Accessible version AI Infrastructure - China (H/A) Powering up & cooling down for AIDC – RMB800bn worth of new opportunities Industry Overview No power no AI: China 2030 non-IT capex at RMB800bn Our global team estimates that AI-related capex will exceed US$1.2tn by 2030, nearly triple vs. 2025. While US is a global leader in AI, we note that China plays an important role in global AI competition. We see China AI capex at RMB600-700bn in 2025, driven by government spending (including telco) and major intern ...

公司概况与历史 - 公司为TSX Venture Exchange的Tier 1发行人，自1987年起持续交易，未曾中断或进行股份合并 [2] - 公司专注于在加拿大西部和美国西部勘探贵金属和贱金属，目前持有五个位于不列颠哥伦比亚省、以铜和/或金为重点的项目 [2] 主要资产：Zymo铜金斑岩项目 - Zymo项目为公司100%拥有的主要资产，位于不列颠哥伦比亚省斯密瑟斯附近，面积达18,184公顷 [3] - 项目于2007年收购，2012年完成全部期权，公司及前合资伙伴已投入超过490万美元勘探支出 [3] - 项目存在一个长逾8公里、宽2公里的激发极化异常，圈定出一个铜金斑岩系统，包含多个公里级靶区及重合的多元素地球化学异常 [3] - 截至目前，已完成34个金刚石钻孔，总进尺10,810米 [3] 项目地质与勘探成果 - 矿化出现在斑状闪长岩及邻近沉积物中，伴有强烈的钾质蚀变，已确定五个矿化带，包括Hobbes和FM Zones [4] - 重要钻探结果包括：ZY08-09孔见矿252米，铜品位0.23%，金品位0.32克/吨，其中159米段铜品位0.44%，金品位0.32克/吨，72米段铜品位0.72%，金品位0.55克/吨 [7] - 外围贵金属脉体化验结果高达10.78克/吨金，并伴有百分之几的铅和锌 [4] - 众多激发极化靶区尚未测试，且至今未完成深孔钻探 [4] 基础设施与许可 - 项目区地形平坦至缓起伏，覆盖层浅，可通过现有伐木道路便捷抵达其东北边界，交通条件优异 [5] - 2024年12月，公司获发为期五年的勘探许可，授权50个钻孔点位和50公里地球物理测量 [5] - 2025年野外工作计划包括网格扩展和测线清理，为2026年的激发极化测量做准备 [5] 财务状况 - 2025年9月，公司完成100万美元的私募融资，资金将用于支持未来勘探，进一步充实公司资金库 [6]

Vancouver, British Columbia--(Newsfile Corp. - October 30, 2025) - South Pacific Metals Corp. (TSXV: SPMC) (OTCQB: SPMEF) (FSE: 6J00) ("SPMC" or the "Company") is pleased to announce the commencement of its maiden drilling program at Ontenu Northeast prospect within its Osena project area, Papua New Guinea. The Project lies within a major NE-SW corridor known as the Kainantu Transfer Zone, which also hosts the large Kainantu Gold-Copper mine being mined by K92 Mining Ltd.The drilling will test whether the ...

黑色商品日报 黑色商品日报（2025 年 10 月 30 日） 一、研究观点 | 品种 | 点评 | 观点 | | --- | --- | --- | | 钢材 | 螺纹钢：昨天螺纹盘面明显上涨，截止日盘螺纹 2601 合约收盘价格为 3133 元/吨，较上一交易收盘价格 | 震荡偏强 | | | 上涨 42 元/吨，涨幅为 1.36%，持仓减少 3.64 万手。现货价格上涨，成交回升，唐山地区迁安普方坯价格 | | | | 上涨 20 元/吨至 3000 元/吨，杭州市场中天螺纹价格上涨 20 元/吨至 3200 元/吨，全国建材成交量 11.46 | | | | 万吨。据钢谷网数据，本周全国建材产量回落 3.98 万吨至 395.6 万吨，社库下降 17.79 万吨至 636.22 万 | | | | 吨，厂库下降 7.78 万吨至 356.1 万吨，建材表需回升 10.98 万吨至 421.17 万吨。建材产量继续回落，库存 | | | | 继续下降，表需小幅回升，供需数据有所改善。铁矿石、焦煤价格强势上涨，部分焦企发起第三轮提涨， | | | | 成本对钢价走势形成较强支撑。短期宏观政策宽松预期叠加原 ...

Third Quarter 2025 O c t o b e r 2 9 , 2 0 2 5 FORWARD-LOOKING STATEMENTS This presentation contains certain forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those projected in the forward-looking statements. Examples of such forward-looking statements include but are not limited to: (i) statements regarding the Company's results of operations and financial condition; (ii) statements of plans, objectives or goals of the Company or its ...

Join our daily newsletter At The Bell to receive exclusive market insightsASX today – Australian shares have all but halted any movement heading towards open, with ASX 200 futures pointing to a 0.5-point tick-up as Oz traders hold their breath for the pivotal CPI print coming out before lunchtime.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.The third-quarter consumer price index will form the cornerst ...

Since I first covered Crown Castle (NYSE: CCI ) and looked into their divestiture of small cells and fiber, CEO change, and dividend cut in order to refocus on its core tower business, the stock fell quiteAs 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 ...

The Orion Critical Mineral Consortium (CMC), led by Orion Resource Partners, has been established with an initial investment of $1.8bn to bolster US economic competitiveness and national security. Orion CMC was established by Orion in partnership with the US International Development Finance Corporation (DFC) and Abu Dhabi-based investment and holding firm ADQ. The consortium is set to support the development of secure and resilient supply chains for critical minerals essential for future growth and secu ...

市场表现 - LME三个月期铜价格于10月23日上涨191美元或1.79% 收报每吨10,854美元 盘中触及10月9日以来最高价位10,876美元 [1] - LME期铜今年迄今累计上涨23.5% 并于10月9日触及2024年5月以来最高价位11,000美元 [4] - 除期锌下跌0.38%外 其他LME基本金属普遍收涨 其中期铝上涨1.98% 期铅上涨1.00% 期镍上涨1.32% 期锡上涨1.15% [2] 价格驱动因素 - 市场对铜需求前景持乐观预期是推动期铜走高的主要因素 [1] - 分析师观点认为中国经济表现相当强劲 多数宏观数据良好 且存在出台更多刺激政策的可能性 [4] - 供应担忧支撑铝价 LME三个月期铝收于每吨2,862.50美元 盘中触及2022年5月以来新高 [4] 行业供应动态 - South32公司位于南非的Mozal铝冶炼厂因未能达成合适的电力协议 计划于明年3月暂停运营 [4] - 该公司曾在8月警告可能无法为该冶炼厂获得负担得起的电力供应 [4]

As 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 provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...