多家银行响应消费贷贴息 近日，包括大行、股份行在内的多家银行纷纷发声，响应7月底国务院常务会议提出的"部署实施个人消 费贷款贴息政策与服务业经营主体贷款贴息政策"。多家银行表示将优化办理流程、简化手续，确保国 家政策红利及时惠及消费者。新政具体执行细则仍有待披露，不过记者注意到，此前四川、重庆、杭州 余杭区等地已有开展个人消费贷贴息的先例，从实践来看，各地有所差异，贴息标准则多在1.5%左 右。（每经） 结构性行情持续演绎 基金年内业绩首尾相差近150个百分点 数据显示，截至8月6日，主动权益类基金今年以来平均收益为15.1%，超500只主动权益类基金的复权 单位净值创历史新高。其中，127只基金今年以来收益超过50%，23只基金收益超过80%，更有6只基金 年内净值翻倍。与此同时，50多只权益类基金今年以来净值跌幅逾5%，其中领跌基金净值下跌 18.38%。在今年以来的震荡分化行情中，公募基金业绩呈现分化，主动权益类基金年内业绩首尾相差 近150个百分点。领跑者收益接近130%，落后者跌幅超过18%。从业绩归因看，领涨基金大多把握住了 创新药、科技、新消费等领域的投资机会。从资金面看，绩优基金限购潮起，新发 ...

Group 1 - Newmont Corporation reported two ground collapse incidents at the Red Chris mine in Canada [1] - The company is currently working to rescue trapped employees in the mine [1]

Core Viewpoint - The successful unloading of the "Nanhai No. 8" semi-submersible drilling platform by COSCO Shipping Specialized Carriers marks a significant advancement in Sino-Brazilian cooperation in the marine engineering sector [1] Group 1: Company Operations - COSCO Shipping Specialized Carriers has completed the unloading operation of the "Nanhai No. 8" platform, which will serve Petrobras for nearly four years in offshore oil and gas tasks [1] - The "Xiang'an Kou" vessel, equipped with intelligent systems, is the first of its kind in China, capable of submerging to a maximum depth of 26 meters, representing a technological flagship for the company [1] - The company has established itself as a key partner for Chinese enterprises going global, providing customized services for various cargo types including engineering machinery and new energy vehicles [2] Group 2: Market Growth and Strategy - COSCO Shipping Specialized Carriers has seen rapid growth in the South American market, with Brazil becoming its largest single market for specialized transportation, handling over 8 million tons of cargo annually between China and Brazil [1] - The company is planning to launch customized shipping routes, including a direct service from Taicang to Victoria for electric vehicles, addressing issues of capacity and delivery times [3] - The company aims to establish a direct shipping route from Zhuhai to Manaus, enhancing logistics reliability and reducing transportation costs and risks [3] Group 3: Environmental Initiatives - The company is exploring green shipping solutions, such as shore power connections at ports, to reduce carbon emissions in shipping operations [4] - COSCO Shipping Specialized Carriers has significantly increased the volume of pulp transported from Brazil to China, growing from 300,000 tons to nearly 5 million tons over five years, reflecting a commitment to sustainable practices [3]

Group 1 - The Australian mining and energy union has initiated a 24-hour strike, leading to the cessation of operations at Glencore's Ulan underground mine [1]

Core Viewpoint - The newly revised Mineral Resources Law, effective from July 1, marks the first major overhaul in 29 years, addressing urgent issues in mineral management and aiming to enhance resource security and promote sustainable development [1][2][3]. Group 1: Key Changes in the Law - The new law introduces a market-oriented system for the allocation of exploration and mining rights through competitive bidding, auction, and listing, emphasizing the decisive role of the market in resource allocation [2]. - It establishes a property rights registration system for mining rights, ending the previous dual-role of exploration and mining permits as both property and licenses [2]. - The law incorporates principles of coordinated development and safety, resource protection, and the idea that "whoever extracts must restore" [2][3]. Group 2: Implementation and Support Measures - The Ministry of Natural Resources is prioritizing the implementation of the new law and is actively drafting supporting regulations to ensure effective enforcement [3][4]. - A series of policy documents are being prepared to address the management of mineral resources, including guidelines for ecological restoration in mining areas [4][5]. - The Ministry is also focusing on the establishment of a mining rights registration system and improving the licensing system for exploration and extraction to ensure a smooth transition from old to new regulations [5].

Group 1 - The Fourth China-Africa Economic and Trade Expo is being held in Changsha, Hunan, with participation from 53 African countries and over 4,700 Chinese and African enterprises, associations, and financial institutions, attracting more than 30,000 attendees [1] - The trade volume of Nigerian mineral exports to China exceeded 500 million RMB last year, with expectations to double to 1 billion RMB this year, reflecting the deepening bilateral relations and improved trade facilitation [1] - The announcement of 100% zero-tariff measures on products from 53 African countries by China is expected to enhance the entry of high-quality African goods into the Chinese market, boosting confidence among African exhibitors [1] Group 2 - Chinese manufacturing and services are also expanding into Africa through the platform of the expo, with significant demand for infrastructure, commercial development, and livelihood projects in Africa presenting opportunities for Chinese companies [2] - A Jiangsu agricultural machinery company reported sales of 600-800 units of their combined harvester in Africa annually, indicating growing popularity of Chinese agricultural products [2] - In the first quarter of this year, a Hunan engineering machinery company's sales revenue in Africa surpassed 1 billion RMB, exceeding 60% of last year's total revenue, showcasing strong performance in the African market [2] Group 3 - The trade volume between China and Africa reached a historical high of 295.56 billion USD in 2024, with China maintaining its position as Africa's largest trading partner for 16 consecutive years [2] - In the first four months of this year, the trade volume between China and Africa reached 103.1 billion USD, reflecting an 8.1% year-on-year growth [2]

