转自：贵州日报 贵州日报天眼新闻记者 李雪雪 12月13日，在蓝天白云的映照下，海口市南海大道龙湖天街张灯结彩，黔味居南海大道店正式开业。 时间回溯到1988年，海南建省。祖籍铜仁、现任海南中视集团董事局主席的刘文军成为最早一批"闯海 人"。经过29年的发展，创始于1996年的海南中视集团，已成为一家集文化、院线、影视、演艺、传 媒、地产、物业、投资为核心业务的民营企业集团，并连续六年入选海南省百强企业。 "自贸港封关后，一个更加开放包容的海南将带来更大的文旅消费市场，也会带来更多的国内及海外合 作方。"回顾中视集团的发展历程，海南中视集团副总裁、中视文化总经理刘洋说，一个新的历史发展 机遇正在敞开怀抱。 刘洋举例说，自贸港封关以后，"零关税"商品范围将扩大至约6600个税目，约占全部商品税目的74%， 比封关前提高了53%。这就意味着，中视文化公司每年上千万元的影视设备采购固定支出和采购海外优 质影视IP版权的不固定支出都可享受免税政策，节约大量"硬软件"成本。 中视文化作为集团核心企业，在电影院线、影视投资、演艺娱乐、广告传媒四大板块形成了区域领先优 势。其中，中视院线作为海南唯一的本土电影院线公司，经过 ...

根据美国国务院的说明，"硅和平"（Pax Silica）源自拉丁语，其中"Pax"意为和平、稳定与长期繁 荣，"Silica"指被精炼为硅的化合物。硅是计算机芯片和人工智能技术不可或缺的关键材料。 【环球时报驻韩国特约记者 黎枳银】美国同韩国、日本等多个盟友国家12月11日在华盛顿签署《硅和 平宣言》，宣布在人工智能、关键矿产、半导体及相关高科技领域构建"可信赖的供应链合作机制"。韩 国《朝鲜日报》称，这一机构有意体现美国试图在新一轮科技竞争中塑造所谓"长期产业秩序"的意图。 据韩媒报道，美国、韩国、日本、澳大利亚、英国、以色列和新加坡7个国家在华盛顿举行的首届"硅和 平"峰会上共同签署上述宣言。参加会议的还有荷兰、阿联酋等国，美方称后续将扩容。此次峰会由美 国主导推动，旨在整合其盟友与伙伴国家，在人工智能及相关产业领域形成合作网络。 韩国外交部第二次官金珍我表示，韩国将依托本国企业在电池、半导体和能源等领域的竞争优势，参 与"供应链稳定性"建设。参与"硅和平"机制的国家今后将按具体领域设立工作组，围绕联合投资、技术 合作、研究开发以及人员交流等议题展开后续磋商，韩国政府也计划继续参与相关讨论，推动多边合作 ...

那么，中国的"效率"究竟高在哪？ 中国在全球关键矿产竞争中，为何能步步为营、构建起一种其他国家短时间都无法企及的领先优势？或 许从最近的一个新闻中，我们可以寻找到真相——在欧洲花了六年时间讨论、开会都没能落地的一项技 术，在中国，从开工建设到投入运营，只用了短短十个月。 据报道，一家欧洲公司想研发出一项能把"废矿石"变宝贝的突破性技术。简单来说，就是用一种特殊工 艺，把过去因为硅含量太高、没法用来炼铝的低品位铝土矿，变成优质原料。更妙的是，处理过程中， 还能把里面的镓、锂、钒等"关键矿产"给提取出来。这些可都是半导体、电动汽车电池和高端合金的命 脉。 然而现实却是，欧洲人自己在那儿磨叽好几年没动静，一到中国，十个月就建成个大工厂。 据介绍，在山西传统煤炭产区柳林县，由法瑞合资企业IB2和山西森泽能源技术集团合作的铝土矿废渣 综合利用项目，已迅速完成了工程设计、许可、建设和调试，并于11月正式投产。 中国不仅"急性子"，还特别支持。报道称，这个项目落地山西柳林，得到了省级政府的"大力支持"。这 种支持不是口头说说，而是实打实地帮助外企搞定复杂的审批、协调各方资源。这就像家里要紧急装 修，居委会不仅同意，还帮你协 ...

