About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

纪要涉及的行业或者公司 - **行业**：基础金属、电池金属、黄金、钢铁、水泥、煤炭、玻璃等[2][3][4] - **公司**：安徽鸿路钢结构、中广核矿业、GEM 公司、深圳科达利实业、浙江华友钴业、中国宏桥集团、平板玻璃集团、MMG 有限公司、山东药用玻璃、信义玻璃控股、中复神鹰碳纤维、株洲旗滨集团、中国铝业、宝钢股份、北京东方雨虹防水科技、赣锋锂业、江西铜业、紫金矿业集团等[62][64] 纪要提到的核心观点和论据 - **价格和库存变动** - **基础金属**：上海铜价周环比下跌 0.1%，库存周环比上涨 3.8%；上海铝价周环比下跌 0.4%，库存周环比上涨 5.5%[2] - **电池金属**：国内工业级和电池级氢氧化锂价格周环比持平；工业级和电池级碳酸锂价格周环比分别上涨 2.1%和 2.0%[2] - **黄金**：价格周环比下跌 0.5%，至 3339 美元/盎司[2] - **钢铁**：上海热卷和冷轧板价格周环比均上涨 1.5%；上海螺纹钢价格周环比上涨 0.6%，唐山钢坯价格周环比上涨 0.3%；贸易商长材库存周环比上涨 2.7%，扁钢库存周环比下跌 0.6%[3] - **水泥**：价格周环比下跌 1.3%，截至 7 月 18 日为 328 元/吨[3] - **煤炭**：秦皇岛 5500 大卡动力煤价格周环比上涨 0.3%，截至 7 月 18 日为 660 元/吨，库存周环比上涨 3.2%至 5780 万吨；BSPI 指数周环比上涨 0.2%至 663 元/吨[3] - **玻璃**：玻璃纤维行业平均 2400tex 价格周环比下跌 1.7%至 3900 元/吨；浮法玻璃价格周环比上涨 1.0%至 1251 元/吨；太阳能玻璃 3.2mm 钢化价格周环比下跌 2.7%至 18 元/平方米[4] - **行业政策和公司动态** - 中国钢铁工业协会表示将打击钢铁出口逃税行为，2025 年钢铁出口预计维持在 7000 - 8000 万吨左右[8] - 商务部将电池正极材料制备技术列入“禁止出口技术目录”[8] - 藏格矿业全资子公司藏格锂业已按要求停产[8] 其他重要但是可能被忽略的内容 - **摩根士丹利相关业务和利益冲突** - 摩根士丹利与研究覆盖的公司有业务往来，可能存在利益冲突影响研究客观性[6] - 截至 2025 年 6 月 30 日，摩根士丹利实益拥有部分公司 1%或以上的普通股权益证券[16] - 过去 12 个月，摩根士丹利从部分公司获得投资银行服务补偿；未来 3 个月，预计从部分公司获得或寻求投资银行服务补偿[17][18] - 过去 12 个月，摩根士丹利从部分公司获得非投资银行产品和服务补偿[19] - 摩根士丹利香港证券有限公司是部分公司证券在港交所的流动性提供者/做市商[54] - **股票评级和行业观点** - 摩根士丹利采用相对评级系统，包括增持、持平、未评级和减持[25] - 分析师对行业的观点分为有吸引力、符合预期和谨慎[33][34] - **研究报告相关信息** - 摩根士丹利研究报告根据发行人、行业或市场发展适时更新，部分定期更新[37] - 摩根士丹利研究不提供个性化投资建议，不构成买卖证券的要约或招揽[44]

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Vancouver, British Columbia--(Newsfile Corp. - July 21, 2025) - Sierra Madre Gold and Silver Ltd. (TSXV: SM) ("Sierra Madre" or the "Company") is pleased to announce an upsize to its previously announced "best efforts" private placement. Under the amended terms, the Company will issue up to 27,858,000 units of the Company (each a "Unit") at a price of $0.70 per Unit (the "Issue Price") for aggregate gross proceeds to the Company of up to $19,500,600 (the "Offering").Eric Sprott, through 2176423 Ontario Ltd ...

Go Metals Announces KM98 Bulk Sample Program and Partnership with INRS and UQACJuly 21, 2025 9:07 AM EDT | Source: Go Metals Corp.Vancouver, British Columbia--(Newsfile Corp. - July 21, 2025) - Go Metals Corp. (CSE: GOCO) ("Go Metals" or the "Company") is pleased to announce that it plans to undertake a bulk sampling program at KM98 Vanadium Titanomagnetite Project to support a maiden metallurgical study."We are excited to return to Havre-Saint-Pierre to advance the KM98 Project through a crit ...

Blackrock Silver Commences Eastern Expansion Drill Program Targeting 1.2km Trend at Tonopah WestScout Drilling Discovered the Extension of the High-grade Merten Vein Creating an Opportunity to Expand the Dpb Resource up to 1,200 Metres to the EastJuly 21, 2025 5:00 AM EDT | Source: Blackrock Silver Corp.SCOUT PROGRAM HIGHLIGHTS:Assay results from the Company's reverse circulation Scout Drill Program (see March 31, 2025 news) returned significant gold & silver values in 7 drillholes that succes ...

MONTREAL, July 20, 2025 /PRNewswire/ - SYDNEY, Australia – July 21, 2025Patriot Battery Metals Inc. (the "Company" or "Patriot") (TSX: PMET) (ASX: PMT) (OTCQX: PMETF) (FSE: R9GA) is pleased to advise that Ken Brinsden, the Company's President, CEO and Managing Director, will host a live investor webinar tomorrow, Tuesday 22 July 2025 Australia/Monday 21 July 2025 Montreal to discuss the maiden Mineral Resource Estimate for caesium announced today for the Rigel and Vega zones at its 100%-owned Shaakichiuwaan ...

股价表现 - MP Materials股价自年初以来飙升超过275% [1] - 2025年至今股价上涨超过270% [3] 驱动因素 - 特朗普政府确保国内稀土材料供应的政策推动公司增长前景重估 [3] - 公司与美国国防部签订10年协议 [4] - 与苹果公司签署合作协议 [4] - 国防部承诺降低了公司在磁性制造设施(10X Facility)投资的风险 [5] - 公司是美国唯一完全整合的稀土材料生产商 [12] 未来发展 - 需要筹集10亿美元资金用于10X设施建设 [6] - 10X设施预计2028年投产 [6] - 国防部可能持有公司15%股份 [7] - 未来可能成为稀土磁体生产商 [12] 投资建议 - 部分投资者考虑获利了结 [7] - 当前股价可能已反映大部分利好消息 [7] - 建议现有股东保持持仓或在回调时加仓 [10] - 新投资者需注意股价可能继续上涨后回调的风险 [10] - 公司长期增长潜力巨大但需考虑风险承受能力 [13]

公司概况 - Fresnillo plc是一家墨西哥贵金属矿业公司 在伦敦证券交易所上市 并且是富时100指数成分股 [1] - 公司运营多个矿山 包括位于Zacatecas的Fresnillo矿 [1] 业务运营 - 公司专注于贵金属开采业务 主要资产位于墨西哥 [1] - Fresnillo矿是公司核心资产之一 地理位置在Zacatecas地区 [1] 资本市场 - 公司股票在OTC市场交易 代码为FNLPF [1] - 同时拥有伦敦证券交易所主板上市地位 [1]

Centerra Gold ( CGAU ) - a smaller-size gold miner expected to produce 270,000 to 310,000 ounces this year - had quite a bad year in 2024 after no processing at the mine in Türkiye and lower gradesAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me ...