有色金属业保资源优供给促转型

Core Viewpoint - The recent "Work Plan for Stable Growth in the Nonferrous Metal Industry (2025-2026)" aims to enhance the resilience and safety of the industry, targeting an average annual growth of around 5% in value-added output and 1.5% in the production of ten nonferrous metals from 2025 to 2026 [1][2]. Group 1: Resource Utilization - The plan emphasizes the need for a new round of exploration strategies to improve domestic resource supply, particularly for copper, aluminum, lithium, nickel, cobalt, and tin [2]. - It aims to enhance resource recovery rates and support the establishment of recycling bases in suitable regions, with a focus on increasing the efficiency of resource utilization [2]. - The government has allocated 300 billion yuan to support the replacement of old consumer goods, which will contribute to the recycling of nonferrous metals [2]. Group 2: Technological Innovation - The industry faces challenges in providing stable supplies of high-end products, necessitating a focus on high-end product innovation and the development of new materials [4][5]. - Companies like China Aluminum Corporation are committed to advancing research and industrial application of high-performance materials and enhancing their production capabilities [5][6]. - Jiangxi Copper is exploring new technologies and processes to improve resource utilization and develop high-purity metals [5][6]. Group 3: Industry Transformation - The plan highlights the importance of green and digital transformation in the nonferrous metal industry, aiming for a more sustainable and efficient production process [6][7]. - Companies are encouraged to adopt energy-efficient technologies and practices, with a focus on reducing carbon emissions and improving environmental performance [6][7]. - Digital transformation initiatives are being promoted, including the establishment of smart factories and the integration of AI technologies to enhance operational efficiency [7][8].