NO.2 上半年吉利控股集团总销量同比增长30% 每经记者｜董天意 实习生 张艺彤 每经实习编辑｜余婷婷 | 2025年7月15日 星期二 | NO.1 上半年新注册登记新能源汽车创历史新高 据新华社报道，公安部7月14日发布最新统计，截至2025年6月底，全国机动车保有量达4.6亿辆，其中 汽车3.59亿辆；机动车驾驶人5.5亿人，其中汽车驾驶人5.15亿人。全国有101个城市的汽车保有量超过 100万辆，其中，成都、北京、重庆汽车保有量超过600万辆。 截至6月底，全国新能源汽车保有量达3689万辆，占汽车总量的10.27%。其中，纯电动汽车保有量 2553.9万辆，占新能源汽车总量的69.23%。上半年新注册登记新能源汽车562.2万辆，同比增长 27.86%，创历史新高。新能源汽车新注册登记量占汽车新注册登记量的44.97%。 点评：上半年我国新能源汽车新注册登记量显著增长，这不仅反映了消费需求的持续升级，也彰显了政 策推动和企业努力的成效。整体来看，新能源汽车保有量的增加及用户基数的发展，将为整个汽车市场 带来新的增长潜力。 7月14日，吉利控股集团宣布，2025年上半年吉利控股集团总销量19316 ...

据 宁德时代消息，宁德时代与 必和必拓（BHP）于近日签署合作备忘录。双方将在采矿设备电动化、 快充基础设施建设、储能与 电池回收等领域展开合作。双方将在产品研发上开展合作，共同研究并开 发适用于重型采矿设备和铁路机车的 电池解决方案，并配套落地相应的快充基础设施，探索储能系统 在必和必拓全球矿山的应用场景。 ...

Group 1: Core Insights - The BRICS summit in Rio de Janeiro from July 5 to 8 is significant as it marks the first meeting after the inclusion of new members, including Indonesia and ten partner countries [1] - The Chinese government emphasizes the importance of the BRICS cooperation mechanism in promoting a multipolar world and inclusive economic globalization [1] - Brazil and China, as founding members, have substantial potential for bilateral cooperation in trade and investment, particularly in high-value products and renewable energy [2] Group 2: Trade and Investment Trends - Brazil's exports to China are diversifying, with traditional agricultural products like soybeans and meat still dominant, but there is growth in high-value sectors such as processed pulp and industrial food [2] - Future cooperation between China and Brazil is expected to focus on four key areas: energy transition, digital economy, sustainable industrialization, and Agriculture 4.0 [2] - Chinese investments in Brazil are primarily in infrastructure, mining, and agriculture, with notable projects in renewable energy and electric vehicle markets [3] Group 3: Opportunities and Challenges - Brazil's strong economic growth, controlled inflation, and low unemployment present significant opportunities for Chinese investments [3] - Challenges include understanding complex regulations, adapting to environmental requirements, and navigating geopolitical changes [3] - Recommendations for Chinese companies include forming strong local partnerships, investing in sustainability, and aligning projects with Brazilian government priorities [3] Group 4: Agricultural Investment Strategies - Encouraging Chinese companies to engage in Brazil's agricultural processing and cold chain sectors requires creating win-win business models that leverage logistics expertise and production potential [4] - Incentives may include establishing joint ventures with local firms and investing in technologies that enhance traceability and reduce cold chain losses [4] - Brazil is viewed as an ideal partner for comprehensive supply chain cooperation to meet China's growing demand for high-quality and safe products [4]

Core Insights - The article highlights the strategic acquisition of the Bambas copper mine by China Minmetals ten years ago for $7 billion, which has now turned into a significant asset valued over 100 billion yuan, showcasing a successful investment strategy during a downturn in the global copper market [1][3][15] Group 1: Investment Strategy - In 2014, during a global downturn in copper prices, China Minmetals seized the opportunity to acquire the Bambas copper mine, which was undervalued at $6,600 per ton, effectively purchasing a valuable asset at a fraction of its worth [3][6] - The mine has a production capacity of 400,000 tons of copper concentrate annually, contributing significantly to China's domestic copper supply [6][8] - The total estimated output by 2025 is projected to reach 3.1 million tons, generating approximately $28 billion in revenue from copper sales alone, excluding additional revenues from by-products like silver and molybdenum [6][8] Group 2: Operational Efficiency - The mining operation has achieved a low extraction cost of $3,200 per ton, making it competitive even when copper prices drop to $8,000, ensuring profitability [6][8] - The mine's valuation has surpassed 100 billion yuan, with only 10% of its resources extracted so far, indicating a long-term profit potential over the next 20 years [6][8] Group 3: Strategic Resource Management - China Minmetals' acquisition of the Bambas mine has reduced China's reliance on copper imports, which currently stands at 25 million tons annually, with over 75% dependence on foreign sources [8] - The mine provides a stable supply of copper at prices 12% lower than the spot market, benefiting key industries such as electric vehicles and photovoltaic cables [8][11] Group 4: Community and Environmental Impact - The company has implemented sustainable practices by planting 1.9 million trees and rehabilitating 368 hectares of land, demonstrating a commitment to environmental stewardship [11] - Local employment initiatives have resulted in 98.4% of the workforce being locally hired, significantly boosting the local economy and creating 5,600 new jobs in 2023 [11][13] Group 5: Technological Advancements - The Bambas mine employs advanced technologies such as remote-controlled mining and smart helmets, enhancing operational efficiency and safety [13] - Innovations in processing techniques have improved recovery rates by 9%, contributing to increased production without additional resource extraction [13][15]

证券简称：优机股份 证券代码：833943 四川优机实业股份有限公司 成都市高新区（西区）天虹路 3 号 募集说明书（申报稿） 保荐机构暨主承销商 （陕西省西安市高新区锦业路 1 号都市之门 B 座 5 层） 声明 本公司及控股股东、实际控制人、全体董事、监事、高级管理人员承诺定向发行可转债 募集说明书不存在虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性、完整性承担 相应的法律责任。 公司负责人和主管会计工作的负责人、会计机构负责人保证定向发行可转债募集说明书 中财务会计资料真实、准确、完整。 对本公司发行证券申请予以注册，不表明中国证监会和北京证券交易所对该证券的投资 价值或者投资者的收益作出实质性判断或者保证。任何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定，本公司经营与收益的变化，由本公司自行负责，由此变化引致 的投资风险，由投资者自行负责。 第一节 重要提示 本公司特别提醒投资者注意下列重大事项或风险因素，并认真阅读本募集说明书相关章 节。 同意注册决定后方可实施，且最终以中国证监会注册的方案为准。 的自然人、法人、证券投资基金、符合法律规定的其他投资者等（国家法律、法规禁止者除 外） ...