Core Viewpoint - The implementation plan for the high-quality development of the gold industry in China aims to enhance resource security and innovation levels by 2027, with specific targets for gold and silver production growth [1][2]. Group 1: Industry Goals - By 2027, China's gold resource volume is expected to increase by 5% to 10%, and gold and silver production is projected to grow by over 5% [1]. - The plan emphasizes the importance of gold as a strategic mineral resource, highlighting its dual role as a commodity and currency for national industrial and financial security [1]. Group 2: Key Tasks and Initiatives - The plan outlines several key tasks, including increasing domestic resource reserves, enhancing geological exploration, and strengthening technological advancements [2]. - It calls for the construction of green mines and factories, as well as the recycling of gold and silver from waste electrical and electronic products and retired photovoltaic components [2]. - The initiative encourages the establishment of new enterprises with larger production scales and aims to cultivate globally competitive corporate groups [2]. Group 3: Future Outlook - By 2035, the plan envisions a comprehensive high-quality development pattern for the related industries, with significantly enhanced resource security capabilities and a leading global technological and industrial system [1]. - The Ministry of Industry and Information Technology will coordinate with relevant departments to strengthen policy support and ensure effective implementation of the plan [2].

Core Viewpoint - The "Implementation Plan for High-Quality Development of the Gold Industry (2025-2027)" aims to enhance resource supply capabilities, promote integration into global supply chains, and address existing challenges in China's gold industry [1][2]. Group 1: Objectives - By 2027, the plan targets a 5%-10% increase in gold resource volume and over 5% growth in gold and silver production [2]. - The daily processing capacity of gold mines should exceed 500 tons, with such mines accounting for over 70% of national production [2]. - The comprehensive utilization rate of solid waste from gold production is expected to rise to 35% [2]. - The plan aims to develop key technologies and equipment for mining at depths below 2000 meters and promote the application of new materials in various high-tech fields [2]. Group 2: Enhancing Resource Supply Capability - The uneven distribution of gold resources necessitates increased exploration and diversified supply capabilities [3]. - The plan includes three measures: 1. Promote domestic resource increase and production through strategic exploration in key western regions [3]. 2. Encourage comprehensive utilization of mineral resources to improve recovery rates of gold, silver, and associated valuable elements [3]. 3. Strengthen secondary resource recovery by developing tailings and recycling gold from electronic waste [3]. Group 3: Strengthening Enterprises - The gold industry faces challenges such as fragmentation and low resource utilization, requiring policy guidance to enhance enterprise strength [4]. - Three measures proposed include: 1. Support resource integration in key gold mining areas to establish regional mining operations [5]. 2. Encourage the establishment of independent processing facilities with specified daily processing capacities [5]. 3. Foster the development of high-quality enterprises to create globally competitive groups and specialized "little giants" in gold and silver materials [6]. Group 4: Deepening Overseas Investment Cooperation - Chinese enterprises are encouraged to enhance overseas gold resource development and integrate into global supply chains [7]. - The plan outlines three measures: 1. Promote high-quality cooperation under the Belt and Road Initiative to facilitate the export of advanced technologies and services [7]. 2. Encourage long-term supply agreements with foreign mining companies to diversify import sources [7]. 3. Guide enterprises to fulfill social responsibilities and build mutually beneficial community relationships in host countries [7].

黄金产业迎来重磅利好政策。 23日，据工业和信息化部官网消息，工业和信息化部等九部门印发《黄金产业高质量发展实施方案（2025— 2027年）》（以下简称《实施方案》），其中提出，到2027年，黄金资源保障能力和产业链创新水平明显提 升。资源保障方面，黄金资源量增长5%～10%，黄金、白银产量增长5%以上；技术创新方面，突破一批关键 共性技术和装备，2000米以下深度的矿山开采、无氰提金等采选冶技术装备实现应用，黄金、白银高端新材料 供给能力明显增强；产业升级方面，黄金矿石处理量500吨/日以上的矿山产量占全国70%以上，培育一批优质 企业，标准体系不断健全，产业结构进一步优化。 中国黄金协会副会长兼秘书长张永涛发表解读文章称，《实施方案》全面部署了未来三年黄金产业重点任务， 为推进黄金产业高质量发展指明了方向。中国黄金集团有限公司党委书记、董事长周洲指出，《实施方案》明 确了未来三年黄金产业高质量发展9个方面的核心工作，引导我国黄金产业提升高端化、智能化、绿色化、安 全化发展水平，对黄金产业高质量发展具有深远意义。 三是强化二次资源回收利用。鼓励开发黄金尾矿库二次资源，推进废弃电器电子产品等黄金、白银回收， ...

