中资接盘澳洲矿业传奇大佬旗下资产 碧桂园“瘦身”自救 中国上年进口锂精矿401万吨 铀价升至多年高位 河南平煤重大矿难被挂牌督办

( 图片来源：《澳华财经在线》) 

【财经要闻及评论】

北领地面临严重洪灾 达尔文部分超市货架上已空空如也

偏远地区Pigeon Hole再次遭遇洪水。(Supplied: Raymond Hector)

据ABC澳广报道，近日，澳大利亚北领地遭遇了严重洪水侵袭，造成了关键的公路和铁路路段中断。这给供应链带来了巨大冲击，导致一些主要超市采取了紧急措施，限制了肉类、乳制品等商品的购买数量。

周日，达尔文的超市货架上空空如也。(ABC News: Roxanne Fitzgerald)

北领地道路运输协会（NT Road Transport Association）负责人证实，由于洪水继续干扰该地区的货运，更多的新鲜农产品还需要一天才能运抵，以为超市货架补货。据介绍，周日达尔文等地的生鲜产品货架已被抢购一空。

格雷戈里（Gregory）以及卡彭塔利亚（Carpentaria）、巴克利（Barkly）和塔纳米（Tanami ）等地区已发布暴雨警告。与此同时，维多利亚河上游洪水水位持续上升，地处偏远的原住民Kalkarindji社区（距离达尔文以南780公里）已紧急发出预警通知。

当局敦促居民留在室内，切勿接触洪水。北领地首席部长伊娃·劳勒（Eva Lawler）已宣布包括Pigeon Hole 、Dagaragu 、Yarralin 和Timber Creek等多个偏远社区进入紧急状态。

气象局（BOM）高级气象学家丽贝卡·帕特里克（Rebecca Patrick）指出，这场降雨是由于格雷戈里和塔纳米地区上空缓慢移动的热带低压系统引起的。但预计在未来24小时内，一个正向西澳州移动的低压系统将减少该地区的降雨。

虽然初步预测显示该风暴可能在汤斯维尔（Townsville）南部地区登陆，但其影响范围可能覆盖从凯恩斯（Cairns）到麦凯（Mackay）之间，长达750公里的广阔区域。

澳大利亚气象局高级气象学家史蒂夫·哈德利（Steve Hadley）表示，当前形成的热带风暴路径仍充满不确定性。他预测，这场风暴可能会穿过新州，甚至有可能重新回到海上。

哈德利强调，面对可能带来的强降雨、高海浪、剧烈的涌浪以及气旋登陆时的风暴潮，昆州沿海地区居民需做好充分的应对准备。

昆州目前正遭受一场严重的热浪侵袭，预计高温天气将至少持续到下周二（1月30日）。

据昆士兰州救护车服务中心最新报告，该服务中心接到的与热应激相关的紧急呼救电话数量显著增加。热应激的常见症状包括头晕、眼干喉痛、恶心等。

昆士兰州珊瑚海热带低气压O5U。(Supplied: Nullschool Earth)

与此同时，据澳大利亚气象局最新消息，预计本周昆州沿海地区可能遭遇热带气旋。气象观测显示，目前正在珊瑚海（Coral Sea）形成的风暴有可能在未来一天内发展成一级气旋，并在本周周三（1月24日）或周四（1月25日）增强至三级。（文章来源： ABC澳广）

被中国指控为间谍并被判刑的澳籍华裔记者程蕾，曾以为自己再也不会回到澳大利亚。今天，她来到堪培拉，当面向澳洲总理表示感谢，感谢他帮助她实现了这一难以实现的愿望。

据澳联社（AAP）今日消息，程蕾在中国监狱中度过了两年零十一个月的时光，她被指控犯有与国家安全相关的罪行并被法院判刑。

在此期间，她写下了一封写给澳大利亚的情书，并写下了她所怀念的许多东西，包括阳光和最重要的 -- 她的孩子们。

在此期间，澳大利亚政府一直为程女士及其家人提供领事协助。去年10 月份，在中国的法律程序结束后，程女士终于回到了澳大利亚。

今天（周二，1月23日），她终于有机会向总理阿尔巴尼斯（Anthony Albanese）当面表示感谢，并在国会大厦向他赠送了一份礼物。

程女士解释说，这幅装裱好的中国书法作品是由她的叔叔创作的。

"上面写着：阿尔巴尼斯总理：亲民、爱民、护民，" 她说。

"我当时认为这是不可能实现的......（但现在）我非常非常感激"。

阿尔巴尼斯先生拥抱了程女士，并解释了程女士的回归在他的政府中是如何被保密的。

他说："这真是美好的一天。

"我们很高兴能取得这样的结果。

"这需要决心，我们有决心。"

他对程女士的礼物表示感谢，并称之为莫大的荣誉。

随着程女士获得自由返回澳洲，政府的努力转向了澳大利亚华裔作家杨恒均，他因间谍罪的指控在中国被羁押。

最近，澳洲外交部长黄英贤（Penny Wong）坚称，政府正竭尽全力为他的健康和利益奔走。 （文章来源：新大陆传媒）

过去十年中豪华住宅价值增速高于普通住宅 土地供应减少下其更优表现预将延续

根据房地产机构Ray White的数据，过去十年中澳洲豪华住宅的表现优于任何更低价格的住宅类别。

数据显示，相较于中位价格的住宅，价值排名前5%独立房的价值增长速度要高出38个百分点。而相较于中位价格的公寓，高档公寓的价值增长速度要高出55个百分点。

过去10年，97个地区的高档房屋价值增长了两倍多，同期仅有28个地区的普通房屋价值实现了同样的增长。在布里斯班内城区、内西区、内东区和内北区，高档房屋较普通房屋价值的增长速度最快。