坦赞铁路繁荣带是一个以铁路为骨干，但远不止于铁路的综合性区域发展战略。它以铁路运力的根本性提升 为基础，其更大价值在于以此为支点，撬动一个覆盖更广的周边经济繁荣圈。基于这一定位，繁荣带将在物 流、产业、区域战略与合作模式4个维度，重塑区域经济格局。具体而言，提升物流效率，将打通区域发展的 经济动脉；培育产业集群，将锻造可持续的造血能力；融入宏观战略，将借势时代发展的东风；创新合作模 式，则是确保这一切行稳致远的"压舱石"。 日前，坦赞铁路激活项目开工仪式在赞比亚举行。仪式后，中国、坦桑尼亚、赞比亚三方发表《中华人民共 和国、坦桑尼亚联合共和国、赞比亚共和国政府关于携手打造坦赞铁路繁荣带的联合声明》，标志着这条被 誉为"自由之路"的钢铁动脉，在建成近半个世纪后，被赋予了驱动"共同繁荣"的全新使命，正式启动中非合 作高质量发展的新引擎。 图为赞比亚新卡皮里姆波希车站内的轨道。新华社记者 彭立军摄 坦赞铁路繁荣带的持久生命力，源于其合作模式的根本性创新。区别于早期的无偿援建，项目采用"建设—运 营—移交"（BOT）模式，中方获得为期30年的特许经营权，全面负责铁路改造与长期运营。这一安排通过市 场化机制奠定了项目的 ...

Core Viewpoint - The U.S. is forming a "Critical Minerals Trading Club" with multiple countries to restructure supply chains and reduce dependence on foreign sources, aiming to dominate the AI and green industries. However, challenges such as technology, costs, and internal member interests may hinder this initiative, while some countries face risks of overheating investments in critical mineral assets [1][2][4]. Group 1: Formation of the Trading Club - The U.S. plans to create a "Critical Minerals Trading Club" as a core platform for Western countries to engage in critical mineral refining and processing trade, with the ultimate goal of leading the AI competition [2][4]. - The club has already begun formation with participation from Japan, South Korea, Malaysia, Australia, and Thailand [2]. Group 2: Energy Security and Policy Implications - Energy security is deemed crucial for the U.S. to maintain its global influence, with critical minerals being essential for AI production [4]. - The U.S. Treasury announced a "Mineral Security Partnership Financing Network" involving over ten countries, managing assets exceeding $30 trillion to support mineral trade projects [4]. Group 3: Market Dynamics and Investment Trends - The global trade of rare earths is experiencing significant growth, with a projected 67% increase in U.S.-Australia rare earth trade in 2024 and a 52% rise in intra-EU rare earth semi-finished product transactions [8]. - U.S. stocks related to lithium and rare earths have surged, with some companies seeing stock price increases of over 300% this year [9][10]. Group 4: Geopolitical Context and Challenges - The U.S. aims to establish a supply chain independent of China, which currently dominates the rare earth market with over 90% of global refining capacity [5][12]. - There are discrepancies in the objectives of participating countries in the trading club, with the U.S. seeking rule-making power, while resource-rich countries like Australia and Canada aim to increase mineral prices and exports [12]. Group 5: Future Outlook and Risks - Experts warn of potential overheating in the critical minerals market, drawing parallels to past resource booms, indicating that many companies may not succeed in this sector [11]. - The transition to a more sustainable and independent supply chain is expected to be long and costly, with significant challenges ahead [11][12].

Core Points - The United States and Thailand have signed a Memorandum of Understanding (MOU) to enhance cooperation in critical mineral supply chains, aimed at boosting investment and developing Thailand's domestic mineral processing and value-added industries [1] - The MOU emphasizes that it is non-binding and does not replace or affect existing agreements between the two countries, nor does it impact their sovereignty over natural resources [1] - The collaboration will allow for the sharing of knowledge and technical expertise, helping Thailand analyze its critical mineral resource base and improve competitiveness in the sector [1] Group 1 - The MOU aims to establish a stable, flexible, and responsible critical mineral supply chain [1] - This agreement is a continuation of the partnership between the U.S. and Thailand, further solidifying their close ties in trade, investment, and business [1] - Through this cooperation, both parties will share project information related to critical minerals and explore new business opportunities [1]

