Zimbabwe will keep a Jan 2027 deadline to stop exporting lithium concentrate, Mines and Mineral Development Minister Polite Kambamura told officials, instructing the ministry to retain the cutoff in planning despite producer requests for delays. The president has ordered that from Jan 2027 Zimbabwe will only export lithium sulfate, leaving little room for extensions; producers had asked for relief until about June 2027 saying some local processing projects may not be ready. Mining companies are

2026-11-10

Zimbabwe will keep a Jan 2027 deadline to stop exporting lithium concentrate, Mines and Mineral Development Minister Polite Kambamura told officials, instructing the ministry to retain the cutoff in planning despite producer requests for delays. The president has ordered that from Jan 2027 Zimbabwe will only export lithium sulfate, leaving little room for extensions; producers had asked for relief until about June 2027 saying some local processing projects may not be ready. Mining companies are accelerating construction and commissioning of local processing facilities, Mining Zimbabwe reported.

其他消息
2026-11-10

国外 1. 大摩:AI股票抛售似乎过度,数据中心推迟或缓解供应限制并支撑定价。 2. 瑞银:预计标普500指数到年底将达到8900点。 3. 罗素投资:CPI超预期或使美联储12月加息成定局。 4. 凯投宏观:AI投资热潮逆转不太可能引发美国经济衰退。 国内 1. 中信建投:2027年中国资本市场将呈现股债汇三牛。 2. 中信证券:伊朗的一系列战略性诉求与目标,对于美国两党均缺乏妥协空间。 3. 中金公司:AI端侧硬件迎价值重估,新一轮创新浪潮有望开启。 4. 中信证券:主动基金科技仓位降至56.3%,电子与通信仍占近九成。 5. 华泰证券:头部券商三季度投资收入承压,投行与资管提供支撑。 6. 华泰证券:关注物理AI与SOFC产业化机遇。 7. 中信证券:前三季度电力行业净利降19%,关注沿海省份电价回升空间。 8. 国金证券:煤企三季度扣非净利增32.3%,关注冬储与安全生产约束。

2026-11-10

日本央行10月会议意见摘要:一位委员表示,日本央行应在条件允许时决定加息,而不应过于谨慎。一位委员表示,适宜维持政策,以进一步观察围绕经济、价格的风险。