（图表来源：RayWhite）

与此同时，10个地区的高档公寓价值增长了两倍多，但无普通公寓价值实现这一增长水平。在悉尼东郊北部和悉尼北莫斯曼区，高档公寓较普通公寓价值的增长速度最快。

（图表来源：RayWhite）

碧桂园“瘦身”自救最新动态：淡出澳洲地产市场同时 广州相关项目亦推向市场拟转让 

继中国房地产巨头碧桂园被曝出将其在澳洲的最后一个房地产项目 Wilton Greens出售给另外一家中国开发商 Avantaus之后（详见《碧桂园抛售澳洲地产项目 几乎完全退出澳洲市场》），本周又传出资产盘活新消息。

1月22日，广州产权交易所官网显示碧桂园发布的五项资产转让公告，其中包括公寓、酒店、办公楼及商业等多种物业资产，出让总价高达38.18亿元，相关拟转让资产均位于广州。

据相关消息，碧桂园回应澳洲资产出售报道时表示，澳大利亚项目在积极接洽中，有望在上半年完成出售。另外，2023年12月，碧桂园与万达商管、珠海万赢签订协议，以30.69亿元的价格转让其所持珠海万达商管股权；2023年8月，碧桂园以12.9亿元的价格出售了广州亚运城项目26.67%股权。

一系列资产转让背后，是碧桂园加速回笼资金缓解现金流压力的诸多努力。碧桂园董事局主席杨惠妍近期在2024年工作会议上表示，“家族肯定与公司共命运”，“目前正在尽力盘活资产”。

澳洲生活成本居高不下 100多万澳洲房贷持有人面临还贷压力

澳洲金融比较网站 Finder 发布的调查数据显示，由于澳洲生活成本居高不下，澳洲110万房贷持有人在偿还一月份的房贷时遇到困难，占比为35%。

该网站房贷专家Richard Whitten表示，虽然随着通胀率持续下降，今年晚些时候可能会有两次降息，但数百万澳洲房贷持有人正承受着偿还房贷的巨大压力。

去年6月澳储行第12次上调现金利率时，陷入还贷困境的房贷持有人的比例曾达到41%的历史高点。目前，这一比例有所下降，但仍高于两年前超低利率时的24%。

澳储行理事会将在两周后召开今年的首次会议。大多数经济专家预计，在不到两年的时间里13次上调利率后，澳储行将会把利率维持在4.35%。

澳洲超市巨头近期股价跌幅超过大盘   未来仍面临挑战

自圣诞节以来，澳洲股市遭遇抛售，澳指今年迄今为止下跌约 2.7%。相比而言，超市巨头Coles 股价下跌近4%，Woolworths下跌了近5%，均超过大盘跌幅。

Woolworths 的市值为440亿澳元，有超过35万名股东。Coles的市值为220亿澳元，股东数超过40万。两家集团之间有许多重叠的股东。

预计这两家公司今年的利润率都将面临压力，主要原因包括消费者信心下降，网上购物对实体店造成冲击，员工工资上升，以及澳洲政府敦促超市巨头降低商品价格。

面对价格垄断质疑   澳洲两大超市下调肉价

澳洲超市巨头Woolworths（ASX:WOW)周一证实，在公司按照长期合同价格从农民手中购买农产品的情况下，公司决定降低近80种红肉产品的零售价格，其中羊肉价格下调20%。澳洲另外一家超市巨头Coles本月表示，已经把羊肉和牛肉的价格下调了20%以上。

此前，人们质疑澳洲大型超市存在价格垄断行为，没有把批发价格下降的好处传递给消费者。在此背景下，澳大利亚工会理事会指定澳大利亚竞争与消费者委员会（ACCC）前主席Allan Fels展开调查。

该调查的结果预计将在二月份公布。周一，Fels致信国库部长Jim Chalmers，请求ACCC在目前的调查结果公布之前启动正式调查。Fels表示，ACCC应该对食品和杂货零售业的竞争和价格进行全面调查。

2023年中国进口锂精矿约401万吨 净进口碳酸锂14.91万吨 同比增长近2成 

据海融网消息，来自中国有色金属工业协会锂业分会的数据显示，据海关数据统计，2023年1-12月，中国进口锂精矿约401万吨，主要来源于澳大利亚、巴西、津巴布韦等国，同比增长约41%。

锂电化学材料方面，去年中国净进口碳酸锂14.91万吨，同比增长约18.6%；净出口氢氧化锂12.62万吨，同比增长约39.8%。净出口锂镍钴锰氧化物0.26万吨，同比减少约79.7%；净进口锂镍钴铝氧化物1.12万吨，同比减少约24.8%；磷酸铁锂进口量减少，为40吨，2022年为1000吨；磷酸铁锂出口量基本持平，均为1100吨左右。

铁矿投资兴趣复燃 CZR Resources (ASX: CZR)项目获中资接盘股价连日暴涨 传奇“探矿者”Mark Creasy再成大赢家！

铁矿石价格持续走强的背景下，西澳州、北领地和南澳州的小型铁矿项目再度引发投资者强烈兴趣，一些长期“搁浅”的项目资产迎来盘活契机。

近日小市值勘探公司CZR Resources (ASX: CZR)曝出以超过1亿澳元对价向中资公司转让西澳铁矿项目后迎来股价连日暴涨。

CZR背后控股股东、亿万富豪克雷西（Mark Creasy）的个人财富将因此继续水涨船高，他的财富之路和作为传奇“探矿者”的精彩手笔也再度受到瞩目。

中资买家慷慨接盘

CZR 1月11日披露，已与总部位于深圳的Shenzhen Naao Jianglan Investment Company (SNIC)澳洲子公司Miracle Iron签署协议，拟将以1.02亿澳元对价向其转让位于西澳皮尔巴拉的Robe Mesa铁矿项目85%权益。

