5月的济南，阳光明媚，微风轻拂。隶属于该市的平阴县，被誉为中国玫瑰之乡，因此别称"玫 城"。这个花香弥漫的地方，矿产资源也很丰富，已发现主要矿种12种，其中就包括石灰岩。 此次，《中国汽车报》记者怀揣好奇与期待，借助"平阴山水水泥有限公司石灰岩矿无人驾驶成果发布 会暨无人驾驶矿卡应用观摩会"的召开，得以实地见证"5G＋新能源无人驾驶零碳矿山"的新图景。 当亲眼看到无人驾驶矿车在矿区内有序穿梭，各项监控数据在智能云控中心大屏上实时更新，记者仿佛 置身于一场关于矿山未来的科幻画卷之中。 科技与矿业的和谐"交响" 踏入矿区，首先映入眼帘的是一片绿意盎然的景象。很难想象，这个总面积1.52平方公里、年产600万 吨水泥用石灰岩的矿区，竟能将工业生产与生态保护结合得如此巧妙。 据矿区相关人员介绍，这里的开采深度从334米至180米标高，核实总储量达2亿吨。而如今，它正以全 新的"无人驾驶矿山"身份，重新定义矿山的发展模式。 沿着矿区道路前行，远处一辆辆无人驾驶矿卡吸引着记者的目光。它们在无人驾驶系统的精准操控下自 主运行，准确无误地完成装载、运输、卸载等一系列作业流程。这些矿卡不仅外观科技感十足，更内置 高精度定位系统 ...

2. 据塔斯社：俄罗斯与塞尔维亚延长俄气供应协议至九月底。 3. 南非提出在10年内从美国购买液化天然气，作为确保达成贸易协议的提议之一。 金十数据整理：每日全球大宗商品市场要闻速递（5月27日） 能源： 1. 据沙特国家新闻通讯社报道，科威特和沙特宣布在中立区发现石油。 4. 伊朗将6月售往亚洲市场的轻质原油价格定为较阿曼/迪拜均价升水1.80美元/桶。 5. 据马来西亚国家媒体：马来西亚、新加坡和越南签署可再生电力出口协议。电力出口协议将涉及越南 向马来西亚和新加坡出口可再生能源。 2. 墨西哥三月份黄金产量总计6224公斤，铜产量总计43394吨，白银产量总计为351667公斤。 3. 香港特区政府：4月向中国内地总出口黄金量为58.61吨，此前为21.071吨。4月向中国内地净出口黄金 量为43.462吨，此前为-4.889吨。 6. 印尼能源部：印尼新电力供应计划需要大约1830亿美元的投资。印尼计划到2034年建设47,758公里的 输电线路；计划于2032年启动首个核电站的运营。印尼将从2025年至2034年新增69.5吉瓦的电力容量。 7. 高盛：未来两年，除俄罗斯以外的非欧佩克国家页岩油项目 ...

今年2月，刚果（金）实施了为期4个月的钴出口禁令。而根据观察者网5月21日消息，随着禁令即将到期，刚果（金）传出了可能继续收紧钴出口、延长禁 令的信号，与此同时，刚果（金）与美国秘密推进的"矿产换安全"协议，向美国抛出了矿产合作的"橄榄枝"，让中国企业在刚果（金）深耕十余年的布局面 临严峻挑战。 n a E 2016 7 t a Ship 1 3 oped ry 11 8 the state 5 20 t given in g ' the first 3 1 E Friday 7 8 77 ar 15 9 10 1 1 一篇免 A r Pe appent "刚果（金）想从'卖矿者'变成'炼矿者'。"国际货币基金组织驻刚果（金）代表皮埃尔·杜邦直言。过去十年，中国企业在刚果（金）投资超569亿美元，建成 了从矿山到精炼厂的全产业链，全球80%的钴精炼产能集中于此。而刚果（金）本土企业仅能分得产业链末端微薄的利润。在这一关键时刻，中国企业也发 出了自己的声音。全球钴业龙头、中国洛阳栾川钼业集团呼吁刚果（金）政府解除和撤销现行钴出口禁令。 然而，刚果（金）政府貌似看到了钴矿背后巨大的战略价值，开始在中美之间打起了太 ...

