利好！八部门发布《有色金属行业稳增长工作方案（2025—2026年）》

Core Viewpoint - The "Nonferrous Metals Industry Stabilization and Growth Work Plan (2025-2026)" aims to address challenges in the nonferrous metals sector, focusing on resource security, supply optimization, transformation promotion, consumption expansion, and enhanced cooperation to ensure sustainable growth and high-quality development [1][2]. Group 1: Industry Growth and Economic Performance - The nonferrous metals industry is projected to achieve an average annual value-added growth of around 5% from 2025 to 2026, with the output of ten major nonferrous metals expected to grow by approximately 1.5% annually [2]. - In 2024, the output of ten commonly used nonferrous metals is forecasted to reach 79.19 million tons, reflecting a year-on-year increase of 4.3% [7]. Group 2: Resource Utilization and Supply Chain - The plan emphasizes efficient resource utilization and improving resource security, including a new round of mineral exploration strategies focusing on copper, aluminum, lithium, nickel, cobalt, and tin [2]. - The initiative aims to enhance the recycling of waste nonferrous metals and promote the comprehensive utilization of emerging solid waste, such as used batteries and photovoltaic components [2]. Group 3: Technological Innovation and Industry Transformation - The plan calls for strengthening technological innovation in the industry, focusing on high-purity metals, copper alloy materials, and advanced rare earth materials [5]. - It encourages the establishment of platforms for new materials and low-carbon smelting processes to facilitate product quality improvement and innovation [6]. Group 4: Market Demand and Consumption Expansion - The plan aims to stimulate market consumption potential by promoting the upgrade of bulk metal consumption and expanding applications for high-end aluminum, copper, and magnesium alloys [6]. - It supports long-term procurement agreements between upstream and downstream enterprises to establish stable cooperative relationships [6]. Group 5: Policy Support and Implementation - The Ministry of Industry and Information Technology plans to utilize existing funding channels and policies to support the implementation of the work plan, including tax reductions and state reserves for key products [7].