【环球时报驻加拿大特约记者 陶短房】据加拿大广播公司8日报道，加总理马克·卡尼下周将访问中国，与中方讨论贸易、能源和安全问题。若成 行，这将是2017年以来加拿大总理首次访问中国。加媒认为，此次访问力图修复加中关系，意义重大。加拿大农业部门期待卡尼访华缓解贸易紧 张局势。加拿大《环球新闻》评论称："对于萨斯喀彻温省的农民来说，这次旅行真是盼星星盼月亮。" 《华尔街日报》评论说，卡尼此行也有努力减少对美贸易依赖的意图。报道称，美国对钢铁、铝、汽车和木材产品等加征高额关税，使加拿大经 济承压。"贸易不确定性已促使企业缩减或推迟投资和招聘计划，而即将到来的美国对现有《美墨加协定》的重新评估就凸显了这种不确定性。" 美国占加拿大出口总额的75.9%，远超其第二大贸易伙伴中国。加拿大前外交官科林·罗伯逊撰文称，加中应该加强交流，但"应该降低预期"。罗 伯逊认为，卡尼访华是一次对加中关系的"谨慎重启"，"加拿大至少需要可预测性"。 《环球新闻》援引萨斯喀彻温省油菜籽公司政策经理戴尔·莱夫特维奇的话称："我们非常希望能够真正缓解贸易紧张局势，并允许更多油菜籽出 口到中国，因为中国是我们最大的客户之一。"萨斯喀彻温省农业生产 ...

转自：贵州日报 一是深刻把握"十五五"发展方向。锚定党中央提出的"十五五"时期经济社会发展主要目标，始终遵 循"六个坚持"重要原则，坚持以高质量发展统揽全局，坚定不移围绕"四新"主攻"四化"，聚焦"贵州铝 都、薏乡新城"定位，深入分析兴仁发展面临的机遇挑战，找准融入全国、全省、全州发展大局的切入 点、落脚点，坚持以进一步全面深化改革开放为动力，进一步明确目标、找准路径，不断坚定信心、苦 干实干，稳中求进、善作善成，确保与全国全省全州同步基本实现社会主义现代化取得决定性进展。 贵州日报天眼新闻记者 段源兴 二是深入实施强化比较优势战略。立足资源禀赋和基础条件，坚持大抓产业、大抓项目、大抓招商、大 抓经营主体，推动铝及铝加工、新型综合能源主导产业和薏仁米特色产业集群发展，加快建设兴仁特色 现代化产业体系。发挥铝产业引领带动作用，落实"高端补链、终端延链、整体强链"策略，进一步延伸 铝产业链条，提升附加值，推动工业总量和占比取得重大突破。坚持"富矿精开"战略，推动煤矿规模 化、智能化建设，一体推进"风光水火储"多能互补，加速建成新型综合能源基地。用好"兴仁薏仁米"金 字招牌，加快国家现代农业产业园建设，打造全产业链 ...

Industry Overview - The core logic supporting the surge in aluminum prices is a tight balance between supply and demand, with domestic electrolytic aluminum production capacity reaching 44.46 million tons, nearing the 45 million tons capacity ceiling, and only an estimated 550,000 tons of new capacity expected by 2026 [1] - On the supply side, projects in Indonesia and India are experiencing slow capacity release due to power and political factors, with an expected annual increase of only 1.3 million tons [1] - Demand is being driven by the accelerated "aluminum replacing copper" trend in the air conditioning and home appliance sectors, as well as new demand from emerging fields such as AI and energy storage [1] Company Insights - Xinjiang Zhonghe's main products include high-purity aluminum, electronic aluminum foil, electrode foil, aluminum products, and alloy products, with a market share of approximately 40% for high-purity aluminum [3] - China Aluminum has the largest alumina production capacity in the world [4]

