«——【引言】——» 你知道吗？ 在中国的土地上，竟然埋藏着一种被誉为"稀世珍宝"的金属，全球都在争相觊觎。 它不仅稀有，价值极高，更在航空航天等高科技领域扮演着至关重要的角色。 自2017年发现大量储量以来，这种金属成为了全球各大科技强国的心头好。 更让人惊讶的是，中国竟然拒绝了多国提出的技术交换合作，背后到底有什么原因？ 这个"稀世珍宝"到底有多重要，竟让世界如此焦虑？ 铼的出现：无声无息，却举足轻重 你可能没听过铼这个金属，它不像石油那样人人耳熟能详，也不像稀土那样频频出现在新闻里，但它在高科技领域的重要性，却丝毫不逊色。 铼是一个非常特殊的金属，位于元素周期表的第75位，它的熔点超过3180°C，沸点达到5596°C，这意味着它在极高温度下依然能保持稳定，其他金属根本 无法比拟。 正如你所想象的那样，铼的出现并不单纯是一个经济事件，更是全球科技大国争夺资源的开始。 它被发现的历史也很短，1925年才被科学家从铂矿中提取出来。 铼不仅极其稀有，且总量很少，在全球范围内，铼的储量估计不到3000吨。 就为了这些金属，全球的科技巨头们都愿意拼尽全力，而我国，正是世界上最有可能改变这一局面的国家之一。 "宝藏 ...

来源：市场资讯 （来源：矿业俱乐部） 镉0#28600-29600元/吨0铬99A81100-84600元/吨0碲741-751元/千克 0 铼28100-32600 元/千克0 锑0#锑锭171100-174100元/吨100002#高铋163100-166100元/吨10000镁99.9%上 海17005-17105元/吨 0 铌≥99.9%665-675元/千克0钒≥99.5%1461-1561元/千克0电解锰广西 13400-13600元/吨 0金属锂≥99%575100-610100元/吨0金属砷6705-7205 元/吨0海绵钛≥97-98%45-46元/千克0海绵锆≥99% 166-171元/千克0 1631-1681元/吨碳酸稀土44305-44705元/吨红土镍矿 1.8%（FOB） 72-75美元/湿吨 非金属报价 产品名称 矿产品报价品名规格产地涨跌铜精矿18-20%74012-77769元/金属吨铅精矿50%河南16650-16800元/金属 吨云南16750-16900元/金属吨锌精矿50%云南 18604-18704元/金属吨 湖南18554-18654元/金属吨钼精矿45%367 ...

Core Viewpoint - Yunnan Copper announced its strategic focus on "digital transformation, resource expansion, mining optimization, smelting improvement, recycling, and refining of rare metals" to enhance its competitive edge and ensure high-quality development [2] Group 1: Strategic Focus - The company is increasing its efforts in urban mining and the extraction of rare metals [2] - By 2025, the company aims to focus on extreme operational efficiency, targeting a further reduction in main product costs compared to 2024 levels [2] - The company has achieved a competitive cost structure for its main products through years of cost reduction and efficiency improvements [2] Group 2: Profit Contribution and Supply Chain - The company is enhancing the profit contribution from by-products such as sulfuric acid, selenium, tellurium, platinum, palladium, and rhenium to improve overall competitiveness [2] - Increased procurement of urban mining materials is being prioritized to ensure raw material supply and mitigate challenges posed by processing fees [2]

Core Viewpoint - The construction of green mines in China has made significant progress, with over 5,100 provincial-level green mines established, contributing to resource conservation, ecological restoration, and energy saving [1][3]. Group 1: Current Status of Green Mines - As of now, there are 1,054 national-level green mines and 4,055 provincial-level green mines, accounting for 40.8% of the licensed operating mines in the country [1]. - In the first ten months of this year, more than 300 new provincial-level green mines were established [1]. Group 2: Resource Utilization and Technological Innovation - The construction of green mines has led to the development of energy resource bases and national planning mining areas, promoting more intensive and large-scale resource development [3]. - The proportion of large and medium-sized mines has exceeded 50% in number and 80% in capacity, with significant improvements in resource comprehensive utilization levels [3]. - Green mines have actively engaged in re-evaluating low-grade and associated resources, resulting in substantial increases in resource quantities, with cobalt and rhenium seeing over 100% growth, and nickel and indium over 30% growth [3]. Group 3: Future Goals and Standards - The goal for green mine construction has shifted from optional to mandatory, with targets set for 2028, aiming for 90% of large mines and 80% of medium mines to meet green mine standards [3]. - Future efforts will focus on ensuring new mines are built according to green mine standards and accelerating the green transformation of existing production mines [3][4]. - There will be a push to develop industry standards for open-pit mining, geothermal mineral water, and marine oil and gas, enhancing the green mine standard system [4].