据媒体消息，总部位于珀斯的Miracle Iron由中澳矿业领域资深投资者Frank Yin引领。根据CZR公告，Miracle Iron母公司SNIC为中国企业集团新疆疆纳矿业有限公司的投资平台，后者系中国最大的钛金属生产企业之一，钛加工过程中的副产品也包括铁矿石。

根据协议约定，Miracle Iron终属母公司新疆疆纳将为此次交易提供担保，以确保Miracle Iron切实履行协议项下的所有义务。

受消息提振，CZR交易公布当天暴涨超40%，随后连续多个交易日上扬，并在1月15日触及0.38澳元的54周高点，较12月28日停盘前的0.21澳元上涨80.95%。

巨大交易溢价 

截止9月季度CZR账上现金储备为130万澳元，面对日益减少的现金余额，Robe Mesa的售出交易可谓“及时雨”。

根据协议，CZR 将就所持项目权益获得1.02亿澳元的现金对价，待交易完成时CZR将获得80%的现金付款，其余20%在项目发运首批铁矿或2025年6月30日（以较早者为准）支付。

1.02亿澳元的报价对CZR相当于每股43澳分，较其近10日、30日和90日加权平均股价分别高出120%、93%和130%，较协议签署时的CZR市值（4700万澳元）可谓产生巨额溢价。

CZR董事总经理Stefan Murphy表示，此次全现金交易将“非常及时”地为股东释放巨大价值。Robe Mesa项目成功出售后，公司将可专注于西澳州的Croydon金矿和Buddado钒钛项目勘探。

富豪股东浮出水面

CZR 与Miracle Iron的交易仍需公司股东批准并满足其他条件，包括获得澳大利亚外国投资审查委员会和中国政府的批准。

CZR将于近期举行股东大会就交易事项进行表决。CZR在公告中指出，根据与澳交所的初步沟通，由于主要股东克雷西（Mark Creasy）正在商讨将其在Robe Mesa项目中持有的15%少数股权出售给Miracle Iron，克雷西及其关联实体可能没有资格对该交易进行投票。

克雷西的私人公司Yandal Investments目前持有价值超过10亿澳元的上市公司股票投资组合。在2022-23年账目中Yandal 将CZR列为子公司，持股比例为44%。而据Yandal补充披露，其关联方另外还持有CZR 8.76%的股份，这意味着其实质上构成后者控股股东。

克雷西与Miracle Iron的商谈正在推进当中，相关结果将构成CZR转让交易的前提条件。值得注意的是，目前包括克雷西妻子Annie Guo在内的CZR董事会已一致表态支持公司股东支持本次资产售出交易。

关键角色：“探矿者”克雷西

提到克雷西，澳洲矿业界很少有不知道这位传奇“探矿者”大名的。

据澳相关媒体，提交至监管机构的文件显示，截至2023年6月30日，克雷西名下Yandal的总资产为13.2亿澳元，其中包括略高于10亿澳元的股权投资，上年同期为6.936亿澳元。截至6月30日的12个月内，Yandal创净利润4864万澳元，较前一年的1180万澳元大幅增长。

Yandal账目中的数字印证了克雷西的亿万富豪身份，而在账目评论部分，克雷西将公司较高的利润收入归因于勘探支出成本较低——而勘探正是促成他商业成功背后的主要活动，尤其是在黄金、镍以及近来年锂方面的勘探发现。

克雷西1964年从英国皇家矿业学院毕业后抵达澳大利亚，开始在昆士兰的一家煤矿工作。1994年，他以1.3亿澳元的价格将两个金矿出售给Joseph Gutnick的Great Central Mines从而挖得第一桶金。他也是发现Jundee金矿和Nova镍矿的探矿者，Jundee金矿现在归Northern Star所有，而Nova镍矿场归IGO有限公司所有。

克雷西不仅是决定CZR铁矿项目交易的关键人物，他在当下另一起西澳锂矿项目交易中也扮演着重要角色。

数月前，克雷西投资的澳交所上市锂勘探公司Azure Minerals(ASX:AZS)接到女富豪Gina Rinehart 和智利锂生产巨头SQM 价值 17亿澳元的收购要约。

克雷西在其中也扮演与CZR交易颇为类似的关键角色：一方面持有Azure 12.8%的股权，并在12月时已承诺向要约方以每股3.70澳元的价格售出所持股份，此外他还拥有Azure旗舰资产Andover项目40%的股份。

延伸阅读：

Azure董事会，包括克雷西妻子Annie Guo在内的各董事，均支持Rinehart与SQM的竞标方案。目前仅另一位关键股东西澳矿业亿万富豪克里斯·埃里森（Chris Ellison）尚未表态。

克雷西的敏锐嗅觉和高超的资本运作手笔在一次次成功交易中不断得到印证，而通过同在西澳皮尔巴拉、正在推进的这两起矿业交易，他的矿业财富无疑将进一步上涨。

Robe Mesa焕发新生 

CZR的Robe Mesa铁矿石项目毗邻力拓位于皮尔巴拉的Mesa F矿床。力拓一度曾被传闻为该项目的潜在买家，后因执行脱碳战略专注更高品位的矿床而放弃接洽。

可行性研究表明，Robe Mesa投产总成本需要1.09亿澳元。中资企业及中国投资者的接盘可谓及时为Robe Mesa铁矿石项目的开发铺平道路。

2023年10月，CZR发布了Robe Mesa的最终可行性研究报告，显示该项目能够带来极为可观的财务回报，且具有低成本和强大自由现金流的特点：整个采矿周期内基础现金流预估为4.19亿澳元，净现值2.56亿澳元。

该研报表明，按照当前的铁矿石价格，Robe Mesa创造的自由现金流可能会上升至13亿澳元，内部回报率由基本情境下预估的62%，上升到159%。

CZR还报告了最新的矿石储量：从820万吨调增到3340万吨，而产量水平从200万吨/年增加到了350万至500万吨/年。

中小铁矿项目重获青睐

受中国政府推出经济刺激政策以及中国人民银行提供低成本融资支持房地产市场的乐观预期推动，自年初以来铁矿石价格强劲复苏并持续走强。

在澳洲市场，矿业巨头力拓（ASX：RIO）与福特斯库（ASX：FMG）股价获有力支撑飙至纪录高点，而一些类似Robe Mesa等经历长期搁浅的中小型铁矿石项目也获得喘息，迎来新生。

