美国内政部下属机构地质调查局在《联邦公报》上公布了这份合计54种矿产的清单草案，并将在30天内公开征求公众意见。 此次最新被提议加入清单的有六种矿产，包括铜、钾碱、硅、白银、铅和铼。此外，美国地质调查局还表示，拟对铀和冶金煤的纳入可能性 进行分析。砷和碲则被建议从清单中移除。 美国政府周一提议将铜、硅、银等列入2025年关键矿物清单，因它们对美国经济和国家安全至关重要。 国际铜业协会全球总裁胡安·伊格纳西奥·迪亚兹表示，"铜完全符合这一(关键矿产)标准：它不仅是电气化、国防和清洁能源的基石，其供 应链也日益承压。承认铜的关键性符合美国利益，这将巩固其竞争力和能源转型的基础。" 行业游说组织美国肥料协会此前则一直在推动将钾碱列为关键矿物， 以便为关税豁免提供更充分理由。 特朗普政府于3月发布了一项单独 行政命令，支持包括关键作物肥料钾碱在内的矿物提高国内产量。 美国使用的钾碱大部分从加拿大进口，该国约占该矿物进口量的80%。根据北美自由贸易协定下的商品豁免条款，这些供应目前尚未被征收 关税。 该公告发布后，在美上市的化肥企业股价一度应声上涨，其中Mosaic涨幅一度达4.5%，Nutrien攀升2.9%，随后涨 ...

Group 1: Company Performance and Financials - The company reported a net profit of -36.68 million yuan in Q1 2025, a decrease in loss by 26.46 million yuan compared to the same period last year [1] - The primary reasons for the loss include high electricity prices during the dry season and low prices for resin products [1] - The company aims to turn a profit in the first half of 2025 by implementing a "turnaround" strategy focused on operational efficiency and innovation [2] Group 2: Project Updates - The company is actively working on the resumption of operations at the Guizhou Limu Mining, having completed underground cleaning and road construction [1] - The high-purity quartz sand project is progressing, with ongoing market expansion and minimal sales impacting current financial results [1] Group 3: Market and Industry Context - The company operates in the chlor-alkali chemical sector, with main products including PVC resin, caustic soda, and potassium carbonate, primarily used in construction, agriculture, and textiles [2] - The chlor-alkali market is facing intense competition, prompting the company to accelerate its green chlor-alkali development and optimize its operations [2] Group 4: Strategic Initiatives - The company plans to enhance its operational management and efficiency through refined management practices and a focus on safety and environmental standards [3] - There is an emphasis on technological innovation and the development of new profit growth points to ensure sustainable and healthy development [3]