格隆汇1月16日丨新金路(000510.SZ)公布，子公司广西有色栗木矿业有限公司（简称"栗木矿业"）于 2026年1月16日收到桂林市应急管理局出具的《关于同意广西有色栗木矿业有限公司复工的通知》。公 司及子公司栗木矿业将严格按照计划和要求推进采矿、选矿、冶炼项目建设，尽早实现投产达效，切实 提升公司的核心竞争力与可持续发展能力。 ...

记者丨 董鹏 编辑丨朱益民 洛阳钼业（603993.SH），全球矿业市值十强的地位愈发稳固。 1月16日早盘，该公司股价小幅上涨，最新市值增至5300亿元。一周前，mining.com网站发布的全球矿业50强榜单中，洛阳钼业曾以4874亿元 的总市值升至第10位。 1月16日， 洛阳钼业股价一度涨超4%，截至收盘涨幅收窄至0.83%，最新市值为5030亿元。 不断抬升的市值，与公司稳定增长的业绩密不可分。 根据15日晚间披露的业绩预告，公司预计2025年归属上市公司股东的净利润将达到200亿元到208亿元，同比增长47.8%到53.7%。 这也是A股市场有史以来，第四家年度盈利突破200亿元的矿业公司。 2022年，紫金矿业(601899.SH)、天齐锂业(002466.SZ)与赣锋锂业(002460.SZ)盈利曾达到这一水平，但受到金、铜、锂价格波动影响，这几 家公司盈利走势、市值表现差异越来越大。 这背后，也是企业发展路径上的差异，是选择单一品种向产业链上下游纵向延伸，还是将业务重心集中在上游矿端，通过多个矿种资源的布局 进行横向拓展。 不同时期，评价标准不同，答案也不相同，只能说主流的全球化矿业龙头更倾 ...

Core Viewpoint - Shengda Resources (000603.SZ) has completed the partial integration of mining rights for the Baiyinda Silver Polymetallic Mine, which is expected to enhance the company's mining capacity and extend the lifespan of the mine [1] Group 1: Mining Rights Integration - The company’s subsidiary, Inner Mongolia Yindu Mining Co., Ltd., has received the mining rights certificates and licenses for the Baiyinda Silver Polymetallic Mine [1] - The mining area has increased from 5.1481 square kilometers to 5.5395 square kilometers, which is beneficial for increasing the mine's exploitable reserves [1] Group 2: Long-term Development - The integration of mining rights is expected to provide resource security for the long-term development of the company [1] - The development and utilization of mineral resources are influenced by various factors, including natural conditions, mining technology, market demand, and policy changes, which introduce uncertainties regarding the expected outcomes [1]

广汇能源公告称，公司2026年度投资框架总额37.78亿元，涉及旗下多家子公司多个项目，在投资总额 未突破前提下，具体项目投资金额可内部调剂。其中，巴里坤广汇马朗矿业有限公司计划投资最多，达 16.25亿元。2026年公司拟净新增融资总额不超30亿元，融资方式包括向金融机构及非金融机构申请综 合授信等。该计划已获董事会通过，尚需提交公司股东会审议。 ...

西部矿业公告称，公司2026年第一次临时股东会现场会议时间待明确，网络投票时间为会议召开当日 （9:15 - 9:25、9:30 - 11:30、13:00 - 15:00通过交易系统投票平台，9:15 - 15:00通过互联网投票平台）， 地点在青海省西宁市海湖新区文逸路相关西矿•海湖商务中心。会议将审议《关于公司2025年前三季度 利润分配的议案》等，该议案已获公司2026年1月12日召开的第八届董事会第二十六次会议审议通过。 ...

Core Viewpoint - Luoyang Molybdenum (603993.SH) has solidified its position among the top ten global mining companies, with a market capitalization reaching 530 billion yuan, following a recent ranking by mining.com that placed it at the 10th position with a total market value of 487.4 billion yuan [1][2]. Financial Performance - The company expects its net profit attributable to shareholders to reach between 20 billion to 20.8 billion yuan in 2025, representing a year-on-year growth of 47.8% to 53.7% [2]. - Luoyang Molybdenum is the fourth mining company in A-share history to achieve an annual profit exceeding 20 billion yuan [3]. Production and Revenue Drivers - The rise in market value is closely linked to the company's stable growth in performance, primarily driven by the large-scale output from the KFM and TFM mines, which are significant sources of copper and cobalt profits [4]. - In the first half of 2025, copper and cobalt products are expected to contribute approximately 67.8% of the company's gross profit [5]. Production Forecasts - For 2025, the company forecasts copper production of 741,100 tons, with a growth rate dropping to around 14% from the previous year's 65% [7]. - The cobalt production is projected to be 117,500 tons, with a growth rate of 2.9% [7]. Price Dynamics - Price increases for copper and cobalt are anticipated to be the main drivers of profit growth, with copper prices expected to rise by 42.3% in 2025 and cobalt prices by 36.6% [9][10]. - The company benefits from stable production costs due to its position at the upstream of the supply chain, allowing it to convert price increases into profits effectively [10]. Strategic Development - Luoyang Molybdenum's growth strategy involves a diversified approach, focusing on multiple metal resources rather than a single commodity, similar to other leading global mining companies [3][18]. - The company plans to enhance its production capacity, targeting an increase in copper output to between 760,000 and 820,000 tons in 2026, along with the introduction of gold production following a recent acquisition [12][13]. Competitive Positioning - The company is narrowing the production gap with Zijin Mining, with copper production differences expected to decrease to around 350,000 tons by 2025 [22]. - Luoyang Molybdenum's gold production is currently lower than Zijin Mining, but the company is likely to pursue further acquisitions to enhance its gold resource base [23][24].