（延伸阅读《中国政策预期推高铁矿石价格 澳洲被搁置铁矿石项目重获生机》）

铁矿价格上涨促使投资者对西澳、北领地和南澳的铁矿石项目兴趣重燃。

在西澳，诸如小规模生产商Fenix Resources，该公司正寻求在今年实现两个项目投产，它的一位高管表示，铁矿石价格的复苏使得一些矿床具备开发潜力，尤其为小型铁矿商创造了机会。

消息显示，新疆疆纳正在西澳铁矿行业徐徐布局，Robe Mesa只是其中一步。

据媒体报道，不久前Miracle Iron曾与Strike Resources公司达成协议，以2050万澳元价格收购靠近Robe Mesa的另一铁矿项目Paulsens East。

为打造矿石出口通道，Strike Resources、CZR及另一物流公司还组建了一家港口合资企业。

CZR与Miracle Iron的交易有多个重要节点尚需达成，这起交易能否顺利推进？克雷西是否会转让手中少数权益，将以何种价码成交？澳洲铁矿行业是否还将涌现更多类似交易？

本网将持续跟踪报道，敬请关注。

延伸阅读：

重磅！2023年中国粮食产量13908.2亿斤 再创历史新高

据中新经纬1月23日电 23日，中国国新办就2023年农业农村经济运行情况举行发布会。农业农村部副部长邓小刚表示，2023年粮食产量13908.2亿斤，再创历史新高。

美债收益率多数下跌，10年期美债收益率跌2.5个基点

每经AI快讯，周一（1月22日），美债收益率多数下跌，2年期美债收益率涨0.5个基点报4.4%，3年期美债收益率跌1.6个基点报4.155%，5年期美债收益率跌2.7个基点报4.033%，10年期美债收益率跌2.5个基点报4.11%，30年期美债收益率跌1.5个基点报4.322%。(文章来源：每日经济新闻)

AMD股价明显回落 有投行“唱反调”称其难撼动英伟达龙头地位

最新消息显示，美国投行Northland Capital Markets日内下调了对AMD股票的评级，从“跑赢大盘”（Outperform）调整至“与大盘持平”（Market Perform），该行认为人工智能技术将要带来的利好已经被股价消化。(文章来源：东方财富Choice数据)

苹果顶级分析师警告：Vision Pro预售火爆 但后续需求可能会迅速减少

苹果知名分析师郭明錤周一发布报告指出，苹果Vision Pro上周五在美国开启预订后，由于销售火爆，发货时间已经延迟到3月，但后续需求可能会迅速减少。美股盘中，苹果股价涨逾1%。(文章来源：东方财富Choice数据)

新电影素材来啦？全球“四大粮商”ADM因发现会计问题股价暴跌

美股周一开盘后，位列全球“四大粮商”的阿奇尔丹尼斯米德兰公司（简称ADM）股价一度暴跌超20%，据统计这也是公司至少从2005年以来的最大单日跌幅。(文章来源：东方财富Choice数据)

铀价升至逾16年来高点 分析师：铀矿巨头或重启已停产的产能

全球最大的铀矿开采商就产量不足发出警告后，引发了一轮抢购狂潮，导致铀价升至逾16年来的最高水平，但铀价飙升意味着已停产的产能可能重启。(文章来源：东方财富Choice数据)

中国国务院安委会挂牌督办平煤股份十二矿事故

ACB News 《澳华财经在线》据中新经纬1月22日电 据国家应急管理部网站22日消息，中国国务院安全生产委员会(下称国务院安委会)发布《重大生产安全事故查处挂牌督办通知书 安委督〔2024〕1号》(下称《通知书》)，对河南平顶山天安煤业股份有限公司(下称平煤股份)十二矿发生的事故挂牌督办。

《通知书》显示，2024年1月12日，河南省平顶山天安煤业股份有限公司十二矿发生一起重大煤与瓦斯突出事故，造成16人遇难。根据《重大事故查处挂牌督办办法》，国务院安委会决定对该起重大事故查处实行挂牌督办。

中国国务院安委会要求，河南省要依照《生产安全事故报告和调查处理条例》和《煤矿安全监察条例》等有关法律法规及规章规定，抓紧组织有关部门支持配合国家矿山安全监察局河南局开展事故调查，迅速查明事故原因，严格按事故调查规定要求研究提出处理意见。事故结案前，要将事故调查报告(未定稿)报国务院安委会办公室，经审核同意后由河南省负责批复结案并向社会公布。结案后，事故调查报告和事故处理决定落实情况要及时报国务院安委会办公室备案。

警方征线索，事关影视投资诈骗！涉事公司均经营异常

据中新经纬1月23日电 近日，兰州市人民检察院、兰州市公安局联合发布通告，征集“8·17”影视投资诈骗案件线索。

通告指出，2022年，兰州市公安局侦破以李某某为首的影视投资诈骗案件，该犯罪团伙精心设计编排话术，包装使用“讲师”“助理”等身份，利用QQ、微信等社交软件，采用荐股形式吸引投资人投资股票，后夸大电影制作成本及票房预期收益，引导投资人购买电影“收益份额”实施诈骗，仅将其中少部分诈骗金额用于支付给电影出品方购买份额，剩余款项则用于实施诈骗运营及个人挥霍。