Core Viewpoint - Goldman Sachs economists predict that the RMB/USD exchange rate will reach 7.20, 7.10, and 7.00 in three, six, and twelve months respectively, indicating a potential appreciation of 3% over the next twelve months [1] Group 1: Companies Likely to Benefit from RMB Appreciation - The list of Hong Kong-listed companies that may benefit from RMB appreciation includes: GDS Holdings Limited (09698), Zijin Mining Group (02899), China Jinmao Holdings Group (00817), Dongyue Group (00189), China Southern Airlines (01055), Baidu Group (09888), China Feihe (06186), and Tencent Holdings (00700) [1] - Criteria for selection include: 1) Market capitalization over $2 billion and average daily trading volume (ADVT) exceeding $5 million 2) Industries reliant on USD imports, such as aviation, petrochemicals, construction, staple foods, and tourism, or having over 20% of debt in USD 3) Overseas revenue exposure below 30% 4) No foreign exchange gains during the RMB depreciation period in 2024 5) Low correlation of returns with exchange rate fluctuations [1] Group 2: Companies Likely to Underperform in RMB Appreciation - The list of Hong Kong-listed companies that may underperform during RMB appreciation includes: Haier Smart Home (06690), PetroChina Company Limited (00857), WuXi AppTec (03933), ASMPT Limited (00522), Yue Yuen Industrial Holdings (00551), Sinotruk (Hong Kong) Limited (03808), Shenzhou International Group Holdings Limited (02313), and Minth Group Limited (00425) [2] - Criteria for selection include: 1) Market capitalization over $2 billion and average daily trading volume exceeding $5 million 2) Overseas revenue exposure exceeding 30% 3) USD debt level below 5% 4) No foreign exchange losses during the RMB depreciation period in 2024 5) High correlation of returns with exchange rate fluctuations [2]

Core Insights - The International Energy Agency (IEA) report indicates a strong growth in global demand for key mineral resources in 2024, particularly lithium demand, which is expected to increase by nearly 30% [1] - The demand growth is primarily driven by the widespread adoption of electric vehicles, energy storage batteries, and renewable energy [1] - Despite the rising demand, the supply of key minerals, especially lithium, nickel, cobalt, and graphite, is stabilizing due to dominant suppliers like Indonesia and the Democratic Republic of Congo, leading to a decline in prices [1][2] Demand and Supply Dynamics - Demand for nickel, cobalt, graphite, and rare earth elements is projected to grow between 6% and 8% [1] - The market price of lithium, which surged eightfold between 2021 and 2022, has since dropped over 80% since 2023, with graphite, cobalt, and nickel prices also declining by 10% to 20% in 2024 [1] - Investment growth in global key mineral resource development is expected to slow from 14% in 2023 to 5% in 2024, with an actual growth rate of only 2% when adjusted for inflation [2] Exploration and Production Trends - Mining exploration activities are stabilizing in 2024, halting the rapid increase seen since 2020, with notable declines in exploration spending for nickel, cobalt, and zinc [2] - Indonesia is leading global nickel supply, while lithium supply is increasing from emerging producers like Argentina and Zimbabwe [2] - The report predicts an overall improvement in the supply-demand balance for key minerals by 2035, but significant concerns remain, particularly in the copper sector, which may face a 30% supply gap by 2035 [2] Vulnerabilities in Supply Chains - Any disruption in supply from key producing countries could have an exponential impact on the global market, fundamentally altering market balance [3] - The report highlights that even with sufficient supply, the global supply chain for key minerals remains vulnerable to extreme weather, technical failures, or trade disruptions [3] Strategic Responses and Innovations - Countries are investing public funds, deepening strategic cooperation, and reforming energy policies to ensure the security of key mineral resources [4] - The U.S. is accelerating project approvals and expanding domestic investments, while the EU has identified 47 strategic projects to expedite resource development [4] - Innovations in mining, such as AI exploration and new extraction technologies, are expected to reshape the production landscape for key minerals [4]

Core Viewpoint - The night trading of copper futures on the Shanghai exchange has turned upward due to the suspension of operations at a copper mine in the Democratic Republic of the Congo caused by a mine tremor, raising concerns about the global copper supply [1] Group 1: Market Impact - The suspension of operations at the Congolese copper mine could lead to a tightening of global copper supply, potentially affecting prices and availability in the market [1] Group 2: Price Movement - The upward movement in copper futures indicates a market reaction to supply disruptions, reflecting investor sentiment regarding future copper availability [1]

Group 1: Event Overview - The Australia Mining and Resources Exhibition (IMARC) will take place from October 21-23, 2025, at the Sydney Convention Centre, Australia [1] - The event is organized by the Australian Mining and Metallurgy Association and is held annually [1] - IMARC aims to gather leading mining companies, technology suppliers, researchers, and government representatives to showcase innovations in mining equipment and technology [1] Group 2: Industry Significance - Australia is a major global producer and exporter of mineral resources, with over 70 identified mineral resources, including leading reserves of lead, nickel, silver, tantalum, uranium, and zinc [1] - The mining investment environment in Australia is stable and open, contributing to rapid development in the mining resources industry [1] - IMARC serves as a crucial business opportunity for exhibitors and attendees, promoting collaboration in mining, investment, and innovation trends for a sustainable future [1] Group 3: Historical Context - Over the past decade, IMARC has evolved into a leading platform for the global mining industry and is the largest mining event in Australia [1] - In 2023, the event attracted 9,385 attendees from the entire mining value chain, featuring 450 exhibitors and 587 speakers across seven thematic conference halls [1] - The upcoming event in 2025 will occupy a total area of 20,000 square meters and continues to receive support from founding partners, Australian and international government organizations, and major mining companies [1] Group 4: Market Background - The Australian mining market has a rich history and maturity, with abundant mineral resources and advanced mining technologies [7] - The demand for mineral resources is increasing due to global economic development, presenting a broad outlook for the mining market [7] - The industry faces challenges such as environmental protection, safety production, and resource depletion, necessitating continuous innovation and upgrades by mining companies and technology suppliers [7] Group 5: Technological Advancements - The mining industry is undergoing a technological revolution driven by digitalization and smart technologies, which enhance production efficiency, reduce costs, and improve safety [7] - IMARC will focus on showcasing new technologies and equipment that promote sustainable development in the mining sector [7] Group 6: Exhibition Scope - The exhibition will cover a wide range of sectors, including mining evaluation services, geological exploration, mining companies, machinery and equipment, mineral processing, safety and environmental protection, and educational institutions [10] - Specific exhibits will include mining equipment, geological exploration instruments, mineral processing machinery, and safety equipment [10]

