习近平总书记指出，巡视工作要坚持系统观念、发挥综合监督作用，充分用好已有监督成果和监督力 量，形成工作合力。中国矿产资源集团有限公司（以下简称中国矿产）是全新组建的国有重要骨干企 业，承担着保障矿产资源安全、服务行业高质量发展的重要使命。中国矿产党组准确把握巡视监督和审 计监督职能职责，结合企业工作实际，积极探索"巡审联动"监督有效途径，着力推动监督资源整合、力 量融合、效能聚合。 坚持制度先行，构建联动机制 中国矿产党组树立"全面从严、一严到底"鲜明导向，对标一流建设监督体系，研究制定《纪检监察巡视 监督审计监督贯通协调工作办法》，从制度机制层面明确"四个协同"。 计划协同。每年初制定年度监督计划，统筹安排对相关子企业开展现场监督，巡视和审计同步安排、同 时进驻，并将安全环保、法律风控、保密等其他现场检查项目纳入"巡审联动"监督范围，最大程度减轻 子企业负担，提高监督工作效率。 人员协同。建立巡视、审计"双向进入"机制，审计部负责人担任巡视工作领导小组成员和首轮巡视组组 长，巡视办负责人列席重要审计工作会议，及时掌握监督动态。在集团范围内抽调精干力量，组建巡视 人才库和特邀审计员队伍，建立月度学习和年度培训 ...

Group 1 - CITIC Metal is a key subsidiary of CITIC Group in the advanced materials sector, recognized as a leading trader of metals and mining products in China, and has recently listed on the A-share market under the main board registration system [1] - The company has a diverse range of trading products including niobium, copper, aluminum, iron ore, and steel, while also focusing on mining investments with stable operations in core projects such as Brazil's CBMM and Peru's BHP Copper Mine [1] - The demand for steel is expected to remain high in the long term, driven by emerging industries like new energy vehicles and wind power, necessitating a focus on deep decarbonization in energy activities to achieve China's "dual carbon" goals [1] Group 2 - Niobium is a stable metal that significantly enhances the strength and toughness of advanced materials like steel and high-temperature alloys, with 90% of niobium used as a micro-alloying element in steel production [2] - CITIC Metal has maintained a market share of over 80% in the niobium sector, contributing to a record high consumption of niobium in China, and has established a partnership with CBMM to become its exclusive distributor in the country [2] - The annual production of niobium-containing steel in China has increased from less than 30,000 tons in 1990 to over 10 million tons, significantly advancing the development of high-performance steel materials in the country [2]

2025.06. 25 本文字数：2257，阅读时长大约4分钟 作者 | 第一财经 冯迪凡 美方是否会延长其认为进行了建设性讨论的那些国家的谈判期限。 近期，在美国众议院筹款委员会的听证会上，美国财政部长贝森特表示，对于那些善意谈判的国家， 或如欧盟，美方极有可能延长期限以继续善意谈判。"但如果有人不谈判，那我们就不会延期。"他表 示。 美国总统特朗普本身也表达了愿意延长谈判期限的意愿，但称这"没什么必要"。6月11日，他表示美 方正与约15个经济体进行贸易谈判，其中包括韩国、日本和欧盟等，并将在一到两周内向其他数十 个国家发出概述贸易协议条款的信函。 不过迄今为止，还没有国家表示收到上述信函。 欧盟方面同样预期谈判将延续至7月9日期限之后。据报道，欧盟内部人士透露，最好的情况下，是 在截止日期前就协议原则达成一致，此后就具体细节进行谈判。 距离特朗普政府自行设定的与美国主要贸易伙伴达成协议的最后期限还有两周时间，各方同美国的谈 判进行如何？会否延期？ 第一财经记者综合各方消息显示，大部分美国的贸易伙伴倾向于在7月9日同美国先达成一份协议， 随后再进行进一步谈判。 对外经济贸易大学法国经济研究中心主任、巴黎索 ...

Core Insights - A total of 26 financing events were disclosed on June 23, 2025, involving 25 domestic companies and 1 foreign company, with a total financing amount of approximately 5.145 billion RMB [2] - The enterprise service sector had the highest number of financing events, while the automotive mobility sector had the highest financing amount [2] - In the low-carbon sector, there were 4 financing events involving 4 domestic companies, with a total financing amount of about 440 million RMB [2] Low-Carbon Sector Summary - One company was acquired: Xin Cheng Hang Rui, a metal forging manufacturer based in Chongqing, China [2] - Zhan Ding Materials completed a Series A financing round of 200 million RMB, ranking in the top 20% of all Series A financing this year, with investors including Trend Capital, Eight Billion Space, Sequoia Capital China, Yangtze Innovation Investment, Qianhai Dingfeng Investment, and Houxue Capital. The company is based in Jiangsu, China, and provides solutions in the fluorine industry [2] - Kunshan Meimiao Environmental Technology secured tens of millions in Series A financing from Silicon Port Capital. The company, also based in Jiangsu, specializes in biochemical wastewater treatment technology services [2] - Rouhe Technology completed tens of millions in angel round financing, ranking in the top 20% of all angel round financing this year, with investors including Shenzhen Jingxing Investment Management Co., Ltd., Zhenhai Industrial Fund, and Xintang An Energy. The company is based in Zhejiang, China, and focuses on the research and development of new energy materials [2]