此案共涉及4家公司：北京八毫米文化传媒有限公司、中瑞泰丰(北京)文化传播有限公司、北京中影鑫艺国际影视文化传媒有限公司、北京麦丰盛世文化传媒有限公司；涉及12部电影：《梵高计划》《孙悟空之噬天魔猴》《麦路人》《怒海营救》《诗人》《玩命营救》《欧巴，你好帅》《痞子爱人》《钱在囧途》《全心爱你》(更名为《拳头妈妈》或《出拳吧妈妈》)、《上海上海》《鲁班地宫》。

来源：微博

天眼查APP显示，北京八毫米文化传媒有限公司成立于2008年，位于北京市，企业注册资本5000万人民币，由周曹哲100%持股，被列入被执行人，公司及股东周曹哲被限制高消费。

来源：中国执行信息公开网

中瑞泰丰(北京)文化传播有限公司成立于2013年，位于北京市，企业注册资本5000万人民币，由熊楚君100%持股；北京中影鑫艺国际影视文化传媒有限公司、北京麦丰盛世文化传媒有限公司股东均为魏利萍和杨伟二人。

此外，中新经纬梳理发现，上述四家公司均已被列入经营异常名录。

来源：国家企业信用信息公示系统

兰州市公安局早在2022年9月26日发布《兰州市公安局关于征集“8·17”影视投资诈骗案件线索的通告》，但因本案被害人遍布全国，且人数众多，陆续报案影响案件审理，目前仍有部分受害人尚未报案。

通告显示，为有效、准确地指控犯罪，保障受害人合法权益，依法打击犯罪行为，近日兰州市人民检察院与公安机关再次面向社会征集该团伙违法犯罪线索，希望有上述被骗经历者，于2024年2月29日前准备好相关材料与兰州市公安局刑警支队联系。

此前，2023年6月，上海警方宣布捣毁一条集宣传引流、中介代理、合同诈骗等多环节的影视投资合同诈骗犯罪产业链。

该犯罪团伙在未取得电影项目真实份额的情况下，对外自称是多部热门电影出品方或联合出品方，诱骗不明真相的投资人签订影视投资协议，出售虚假的收益权份额；或是向出品方购买少量电影项目份额后，在明知协议约定不得转让的情况下，将所持份额多次反复出售，并许诺未来高额票房收益。

截至案发，犯罪团伙累计骗取投资人投资款4.9亿余元，涉及电影60部。涉案钱款除少量被用于购买电影份额、支付投资人退款外，大多被用于支付代理商返佣、个人挥霍。(中新经纬APP)

【昨日要闻回顾】

阿尔巴尼斯总理近日再谈住房可负担性：多重政策组合加每套新房1.5万现金奖励 加大房屋供应端以提升住房保障

随着澳洲住房危机愈演愈烈，住房可负担性成为澳大利亚政府及民众日益关切的话题。

上周，澳大利亚总理安东尼·阿尔巴尼斯（Anthony Albanese， Prime Minister of Australia） 在接受ABC澳广电台采访时表达了对澳洲住房可负担性的关切，并谈及了一系列政府旨在改善住房危机而推出或正在考虑中的政策计划，包括激励各州政府住房建设、激励私营部门“建造出租”计划以及住房密度增加考量等。

在谈到住房建设目标时，阿尔巴尼斯称，面对当前的住房短缺危机，联邦政府正在持续推进工党政策计划，从供应端入手以改善住房可负担性。

去年8月，澳大利亚联邦政府宣布其在自2024年中期起的五年内建设120万套新住房的目标，这意味着在其之前目标上再新增了20万套住房。（延伸阅读《澳洲计划五年内提供120万套新住房提高可负担性》）

与此同时，联邦政府还承诺，为计划新增的20万套住房提供总计30亿澳元的“奖励金”，即各州在为完成此前100万套新房计划下各自新房建设目标的前提下，每新建一套住房便可获得15,000澳元的“奖励金”。

阿尔巴尼斯在接受ABC澳广电台采访时强调称，上述30亿澳元的“奖励金”将在拟资助住房目标实现时才会发放。这意味着联邦政府期望各州能够进行“竞赛”式住房建设，建设速度越快者获得“奖励金”越多。

阿尔巴尼斯同时提及联邦政府对“建造出租”住房计划的激励。他称，“这将在全国范围内产生影响。我们需要联邦、州和地方各级政府与私营部门合作，以实现这一目标结果。”

图片说明：一揽子解决住房可负担性是澳洲总理阿尔巴尼斯及工党政府当下及未来几年目标和工作重心之一。

（来源：Facebook）

据仲量联行（JLL）数据，截至去年9月，澳大利亚“建造出租”公寓在建或拟建数量出现大幅增长。而MSCI Real Assets的数据显示海外投资者在该市场的表现分外活跃。（延伸阅读《澳大利亚“建造出租”市场蓬勃发展 海外投资者为重要推动力量》）

除以政策激励措施来加快住房建设外，阿尔巴尼斯还表示“应该在悉尼的某些地区增加住房密度并进行适当开发”。在此话题下，阿尔巴尼斯将“帕拉马塔路”（Parramatta Road）作为谈论案例，称该路沿途密度的增加将提高宜居性。

至此，澳洲政府为解决住房危机已推出多重措施并正在考量更多其它有效政策，而这一问题正如阿尔巴尼斯所言，尚需多方力量的合作来达成预期效果，在接受ABC澳广访谈时，阿尔巴尼斯总理亦谈及物价和减税等。

去年以来，面对通胀和持续的加息，越来越多的澳洲民众感受到生活成本上涨带来的压力。ACB News 《澳华财经在线》编辑团队留意到，阿尔巴尼斯的工党政府，目前在认证考虑各种政策选项，以切实缓解降低民众面临的生活成本高企困扰。

2024年，ACB News 《澳华财经在线》相关报道将持续跟踪关注澳大利亚房地产政策动向、市场变化及澳洲住房可负担性话题。

附：ABC 澳广对阿尔巴尼斯总理访谈原文

SARAH MACDONALD, HOST: The Prime Minister of Australia, Anthony Albanese, is with me in the studio on ABC Radio Sydney. Good morning.

