Bloomberg独家：特朗普拟启动名为"金库项目"的120亿美元战略关键矿产储备，将16.7亿美元私人资本与100亿 美元美国进出口银行贷款结合，采购并储存稀土与关键矿物以保护民用制造业免受供应中断和价格波动影响，同 时推动美国产业链脱离对中国的依赖并通过国际合作强化替代供应链。 Bloomberg独家：特朗普拟启动名为"金库项目"的120亿美元战略关键矿产储备，将16.7亿美元私人资本与100亿 美元美国进出口银行贷款结合，采购并储存稀土与关键矿物以保护民用制造业免受供应中断和价格波动影响，同 时推动美国产业链脱离对中国的依赖并通过国际合作强化替代供应链。 ...

美国稀土股周一盘前交易中上涨，因美国总统特朗普势将启动一项战略性关键矿产储备计划，投入120 亿美元启动资金。 上涨股包括：美国稀土涨6.7%、美国锑业涨5.3%、Critical金属涨8.4%、MP材料涨4.6%、Ramaco Resources涨3.7%、NioCorp涨4.6%、Trilogy Metals涨0.8%。 责任编辑：李肇孚 美国稀土股周一盘前交易中上涨，因美国总统特朗普势将启动一项战略性关键矿产储备计划，投入120 亿美元启动资金。 上涨股包括：美国稀土涨6.7%、美国锑业涨5.3%、Critical金属涨8.4%、MP材料涨4.6%、Ramaco Resources涨3.7%、NioCorp涨4.6%、Trilogy Metals涨0.8%。 责任编辑：李肇孚 ...

陈得信、朱可炳感谢湖南省委、省政府对中国五矿发展的关心支持，表示期待双方在矿产资源开发、金属冶炼及加工、新能源新材 料、科技创新等领域进一步深化合作，坚持同题共答，携手推动央地互利合作、共赢发展。 会谈后，双方共同为战略性稀有金属矿产高效开发国家技术创新中心、五矿集团湖南金属矿产有限公司、五矿集团国创中心科技（湖 南）有限公司揭牌。 省领导吴桂英、余红胜出席。 沈晓明毛伟明与陈得信朱可炳一行会谈 长沙晚报掌上长沙2月1日讯 据湖南日报消息（全媒体记者 刘燕娟 张璐）1月31日，省委书记沈晓明，省委副书记、省长毛伟明在长沙 与中国五矿集团有限公司党组书记、董事长陈得信和总经理朱可炳一行会谈。 沈晓明、毛伟明代表省委、省政府对陈得信、朱可炳一行表示欢迎，向中国五矿长期以来给予湖南发展的支持表示感谢。沈晓明说， 中国五矿的转型发展是央企实现跨越式发展的典范。湖南与中国五矿合作基础坚实，希望以此次会谈为新起点，推动双方合作向更高 层次、更宽领域迈进，取得更多务实成果，共同为国家发展大局作出更大贡献。 ...

来源：泰山财经 泰山财经记者 唐轩 2026年伊始，备受关注的山东知名民企中融新大集团有限公司（简称"中融新大"）重整工作取得重大进 展，包括创始人王清涛在内的11名股东近日全部退出，山东、辽宁、上海等地国企及广发银行、天弘基 金等纷纷入场。 本次工商变更中，中融新大的11位股东全部退出，其中排在前五大股东的分别是王清涛、张亿贵、滨州 市友康建材有限公司、泰安民诺商贸有限公司、郭岩，持股比例分别为64.83%、8.31%、7.18%、 5.61%、4.23%。 中普新恒、中普新融两家合伙企业取而代之，分别持有中融新大92.06%、7.93%股份，公司注册资本从 33.81亿元增至40.54亿元。 新晋大股东中普新恒2025年12月9日成立，合伙企业出资额仅1万元，王铁英、中普新恒（淄博）企业管 理有限公司出资比例分别占99%、1%，中普新恒（淄博）企业管理有限公司由王铁英、王鹏分别持股 92%、8%，同时也是中普新恒的执行事务合伙人。 中普新融2026年1月13日成立，出资额5.8亿元，出资人有16个，包括锦州市华银资产经营有限公司上海 金元百利资产管理有限公司、天津滨海农村商业银行、临淄农村商业银行、天弘基 ...

