四川战略性矿产找矿突破显著 钒钛新材料产业成全球重要发展极核

Core Insights - Sichuan Province has made significant breakthroughs in the exploration of strategic mineral resources, with notable reserves of vanadium and titanium leading the nation, and the Panzhihua-Xichang strategic resource innovation development experimental zone becoming a key global hub for vanadium-titanium new materials [1][2] Group 1: Resource Discovery and Investment - Since the "14th Five-Year Plan," Sichuan has increased funding for mineral exploration, with social capital investment exceeding 2 billion yuan, leading to the discovery of three large graphite mines and six medium to large phosphate mines, along with substantial increases in lithium, rare earth, gold, and oil and gas reserves [1][2] - The provincial geological exploration investment has quadrupled compared to the "13th Five-Year Plan," successfully addressing the issue of zero investment from municipal and county finances, with a total social capital investment of 2.084 billion yuan [2] Group 2: Production and Utilization - The Panzhihua experimental zone produces approximately 80% of the nation's titanium concentrate, 60% of vanadium products, and 20% of hard rock rare earths, establishing itself as the largest vanadium product base and the largest titanium raw material base globally [2] - The comprehensive utilization rates of vanadium and titanium resources have improved to 50% and 35%, respectively, with high-end titanium alloys being supplied in bulk and a 40% market share in domestic high-speed rail steel tracks [2] Group 3: Future Development Plans - The Sichuan Economic and Information Technology Department plans to enhance the vanadium-titanium new materials manufacturing cluster, promote the deep integration of the "vanadium-titanium + steel" industry, and support innovation in key technologies such as intelligent steelmaking and high-end titanium alloy wire [3] - There is a focus on building a strategic base for the supply of important primary products and creating an integrated layout for the entire vanadium-titanium-steel industry chain to strengthen the supply capacity of strategic resources [3]