ANTHONY ALBANESE, PRIME MINISTER: Good morning, great to be here.

MACDONALD: We just heard something about your electorate and that is that it could be ten tonnes of contaminated mulch at Rozelle Parklands. It's closed already, as soon as it opened. We've been covering this story. What's your response?

PRIME MINISTER: Well, I'm shocked by these revelations and I don't understand how it can be that it wasn't foreseen.

MACDONALD: It was tested twice.

PRIME MINISTER: It's just extraordinary. The people of Rozelle and that local community were essentially given this parkland as compensation, in part for the disruption that occurred during the construction of WestConnex. That went for a long period of time. So it was, how do we have something that's lasting, a legacy that's positive? We know that kids, frankly, don't have enough parkland and ovals. All of the football teams like Balmain, particularly in both young girls and young boys playing soccer, football, just don't have enough ovals. This was seen as a plus as well as just recreational space. And the fact that it's closed is really disappointing. And I want to make sure that the appropriate authorities get on top of this really quickly, clean it up once and for all so that the people of the Inner West and others visiting can have access to this open space.

MACDONALD: Well, they've been ordered to clean it up by the 29 February. Would you like it to go much faster?

PRIME MINISTER: Well, I think getting it cleaned up properly needs to be the priority because people's safety is essential. So, I think that's a reasonable time frame. But they need to make sure they stick to it. They need to make sure that they can give those assurances to families. You don't want your young boy or girl playing in a playground that's risky to them. You want it to be a positive experience. And certainly the Parklands there, there's bike tracks, it's a really positive thing that has occurred, arising out of that construction activity and I just want people to have access to it as soon as possible because open space is a real priority.  

MACDONALD: Open space is important, yeah. And at the same time, we're having this huge push for more housing in Sydney and in NSW. The Premier conceding yesterday we just can't meet the targets for new housing this year under the State and the Federal Housing Accord. Are those targets you set out achievable?

PRIME MINISTER: Yes, they are, because they're targets over the decade. And Chris Minns is from a starting point, which is way behind because we haven't had appropriate planning mechanisms in place. We need to make sure that we get all different forms of affordable housing. We have our Social Housing Accelerator. NSW benefited with more than $600 million for that. This week I was with the Premier in Northmead announcing renewables going onto the roofs of social housing to make their energy bills cheaper.

MACDONALD: That's for social housing, though. But the 75,000 this year pretty much won't happen because they're only just starting to get the processes of the planning through. Will the state still get the funding though, if we don't achieve those targets?

PRIME MINISTER: Well, the state funding for the targets is when it's met at the end. We put $3 billion on the table as an incentive, if you like, a bit like the way that competition payments used to work for all the states and territories to meet their targets. And I'm confident that we can work constructively with NSW to do so. There are areas of Sydney that should be subject to increased density and appropriate development. I mean, Parramatta Road for years and years and years has been spoken about. An increased density in that community will increase liveability, just like in my local community there's a great example, the old Marrickville hospital site that now has the Marrickville Library, has more open space, a coffee shop underneath, has appropriate development and housing that's quality. All private sector, but with some of it affordable, that's made a big difference.

MACDONALD: You'll be getting more in the Marrickville area of the new density that's coming for Sydney. But Paul Scully who's the Planning Minister for NSW told me yesterday that he would like some of the money from the Federal State Accord upfront for some of the infrastructure, such as the water and the sewerage and the drainage. Is he dreaming? Will you give NSW some cash up front?

PRIME MINISTER: No, we provide other funding of course for infrastructure separate for this, but we have very much that incentive. That's a national agreement as part of National Cabinet, and that is an incentive for states and territories, essentially, to be rewarded for meeting their targets. That amount of money will be carved up. If only one state wins the race to meet their targets, then that state will receive all of the funding.

MACDONALD: So it's a race?

PRIME MINISTER: Well, it is a race to fix up housing in this country. We know that it's had a real impact and that's why we had measures in the Budget, including the incentive for the private sector for Build to Rent Schemes as well. Now, the Property Council estimates that that will result itself in the building of between 150 and 250,000 dwellings. That will make a difference right around the country. We need all levels of government, federal, state and local, to work together with the private sector to achieve this outcome. Because we know that for many, younger people in particular, what they say to me is the big thing they're concerned about, and parents are concerned about for their kids as well, is that they'll never be able to own a home - and part of that is about supply. Supply is the key.

MACDONALD: Well, and cost. It’s hugely expensive. Are you going to have to buy your son a house in Sydney?

PRIME MINISTER: The relationship is between supply and cost. There's a direct relationship there. We don't have enough housing and that puts upward pressure on prices which means that people can't afford to buy a house but it also puts upward pressure on rents. And that's why supply is so critical.

MACDONALD: It's twenty minutes to nine on ABC Radio Sydney. Sarah McDonald with you, with the Prime Minister, Anthony Albanese. The monthly fall in jobs we heard about yesterday could be good for interest rates, but it's still very expensive at the shops. The groceries are so expensive. Do you speak to the CEO of, say, Woolies and Coles about this? I know you've got Craig Emerson out on this and various inquiries, but do you give them a call?

PRIME MINISTER: I certainly have had discussions with all of the major supermarket chains.

MACDONALD: What do you say?

PRIME MINISTER: Well, what I say is that people expect that lower prices that they're paying for goods be passed on to consumers. What they expect is to pay the cheapest possible price at the checkout because people are doing it tough. And that's why we have a range of measures in place. There's the ACCC, and we'll have more to say about that as Gina reports back to us, the head of the ACCC. We also have Dr Craig Emerson and the work that he's doing over whether the current voluntary code of conduct needs to have an element of mandating to it. And the third is the Senate Inquiry as well, allowing people to come forward. I think for many farmers as well, who are getting less dollars for the goods that they're selling and aren't seeing that being priced on.