提升资源保障能力 在全球地缘政治风险加剧、世界充满不确定性背景下，黄金的保值和避险金融属性持续被推升，黄金 资源的稀缺性更加凸显，黄金产业迎来重大发展战略机遇期。 经过几十年的发展，中国黄金产业已形成涵盖勘探、开采、冶炼、加工、交易的完整产业链，是全球 最大的黄金生产国和消费国。 2025.06. 24 本文字数：2558，阅读时长大约4分钟 作者 | 第一财经 祝嫣然 黄金是战略性矿产资源，兼具商品和货币属性，对维护国家产业安全和金融安全具有重要意义。 工信部等九部门印发《黄金产业高质量发展实施方案（2025—2027年）》（下称《实施方案》）， 明确了未来三年黄金产业高质量发展9个方面的核心工作，旨在解决我国黄金产业发展资源保障能力 不足、关键核心技术和装备难以满足需求等突出问题，引导我国黄金产业提升高端化、智能化、绿色 化、安全化发展水平。 《实施方案》提出，到2027年，黄金资源保障能力和产业链创新水平明显提升。资源保障方面，黄 金资源量增长5%-10%，黄金、白银产量增长5%以上。展望2035年，高质量发展格局全面形成，资 源综合保障能力明显增强，建成全球领先的技术体系和产业体系。 对此，《实施方案 ...

Core Viewpoint - The "Implementation Plan" aims to enhance the high-quality development of China's gold industry from 2025 to 2027, addressing issues such as resource security, technological gaps, and promoting sustainable practices [1][2]. Group 1: Resource Security Enhancement - The plan emphasizes the integration of key gold mining areas in provinces like Shandong, Gansu, and others, promoting the construction of "regional mines" and phasing out inefficient production capacities [1][7]. - By 2027, the gold resource capacity is expected to increase by 5%-10%, with gold and silver production rising by over 5% [1][2]. - China's gold production in 2024 is projected to be 377 tons, maintaining its position as the world's largest producer for 18 consecutive years, while consumption is expected to reach 985 tons [2]. Group 2: Technological Innovation and Development - The gold industry faces challenges in deep mining technology and high-purity material production, necessitating collaboration between academia and industry to enhance innovation [5][6]. - The plan calls for breakthroughs in key technologies and equipment for deep mining and green efficient smelting, as well as the development of high-end new materials [5][6]. - There is a need for improved standards and evaluation systems to support the application of new materials in sectors like electronics and aerospace [6]. Group 3: Industry Consolidation and Growth - The gold industry is characterized by a fragmented structure with many small players, necessitating policy support for consolidation and the establishment of larger, more competitive enterprises [7][8]. - The plan encourages the establishment of independent processing facilities with specified daily processing capacities to enhance operational efficiency [7]. - The China National Gold Group aims to leverage its full industry chain advantages to enhance resource security and technological innovation while expanding international cooperation [8].