上周（5.17-5.24）铁矿石价格先涨后跌，窄幅震荡运行。截至24日，生意社铁矿价格指数为777.56，环 比下行0.88%。 2025年5月26日铁矿石现 货价格表 | 品种 | 品牌/产地 | 价格（元/ | 规格 | 报价类 | | --- | --- | --- | --- | --- | | | | 吨） | | 型 | | 铁矿石 | 江阴港 | 713 | 品种:粉矿;产地:印度;品 位:62%;湿吨; | 市场价 | | 784 | 品种:PB粉;产地:澳大利亚;品 | 市场价 | | | | | 位:62%;湿吨; | | | | | 812 | 品种:粗粉;产地:巴西;品 | 市场价 | | | | | 位:63.5%;湿吨; | | | | | 铁矿石 | 曹妃甸港 | 729 | 品种:粉矿;产地:印度;品 位:62%;湿吨; | 市场价 | | 776 | 品种:PB粉;产地:澳大利亚;品 | 市场价 | | | | | 位:62%;湿吨; | | | | | 785 | 品种:粗粉;产地:巴西;品 | 市场价 | | | | | 位:63.5%;湿吨; | | | | | 铁矿石 ...

Group 1 - During the week of May 19 to May 25, four new IPO applications were accepted by the Shanghai and Shenzhen stock exchanges, while one application was terminated [1][2] - The four companies include Changyu Group applying for the Shanghai main board, Shenglong Mining Group for the Shenzhen main board, and Peicheng Technology and Kanghua Biomedical Technology for the Beijing Stock Exchange [1][2] - The terminated application was from Jiayuan Technology, which had been under review for nearly two years before withdrawing [1][5] Group 2 - Peicheng Technology, which specializes in battery management systems, reported a declining revenue trend from 850 million yuan in 2022 to 733 million yuan in 2024 [3] - The company's net profit also showed a decrease, with figures of 92.42 million yuan in 2022 and 93.44 million yuan in 2024 [3] - Peicheng Technology's gross margin decreased from 30.06% in 2022 to 28.57% in 2024, indicating potential risks related to product revenue structure changes [3] Group 3 - Jiayuan Technology's revenue heavily relies on State Grid, with sales to the company accounting for approximately 70% of its total revenue [5][6] - The company's revenue figures were 248 million yuan in 2020, 528 million yuan in 2021, and 581 million yuan in 2022, showing a slowdown in growth [6] - Jiayuan Technology faces risks related to the iteration of its smart terminal products and the pace of its digital solution implementations [7][8]

然而，尽管锑在现代生活中无处不在，它的稀缺性依然显而易见。锑在地壳中的含量极低，仅为百万分之一，这使得各国对锑资源的争夺愈发激烈。锑是支 撑国家强盛的重要资源之一，许多国家纷纷加大对锑资源的掌控力度。中国，作为全球锑储量最大的国家，无疑在锑资源的开发与利用中扮演了举足轻重的 角色。 根据美国地质调查局2020年的数据显示，2019年全球锑的探明储量约为150万吨，其中近48万吨位于中国，占全球储量的32%。这一数据无疑彰显了中国在 全球锑资源中的优势地位。早在明朝末期，湖南的锑矿就被发现，但因当时技术水平有限，锑一度被误认为是锡矿。直到清朝，锑的真正价值才被认定，并 进入了冶炼行业。 锑，这一常被忽视的金属，比稀土还要罕见，甚至在全球的金属资源中也占据着极为特殊的位置。虽然稀土元素已为人熟知，但锑的稀缺性往往被忽略。 2014年，中国出台了有关锑资源的禁令。然而，没过多久，美国却对中国发出了强烈的反应，要求中方撤回这一决定，称其不利于全球局势。 那么，锑到底是什么样的金属？为什么它在全球范围内引发了如此大的争议？它在中国的发展，又将如何演变？ 锑的历史可以追溯到数千年前。从最早的"毒药"到如今被当作珍贵资源， ...