MACDONALD: Yes. That's $4 a kilo for lamb though, that then may be sold for $36 a kilo at the supermarket.

PRIME MINISTER: Exactly. There's something wrong there.

MACDONALD: Yeah. Do we need more sticks, less carrots?

PRIME MINISTER: Well, that is precisely what we are considering doing, and we'll take all of the recommendations seriously. And I've said if the ACCC asks for more powers, then my government will give it to them.

MACDONALD: You're on ABC Radio Sydney with the Prime Minister Anthony Albanese in the studio. There are calls to stop the Stage Three Tax Cuts coming in this year. Are they definitely, absolutely, going ahead as written and planned?

PRIME MINISTER: Well, of course there will be tax cuts. We'll go ahead in July. We haven't changed our position. The current legislation that's been passed says that those tax cuts begin at $45,000 a year. One of the perceptions which is there is that somehow all of it is at the top end. That, of course, isn't the case.

MACDONALD: Will you modify it to be less at the top end and more towards the bottom end?

PRIME MINISTER: Well, we haven't changed our position on what has been legislated.

MACDONALD: Will you change your position?

PRIME MINISTER: Well, we haven't changed our position, I've said that very consistently the whole way through. I've used the same language the whole way through here because we think that tax cuts putting more money in people's pockets is a good thing. We have been responsible economically. We produced the first budget surplus in fifteen years and we in MYEFO, the midyear economic forecast we produced in December, also showed an improved budget position from what we anticipated in December. Now all of this is aimed at how do we provide cost of living relief to take pressure off families whilst continuing to put that downward pressure on inflation? And the figures we released this month showing inflation falling to 4.3% was good news. We need to make it fall even further, though. And we're engaged -

MACDONALD: But you're not going to change them at all?

PRIME MINISTER: Well, we're engaged in a war on inflation.

MACDONALD: Yes, but could they be inflationary if they're going forward.

PRIME MINISTER: Peter Dutton is engaged in a war against Woolworths it seems, and against Kmart and against other stores. It's bizarre how he thinks that inflation will be improved by having, largely one of the issues in this country is we have largely a duopoly of Woolworths and Coles, he seemingly wants it to be a monopoly. That won't do anything to help inflation or to help prices or to help the cost of living, which is the major concern that people have. So that is, our focus is on cost of living. We think that with regard to inflation and the tax cuts, that's been factored in by the Reserve Bank and by the Treasury.

MACDONALD: So they are going ahead as planned, okay. Sixteen minutes to nine on ABC Radio Sydney. We've been hearing Penny Wong, she's been in Israel and the Middle East and I asked you in October, I think it was October 8 if our support for Israel was unconditional. Since then we've had 1% of the population of Gaza die. Where do you stand on that question now?

PRIME MINISTER: Well, the existence of the state of Israel is completely unconditional.

MACDONALD: No, but our support for their -

PRIME MINISTER: Well, we have been very clear from day one with the resolution that was carried in the Parliament that we value every life, whether it be Israeli or Palestinian. And too many innocent people have lost their lives during this conflict by Hamas's terrorist action on October 7, and by too many innocent people in Gaza have lost their lives. There's been too many children and people who are not enemies of Israel, who don't seek the destruction of Israel, which is what Hamas's objectives are. So we need to be consistent about this, and we have been. The resolution passed by the Parliament with the support of both major parties spoke about the need for international law to be upheld, the need for every innocent life to be valued and protected. We think long term, and one of the things that Penny Wong's been stating very quickly, we don't have different messages to different groups. Our position is that we very much support -

MACDONALD: Your phone's going off. Is that Penny Wong on the phone? I’m heading home now.

PRIME MINISTER: It's Linda Burney, the Indigenous Affairs Minister.

MACDONALD: Hi, Linda Burney.

PRIME MINISTER: Hi, Linda Burney, why aren't you listening to 702?

MACDONALD: She should be.

PRIME MINISTER: Our position is very clear that we want a long term political solution here with Israelis and Palestinians able to live side by side in peace and security. And one of the things that I'm concerned about is the disruption to our harmonious society here. I don't want people to bring some of the conflict here. I think that we -

MACDONALD: Well, that's the thing, NSW is looking at hate speech and we're having a review into this.

PRIME MINISTER: As they should.

MACDONALD: There's rising sort of concern, distress, upset and antagonism in the community.

PRIME MINISTER: Well, there is rising antisemitism, we've also seen Islamophobia. And hate has no role to play here. Hate ends up in conflict and taking us into dark places. And I'm firmly of the view that part of the great Australian project is our success as a microcosm for the world. That people of Jewish, Muslim, Hindu, Buddhist, Catholic, of no faith can live side by side as they do in my local community, in harmony.

MACDONALD: Prime Minister, while I've got you here. The ABC has rejected any claim it's been influenced by external pressure in a case underway at the Fair Work Commission connected to this very program on ABC Radio Sydney. Are you worried about pressure on the ABC's independence and its complaint procedure in response to any pressure?

PRIME MINISTER: Well, we support very much the editorial and operational independence of the ABC. There's legal responses underway, so I certainly won't be commenting on them because that's not appropriate. But my government is a strong supporter of the ABC. We've increased our funding for the ABC and part of our cherishing of this great institution is its independence. And that's really important because at a time where -

MACDONALD: Yeah but by that, do you think that there should be, in terms of the official complaint procedures, are you happy with how they work?

PRIME MINISTER: Well, that's a matter for the ABC, not a matter for me to do a running commentary on.

MACDONALD: I know you've got to go. You and I are not allowed to have too many personal opinions expressed in our job. We keep them very careful. I have one country music, I can't really cope. It's my kryptonite. I don't quite get it. Your thoughts briefly, before you head off?

PRIME MINISTER: I think the Tamworth Country Music Festival is one of Australia's great events. It's fantastic.

