多地推动战略性矿产资源增储上产，矿业权市场热度持续攀升

Core Insights - The newly revised Mineral Resources Law emphasizes national mineral resource security and aims to establish a comprehensive system for mineral resource security [1] - The implementation of the new law is expected to create new development opportunities for high-quality growth in the mining industry, with multiple policy benefits being released [1] - There is a significant increase in investment in mineral exploration, with a 23.9% year-on-year growth in funding for non-oil and gas mineral exploration in the first half of the year [2] Group 1: Policy and Regulatory Changes - The new Mineral Resources Law, effective from July 1, introduces a mineral rights registration system and enhances the protection of mineral rights as a type of property right [1] - The law aims to improve the licensing system for mineral exploration and mining, as well as the management of transfer contracts [1] - The Ministry of Natural Resources has increased the supply of exploration rights, with a record 581 strategic mineral exploration rights to be issued in 2024 [5] Group 2: Investment Trends - In the first half of the year, total investment in mineral exploration reached 6.993 billion yuan, with social funding accounting for 3.359 billion yuan, indicating a growing enthusiasm among enterprises for mineral exploration [2] - Investment in various minerals such as tin, bauxite, tungsten, copper, and phosphate has seen over 50% year-on-year growth [2] - The mining rights market is becoming increasingly active, with significant transactions reported in regions like Gansu and Inner Mongolia, totaling hundreds of billions of yuan [5][6] Group 3: Market Environment - The external environment for mineral resources is currently unstable, while domestic demand for mineral resources is on the rise [4][6] - The mining industry is undergoing a transformation period, balancing development and ecological protection, necessitating a new round of strategic actions for mineral exploration [6][7] - The Ministry of Natural Resources is encouraging policy innovation and social capital involvement in mineral geological surveys to address various local issues [7]