. 镍不锈钢产业链周报 2026/1/16 咨询业务资格：沪证监许可【2012】1515号 研报作者：陈乃轩 Z0023138 审核：唐韵 Z0002422 【免责声明】 本报告基于本公司认为可靠的、已公开的信息编制，但本公司对该等信息的准确性及完整性不作任何保证。本报告所载的意见、结论及预测仅反映报告发布时的观点、结论 和建议。在不同时期，本公司可能会发出与本报告所载意见、评估及预测不一致的研究报告。本公司不保证本报告所含信息保持在最新状态。本公司对本报告所含信息可在不发出通知的情 形下做出修改， 交易者（您）应当自行关注相应的更新或修改。本公司力求报告内容客观、公正，但本报告所载的观点、结论和建议仅供参考，交易者（您）并不能依靠本报告以取代行 使独立判断。对交易者（您）依据或者使用本报告所造成的一切后果，本公司及作者均不承担任何法律责任。本报告版权仅为本公司所有。未经本公司书面许可，任何机构或个人不得以翻 版、复制、发表、引用或再次分发他人等任何形式侵犯本公司版权。如征得本公司同意进行引用、刊发的，需在允许的范围内使用，并注明出处为"东亚期货"，且不得对本报告进行任何有 悖原意的引用、删节和修改。本公司保 ...

Core Viewpoint - IperionX has secured nearly A$7 million in funding from the U.S. Department of War, part of a larger US$50 million package, along with a delivery of approximately 290 tonnes of scrap titanium metal from the U.S. government, which is crucial for its Titanium Manufacturing Campus in Virginia [1][2][4]. Group 1: Funding and Material Supply - The funding from the U.S. Department of War is the final tranche of a US$50 million package aimed at supporting IperionX's operations [1][4]. - The delivery of 290 tonnes of scrap titanium provides essential feedstock for the Titanium Manufacturing Campus, representing about 1.5 years of material throughput [2][4]. - IperionX plans to produce at least 1,400 tonnes of titanium annually to support U.S. defense supply chain goals [4]. Group 2: Market Context and Challenges - The critical mineral supply chain, particularly for titanium, is transitioning from a narrative to a structural reality, indicating a growing market interest in tensile metals [3]. - Despite positive developments, short selling pressure on IperionX shares has increased, with nearly 8% of shares currently shorted [5][8]. - The funding assurance from the U.S. government has not significantly deterred short sellers, indicating ongoing market skepticism [8].

Here are two stocks with buy rank and strong income characteristics for investors to consider today, Jan. 15th:Centerra Gold Inc. (CGAU) : This metals mining company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.6% over the last 60 days.This Zacks Rank #1 company has a dividend yield of 1.2%, compared with the industry average of 0.0%.Patria Investments Limited (PAX) : This private equity company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its c ...

21智讯1月15日电，宝地矿业公告，公司于2026年1月16日赎回交通银行蕴通财富定期型结构性存款80天 （挂钩汇率看涨）产品，赎回金额为18,000.00万元，获得收益59.18万元。本金和收益已及时归还至公 司募集资金专户。公司再以19,000.00万元闲置募集资金进行现金管理，其中16,000.00万元购买交通银行 92天结构性存款，3,000.00万元购买交通银行25天结构性存款。该事项不会影响募集资金投资项目进度 和公司正常生产经营。 ...

On a recent episode of the "All-In" podcast, investor Chamath Palihapitiya said that copper is set to go “parabolic” in 2026.His prediction is rooted in a supply shortage and shift toward what he called the “Trump Doctrine” — a geopolitical strategy of unilateral national security and aggressive economic reshoring.FCX stock is climbing. See the chart and price action here. The Macro Driver: The Trump DoctrineThe Trump administration reclassified copper from an industrial metal to a critical pillar of nation ...

On a recent episode of the "All-In" podcast, investor Chamath Palihapitiya said that copper is set to go “parabolic” in 2026.His prediction is rooted in a supply shortage and shift toward what he called the “Trump Doctrine” — a geopolitical strategy of unilateral national security and aggressive economic reshoring.FCX stock is climbing. See the chart and price action here. The Macro Driver: The Trump DoctrineThe Trump administration reclassified copper from an industrial metal to a critical pillar of nation ...

PERTH, Australia--(BUSINESS WIRE)--Rio Tinto and BHP have agreed to work together to extract up to 200 million tonnes of iron ore at their neighbouring Yandicoogina and Yandi iron ore operations in the Pilbara. Under two non-binding Memoranda of Understanding (MOUs), the companies will explore the potential for: These new opportunities build on a 2023 agreement between Rio Tinto and BHP to mine the Mungadoo Pillar, which allowed mining of ore from the shared tenure boundary that was previously inaccessible. ...

Core Viewpoint - The A-share market showed strong performance in the morning session, with all three major indices rising significantly, indicating positive investor sentiment and market momentum [1]. Market Performance - The Shanghai Composite Index increased by 1.2% to 4188.24 points, the Shenzhen Component Index rose by 1.98%, and the ChiNext Index climbed by 2.24% [1]. - The North Stock 50 Index saw a notable increase of 2.96% [1]. - The total market turnover reached 22,459 billion, a decrease of 2,224 billion compared to the previous day [1]. - Over 4,700 stocks in the market experienced gains [1]. Sector Highlights - A joint initiative by eight departments to promote the "Artificial Intelligence + Manufacturing" special action led to a surge in AI application stocks [1]. - The non-ferrous metal sector performed strongly, with companies like Zijin Mining and Jiangxi Copper reaching new highs [1]. - After Bawei Storage announced a performance increase, its stock rose over 7%, contributing to a general rise in storage chip stocks [1].

2026年1月14日，全球金融市场在多空博弈中呈现出复杂而多变的态势。从美股的尾盘走低到A股的调 整与机遇，从贵金属的持续飙升到大宗商品的价格波动，每一个热点都牵动着投资者的神经。 美股：尾盘走低背后的多空博弈 北京时间1月14日凌晨，美股周二尾盘走低，道指跌逾400点。道指跌402.46点，跌幅为0.81%，报 49187.74点;纳指跌67.74点，跌幅为0.29%，报23666.16点;标普500指数跌23.05点，跌幅为0.33%，报 6954.22点。 美股的走低与多方面因素有关。在12月就业报告反映劳动力市场略有走弱但仍保持稳定后，市场目光聚 焦于CPI数据。周二早间公布的消费者价格指数(CPI)报告显示，美国12月CPI同比上涨2.7%，符合预 期。然而，经济学家们对通胀是否已经见顶的看法不一。尽管12月核心通胀压力温和，但食品和房租更 加昂贵，价格涨幅为三年多来最大，这凸显了特朗普总统面临的负担能力危机，经济学家将这部分归咎 于白宫的政策，包括全面进口关税。 圣路易斯联邦储备银行行长Alberto Musalem表示，通胀风险正在缓和，预计今年晚些时候价格将开始 向央行目标靠拢。他认为，经过去 ...

With huge investments in electrification, and data center build outs on the horizon, metals and rare earths hit the limelight in 2025. Copper has been on a tear, and projections are that supply deficits will continue to propel prices up in 2026.The author has an honours degree in economics and politics with a focus on economic development. With 36 years of experience in executive management he has extensive knowledge of insurance/reinsurance, Global and Asia Pacific markets, climate change and ESG. He inves ...