春节假期，地下620米西鞍山铁矿辅助斜坡道的终点，全断面硬岩隧道掘进机"基石号"TBM静静"蛰伏"。机器前方，专属拆解车间已见雏形，凿岩机的 轰鸣声和挖掘机的运转声交织，工人手持90斤重的风动凿岩机，在22℃的环境中挥汗如雨，一锤一钻在原有巷道的岩面上扩容。 "'基石号'已完成5400米的辅助斜坡道挖掘，需要拆解后运回地面重组。"迎着机器的轰鸣，鞍钢基石矿业总工程师胡世超凑到记者耳边介绍，原有巷道 仅7米宽，拆解这个总质量约1200吨的"巨无霸"，大型设备都转不开身，只能扩挖专属车间，让"基石号"在这里拆解。 "基石号"这个大家伙长188米，它的拆解重组，直接关系到整个项目的进度。为了给"基石号"安下"临时家"，工人将7米宽的巷道扩挖到12米，车间总长 30多米，最高处达16米，堪比5层楼高。"顶部还要装龙门吊，拆解的大件零件全靠它稳稳吊运。"胡世超抬手比画着，眼里满是对工程推进的期待。 "这座专门为'基石号'量身打造的拆解车间，我们还藏着'一物多用'的小巧思。"胡世超说，"等完成'基石号'的拆解任务后，这里不会闲置，后续会改造 成为巷道物资储备场地，专门存放施工所需的设备和材料，让每一分投入都发挥最大价值。 ...

谈及施工难点，胡世超眉头微皱："最关键的是光面爆破，车间又宽又高，岩壁软硬不均，爆破力度、 角度稍有偏差，就会危及工人安全、耽误工期。"为啃下这块"硬骨头"，技术团队与工人拧成一股绳， 反复勘探岩层、精准测算钻孔位置与深度，每一个钻孔精准到厘米，每一次爆破全程监控，细心守护施 工安全。 "这个春节，又没能回老家过年吧？"记者的一句话，让这位常年扎根地下的工程师露出了一丝苦 笑。"从2022年项目开建以来，我春节就没回过重庆老家了。"胡世超坦言，为了赶工期、保进度，他们 已经连轴转干了两个多月，即便到了春节，车间里也不能停工。 西鞍山铁矿是国内规模最大的在建单体地下铁矿山，总投资达229亿元。胡世超告诉记者，预计今年八 九月份，"基石号"就能在胶带斜井场地重新出发，继续在地下深处"奋勇向前"。 "这座专门为'基石号'量身打造的拆解车间，我们还藏着'一物多用'的小巧思。"胡世超说，"等完成'基石 号'的拆解任务后，这里不会闲置，后续会改造成为巷道物资储备场地，专门存放施工所需的设备和材 料，让每一分投入都发挥最大价值。" 责编：王世海 胡世超（右）在巷道里检查施工进度。 本报记者 崔治 摄 本报记者 崔治 春节假 ...

利比里亚《新闻报》2月5日报道：为推进其位于几内亚的旗舰级康奎尼超高品位铁矿项目的建设， 艾芬豪大西洋公司实施了董事会和管理团队改组，以强化公司的美国战略重心。此项战略调整紧随其利 比里亚特许与通道协议获得利比里亚立法机构批准之后，该协议确保公司能利用利比里亚的多用户铁路 和港口基础设施运输铁矿。公司任命前美国大使J. Peter Pham（由特朗普总统任命）为执行董事长兼临 时首席执行官，并任命三名拥有深厚技术、金融和管理经验的美国公民为非执行董事，旨在专注于项目 交付并为未来在 aligned with U.S. 的市场进行融资做准备。这一投资获得了美国政府的明确支持，其大 股东罗伯特·弗里德兰近期受到特朗普总统的接见与赞许，且项目所在的"自由走廊"（连接耶克帕-布坎 南铁路和港口）与美国旨在保障关键矿物供应的"项目金库"计划相契合，"项目金库"是一项总额达16.7 亿美元的政府倡议，旨在建立国家关键矿物战略储备，以保护美国工业和国防领域免受供应链中断的冲 击，降低对所谓"战略竞争对手"的依赖。 （原标题：艾芬豪大西洋公司强化美国战略与领导层改组以推进旗舰铁矿项目） ...