Core Points - The United States and Australia signed a key mineral agreement aimed at enhancing mining and processing capabilities, with a total project value of $8.5 billion [1][3] - The agreement is expected to accelerate investments in three types of projects, including U.S. investments in Australian processing facilities [3] - The U.S. plans to invest in a gallium refining plant in Western Australia with an annual capacity of 100 tons, supported by approximately $2.2 billion in financing from the Export-Import Bank of the United States [3] Industry Context - The agreement marks a significant step in U.S.-Australia relations, aiming to counter China's dominance in the critical minerals market [3] - Australia, despite being a major source of critical minerals, relies heavily on China for processing, with over 90% of its lithium being sent to Chinese refineries [3] - The partnership seeks to address the weaknesses in Australia's domestic processing capabilities, which are relatively underdeveloped compared to its mining strengths [3]

Core Points - Australian Prime Minister Albanese is visiting the White House to seek greater U.S. support for Australia's critical minerals amid China's tightening export controls [1] - Discussions will include nuclear submarines and trade, with a focus on promoting Australia's capabilities in supplying critical minerals for U.S. high-tech manufacturing [1] - Albanese is expected to announce an agreement to strengthen Australia's supply of critical minerals to the U.S. during his two-day visit [1] Group 1 - Australian Treasury Minister Jim Chalmers has been preparing for Albanese's visit, emphasizing Australia's potential as a reliable supplier of critical minerals [2] - Chalmers expressed the desire to maintain stable economic relations with China while increasing cooperation with the U.S. [2] - Australian Ambassador to the U.S. Kevin Rudd highlighted Australia's ability to address the critical mineral supply threats faced by Western economies [2] Group 2 - Rudd noted that Australia could meet 30 to 40 of the 50 designated critical minerals and rare earths needs of the U.S. through investment, particularly in rare earth processing [2] - Despite Australia's strong mining capabilities, there is a relative weakness in domestic processing capacity, with over 90% of Australian lithium being sent to China for processing [2]

Core Viewpoint - The project initiated by Chizhou Hengxin Metal Materials Co., Ltd. under Copper Chemical Group focuses on enhancing the quality of sulfur iron ore slag and recovering precious metals, with a total investment of approximately 60 million yuan for the first phase [1] Group 1: Project Details - The project is located in the Xiqu area of Chizhou High-tech Industrial Development Zone, Anhui Province, and is divided into two phases [1] - The first phase has a production capacity of 250,000 tons per year and is expected to be completed and put into operation by December of this year [1] Group 2: Technology and Process - The project utilizes a carbon pulp method for gold extraction, improving the 200 mesh pass rate from approximately 70% to 95% [1] - The process reduces harmful metal content such as copper, zinc, and lead while recovering gold from the sulfur iron ore slag [1] - The recovered sulfur iron ore slag can still be used as raw material for producing pellets after gold recovery [1]

Core Viewpoint - The article discusses the imposition of tariffs on various products, highlighting the specific rates and categories affected, as well as ongoing investigations into additional tariffs on other goods scheduled for 2025 [1] Tariffs Already Imposed - Tariffs of 25% have been imposed on automobiles and parts, covering passenger cars, SUVs, light trucks, and numerous components [1] - Tariffs of 50% have been applied to copper and its derivatives, although raw materials like copper ore, concentrates, and electrolytic copper are exempt [1] - A 50% tariff has also been levied on steel, aluminum, and their derivatives, with the scope of these tariffs expanding to include components for wind turbines, furniture, and compressors [1] Ongoing Investigations - Investigations into medium and heavy trucks and their parts will commence in April 2025, with details yet to be disclosed [1] - A similar investigation for commercial aircraft and engines and their parts will start in May 2025, with no details provided [1] - Drones, drone systems, and their components will be investigated starting in July 2025, with specifics not yet available [1] - An investigation into polysilicon and its derivatives, crucial for semiconductors and solar panels, will also begin in July 2025 [1] - Medical devices and supplies, including masks, syringes, catheters, pacemakers, and ventilators, will be investigated starting in September 2025 [1] - Robotics and industrial machinery, including CNC machines, industrial stamping machines, and laser cutting equipment, will be under investigation starting in September 2025 [1] - An investigation into logs, wood products, and derivatives will start in March 2025, covering items like furniture, cabinets, and wooden decorative pieces [1] - Pharmaceuticals and active pharmaceutical ingredients will be investigated starting in April 2025, including finished drugs, active ingredients, and key starting materials [1] - Critical minerals, processed minerals, and derivatives will be investigated starting in April 2025, focusing on processed ores and downstream products using these ores [1] - An investigation into semiconductors and semiconductor manufacturing equipment will also begin in April 2025, covering semiconductor substrates, bare wafers, legacy chips, advanced chips, and downstream electronic products containing semiconductors [1]