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美国关键矿产清单“扩容”,拟新增铜、硅、银、钾等六种矿产
Sou Hu Cai Jing· 2025-08-26 11:42
美国内政部地质勘探局周一提议将铜、硅、银、钾等六种矿产添加至2025年关键矿产清单草案,称这些资源对美国经济和国家安全至关 重要。 美国内政部地质勘探局拟新增的六种关键矿产分别是铜、钾、硅、银、铅和铼,声明称这些矿物对美国经济发展和国家安全具有战略意 义。根据两党政策中心的分析,关键矿产清单通常每三年更新一次。 铜作为优良导电体被广泛应用于交通、国防和美国电力网络建设,随着数据中心和人工智能发展带动电力需求上升,铜的战略重要性日 益凸显。钾则主要用于肥料生产,对保障农业生产安全具有重要意义。 美国内政部长Doug Burgum强调,此次关键矿产清单更新"提供了减少美国对进口依赖和扩大国内生产的路线图",彰显了特朗普政府对 提升国内关键资源供应链安全的重视。 被列入关键矿产清单的资源将获得多项政策优势。据两党政策中心分析,相关矿产项目可获得联邦资金支持、享受简化的许可审批流 程,同时因对进口产品征收费用而增强国内企业竞争力。 冶金煤和铀未被纳入,砷碲被踢出清单 值得注意的是,尽管特朗普今年签署的行政命令指示内政部评估是否应将冶金煤(用于钢铁生产的煤)和铀(核电站燃料)纳入关键矿 产清单,但这两种矿物并未出现在本 ...
美国关键矿物清单“扩容”,拟新增铜、硅、银、钾等六种矿物
Hua Er Jie Jian Wen· 2025-08-26 08:15
美国内政部地质勘探局周一提议将铜、硅、银、钾等六种矿物添加至2025年关键矿物清单草案,称这些资源对美国经济和国家安全至关 重要。 该草案已在《联邦公报》发布,将开放30天供公众评议。美国内政部长Doug Burgum表示,此举将为减少美国对进口依赖,扩大国内生 产提供路线图。 此次提议扩容正值美国电力需求二十年来首次增长,数据中心和人工智能发展推动电网亟需改造,而铜作为电网、交通和国防领域的关 键材料需求上升。值得注意的是,尽管特朗普今年早些时候曾指示内政部考虑将冶金煤和铀加入清单,但这两种矿物并未出现在草案 中。 新增铜、钾等六种关键矿物 美国内政部地质勘探局拟新增的六种关键矿物分别是铜、钾、硅、银、铅和铼,声明称这些矿物对美国经济发展和国家安全具有战略意 义。根据两党政策中心的分析,关键矿物清单通常每三年更新一次。 铜作为优良导电体被广泛应用于交通、国防和美国电力网络建设,随着数据中心和人工智能发展带动电力需求上升,铜的战略重要性日 益凸显。钾则主要用于肥料生产,对保障农业生产安全具有重要意义。 美国内政部长Doug Burgum强调,此次关键矿物清单更新"提供了减少美国对进口依赖和扩大国内生产的路线图 ...
阴极铜产量大增 云南铜业上半年净利润突破13亿元
Zheng Quan Ri Bao Wang· 2025-08-25 13:59
8月25日晚间,云南铜业(000878)股份有限公司(以下简称"云南铜业")披露2025年半年度报告。公司 上半年实现营业收入889.13亿元,同比增长4.27%;利润总额18.95亿元,同比增长2.94%;归属于上市 公司股东的净利润13.17亿元,同比增长24.32%。 对于业绩的增长,云南铜业表示,公司不断优化资源配置,充分发挥协同优势,统筹抓好生产组织、成 本管控、指标优化等各项工作,主产品产量创历史新高,完全成本优于目标,主要技经指标再提升。上 半年,生产阴极铜77.94万吨,同比增长53.22%;矿山精矿含铜、冶炼阴极铜单位完全成本优于年度降 本目标。 加速提升冶炼质量及效益 云南铜业主营业务涵盖了铜的勘探、采选、冶炼,贵金属和稀散金属的提取与加工,硫化工以及贸易等 领域,是我国重要的铜、金、银和硫化工生产基地,在铜以及相关有色金属领域建立了较为完善的产业 链,是具有深厚行业积淀的铜企业。 上海钢联(300226)铜分析师张艳向《证券日报》记者表示:"2025上半年,铜价高位震荡运行,一季 度价格呈现稳步上涨表现,其间价格刷新近10个月的高点,再度突破8万元/吨关口。二季度铜价阶段性 回撤之后,下 ...