MACDONALD: You're a little bit country and a little bit rock and roll.

PRIME MINISTER: Look, I'm largely a rock and roll guy and an indie rock and roll guy. But a few years ago when I was the Transport Minister, I intervened to give Dolly Parton's tour the go ahead. She was going to cancel the tour, and it was worth in excess of $30 million, tickets had already been sold.

MACDONALD: What did you do?

PRIME MINISTER: Well, Dolly Parton doesn't like flying around.

MACDONALD: Right.

PRIME MINISTER: So, she has a bus that is larger than the regulations and the bureaucrats say is allowed on NSW roads and on roads in Australia. So I intervened and said, for goodness sake, surely going from A to B with Dolly Parton's bus, that I got to have a look inside. It's a bit more than a bus, she lives in there basically. It's quite luxurious, but it's longer and wider than a normal bus here. And so I intervened as the federal Transport Minister and her tour went ahead and I got to meet Dolly and to go to her gig there out at Homebush. And I've got to say, it was fantastic. She is a great entertainer. And so happy birthday, Dolly.

MACDONALD: 78 today. Thanks so much for your time. Next time, come in and take some calls.

PRIME MINISTER: Thanks very much.

薪酬沟壑：澳洲ASX上市公司董事长最高薪酬涨幅超40%

据《澳大利亚人报》整理的薪酬数据，上一财年澳大利亚前50家ASX上市公司董事长的平均薪酬上涨了近6%。

数据显示，大约17名董事长在上一财年获得了两位数的薪酬涨幅。其中获得最大加薪幅度最大的是时任Newcrest董事长的Peter Tomsett，其薪酬涨幅高达41%。

与此同时，大约30名董事长的法定总收入高于澳大利亚总理阿尔巴尼斯的549,250澳元，其中包括基本工资、短期和长期奖励、奖金及其它收入。

其中薪酬最高的是ResMed董事长Mick Farrell，其总薪酬较上一年高出17%，达到约21,58.5万澳元。薪酬排名第二的是Qantas和Woodside董事长Richard Goyder，其在两家公司的总薪酬达到约156万澳元。

其他高薪主席包括BHP必和必拓董事长Ken Mackenzie，其薪酬上涨了3.5%至146.7万澳元，以及Fortescue董事会副主席Mark Barnaba，其薪酬为约126.5万澳元。

（图表来源：TheAustralian）

而根据澳大利亚统计局（ABS）发布的最新数据，在截至2023年5月份的一年里，所有澳大利亚员工的平均周收入增长了3.9%至1400澳元，其中全职员工的平均每周收入约为1840澳元。该数据意味着普通员工与公司高层之间的收入沟壑正在进一步拉大。

悉尼独立房屋价格有望三年攀升16%    公寓价格涨幅或超23%

咨询机构澳大利亚牛津经济研究院（Oxford Economics Australia）发布报告称，受降息预期和库存短缺的影响，预计未来三年悉尼独立房屋的价格将上涨约16%。随着购房者寻求更便宜的住房，公寓的价格涨幅预计将达到23%以上，超过独立住宅的价格涨幅。

该机构还表示，去年悉尼房价中位数大幅反弹10.3%之后，预计2024财年悉尼独立房屋的价格将上涨3.3%，公寓价格将上涨5.2%。在随后的2025年和2026财年，预计悉尼独立房屋的价格将每年上涨5.9%，公寓价格每年上涨8.3%。

昆州电力需求或创历史纪录    批发电价达到上限

昆州能源部长Mick de Brenni周一表示，在持续热浪的影响下，预计昆州电力需求将在周一晚些时候飙升至历史最高水平，但电力供应足以满足需求。

据预测，储备发电量将低于理想状态下所需要的水平，但澳大利亚能源市场运营机构（AEMO）在周一发布的预警仍处于最低水平，因而不需要紧急供应电力。

昆州大部分地区正遭受严重的热浪侵袭。周日晚间，昆州的电力需求已经激增至接近历史纪录的水平，约为 10,000 兆瓦，导致批发价格飙升至每兆瓦时16,600 澳元的上限价格。

【昨日公司新闻回顾】

锂盐下跌 昔日明星锂矿股Liontown（ASX：LTR）股价暴跌“裸奔

锂矿商Liontown Resources (ASX:LTR)周一发布公告称，西澳Kathleen Valley 锂矿项目仍将按计划于今年年中首次投产，公司将继续致力于按照计划和预算完成该项目。

公告还表示，最近锂辉石价格大幅下跌，导致中短期预期价格急挫。因此，公司已开始对Kathleen Valley的扩建和提升计划进行审查，以保留资本并减少项目的近期资金需求。该项目的审查包括审查是否推迟之前宣布的每年400万吨地下开采的时间、锂矿开采顺序的调整以及额外成本优化的范围。公司目前正在进行的每年300万吨产能的工厂设计没有变化。

公告发布后，Liontown股价周一早盘大跌。11:36成交价为0.93澳元，下跌0.265澳元，跌幅22.18%。该股近一年的投资回报率为亏损32.36%。

季度产量下降   Lynas股价下跌近2%

澳大利亚稀土生产商Lynas Rare Earths (ASX:LYC)周一发布公告称，本财年第二季度的稀土氧化物（REO）总产量为 1,566 吨，低于第一季度的3,609吨。销售收入也从一季度的 1.281 亿澳元降至 1.125 亿澳元。

公告还表示，预计本财年第三季度的产量约为1500吨，而截至 2024 年 6 月的六个月的产量预计将比之前的估计略有增加，在3200至3400吨之间。

公告发布后，Lynas股价周一午盘下跌。12:41成交价为5.84澳元，下跌0.11澳元，跌幅1.85%。该股近一年的投资回报率为亏损32.87%。

（部分资料来源：澳洲金融评论 澳大利亚人报 RBA）

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