非油气地质勘查投入持续增长

Core Insights - The 2024 National Non-Oil and Gas Geological Exploration Statistical Annual Report indicates a total investment of 22.957 billion yuan in geological exploration, marking a 14.4% year-on-year increase and achieving positive growth for four consecutive years [1] Investment Sources - Central government funding amounts to 5.901 billion yuan, accounting for 25.7% of the total, with a year-on-year increase of 27.7% - Local government funding totals 9.201 billion yuan, representing 40.1% of the total, with an 8.2% year-on-year increase - Social funding reaches 7.855 billion yuan, making up 34.2% of the total, with a 13.1% year-on-year increase [1] Strategic Context - The rise in investment is driven by the urgent need to enhance domestic energy resource security amid a backdrop of rising global de-globalization - A new round of mineral exploration breakthrough strategy actions has been implemented, contributing significantly to the continuous growth in geological exploration investment [1] Funding Allocation - Mineral exploration receives 13.917 billion yuan, accounting for 60.6% of the total, with an 18.4% year-on-year increase - Basic geological surveys are allocated 2.656 billion yuan, representing 11.6% of the total, with a 19.5% year-on-year increase - Hydrological, environmental geology, and geological disaster evaluation receive 4.122 billion yuan, making up 17.9% of the total, with a 7.6% year-on-year increase - The top five provinces for funding are Xinjiang, Inner Mongolia, Sichuan, Gansu, and Yunnan [1] Mineral Exploration Projects - In 2024, there are 4,068 mineral exploration projects, reflecting a 7.3% year-on-year increase - The drilling workload reaches 10.19 million meters, showing a 12.5% year-on-year increase [2] Breakthroughs in Strategic Minerals - Significant breakthroughs in strategic emerging industry minerals such as lithium, zirconium, helium, and rare earths have been achieved - A world-class lithium-bearing mineral belt has been discovered in the West Kunlun-Songpan-Ganzi region, with a predicted resource potential of 30 million tons - Lithium resource production in China is expected to increase by over 30% in 2024, with the country's lithium reserves' global share rising from 6% to 16.5%, moving from sixth to second place globally [2] Gold Mining Developments - New resource amounts of 1,570 tons have been added across 24 mines in the San Shan Island, Duo Long, and Bei Ya regions - The Laizhou Xiling gold mine has confirmed a resource amount of 592 tons, becoming the largest single gold deposit in China, further solidifying the Jiaodong region's status as the third-largest gold mining area in the world [2] Geological Exploration Advances - In 2024, over 1,400 strategic mineral exploration blocks will be provided, the highest in nearly a decade, focusing on oil and gas, lithium, copper, gold, iron, coal, bauxite, and potassium salt [3] - The report indicates the discovery of 150 new mineral sites in 2024, with the top five mineral types being granite for construction, ordinary fluorite, lithium, gold, and iron [3] - Significant advancements in geological technology include the commissioning of China's first independently designed deep-sea drilling vessel "Dream" and new discoveries in rare earth mineralization [3]