗普与阿根廷总统米莱会 晤；日本央行行长植田和男访问美国；摩根大通、花旗、高盛、贝莱德等华尔街大行将陆续披露业绩。 周三(10月15日)：美联储理事沃勒、波士顿联储主席柯林斯发表讲话。 周四(10月16日)：美联储公布经济状况褐皮书；美联储理事米兰、亚特兰大联储主席博斯蒂克发表讲 话。 周五(10月17日)：欧盟将公布9月CPI数据。 行业动态 周三(10月15日)： 轩竹生物-B(02575.HK)挂牌上市。 周四(10月16日)： 云迹 (02670.HK)挂牌上市；中国铁塔、福耀玻璃公布业绩。 周五(10月17日)： ...

Core Insights - Foreign executives, including Ford's CEO, expressed astonishment at China's technological advancements during their visit to smart manufacturing factories [1][3] - The visit highlighted China's superior production costs and automotive quality compared to Western factories, prompting some executives to reconsider their internal production plans [3][5] Group 1: Technological Advancements - Ford's CEO Jim Farley was impressed by innovations in autonomous driving, artificial intelligence, and facial recognition technology in Chinese factories [3] - The president of Fortescue Metals Group, Andrew Forrest, noted the efficiency of Chinese assembly lines, which are largely automated and operated by robots [3] Group 2: Workforce and Innovation - The CEO of Octopus Energy, Greg Jackson, remarked on the shift from reliance on government subsidies and cheap labor to a workforce of highly skilled engineers driving innovation in China [5] - The International Federation of Robotics reported a significant increase in the number of industrial robots in China, from 189,000 in 2014 to over 2 million by 2024 [5] Group 3: Global Competitiveness - Despite the large population being cited as a reason for China's achievements, data shows that China's robot usage per capita surpasses that of the US, Germany, and the UK [5] - The chief economist of the European Centre for Reform emphasized the need for the West to invest in robotics technology to keep pace with China's innovation [5]

Core Points - An accident occurred at Anjia Mining, a wholly-owned subsidiary of Guizhou Chitianhua, resulting in one fatality and direct economic losses of 1.3725 million yuan [1] - The incident has been classified as a production safety responsibility accident, leading to penalties for seven responsible personnel, including a 30-day suspension of their safety production management qualifications and fines totaling 520,862 yuan [1] - Anjia Mining was fined 700,000 yuan, and its safety production license was suspended, with its safety level downgraded from level two to level three [1] Financial Impact - As of the end of 2024, Anjia Mining's total assets accounted for 20.58% of the company's audited consolidated total assets [1] - The downgrade in safety level has not resulted in direct adverse effects, but the company faces increased regulatory scrutiny [1] Future Actions - The company plans to enhance safety production measures in response to the incident and regulatory changes [1]

Core Viewpoint - Boreton (01333) shares rose over 5%, currently up 5.55% at HKD 37.66, with a trading volume of HKD 38.21 million [1] Group 1: Strategic Partnerships - Boreton has recently announced a strategic cooperation agreement with Mingyang Mining, aiming for long-term collaboration in the mining sector based on complementary advantages and win-win cooperation principles [1] - In August, Boreton signed a strategic cooperation agreement with Huawei Digital Energy, focusing on zero-carbon smart mining construction and pure electric mining truck supercharging technology, further deepening collaboration to promote global mining's green and low-carbon transformation [1]

会议围绕培训课程设置、教学安排及管理要求作了详细介绍，并表示学校将全力做好教学组织与服务保障，确保培训取得实效。土建工程师纳基 布拉·斯塔尼克扎伊(NAQIBULLAH STANIKZAI)作为学员代表发言，表示将珍惜此次培训机会，以饱满热情投入学习，努力掌握先进管理方法， 为今后工作实践打下坚实基础。 开班仪式前，培训学员参观了学校教学楼、操场、食堂、超市、餐厅等学习生活场所，并参观学校机械工程实训中心及粉末冶金虚拟仿真实训中 心。 5 5 LABIT L LE BE THE 10月10日上午，2025年"中国铜业杯"海外企业属地班组长综合管理技能培训开班仪式在莱芜职业技术学院举行。有色金属工业人才中心主任助 理、教育培训处处长赵丽霞，中冶集团铜锌有限公司人力资源部部长欧阳莹，莱芜职业技术学院党委副书记、院长徐运国出席仪式。来自科伊苏 尔丹矿业有限公司、中冶集团资源开发有限公司(巴基斯坦)的领队和培训学员，莱芜职业技术学院相关系部负责人与教师代表参会。仪式由莱芜 职业技术学院党委委员、副院长任清华主持。 赵丽霞表示，有色金属是工业的"筋骨"，有色金属海外企业的属地职工则是推动中国有色金属工业发展的重要力量， ...

中国精准反击美国，三管齐下直击其战略要害！以美国的方式回击美国，特朗普愤怒发文，局势变得愈加复杂。中美博弈正在发生深刻的 战略逆转！ 在全球聚焦中美关税"休战期"临近结束时，中国商务部发布了数份公告，精准击中了美国的薄弱环节。公告显示，中国将对稀土产品的出 口进行管制，涵盖稀土开采、冶炼、分离以及磁性材料制造的全链条技术，明确表示对用于军事目的和14纳米以下芯片研发的出口申 请"原则上不予许可"或采取"个案审查"。这一新规将于11月8日生效，恰巧在中美关税"休战期"结束的前一天。 英国《金融时报》指出，这一措施与美国常用的对第三国实施设备出口管制的做法非常相似。换句话说，中国正在利用美国惯用的"工具 箱"进行反击，美国这回也尝到了"被卡脖子"的滋味。美国的心理冲击可想而知，当中国首次以"国家安全"为理由对全球稀土供应链施加影 响时，美国的反应也很特别。 特朗普在社交媒体上发表长文，一方面宣称"美国的垄断地位比中国更强大"，另一方面又称中国的这一举措"充满敌意，前所未见"。情绪 从愤怒到困惑，再到威胁，甚至荒谬地将稀土管制与加沙停火协议挂钩，质疑"时机是否巧合"。特朗普的失控反应，实际上暴露了美国战 略精英难以 ...