Core Viewpoint - The company has made significant progress in transitioning its exploration rights to mining rights for the Guiyang Dachongli mine, with key milestones achieved in 2023 and 2024 [1] Group 1: Exploration and Mining Rights - The company obtained exploration rights for the Guiyang Dachongli mine in 2023 [1] - By 2024, the company completed exploration and submitted the necessary documentation for the transition from exploration rights to mining rights to the Hunan Provincial Department of Natural Resources [1] - The Hunan Provincial Department of Land and Resources is expected to complete the reserve filing and recognize the exploration results by June 2025, marking a crucial step in the rights transition process [1] Group 2: Regulatory Process - The company is actively working with various levels of land resource management departments to expedite the processing of the transition from exploration to mining rights [1] - The timeline for obtaining the mining license will depend on the approval process of the relevant government departments [1]

谁都没料到，2026年初中日博弈会来得这么猛！这次中国不再是口头警告，而是直接动了真格。6日商务部一纸公告，把对日本的两用物项出口管制拉满， 稀土这张王牌应声落地。才过4天，日本企业就收到中国国企的正式通知：新的稀土销售协议全停了！ 这消息一出来，日本整个乱了套。之前他们还自我麻痹，觉得中国不会真断稀土，毕竟稀土是日本制造业的命门，新能源汽车电机、半导体、甚至导弹制导 系统都离不开，而且日本对中国稀土的依赖度高得吓人，尤其是镝、铽这些重稀土，几乎100%靠进口，中国还垄断了90%的稀土冶炼技术，就算从非洲找 矿，最后还得送中国加工。 更讽刺的是，高市早苗这时候提大选，连日本内部都质疑不断。政府高官直言，现在物价问题还没解决，搁置民生搞大选，就是"为了个人利益解散国会"； 在野党更是放话，要在国会追究她的责任。就算她侥幸赢了，只要日本不放弃对华强硬路线，中国的反制就不会停，到时候日本经济只会陷得更深。 野村研究所算过一笔账，要是稀土断供一年，日本经济得损失2.6万亿日元，折合人民币1160多亿；大和研究所更悲观，说长期断供可能让日本GDP跌 3.2%，90多万人失业，汽车行业产出能掉17.6%。1月6日公告刚发 ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 亚马逊公司正将目光投向亚利桑那州的一座铜矿——该矿去年成为十多年来美国首个新增铜矿资源，以 此满足旗下数据中心对铜这一工业金属的巨大需求。 这座铜矿的重启，是力拓集团（Rio Tinto，股票代码：RIO）验证其低品位铜矿开采新技术的试验场。 力拓与亚马逊云计算服务（Amazon Web Services）签署了一份为期两年的供应协议，这也是对其旗下 Nuton项目的信心背书。该项目借助细菌与酸液，能从以往因开采成本过高而被弃置的矿石中提取铜金 属。 亚马逊的这一举措，是科技企业争相保障人工智能数据中心建设与运营所需电力及关键原材料的最新例 证。 不过，Nuton项目产出的铜，仅能满足亚马逊极小一部分的需求。 一座大型数据中心的电线、汇流排、电路板、变压器及其他电气元件，总计需要数万吨铜金属。 力拓预计，亚利桑那州Nuton项目四年内可产出1.4万吨阴极铜，但这个量甚至不足以支撑一座大型数据 中心的建设需求。 近期，力拓在图森市东部的这座重启铜矿中应用了生物浸出工艺，同时还达成多项合作，计划将该技术 推广至美洲地区的其他数座铜矿。当下，新铜矿的勘探与投 ...

Group 1 - The core reason for the recent surge in copper prices is a structural supply constraint, which has diminished the explanatory power of traditional economic indicators [3][8] - Key copper mines are facing operational setbacks due to natural disasters and safety incidents, leading to significant production downgrades [9] - The mining of copper is becoming increasingly difficult and costly due to declining ore grades and environmental concerns, making new project developments more politically challenging [11] - The discovery of new large copper mines is slowing down, with only 14 out of 239 major deposits discovered in the last decade [13] - U.S. tariff policies have disrupted the market, leading to a significant increase in copper inventories as companies rush to import refined copper [14][16] Group 2 - Copper is widely used in various industries, and its price increase indicates strong industrial demand and economic acceleration [19] - The demand for copper is being driven by the construction of AI infrastructure and energy transition, with projections indicating a significant increase in demand [20] - AI data centers and the associated energy needs are contributing over 60% of the new copper demand [21] - The energy transition could triple the demand for copper by 2045, with a potential structural deficit emerging as early as 2026 [23][26] Group 3 - The majority of copper mining resources are concentrated in South America and Africa, while smelting capacity is primarily located in Asia, especially China [28] - Three countries—Chile, the Democratic Republic of the Congo, and Peru—account for nearly 50% of global copper mining [29] - China has become the largest producer and consumer of copper products, with significant production capacities in refined copper and copper processing materials [33]