启动仪式现场，中国新闻社河南分社负责人禹志超在致辞中表示，县域经济是筑牢经济社会发展的基 石，期待通过此次活动让更多受众看到河南省县域经济发展的硬核实力，感受中原大地发展的强劲脉 动。更期待此次主题活动以媒体之力为河南"六个强省"建设凝聚网络正能量，为县域经济高质量发展鼓 与呼。 偃师区委书记彭仁来表示，偃师区近年来坚持"工业强区、产业兴区"战略，深入实施传统产业提质升级 行动，已培育高新技术企业93家、国家科技型中小企业283家、国家级专精特新"小巨人"企业5家。该区 聚焦三轮摩托车、制鞋、针织等优势外贸产业，成立了偃师区进出口贸易商会，精准对接新疆阿拉山 口、黑龙江绥芬河等口岸，实现了外贸进出口额稳步提升、市场多元化拓展。 数据显示，近年来，河南高度重视县域经济发展，涌现出一批产业特色突出、发展势头强劲的县(市)。 譬如长垣起重机械、许昌假发、驻马店确山小提琴、周口鹿邑化妆刷等。以偃师为例，偃师区三轮摩托 车产业形成了"半小时及时供应圈"，整车产能占全国三分之一，产品远销中亚、非洲等国家和地区，拥 有整车制造企业15家、零部件配套企业200余家；偃师布鞋产业则拥有60年的发展历程，从业人员近10 万人，" ...

每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 （记者 曾健辉） 2025年1至6月份，新疆众和的营业收入构成为：电子材料占比41.99%，合金产品占比39.49%，其他业 务占比9.46%，铝制品占比9.05%。 截至发稿，新疆众和市值为115亿元。 每经AI快讯，新疆众和（SH 600888，收盘价：8.22元）12月26日晚间发布公告称，孙健先生因工作调 整申请辞去所兼任的总经理职务，仍将继续在公司担任董事长职务。公司审议通过了《公司关于聘任总 经理的议案》，同意免去马斐学先生副总经理职务，并根据公司董事长孙健先生的提名，聘任马斐学先 生为公司总经理。 ...

本文基于结构性权力这一新视角，阐释了大宗商品定价影响力是由生产、贸易、金融和信息四个维度的 结构性权力综合作用形成。通过全球棉花定价中心的演变，展示了结构性权力的历史变迁过程。当前， 我国在提升大宗商品定价影响力方面，具有市场规模大、国际贸易多元化发展、人民币国际化持续推进 和期货市场快速发展等有利条件，但也面临产业链两头在外、国内国际市场分化、期货市场国际化水平 不足和信息影响力弱等制约因素。建议从纳入战略层面、因品施策、建设世界一流期货市场、培育产业 服务商和资讯机构，以及统筹市场开放与安全等方面，提升我国大宗商品定价影响力。 从结构性权力看大宗商品定价 习近平总书记在浦东开发开放30周年庆祝大会上提出"提升重要大宗商品的价格影响力，更好服务和引 领实体经济发展"。大宗商品包括农产品、能源、化工、金属等多种类型，但全球分布不平衡，价格受 政治、经济等多重因素影响，对经济发展和安全影响重大。纵观全球市场，大宗商品基本呈现"东方交 易、西方定价、美元计价、期货基准"格局。作为全球最大的大宗商品需求方，我国在国际市场中长期 处于相对劣势地位，定价影响力偏弱，国际话语权有限。要实现提升大宗商品价格影响力的宏伟目标 ...