Core Viewpoint - The announcement by China Baoli Technology (00164) regarding a strategic cooperation agreement with Zheying Global Mining Co., Ltd. for the mining production in Mongolia marks a significant milestone for the company, showcasing the large-scale commercial application of its proprietary dry grinding and selection technology [1] Group 1: Strategic Importance - The cooperation agreement is considered a strategic and transformative initiative in the company's development process, representing the first large-scale commercial application of its dry grinding and selection technology [1] - This milestone is significant as the technology operates without water, making it particularly suitable for arid mining regions like Mongolia, addressing the challenges of water scarcity in mining operations [1] Group 2: Market Demand and Future Prospects - The global steel industry's increasing demand for high-grade iron concentrate to enhance production efficiency and meet emission reduction targets aligns with the capabilities of the company's dry grinding and selection technology [1] - The cooperation is expected to positively contribute to the company's future profitability and expand its technological footprint to other mining projects, especially in water-scarce areas [1] - This agreement is not only a revenue-generating business but also a foundational step towards the global commercialization of the company's core technology [1]

Core Viewpoint - The announcement by China Baoli Technology (00164) regarding a strategic cooperation agreement with Zuo Ying Global Mining Limited for the mining production in Mongolia marks a significant milestone for the company, showcasing the commercial application of its proprietary dry grinding and selection technology [1] Group 1: Strategic Importance - The cooperation agreement is deemed a strategic and transformative initiative in the company's development process, representing the first large-scale commercial application of its dry grinding and selection technology [1] - This milestone is particularly significant as the technology operates without water, making it uniquely suitable for arid mining regions like Mongolia, addressing the challenges of water scarcity in mining operations [1] Group 2: Market Demand and Future Prospects - The global steel industry is experiencing an increasing demand for high-grade iron concentrate to enhance production efficiency and meet emission reduction targets, which aligns with the capabilities of the company's dry grinding and selection technology [1] - The partnership is expected to positively contribute to the company's future profitability and expand its technological footprint to other mining projects, especially in water-scarce areas [1] - This cooperation not only represents a revenue-generating business but also serves as a foundational step for the global commercialization of the company's core technology [1]

（原标题：中非地区各国铁矿开发竞争初现端倪） 不过，两大项目推进面临多重核心瓶颈。首先是基础设施薄弱：矿区多位于偏远地区，铁路、水路 与港口等关键外运设施仍处于规划或谈判阶段；喀麦隆一度提出以公路运矿方案，但被认为缺乏现实可 行性。与此同时，两国能源供应不足，难以为选矿、冶炼等加工厂提供稳定支撑。其次是融资缺口显 著：刚果（金）方面仅表示有投资者"表达兴趣"但未披露落地细节；喀麦隆中喀合资企业的融资安排尚 未敲定，相关基建短期难以启动。第三是法律风险：喀麦隆姆巴拉姆矿的采矿权诉讼仍待裁决，刚果 （金）项目则面临比利时Thaurfin公司提出的采矿权索赔。 据《青年非洲》2026年2月3日报道，刚果（金）与喀麦隆正推动各自标志性铁矿项目，希望以"本 地加工+外运配套"带动产业升级，但两国项目在基础设施、资金与采矿权纠纷等方面阻碍突出；与此 同时，几内亚西芒杜铁矿投产带来的供给预期，进一步加剧区域铁矿竞争与盈利不确定性。 报道同时强调，几内亚西芒杜铁矿（储量约24亿吨）投产将改变区域供给格局，市场可能面临阶段 性产能增加与价格下行风险。业内观点认为，西芒杜未来的盈利表现将直接影响周边新项目的投资节奏 与融资条件， ...

宏观策略（股指期货） 国资委：央企要着眼开辟增长"第二曲线" 日度报告——综合晨报 美国政府结束部分停摆状态，股指盘中 V 型 反转 [T报ab告le_日R期an：k] 2026-02-04 受消息面扰动，股指盘中 V 型反转。在宏观空窗期、且叠加贵 金属风波宣泄后，股市以题材、概念为主的结构牛模式再度回 归。 宏观策略（黄金） 美国政府结束部分停摆状态 综 合 黄金大幅反弹收复前日失地，市场恐慌式下跌阶段结束，在触 碰到 60 日均线后亦有抄底资金介入，短期金价步入震荡阶段。 美联储官员陆续发表讲话，米兰表示还需降 100bp。 晨 宏观策略（外汇期货(美元指数)） 报 米兰称今年需降息逾一个百分点 美军击落伊朗无人机，地缘局势持续高温，市场风险偏好走低， 美元指数震荡。 农产品（豆油/菜油/棕榈油） 印度：1 月份棕榈油进口量激增 51% 印度 1 月棕榈油进口预计大幅增加，1 月马棕高频数据延续减产 预测 能源化工（原油） 美国 API 原油库存大幅下降 油价反弹，美伊摩擦事件导致风险溢价略回升。 航运指数（集装箱运价） 吉大港彻底停摆 弱现实与地缘扰动因素交织，预计短期 04 合约波动幅度仍将较 大建 ...