特朗普政府将10种矿物新增至其认定对美国经济与国家安全至关重要的名单中，其中包括铜以及冶金煤。新列入的矿物还包括：铀、硼、铅、磷酸盐、钾盐、铼、矽和银。此次扩充名单，是在美国政府努力推动国内采矿、减少对进口依赖（尤其是来自中国）的大背景下进行的。 ...

Core Insights - The recent surge in interest in gold investments has led to fraudulent activities in the sale of gold jewelry [1] - A case in Changxing County involved a gold shop reporting a suspicious "pure gold" necklace that was later found to contain only 72.9% gold purity [3] Group 1: Fraudulent Activities - A gold shop in Changxing County received a necklace that was suspected to be fake, prompting an investigation by local police [1] - The necklace was tested and confirmed to contain a significant amount of an unknown metal, leading to the identification of two suspects involved in the fraud [3][5] - The suspects used a metal called "rhenium," which closely resembles gold in appearance and density, to create counterfeit jewelry sold as genuine gold [8] Group 2: Financial Impact - The total value of the fraudulent activities has exceeded 800,000 yuan (approximately 80,000 USD), affecting multiple gold shops [8] - The suspects have been detained for fraud, and the investigation is ongoing [10] Group 3: Consumer Awareness - Consumers are advised to purchase gold from reputable brands and remain vigilant about the authenticity of gold jewelry [10] - It is recommended to consult authoritative testing institutions for any suspicious gold products [10]

Core Insights - Southbound funds reduced their holdings in Jiangxi Copper Company Limited (00358.HK) by 12.79 million shares on October 16, 2025, marking a decrease of 3.58% [1][2] - Over the past five trading days, there were three days of net reductions totaling 3.76 million shares, while in the last twenty trading days, there were ten days of net increases totaling 11.20 million shares [1][2] - As of now, southbound funds hold 345 million shares of Jiangxi Copper, accounting for 24.83% of the company's total issued ordinary shares [1][2] Trading Data Summary - On October 16, 2025, total holdings were 345 million shares, with a reduction of 12.79 million shares [2] - On October 15, 2025, total holdings were 357 million shares, with a reduction of 7.36 million shares [2] - On October 14, 2025, total holdings were 365 million shares, with a reduction of 3.68 million shares [2] - On October 13, 2025, total holdings were 368 million shares, with an increase of 14.98 million shares [2] - On October 3, 2025, total holdings were 353 million shares, with an increase of 5.10 million shares [2] Company Overview - Jiangxi Copper Company Limited primarily engages in the mining, smelting, and processing of copper and gold [2] - The company operates through two main segments: copper-related and gold-related industries, producing a range of products including cathode copper, gold, silver, sulfuric acid, copper rods, tubes, foils, selenium, tellurium, rhenium, and bismuth [2] - The products are mainly used in various industries such as electrical, electronics, light industry, machinery manufacturing, construction, transportation, and military [2]