2026年开年，资金借道跨境ETF持续向港股科技板块聚集。 Wind数据显示，2026年1月以来，超160只港股ETF（仅统计跨境ETF，下同）合计获得283.89亿元净流入。其中，约九成资金流入了港股通互 联网ETF、恒生科技ETF等科技主题产品。 同时，净申购增量及基金净值增长共同推动港股ETF的规模扩容提速：截至2026年1月29日，其总规模逼近8000亿元，较2025年底增加了近790 亿元。 从产品端看，近期，港股科技主题基金产品有望加速"上新"。 据21世纪经济报道记者粗略统计，自2026年开年以来，公募基金管理人至少已上报了28只港股主题基金（尚待批复），投资方向覆盖了港股科 技、医药、红利、消费等多个赛道。而科技主题基金依旧占据C位。 科技ETF持续"吸金" 经历一段时间的疲软之后，港股各行业板块在2026年初有所反弹。资金流入港股ETF的趋势也仍在延续。 据Wind统计，截至2026年1月29日，开年以来，160多只港股ETF共计获得283.89亿元净流入。 其中，共有10只产品的"吸金"规模达到10亿元以上，分别是：广发港股通非银ETF、富国港股通互联网ETF、恒生科技ETF天弘、华泰柏瑞 ...

Core Viewpoint - The special program "Two Sessions Guest Hall" highlights the achievements and future plans of Guizhou Province in relation to the "14th Five-Year Plan" and the government's work report, focusing on the development of a modern industrial system and the integration of various sectors [1] Group 1: Development Achievements - Bijie City has proven mineral resources of 55 types, with 18 types having the highest reserves in the province, including coal (39.5% of the province's total), phosphorus (28.2%), and iron (55.8%) [5] - The third industry in Qiannan Prefecture has increased its GDP share to 53.7% during the "14th Five-Year Plan" period, with significant tourism developments such as the creation of the Wanfenglin National 5A Tourist Area [9][10] - Qiandongnan Prefecture's tourism industry has seen over 1 billion visitors and a total expenditure exceeding 100 billion yuan, driven by popular events like "Village Super" and "Village BA" [12][14] Group 2: Future Plans - Bijie aims to leverage its young labor force, with a population of 9.57 million and an average age of 32.9 years, to support industrial development and consumer growth [7] - Qiannan plans to enhance its industrial system by focusing on energy and mineral resources while developing a modern tourism industry and outdoor sports destinations [10] - Qiandongnan intends to strengthen its cultural tourism integration by utilizing its rich cultural heritage and natural resources to become a well-known ethnic tourism destination [14]

【环球时报驻越南特派记者 白晓川】欧洲理事会主席科斯塔28日至29日正式访问越南。双方29日正式 宣布将关系提升为全面战略伙伴关系，越南成为首个与欧盟达成此层关系的东盟国家，使其与中、美、 俄等国在欧盟的外交定位中持平。欧盟驻越南大使格列里耶表示，访问表明欧盟希望加强与越南的合 作，并通过此举推动建立以规则为基础的多边关系。据美联社29日报道，此前因美国关税压力导致全球 金融受到冲击，越欧都在重新调整贸易关系。 据欧联通讯社报道，双方在联合声明中明确在关键矿产、半导体等领域深化合作。欧盟将参与越南稀土 资源的可持续开采与加工，推动半导体合作覆盖供应链、封测与制造，并构建5G通信网络，降低对非 欧盟供应商的依赖。此外，越南也于近日启动了首座本土晶圆厂建设，未来将推动越南半导体产业链逐 步向上游芯片制造延伸。 科技将成为未来越南与欧盟合作的重点领域之一。据越媒报道，欧盟此前承诺通过一项价值超过5400万 欧元的教育培训项目，旨在为越南提供科学、技术和半导体领域的职业培训与发展。 越南驻欧盟代表团团长阮文草认为，越南与欧盟合作潜力依然巨大，欧盟GDP规模近20万亿美元、人口 约4.5亿，对越南优势商品有巨大需求。欧 ...