北方铜业(000737) - 000737北方铜业投资者关系管理信息20250520
2025-05-20 10:08
Group 1: Investment Projects and Production Capacity - The company is processing 150,000 tons of copper concentrate, with a target of optimizing to 80,000 tons, and has achieved production standards for the comprehensive recovery project, excluding precious metals [2] - The high-performance rolled copper strip and rolled copper-clad laminate projects are in trial production, with production capacity not fully released due to market development [2] - The copper mine tailings project has been completed and is in use, contributing positively to financial indicators as production processes improve [2] Group 2: Rare Metals and Product Diversification - The company’s smelting recovery products include valuable metals such as gold, silver, selenium, tellurium, platinum, palladium, and rhenium [3] - There is an ongoing effort to explore and develop new mining sources to enhance mineral reserves and production capacity [5] Group 3: Shareholder and Market Management - The profit distribution plan for 2024 will be implemented within two months after approval by the shareholders' meeting, with the cash dividend record date yet to be determined [3] - The company emphasizes value management and plans to improve its market valuation through compliant practices and effective management strategies [4] Group 4: Mining Rights and Resource Exploration - The deep mining rights for the copper mine have been completed, and the resource reserve report is currently under review [3] - The company is actively pursuing new breakthroughs in domestic copper resource exploration, aligning with national mining strategies [5] Group 5: Industry Challenges and Strategic Development - The company acknowledges the intense competition and high environmental standards in the copper and gold smelting industry, which have impacted profitability [5] - Plans are in place to accelerate the trial production of differentiated high-end copper products to capture market share and establish core competitiveness [5]
A股,全线大涨!沪指重回3300点
新华网财经· 2025-05-06 09:26
Core Viewpoint - A-shares experienced a strong opening in May, with significant gains across major indices and sectors, particularly in gold and aviation stocks, indicating a positive market sentiment and potential investment opportunities [1][2][4]. Market Performance - On May 6, the Shanghai Composite Index rose by 1.13%, the Shenzhen Component Index increased by 1.84%, and the ChiNext Index gained 1.97% [2]. - The total trading volume reached 1.36 trillion yuan, an increase of 171.4 billion yuan compared to the previous trading day [1]. Sector Highlights - Gold concept stocks saw substantial gains, with East Jiang Environmental Protection and Lai Shen Tong Ling hitting the daily limit, and several other gold-related stocks rising over 5% [5][6]. - The price of spot gold reached a high of $3,387.09 per ounce, leading to an increase in domestic gold jewelry prices [6]. Company Specifics - East Jiang Environmental Protection reported a net loss of 146 million yuan in Q1, an improvement from a loss of 156 million yuan in the same period last year. The company focuses on resource utilization and recycling of precious metals [12][24]. - Shandong Molong's A-shares and H-shares both surged, with the A-shares hitting the daily limit and H-shares increasing by nearly 200% during trading [21][22]. The company recently had its risk warning lifted and was included in the Hong Kong Stock Connect [24]. Aviation Sector - The aviation sector showed strong performance, with stocks like Huaxia Airlines and China Eastern Airlines rising over 5% [14][15]. - The Ministry of Culture and Tourism reported that domestic travel during the May Day holiday reached 314 million trips, a year-on-year increase of 6.4%, indicating a recovery in travel demand [18][19]. - Analysts expect that falling oil prices will support airline performance, and there is optimism regarding the impact of consumption policies on aviation demand [20].
中国此次稀有金属管制,为何影响更甚以往?
日经中文网· 2025-03-13 02:56
Core Viewpoint - China has significantly increased its export controls on rare metals such as tungsten, tellurium, bismuth, molybdenum, and indium, leading to rising prices and supply concerns in the global market [1][2][3] Group 1: Export Controls and Market Impact - On February 4, China announced immediate export controls on several rare metals, which has resulted in a noticeable price increase for bismuth [1] - The export controls are part of China's broader strategy to manage its rare metal resources, with immediate implementation rather than a buffer period, intensifying supply concerns [1] - The U.S. government has responded by imposing a 10% tariff on all imports from China, which is perceived as a countermeasure to China's export restrictions [1] Group 2: Specific Metals and Price Changes - Tungsten, used in superhard tools, is also affected by the new export controls, particularly ammonium paratungstate (APT), which has seen an 8% price increase in Europe [2] - The price of APT in Europe is approximately $365 per 10 kilograms as of March 6, indicating a shift in sourcing strategies among European companies [2] - The tungsten industry is actively seeking to reduce dependence on China, with the U.S. planning to impose a 25% tariff on Chinese tungsten starting January 2025 [2] Group 3: Broader Implications and Future Outlook - Since 2023, China has been tightening export controls on various rare metals, including gallium and germanium, with antimony also being added to the list in September 2024 [3] - The price of antimony in Europe has surged to 2.2 times its pre-control level, reflecting significant supply concerns due to reduced Chinese exports [3] - Japan has been particularly affected, with zero antimony exports from China in the last quarter of 2024, raising questions about the sustainability of future export licenses [3]