面对近70年开采留下的约3亿吨尾矿渣石，海钢集团"向绿而生"，让沉睡的废石"焕发新生"，为海南自贸港建设注入绿色动能。 在海南省昌江黎族自治县石碌矿区，一场从"废石山"到"资源库"的绿色蜕变正在上演。 新华社音视频部制作 【纠错】 【责任编辑:薛涛】 作者：刘雨田、郭良川、赵玉和、王贤 ...

加拿大的外交策略发生了明显的转变：从曾经与盟友一同对中国实施围堵，到如今主动寻求与中国的合 作。最近，加拿大总理卡尼在东盟峰会前公开表示，中国是加拿大的重要战略伙伴，并且表示希望能与 中国高层进行会面。这一言论让许多人感到十分意外，因为过去，加拿大在美国对中国实施限制措施 时，通常都是第一个站队支持美国的。 然而，令人更加惊讶的是，卡尼的表态才刚一出来，特朗普就急忙发布声明，宣布终止与加拿大的所有 贸易谈判。美国这一举动让人有些摸不清楚究竟是因为担忧，还是单纯的出于某种情绪反应？ 实际上，加拿大的举动并不是突发的冲动，而是经济压力下的理性选择。过去，加拿大和美国一起对中 国征收关税，还曾对中国的电动汽车实施限制，原本以为能因此获利，却反而自己陷入困境。加拿大的 油菜籽，原本是中国市场的重要商品，但如今中国开始转向巴西和乌克兰采购，导致加拿大的36亿斤油 菜籽积压在仓库里，无法售出。这使得西部的四万多农户遭遇了严重的经济损失，日子变得难以维系。 加拿大全面跟随美国对中国采取行动，这样的做法显然是失误。中国作为全球155个国家和地区的最大 贸易伙伴，显然是一个不容忽视的重要市场。即便加拿大与美国保持紧密关系，也不 ...

PresentationJenene ThomasJenene Thomas Communications, LLC Okay. We are ready to get started. I'd like to welcome everyone, and thank you for joining us today for today's live virtual Investor CEO Connect segment. My name is Jenene Thomas. I am CEO of JTC IR, and I will be the moderator for today's event. I'm very pleased to host American Resources Corporation. They are a leader in the critical mineral supply chain focused on building a secure, sustainable and domestically driven infrastructure and electrif ...

文 /柴裕红 王子昕 随着共建"一带一路"倡议走向高质量发展的新阶段，中亚地区作为共建的重要区域，其投资吸引力不断增强。同时，该地区在能源、基础设施以及新兴市场 等领域的迅速发展，对中国对外开放具有重要的战略意义。 不过与投资机遇并存的是法律风险。中亚各国法律脱胎于苏联法系，正经历法律体系的转型与重构，形成了兼具大陆法系特征、本土化改革元素及伊斯兰传 统的独特法律生态。中亚各国在法治水平、监管质量方面存在的问题，主要体现在法律不稳定、执法标准不一致、行政效率低等方面，给外企经营造成一定 困难。 2.国家安全审查机制的自由裁量 中企投资中亚的具体法律风险 （一）市场准入与企业设立阶段 1.外资准入的行业限制 中亚各国大多采用"负面清单"的管理模式来吸引外资、控制外资。以哈萨克斯坦为例，其有关法律严格限制国家利益相关领域投资的外商准入条件。如在 《地下资源及地下资源利用法》中，哈萨克斯坦政府对于矿产、油气等战略资源项目的开发保留了在某些情形下单方面修改或终止合同的权利，并对外资参 与此类项目设置了严苛的审批程序和股权比例限制。这表明，清单外的行业并不意味着绝对安全，"国家安全"等弹性概念在实践中拥有巨大的解释空间 ...

Core Points - Canada has announced a second batch of national key projects aimed at enhancing its resource strategy, focusing on energy, minerals, and transmission lines [1] - The total investment for these projects exceeds CAD 56 billion, with an expected creation of 68,000 jobs [1] - These projects are considered transformative and part of a national strategy to boost Canada's competitiveness and resilience [1] Group 1: National Key Projects - The second batch of national key projects was unveiled by Prime Minister Mark Carney, emphasizing Canada's potential as an energy superpower [1] - The projects aim to establish new trade corridors, enhance resource autonomy, and ensure data sovereignty for national security [1] - The first batch of key projects, announced in September, included investments over CAD 60 billion, focusing on infrastructure to stimulate the economy and reduce reliance on the U.S. [2]

平安证券研报指出，中矿资源2025年三季度单季实现归母净利润1.15亿元（同比+58.18%）；前三季度 累计实现归母净利润2.04亿元（同比-62.58%）。三季度业绩环比改善，铜及多金属项目落地在即。碳 酸锂供需结构边际改善，三季度锂价回暖，Q3碳酸锂均价环比上涨11.95%至7.3万/吨。锂价上涨背景下 公司盈利能力实现环比改善，Q3销售毛利率达23.24%，环比提升9.12个百分点，净利率6.88%，Q3业绩 实现扭亏为盈。公司铯铷业务全球优势持续，多金属布局打造新增长点，铜及镓锗布局打开未来成长空 间。碳酸锂供需格局边际改善，公司锂板块业务盈利能力或将持续修复。公司业务锂电材料受锂价影响 价格波动较大，调整公司2025-2027年归母净利润预测为4.31、11.48、23.59亿元（原2025-2027预测值为 10.99、16.54、26.89亿元）。对应PE为98.4、37.0、18.0倍，维持"推荐"评级。 ...