Core Viewpoint - The article discusses the transformation of the commodity market driven by a new Monroe Doctrine centered around the "Trump Doctrine," which emphasizes the U.S. prioritizing the Western Hemisphere for geopolitical and resource security [1][4]. Group 1: Geopolitical Strategy - The U.S. is expected to shift its foreign and security policy direction by early 2026, formally incorporating the "Trump Doctrine" into its National Security Strategy [1]. - This new approach aims to establish a controllable pricing base for resources, shipping routes, and supply chains, integrating them into national security and military deterrence frameworks [1][4]. - The U.S. is likely to adopt a more aggressive stance in securing resources, as evidenced by recent actions regarding Venezuela's oil assets and Greenland's mineral rights [4]. Group 2: Commodity Pricing Changes - Commodity pricing, particularly for copper, lithium, rare earths, energy, and precious metals, is undergoing a fundamental shift, now reflecting "availability, controllability, and political reliability" rather than just marginal supply and demand [2]. - A new commodity cycle characterized by a "security premium" is emerging, indicating that resources are increasingly viewed as geopolitical assets rather than mere commodities [3][25]. Group 3: Regional Political Dynamics - The U.S. strategic focus on the Western Hemisphere coincides with a significant political shift in Latin America, where there is a noticeable rightward movement in the political spectrum [5]. - The political transitions in countries like Argentina and Chile are expected to reduce resistance to U.S. initiatives aimed at enhancing security, trade, and supply chain cooperation [5][6]. Group 4: Resource and Economic Dimensions - The U.S. is highly dependent on imports for critical minerals, with over half of its consumption of 46 minerals reliant on foreign sources, including complete dependence on imports for 15 of them [10]. - The U.S. is attempting to reverse the structural changes in trade and investment in Latin America, where China has become a dominant trade partner in key sectors [6][9]. Group 5: Strategic Resource Management - The U.S. is reclassifying key minerals and energy assets as strategic facilities, integrating them into national security considerations [7]. - Recent trade agreements with countries like Argentina and Ecuador reflect a shift towards a political and security-driven market allocation of Latin American resources [8][9]. Group 6: Pricing Logic and Market Dynamics - The pricing logic for strategic resources is expected to undergo structural changes as they are formally integrated into national security frameworks [16]. - Key minerals are entering a phase dominated by "geopolitical pricing," characterized by heightened sensitivity to geopolitical news and limited price correction space [17][21]. - Precious metals are becoming not only safe-haven assets but also tools for pricing policy uncertainty, with expectations of a bullish trend in the first half of 2026 [18][25].

Summary of Conference Call Company and Industry - The conference call pertains to a company involved in concessions with the State of Israel, specifically focusing on asset valuation and transition processes related to the concession agreement. The company is likely involved in the bromine and periclase industries, which are part of the chemical sector. Core Points and Arguments - **Final Agreement with the State of Israel**: The company signed a final and binding agreement with the State of Israel regarding asset valuation of **$2.54 billion** and additional investments in a permanent salt harvesting project amounting to **hundreds of millions** [4][5] - **Payment Schedule**: The payment schedule includes **95%** of the total consideration to be paid on **April 1, 2030**, with the remaining **5%** due on **September 1, 2030** [7][8] - **No Setoff Rights**: The agreement includes a critical clause that the state will have no right of setoff against the total consideration, which is significant for the company [8][10] - **Operational Continuity**: The agreement ensures a continued supply of required raw materials for downstream operations until **2035**, which is five years beyond the end of the current concession [9][10] - **Profitability Expectations**: The company does not expect a material change in the profitability of its downstream or concession operations until at least **2035** [10] - **Future Concession Process**: The company will cooperate with the tender process for the new concession, which is expected to conclude legislation within a year, followed by a pre-qualification phase for bidders [16][34] - **National Security Considerations**: Future limitations may be placed on foreign competitors regarding ownership of concessions based on national security interests [19][21] Other Important Content - **Management Strategy**: The company emphasizes proactive management of the concession process to avoid prolonged arbitration or legal disputes, which could drain resources [6][11] - **Preparedness for Alternatives**: The company is preparing for scenarios where it may not be the new concession holder, including developing alternative sourcing options for bromine and other materials [31] - **Timeline for New Concession**: The government plans to issue a Request for Proposal (RFP) in **2027** and aims to select the next concession holder by the end of **2027**, with allocation expected by early **2028** [35] This summary captures the essential elements discussed during the conference call, focusing on the agreement with the State of Israel, operational strategies, and future concession processes.

证券日报网讯1月27日，中国中铁（601390）在互动平台回答投资者提问时表示，公司生产和销售的主 要矿产品不仅包括铜产品，还包括钴、钼、铅、锌等品种。根据公司2025年半年度报告披露，2025年上 半年，公司矿产资源业务生产运营稳健，其中生产阴极铜148789吨，钴金属2830吨，钼金属7103吨，铅 金属5069吨，锌金属12774吨，银金属19吨。具体储量信息请参考公司2025年半年度报告"第三节管理层 讨论与分析报告期内公司所属行业及主营业务情况说明(六)资源利用"。 ...