据介绍，通过酸性淋溶水处理、弃渣清理、植被恢复等，钟山铁矿修复区生态环境问题得到有效控制， 生态系统实现重建与稳定，成为区域生态安全屏障的关键节点。2023年9月，钟山铁矿完成了全部的矿 区山体裸露及被破坏山体的生态修复工作，植被恢复面积约82万㎡，极大地改善了矿区生态环境。 在此基础上，钟山铁矿导入用地面积2100亩的文旅康养项目，打造生态度假区。钟山铁矿悬崖酒店、山 野民宿等文旅项目于2025年6月陆续建成并开放运营，预计正式运营后年收益约2000万元，昔日的"生态 环境洼地"正转换成乡村振兴的亮丽名片。 随着良好的生态环境和旅游业的发展，当地不少外出务工人员返乡就业、创业。庐南川藏线、矾花源等 项目吸引各类投资约30亿元；文旅项目带动周边群众就业500余人，形成宜居宜业的本土生活就业环 境。 安徽省自然资源厅相关负责人表示，合肥市庐江县钟山铁矿废弃矿山的成功治理，在矿山生态修复治理 领域，特别是酸性矿山的修复治理方面积累宝贵经验，为当地文旅产业的实施筑牢生态保护屏障，提供 绝佳的生态环境基础，将原本丰饶富足、风景秀丽的人居环境归还于庐江人民。 （来源：市场星报） 星报讯 位于合肥市庐江县的钟山铁矿始建于 ...

Core Viewpoint - Baodi Mining (601121) has announced the acquisition of Congling Energy, which possesses high-quality iron ore resources with significant reserves and good selectivity, indicating a strong potential for future profitability and support for the company's return on equity [1] Group 1 - The iron ore resources of Congling Energy are noted for their high quality, with the ability to produce iron concentrate with a grade of over 68%, making it one of the few mines in the country capable of such output [1] - The company is currently constructing a mining project with an annual capacity of 3.2 million tons, which is expected to further enhance its profitability [1] - The acquisition is anticipated to provide long-term support for the company's net asset return rate [1]

Core Viewpoint - Wenkang Development (600058.SH) has announced a major asset restructuring plan, leading to a significant increase in its stock price, which reached a limit up of 9.98% to 12.67 yuan [1] Group 1: Asset Restructuring Details - The restructuring plan includes a significant asset swap, issuance of shares, and cash payment for asset purchases, along with raising supporting funds [2] - The company plans to swap its main assets and liabilities (excluding retained assets and liabilities) with the 100% equity of Wenkang Mining and Luzhong Mining held by Wenkang Holdings [2] - The final transaction price for the assets to be swapped will be determined based on an asset evaluation report from a qualified appraisal agency [2][4] Group 2: Financial Information - The share issuance price for the asset purchase is set at 7.49 yuan per share, which is not less than 80% of the average trading price over the last 120 trading days [3] - The company reported revenues of 78.65 billion yuan in 2022, 78.99 billion yuan in 2023, and 67.24 billion yuan in 2024, with net profits of 3.40 billion yuan, 1.99 billion yuan, and 1.26 billion yuan respectively [4] - Wenkang Mining's revenue for the first three quarters of 2025 was 3.465 billion yuan, with a net profit of 1.107 billion yuan [5][6] Group 3: Strategic Implications - The transaction aims to inject high-quality iron ore assets into the company, enhancing its asset quality and profitability while improving its risk resistance [7] - The restructuring will allow the company to focus resources on the development of black metal mineral resources, expanding future growth opportunities [7] - Divesting from trade-related assets will help resolve competition issues within the industry, protecting the interests of the company and its public shareholders [7]