Core Viewpoint - The company Zhongmin Resources (002738) is progressing smoothly with its 200,000 tons/year multi-metal comprehensive recycling project in Namibia, as confirmed in a response to investor inquiries on November 11 [1]. Group 1 - The Namibia project is advancing as planned and is on track [1].

Core Viewpoint - The eighth China International Import Expo (CIIE) emphasizes green, low-carbon, and sustainable development as essential for high-quality economic growth, showcasing the latest global achievements in these areas [1][2][3]. Industrial Innovations - Key industries such as aviation and transportation are focusing on carbon reduction, with major companies presenting advanced technologies and solutions for sustainable development [2]. - GE Aviation showcased the LEAP-1C engine model, which reduces carbon emissions by 15%, improves fuel efficiency by 15%, and decreases noise impact by 75% compared to the previous generation [2]. - Rio Tinto aims to increase the use of renewable energy in its operations from 78% to approximately 90% by 2030 and has initiated a pilot project for electric mining trucks in Mongolia [4][7]. Green Consumer Products - Various consumer products at the expo incorporate green and low-carbon principles, making sustainability a tangible aspect of daily life [10]. - Philips introduced the E9 eco-friendly pendant light, which reduces carbon emissions by approximately 18.4 kg per unit compared to traditional metal lights, equivalent to the carbon absorption of a tree in a year [12][13]. - Uniqlo presented a clothing repair and recycling system, allowing customers to return or repair old garments, promoting longer product life [15]. Circular Economy Practices - Volvo's exhibit highlighted a circular economy approach in automotive production and recycling, focusing on closed-loop systems for materials like aluminum and steel [16][18]. - IKEA integrates sustainability into its entire value chain, emphasizing eco-friendly materials and a high resale rate for returned products [17][20][21]. - Muji showcased products made from Ocean Bound Plastic, promoting the recycling of marine waste and supporting local artisans [22][24]. Overall Impact - The expo reflects a comprehensive commitment from various industries to advance green development, with innovations not only displayed but also set to influence production and consumer behavior [23].

Core Viewpoint - The future of China-Australia cooperation must transition from traditional mineral and agricultural collaboration to a strategic joint development led by technology, especially as the China-Australia Free Trade Agreement (FTA) approaches its 10th anniversary in 2025 [1]. Group 1: Trade and Economic Cooperation - The China-Australia FTA is the first high-level FTA signed between China and a major developed country, serving as a significant milestone in bilateral relations [1]. - Over the past decade, the FTA has significantly boosted bilateral trade, with the trade volume reaching $211.27 billion in 2024, an increase of 85.6% compared to 2015 [5]. - China has maintained its position as Australia's largest trading partner for 16 consecutive years, with the Chinese market accounting for one-third of Australia's total exports [5]. - The FTA has facilitated a strong increase in Australian products in Chinese consumer markets, with 256 Australian companies participating in the recent China International Import Expo, marking a historical high [4]. Group 2: Future Directions and Opportunities - Future cooperation should focus on enhancing the FTA to meet evolving needs, ensuring it continues to serve both countries' enterprises and consumers effectively [7]. - There is a call for the FTA to evolve from traditional trade in agricultural and mineral products to include sectors such as digital economy, green technology, and new trade rules [8][9]. - The potential for collaboration in areas like clean energy, healthcare, and digital economy is highlighted as key opportunities for the next decade [8]. - The establishment of a robust framework for digital trade and cross-border data flow is essential, leveraging Australia's mature digital regulatory framework and China's extensive platform economy [9].

在关键矿产日益成为全球战略竞争焦点之际，白宫官员本周透露，美国正联合多国筹建"关键矿产交易 俱乐部"，旨在重构供应链，减少对外依赖，争夺人工智能与绿色产业的主导权。连日来，稀土、锂等 关键矿产资产受到国际资本的热捧，似乎刮起了一股"稀土热"。然而，美国等国希望的"供应链重构"面 临技术、成本与联盟成员内部利益分化等多重挑战，部分国家的关键矿产资产也在遭遇投资过热风险示 警。 美国《国会山报》报道称，伯古姆表示，在美国计划引领全球人工智能军备竞赛之际，能源安全至关重 要，关键矿物对人工智能的生产不可或缺。他同时强调了能源在美国外交中的重要性，"能源主导权实 质上是一种'能源富足'。能够向'友好国家'和盟友出售能源，使它们无需从对手那里购买是非常重要 的。"他还声称："拥有丰富、廉价、可靠的能源是能源安全的关键，也是国家安全的关键，更是世界和 平的关键。" 伯古姆提出这一举措并非孤立行动，而是部分西方国家在"区域内填补缺口"理念下，重构内部矿产贸易 体系、助推行业扩张的集中体现。美国财政部2025年8月的公告显示，美国联合英国、加拿大、澳大利 亚等十余个国家成立"矿产安全伙伴关系融资网络"，管理资产超30万亿美元 ...