Group 1: Strategic Resources - China is leveraging its control over rare resources, particularly rhenium, which is crucial for modern aerospace technology, with 70% of global reserves held by China [3][5] - A new resource tracking system has been implemented in China, requiring digital traceability for exports of critical metals like gallium and germanium, complicating Western companies' ability to stockpile these resources [5][6] - China is establishing a tiered resource management system, with stricter controls on more scarce and strategically valuable resources, impacting Western supply chains that have relied on low-cost imports [5][6] Group 2: Semiconductor Industry - A Chinese company, Jingyan Technology, has developed carbon-based chips that outperform traditional silicon chips by three times and do not require EUV lithography, challenging Western technological dominance [6][8] - The semiconductor sector is witnessing a shift as China develops domestic alternatives for previously U.S.-dominated EDA software and high-end chips, indicating a full-chain breakthrough in semiconductor manufacturing [6][8] Group 3: Market Dynamics - China's recent antitrust investigation into Qualcomm, which derives 60% of its revenue from China, reflects a strategic move to assert market control, resulting in a significant drop in Qualcomm's market value [8][10] - Chinese policies are favoring domestic chip manufacturers through tax reductions and subsidies, allowing companies like Huawei and SMIC to gain market share at the expense of Western firms [8][10] - In the electric vehicle sector, BYD is not only producing vehicles in Europe but also setting battery technology standards, indicating a shift from merely selling products to defining market rules [8][10] Group 4: Changing Geopolitical Landscape - The recent shift in U.S. and European rhetoric towards China suggests a recognition of the deep interdependence in supply chains, as companies like Boeing and European automakers rely heavily on Chinese resources and technology [10][12] - The evolving dynamics indicate that China is transitioning from a passive participant in global trade to an active rule-maker, reshaping the competitive landscape [10][12]

Core Insights - Technological advancement is crucial for rapid national development, which relies on the support of natural resources, highlighting the importance of rare minerals like rhenium [1][9] - Rhenium, a rare metal with a boiling point exceeding 5,500 degrees Celsius, is one of the scarcest elements globally, with proven reserves of less than 2,500 tons [3] - China's recent discoveries of rhenium reserves, including 176 tons in Shaanxi and 30 tons in Anhui, have reduced its dependency on foreign sources and enhanced its strategic autonomy [5][8] Industry Significance - Rhenium plays a vital role in the aerospace industry, particularly in the manufacturing of aircraft engines, where it is essential for components like single-crystal turbine blades and combustion chambers [6] - The high cost of rhenium, approximately 300 RMB per gram, reflects its value and importance in various industrial applications, including nuclear energy and environmental purification [5][6] - The geopolitical implications of rhenium scarcity have led to international interest, particularly from the U.S., which has historically controlled Chile's rhenium resources to maintain its lead in the aerospace sector [8] Strategic Implications - As China strengthens its position in high-tech industries, the discovery of more rhenium resources will provide a solid foundation for its aerospace and technology sectors [9][11] - The determination to protect its resources signifies a shift in China's global standing, moving away from being a vulnerable nation to one that safeguards its strategic assets [9][11]

Core Viewpoint - The U.S. Department of the Interior has designated six minerals—potash, silicon, copper, silver, rhenium, and lead—as critical minerals, with formal recognition expected by the end of September. This move aims to bolster domestic production and reduce reliance on imports, which poses economic risks [2][4]. Group 1: Economic Impact - If the supply of the six designated minerals is halted for one year, the U.S. GDP is projected to decrease by approximately $4.95 billion [8]. - The U.S. Geological Survey indicates that the import dependency for potash and silicon exceeds 80%, raising concerns about economic security [4]. - The potential GDP loss from the disruption of each mineral varies, with potash estimated to cause a $2.5 billion loss and silicon $1 billion [7]. Group 2: Government Actions - The Trump administration is accelerating efforts to secure domestic production of critical minerals, having previously declared a national emergency due to insufficient domestic supply [4][6]. - The designation of these minerals will facilitate access to funding and loans for mining and production companies, as well as expedite the review process for production permits [6]. - The critical minerals list is updated approximately every three years, with the upcoming update expected to increase the total number of critical minerals to 54 [6]. Group 3: Specific Minerals and Risks - The designation process now includes minerals whose processed products face supply risks, such as copper, which, despite low import risk for ore, has significant economic implications if refined copper supply is disrupted [6]. - The U.S. is 100% reliant on China for certain critical minerals like samarium, which is essential for defense and aerospace industries. A one-year supply halt of samarium could lead to a GDP decrease of approximately $4.498 billion [8]. - The U.S. Department of Defense has become the largest shareholder in MP Materials, the only rare earth mine operating in the U.S., ensuring price stability for rare earth magnets over the next decade [8].