NONFEMET(SZ:000060) Zhong Guo Zheng Quan Bao·2025-10-22 20:16Core Viewpoint - The company is accelerating its strategic transformation towards the recycling of rare metals and high-value materials, aiming to enhance its position in the non-ferrous metals industry through a comprehensive resource reserve system and technological innovation [1][2][5] Group 1: Strategic Transformation - The company is focusing on a "one body, two wings" strategy, integrating rare metal recycling into its overall value enhancement strategy [1] - The company plans to expand its recycling categories to include scarce metals such as gallium, germanium, platinum, and palladium, while also developing high-end new materials for semiconductor and renewable energy applications [1][2] Group 2: Resource Reserve System - The company is establishing a dual-circulation resource reserve system through domestic exploration and overseas expansion, emphasizing the importance of mineral resources in the non-ferrous metals industry [1][2] - The company aims to enhance its resource reserves by exploring and extracting from key mines during the 14th Five-Year Plan period [2] Group 3: Technological Innovation - The company is committed to overcoming industry challenges through technological breakthroughs, emphasizing that core technology is essential for converting resource advantages into industry influence [3][5] - The company has achieved significant technological advancements in its smelting processes, including the development of a two-stage short-process copper smelting technology that reduces energy consumption by 20% and carbon emissions by 150 kg per ton of copper [3][5] Group 4: Sustainable Development - The company adheres to principles of green, low-carbon, and safe development, promoting efficient resource utilization and the application of energy-saving and environmentally friendly technologies [4][5] - The company implements annual environmental technology renovation projects to enhance its green production capabilities [4]