Core Insights - The Ministry of Natural Resources organized a training meeting to discuss the national survey and evaluation of mineral resource development and the promotion of advanced applicable technologies for 2024 [1][2] - The meeting highlighted the importance of the survey and technology promotion in enhancing resource conservation, efficient utilization, and ensuring national mineral resource security [2] Group 1 - The first nationwide survey of mineral resource development levels has clarified the current status of normal production mines in China, identifying disparities in resource utilization across regions [1] - The promotion of advanced applicable technologies has facilitated the integration of government, industry, academia, and research, empowering mining companies in their green and low-carbon transformation [1][2] - The meeting emphasized the need for high-quality execution of the 2025 survey and technology evaluation, focusing on the quality of "three rates" data [2] Group 2 - Experts provided training on the evaluation of mineral resource development levels, the "three rates" standards, and the application for advanced technologies [2] - Relevant departments and organizations are encouraged to strengthen collaboration and enhance the application of results from the survey and technology promotion [2]

Core Points - The article discusses the implementation of a strict crackdown on illegal mining activities in Taiyuan, Shanxi Province, as part of a broader initiative by the provincial government to address issues related to illegal mining and corruption [1][2] - A comprehensive work plan has been established, focusing on six key areas of regulation to create a full-chain supervision system [1] Group 1 - The six key areas of focus include unlicensed mining, illegal extraction under the guise of engineering projects, covert mining activities, control of key areas, illegal use of explosives, and organized crime [1] - The plan emphasizes the need to combat unlicensed mining and other violations, as well as to enhance patrols in historically problematic areas and abandoned mines [1] - A dynamic ledger and closed-loop management measures will be implemented to manage mining-related information effectively, ensuring real-time updates and accountability [1] Group 2 - A detailed investigation and rectification plan has been developed to address issues of responsibility, work style, and corruption related to illegal mining [2] - By the end of September, a problem list will be created, and all issues will be transferred to the disciplinary inspection authorities [2] - A long-term mechanism involving government leadership, departmental collaboration, local management, and comprehensive governance will be established by the end of November [2]

Core Viewpoint - The successful completion of the No. 2 auxiliary slope road marks a significant milestone in the construction of the Ruihai Mining project, enhancing the overall project progress and addressing critical issues related to ventilation and transportation underground [1][4]. Group 1: Project Milestones - The No. 2 auxiliary slope road, with a length of 1285 meters, plays a crucial role in deep ventilation, transportation, and emergency exits, serving as a vital artery for underground operations [3]. - The construction team achieved an average progress rate of 150 meters per month, completing the project in 8.5 months, which is 1.5 months ahead of the original schedule [3]. Group 2: Strategic Importance - The completion of the No. 2 auxiliary slope road significantly improves the ventilation system, enhances the working environment, and adds safety exits at the -1300m and -1480m levels, thereby increasing the safety of underground workers [4]. - The transportation system for waste rock has been optimized, leading to over a 40% increase in transportation efficiency, which provides a solid foundation for future production and mining activities [4]. - The successful connection of the No. 2 auxiliary slope road to the -1480m first mining section paves the way for accelerating the project development process and signifies the full connectivity of the underground engineering from shallow to deep sections [4].

Group 1 - The core issue revolves around the recently reached US-Ukraine mineral resources agreement, which faces complications due to the EU's sudden imposition of tariffs on Ukrainian goods, creating a more complex situation for Kyiv [1][3]. - The agreement was characterized by a lengthy negotiation process, with significant changes made to the original terms, including the removal of the "US priority development rights" clause and the establishment of a Ukrainian reconstruction investment fund [1][3]. - The EU's proposed tariff changes include drastically reducing Ukraine's corn import quota from 4.7 million tons to 650,000 tons, cutting poultry quotas by 30%, and halving sugar imports, which could lead to an estimated loss of €1.8 billion for Ukraine's agricultural sector [3][5]. Group 2 - The EU's internal dynamics reveal that at least six member states are pushing for agricultural protection measures, indicating a lack of support for Ukraine's economic recovery in the EU decision-making process [3][5]. - Germany's prioritization of trade negotiations with the US over addressing Ukraine's economic losses highlights the marginalization of Ukraine's interests within the EU agenda, with Ukraine's annual loss of €3.5 billion ranked low on the list of EU concerns [5][7]. - The proposed "reconstruction fund" from the US, which includes a commitment of $5 billion by 2025, appears insufficient to cover Ukraine's pressing financial needs, as it would only fund three quarters of pension payments [5][7].