证券日报网讯12月18日，新疆众和（600888）在互动平台回答投资者提问时表示，公司铝合金、铝制 品、高纯铝产品采用"铝价+加工费"的定价模式，铝价上涨对上述产品的销售价格有正面影响，公司暂 无扩产计划。 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the aluminum industry, focusing on domestic consumption trends, export dynamics, and the impact of various sectors such as construction, automotive, and renewable energy on aluminum demand [1][2][3][5][6][18]. Key Insights and Arguments Domestic Aluminum Consumption - Domestic aluminum consumption has increased by approximately 3.18% year-on-year in the first ten months of the year, driven by high-tech industry investments and infrastructure construction [2][3]. - High-tech industries, particularly robotics, have seen explosive growth, significantly boosting aluminum demand [3]. - Infrastructure projects, including major transportation and water conservancy projects, have helped offset declines in the real estate sector [1][5]. Export Dynamics - China's aluminum export structure has shifted, with increased exports to Belt and Road Initiative countries and a decrease in exports to traditional markets like the UK and Canada [1][6]. - The overall aluminum import and export volume has decreased by 12.2% year-on-year, largely due to the U.S.-China trade war and EU carbon tariffs, but demand for high-value-added products has mitigated some of the impact [6]. Sector-Specific Demand - The photovoltaic (PV) industry has faced trade restrictions, prompting companies to pivot towards emerging markets in the Middle East and Asia-Pacific [1][8]. - In the construction sector, aluminum consumption has declined, but demand from old community renovations and home improvements is expected to narrow the decline [1][9][33]. - The automotive sector shows a higher aluminum usage in electric vehicles compared to traditional fuel vehicles, with future demand expected to grow despite the end of subsidies for electric vehicles in 2026 [1][12][31]. Future Trends - The aluminum consumption growth rate is projected to stabilize around 3% over the next 3-5 years, with emerging sectors like wind power and data centers gradually increasing their share [18][19][20]. - The construction industry is shifting from residential-driven demand to a more diversified structure, which may impact aluminum consumption patterns [27]. - The real estate market is expected to focus on housing upgrades and renovations, which will create new demand for aluminum in related sectors [28][29]. Additional Important Insights - The aluminum consumption in the power generation sector is influenced by the growth of renewable energy sources, with non-fossil energy generation expected to account for 39% of total power generation by the end of 2025 [32]. - The demand for aluminum in data centers is significant, with projections indicating a consumption of around 10,000 tons in 2025, driven by the increasing number of data center installations [20][43]. - The impact of tariffs and trade policies on aluminum exports remains uncertain, but the overall trend suggests a continued increase in demand for aluminum products despite potential barriers [46]. This summary encapsulates the key points discussed in the conference call, highlighting the current state and future outlook of the aluminum industry, along with the factors influencing its demand across various sectors.

截至发稿，新疆众和市值为109亿元。 每经头条（nbdtoutiao）——实施城乡居民增收计划、降准降息等工具灵活高效运用、增加普通高中学 位……深度解读中央经济工作会议 （记者 张明双） 每经AI快讯，新疆众和（SH 600888，收盘价：7.77元）12月12日晚间发布公告称，公司第十届2025年 第十一次董事会临时会议于2025年12月12日以通讯表决的方式召开。会议审议了《公司关于召开2025年 第七次临时股东会的议案》等文件。 2025年1至6月份，新疆众和的营业收入构成为：电子材料占比41.99%，合金产品占比39.49%，其他业 务占比9.46%，铝制品占比9.05%。 ...

Core Points - Mexico's President Claudia Sheinbaum proposed a high tariff policy on imports from China and other countries without free trade agreements, with rates up to 50%, affecting approximately 1,371 tariff codes and an estimated $52 billion in imports [1][3][5] - The tariff proposal is part of the "Plan Mexico" industrial policy and is one of the largest tariff reforms in decades, with various rates including 10%, 20%, 25%, 30%, 35%, and 50% [3][5] - The automotive sector is significantly impacted, with tariffs on Chinese light vehicles set to rise from 20% to 50% [3][11] Tariff Proposal Details - The proposed tariffs will cover a wide range of products, including automobiles, textiles, steel, toys, footwear, plastics, furniture, and machinery [3][5] - The Mexican government anticipates that the new tariffs will generate approximately 37.6 million pesos (around $2 billion) in additional revenue annually [5] - The implementation of these tariffs is expected to be fully effective by December 31, 2026, with potential extensions [5][14] International Pressure and Reactions - The tariff proposal is seen as a response to pressure from the United States, particularly following threats from the Trump administration regarding tariffs on Mexican goods [5][6][8] - The U.S.-Mexico-Canada Agreement (USMCA) is set for review in 2026, adding to Mexico's pressures regarding trade relations [8] - The Chinese government has expressed strong opposition to the proposed tariffs, emphasizing its commitment to free trade and indicating potential retaliatory measures [10][14] Domestic Opposition - The proposal has faced significant backlash from business leaders and within the ruling party, leading to delays in congressional debates [8][10][14] - Concerns have been raised about increased production costs for Mexican manufacturers reliant on Chinese imports, with potential price hikes of up to 100% for some products [10][14] - There is a division among lawmakers regarding the timing and necessity of escalating trade tensions with China [10][14] Strategic Implications for Chinese Companies - Chinese automotive companies are advised to reconsider their export strategies, with suggestions to shift towards local production in Mexico to mitigate tariff impacts [13] - Challenges for Chinese firms include establishing a robust supply chain and after-sales service network in Mexico [13]