新京报消息，几乎每个夜晚，河南宝丰县311国道上都会出现一辆辆加装着刺眼杠灯、遮挡前后牌照的大 货车，一路闯红灯呼啸而过，满载着砂石料、矿料等驶往周边县市。 "路上只要开着杠灯，遮挡或污损号牌的，十有八九是超载车。"当地一名货运司机说。 2025年5月下旬，新京报记者在河南暗访发现，很多运输砂石料、矿料等货物的六轴货车，在货场装载过 磅时都显示车货总重量超过百吨，俗称"百吨王"。按照交通运输部和公安部《公路货运车辆超限超载认定 标准》规定，六轴货车的车货总质量最大限值为49吨。 因为严重超载，"百吨王"也衍生出更多违法违规问题。源头上，很多货场企业不顾相关"治超"规定，放 任、协助货车超载装货并放行；运输中，超载货车故意遮挡污损号牌，无视交通信号规则，肆意闯行。甚 至有车辆生产厂家专门为客户定制超宽、超高的挂车，以满足超载运输需求。一厂家负责人透露，有客户 曾一次性定制了20台承载110吨的"百吨王"，用于煤炭运输。 5月20日，装满砂石料的货车缓缓驶出宝丰县永顺铝土公司，其中不少为严重超载的"百吨王"。 新京报记者 李英 强 摄 货源企业无视规定放行"百吨王" 宝丰县路面上货运繁忙，主要是因当地矿产资源丰富 ...

2024年，全球关键矿产需求有所增长，其中锂需求增长近30%，保持了2023年的强劲增势，超过21世纪 前十年10%的年增长率。此外，镍、钴、石墨和稀土需求增长了6%~8%；铜需求增长了3%。 然而，关键矿产供应增长超过了需求增长。由于筹备时间较短、投资量增加，2020年后的采矿活动增长 率明显高于21世纪前十年，其中多数增长来自老牌产矿国，如刚果民主共和国的钴、印尼的镍、我国的 天然石墨和锂等。但在锂供应增长过程中，阿根廷和津巴布韦等新兴产矿国也占了较大份额。此外，就 精炼材料而言，在我国和印尼等主要生产国加工能力充足的支持下，产量增速超过了原材料供应增速。 受供大于求影响，2024年用于制作电池的矿产价格表现低迷。锂价格2023年以来下跌了80%以上；石墨 和钴价格2024年下降了20%，镍价格下降了10%。而锰价格则是个例外，由于澳大利亚和加蓬的供应中 断，加上需求增长，2024年下半年明显上涨。铝、铜和锌等基本金属价格2024年出现反弹，并将在2025 年继续上涨，原因是主要产区减产和需求前景改善。 此外，由于资源质量下降、筹备时间延长、资本密集度提高，以及新项目开发的复杂性增加，基本金属 开采量增速 ...

据报道，在全球关键矿产领域，中国占据着无可争议的主导地位，这让美国如鲠在喉。近期，美国将目光聚焦于俄克拉荷马州， 妄图在此打造关键矿产产业新中心，以此挑战中国的主导权。众多美企纷纷在此布局，誓言要打破中国在稀土等关键矿产领域的 优势。 俄克拉荷马州如今可谓"热闹非凡"。据路透社6月18日报道，这里已拥有美国唯一的镍精炼厂，最大的锂精炼厂也在紧锣密鼓建 设中，此外，两家锂离子电池回收厂、一家稀土磁铁设施以及多个电子垃圾收集设施，或已投入运营，或正在建设。明年，一家 生产太阳能板锗晶体的工厂和美国1980年以来第一家铝冶炼厂，也将在靠近阿肯色河支流的地方破土动工。俄克拉荷马州共和党 籍州长凯文·斯蒂特对此颇为得意，宣称自己有战略眼光，关注到这些新兴产业，并表示大量资金正涌入关键矿产领域，且都将 在该州扎根。官员们还在社交媒体上宣传该州是"用一通电话就能搞定的州"，以凸显其简化监管流程的努力。 诸多企业也看好这里。澳大利亚初创企业MLB Industrial今年早些时候因看重该州对有增长潜力公司的支持，将业务拓展至此。 美国公司Westwin Elements更是野心勃勃，在俄克拉荷马州首府以南约137公里处建立生 ...

