有色金属稳增长方案发布，年均增长5%左右

Core Viewpoint - The new "Nonferrous Metals Industry Stabilization Growth Work Plan (2025-2026)" aims to address the challenges faced by the nonferrous metals industry and promote high-quality development through ten specific measures focusing on resource security, supply optimization, transformation promotion, consumption expansion, and cooperation strengthening [1][2]. Group 1: Industry Overview - The nonferrous metals industry has rapidly developed in recent years, becoming the world's largest producer and consumer of nonferrous metals [2]. - In 2024, the added value of the nonferrous metals industry is expected to grow by 8.9% year-on-year, outperforming the industrial average growth rate by 3.1 percentage points [2]. - The production of ten common nonferrous metals reached 79.19 million tons in 2024, with a year-on-year increase of 4.3% [2]. - The industry’s revenue and profit increased by 15.8% and 16.5% year-on-year, respectively, supporting the growth of strategic emerging industries [2]. Group 2: Economic Goals - The work plan sets a target for the nonferrous metals industry to achieve an average annual growth of around 5% in added value from 2025 to 2026, with a production growth of approximately 1.5% for ten nonferrous metals [2][3]. - The plan emphasizes the development of domestic resources for copper, aluminum, and lithium, with a target of exceeding 20 million tons in recycled metal production [2][3]. Group 3: Strategic Initiatives - The work plan outlines a comprehensive approach to enhance resource utilization and security, including a new round of mineral exploration strategies focusing on copper, aluminum, lithium, nickel, cobalt, and tin [3]. - It supports the development of green and efficient mining technologies for low-grade and complex ores, as well as the comprehensive utilization of waste nonferrous metals and emerging solid waste [3]. Group 4: Technological Innovation - The work plan highlights the importance of technological innovation in the industry, promoting breakthroughs in high-purity metals, copper alloy materials, and high-end rare earth materials [5]. - It encourages the establishment of pilot platforms for new materials and low-carbon smelting processes to enhance product quality and meet the growing demand from strategic emerging industries [5]. - The report from CCID Consulting indicates that the nonferrous metals industry will increasingly focus on the research and application of high-performance and special alloy materials, which are crucial for sectors like aerospace, new energy vehicles, and high-end equipment manufacturing [5].