20240819 F03119103Z0019515 F03120965 F3022355Z0013588 1.2.3.4.5.6.7.8. GFEX • • • • • • •8 1.2.3. 12024 8 1520:30USCB7+1%+0.3%-0.2%,+1.91%+2.15%+0.4%+0.1%+0.5%,+2.36%+3.11%2023122024 8 1420:30BLS7CPI+2.9%+3.1%+3.1%+0.2%+0.2%-0.1%CPI+3.2%+3.2%+3.3%+0.2%+0.2%+0.1%CPI3%CPI2021 4932024 8 1320:30BLS7PPI+2.2%+2.3%+2.7%+0.1%+0.2%+0.2%PPI+2.4%+2.7%+3.0%+0.2%+0.3%202339 GDP2024 8 1507:50GDP+3.1%+2.1%-2.9%+0.8%0.90.1+1% 20248 1620:307139.6142.9145.4-4%-2%+3.9%123.8133132.9-6.8%-1.5%+1.1%152.9169.6 •192•20248 16+1.31%+3.08%+1.33%574.64/7431/•89ETF6.43151.28.28168.06iShares6.4ETF SLV9.94SIVER60.7934.26•813CFTCCOT100%CFTCCOT66%•716COMEX7.17SHFECOMEX17189SGE37• 3 +2.17% ETF SPDRPHSV SHFE ETF •6ETF148.217.97.2ETFAiETFETF •6ETF148.217.97.2ETFAiETFETF WGCiFinD CFTC • WindiFinD •2024 7LBMA52.13+0.61%8651LBMA482+0.1.84%26,618SHFE •+3.92%+3.15% •PPICPICPI •BHPEscondida51.5 • •8.0889/56/ •80.9%6% •30.163.688.390.3726.22.4LME30.91.3COMEX2.50.2 •1220261.13035 •First QuantumCobre317%2501112.1 •8 17Escondida32,0002,00051.5 1.2.3. •20248 16+0.83%3M+4.27% •20248 161.33%•20248 16•LMESHFE••• & +2.61%+2.01% • • • •81616373161502231.38%1646016080380240981612792013090029801.29%1301801263903790 •LME11406011240416561.47%181111649916129.77%% • -49-• •HPM+222/ •【印尼政府已同意对新建镍铁和镍合金冶炼厂实施暂停令】8月13日,据CNBC Indonesia报道,印尼矿业部长和工业部长已同意对新建生产中游镍产品的冶炼厂实施暂停措施,这些产品包括镍生铁和镍铁。两位部长达成共识,认为正如能源和矿产资源部长ArifinTasrif所言,印尼已具备足够的此类产品生产能力。但目前印尼政府尚未针对该政策发布正式法规。 •【印尼IWIP园区4条镍铁及高冰镍产线投产】当地时间8月14日,印尼IWIP园区澜凯(2条RKEF)和科赞(2条RKEF)镍铁及高冰镍项目的首条RKEF产线顺利投产,投产初期以生产镍铁产品为主,预计顺利达产后镍月度产量将增加900镍金属吨/条RKEF产线。 1. 2.3. 2000800 •20248 16-3.95%553# 20248 16DMC •20248 16 • •- •-DMCDMC75.1% •- •816729507755046007.29%78000718006200 •816LC2411225197+3316324890-4554 •2250-500 •8 •SMM1381-2696+2487+1590 •8 •722.3%27% •2024 798.499.122.3%27%2024 1 7591.4593.428.8%31.1%2024 788.77.9%30.7%2024 1 7522.634.3%2024 710.320.6%2.2%2024 1 770.811.4% LithiumArgentina 2024Q2-Olaroz2024Q2-Olaroz5,6002024Q1450024.44% -Olaroz40,00070%2024202422.5 2024Q299.5%2,000-Olaroz67 THANKYOU