3. 茅台集团总经理率队拜访京东、阿里巴巴，并在京召开部分省区传统经销商市场座谈会。 国际新闻： 金十数据整理：昨日今晨重要新闻汇总（6月23日） 国内新闻： 1. 外交部：中方强烈谴责美方袭击伊朗，呼吁冲突当事方尽快停火。 2. 跨境支付通正式上线，首笔汇款业务在深圳落地。 1. 刚果（金）政府宣布延长3个钴临时禁令。 2. 白俄罗斯与美国就恢复正常外交关系进行谈判。 3. "美方不满意谈判地点"，俄美暂停外交领域敏感问题谈判。 4. 中东局势—①伊朗议会赞成关闭霍尔木兹海峡，但最终决定权在伊朗最高国家安全委员会手中。②胡 塞武装：将重新开始袭击美国船只。③特朗普：使用"政权更迭"这个词在政治上是不正确的，但如果伊 朗现政权无法"让伊朗再次伟大"，那为什么不进行政权更迭？④美媒：美国已与伊朗接触，否认谋求政 权更迭。⑤美公布打击伊朗核设施行动细节：动用B-2轰炸机、14枚巨型钻地弹。⑥伊朗外长抵达莫斯 科 将与普京会面。⑦特朗普：伊朗任何对美报复都将导致更大打击。⑧伊朗官员：伊朗目前有权合法 退出《不扩散核武器条约》。⑨伊朗最高领袖顾问：浓缩铀材料仍在 "游戏并未结束" 。 ...

Core Viewpoint - The company has received a regulatory inquiry from the Shanghai Stock Exchange regarding its 2024 annual report disclosures, particularly focusing on its trading business and the recognition of revenue from standard warehouse receipt transactions. Group 1: Trading Business Overview - In the first half of 2024, the company's trading business revenue was 637 million yuan, which significantly increased to 2.602 billion yuan in the second half [1] - The total revenue from trading activities for 2024 was 3.268 billion yuan, with standard warehouse receipt transactions contributing 1.814 billion yuan [1] - The average gross margin for most traded products was less than 0.2%, with an overall average gross margin of -0.3%, a decrease of 0.71 percentage points year-on-year [1] Group 2: Revenue Recognition and Accounting Practices - The company distinguishes between standard warehouse receipt business and other forms of trading, providing detailed disclosures on the top ten customers and suppliers, product types, transaction amounts, and relationships [1] - Revenue from non-financing trading is recognized using the gross method, while financing trading is recognized using the net method [4] - The company has implemented various internal controls to ensure the accuracy of revenue recognition related to metal trading, including analyzing the timing of control transfer and verifying supporting documents [7] Group 3: South African Onikin Mine Operations - The company has invested 26 million yuan in the Onikin Mine, with a book value of fixed assets at 128 million yuan and intangible assets (mining rights) at 4.3 million yuan [1] - Cumulative investments in the Onikin Mine from 2018 to 2024 amounted to 1.113 billion yuan, with significant expenditures on mining engineering and construction [8] - The company has faced challenges in resuming operations at the Onikin Mine due to various external factors, including public health events and changes in national policies [9] Group 4: Future Development Plans - The company plans to focus on the Tau Mine and 6th well for resource extraction in 2025, with a projected investment of approximately 27 million USD for the Tau Mine and 35 million USD for the W Mine over the next three years [9] - The development of the Onikin Mine is contingent on the company's financial situation, with ongoing assessments of the feasibility of various mining projects [9]

Agreement Overview - Xiamen Wanli Stone Co., Ltd. has signed a framework agreement with China Nuclear Geological Exploration Group, China University of Geosciences (Beijing), and Satpayev Institute of Geological Sciences to conduct comparative research on the cross-border strategic resource mineralization belt between China and Kazakhstan [1][2] - The agreement aims to promote a new cooperation model of "joint research, shared risks, and shared benefits" between China and Kazakhstan, enhancing their strategic partnership [1][4] Cooperation Details - The framework agreement focuses on addressing the high external dependence of China's new energy minerals and the low added value of Kazakhstan's resource exports, facilitating the integrated development of the China-Kazakhstan resource corridor [4][5] - Joint research will include the construction of digital twin models for cross-border mineralization belts and comparative studies on strategic resources such as uranium, lithium, and rare earths [5][6] - The parties will work together to include the development plan for the Ili River uranium belt in the long-term nuclear energy cooperation plan between China and Kazakhstan [5][6] Company Impact - This collaboration is expected to explore industry development opportunities based on mutual benefits, leveraging each party's technical expertise and ecological resource advantages [6][12] - The company’s subsidiaries will be responsible for acquiring natural uranium projects and developing efficient, environmentally friendly biometallurgical processes to enhance uranium recovery rates and reduce production costs [6][12]