【环球网财经综合报道】近日，工业和信息化部、国家发展改革委、自然资源部、商务部、应急管理部、国务院国资委、海关总署、市场监管总局、国家矿 山安监局等9部门联合发布《黄金产业高质量发展实施方案（2025—2027年）》（以下简称《实施方案》）。《实施方案》提出，到2027年，黄金资源保障 能力和产业链创新水平明显提升。资源保障方面，黄金资源量增长5%-10%，黄金、白银产量增长5%以上。 《实施方案》的目标还提出，在技术创新方面，突破一批关键共性技术和装备，2000米以下深度的矿山开采、无氰提金等采选冶技术装备实现应用，黄金、 白银高端新材料供给能力明显增强；产业升级方面，黄金矿石处理量500吨/日以上的矿山产量占全国70%以上，培育一批优质企业，标准体系不断健全，产 业结构进一步优化。展望2035年，高质量发展格局全面形成，资源综合保障能力明显增强，建成全球领先的技术体系和产业体系。 当前，我国黄金企业"多、小、散"问题突出，资源集约化、绿色化开发利用水平不高，产业科技创新能力不强，综合竞争力有待提升，亟需加强政策引导， 推动企业做强做优做大。《实施方案》提出3项措施。一是支持重点黄金矿区资源整合。引导建设" ...

Group 1 - The Ministry of Industry and Information Technology and eight other departments issued the "Implementation Plan for High-Quality Development of the Gold Industry (2025-2027)", aiming to significantly enhance resource security and innovation levels in the industry by 2027 [1] - By 2027, gold resource volume is expected to increase by 5%-10%, and gold and silver production is projected to grow by over 5% [1] - The plan targets that gold ore processing capacity of mines with a daily output of over 500 tons will account for more than 70% of the national total, and the comprehensive utilization rate of solid waste from gold will rise to over 35% [1] Group 2 - Since 2025, gold has become a highly sought-after asset, with international gold prices continuing to rise and maintain high levels, leading to a surge in investment interest in gold retail companies in both A-shares and Hong Kong stocks [2] - Historical data indicates that the fundamentals of gold retail companies are weakly correlated with gold prices, contrasting with upstream gold mining companies whose profit elasticity is directly linked to rising gold prices [2] - Gold retail companies primarily operate on a cost-plus pricing model, making their fundamentals driven by two main factors: gold prices and sales volume growth, with the latter being a core source of profit elasticity [2]

工信部网站6月23日消息，近日，工业和信息化部、国家发展改革委、自然资源部、商务部、应急管理 部、国务院国资委、海关总署、市场监管总局、国家矿山安监局等9部门联合发布《黄金产业高质量发 展实施方案（2025—2027年）》（以下简称《实施方案》）。 《实施方案》提出，推进国内增储上产。推进新一轮找矿突破战略行动，加强西部重点区域黄金资源勘 查，推动现有大中型矿山深边部找矿，新增一批资源储量，推进在产矿山扩能、在建矿山投产、新建矿 山建设。 《实施方案》明确鼓励矿产资源综合利用。加强低品位、难处理、共伴生资源综合利用，提高金、银及 伴生有价元素回收率。 《实施方案》强调，强化二次资源回收利用。鼓励开发黄金尾矿库二次资源，推进废弃电器电子产品等 黄金、白银回收，完善黄金回收市场体系，规范黄金回收行为。 我国黄金资源地区分布不均衡，大型金矿较少，中小型金矿多，整体品位较低，资源保障能力不足，难 以满足快速增长的市场需求，亟需加强资源勘探开发，强化资源多元化供给能力。《实施方案》提出3 项措施。一是推进国内增储上产。推进新一轮找矿突破战略行动，加强西部重点区域黄金资源勘查，推 动现有大中型矿山深边部找矿，新增一批资源 ...

工信部等九部门印发《黄金产业高质量发展实施方案(2025—2027年)》。《实施方案》提出，到2027 年，黄金资源保障能力和产业链创新水平明显提升。资源保障方面，黄金资源量增长5%-10%，黄金、 白银产量增长5%以上；技术创新方面，突破一批关键共性技术和装备，2000米以下深度的矿山开采、 无氰提金等采选冶技术装备实现应用，黄金、白银高端新材料供给能力明显增强；产业升级方面，黄金 矿石处理量500吨/日以上的矿山产量占全国70%以上，培育一批优质企业，标准体系不断健全，产业结 构进一步优化。展望2035年，高质量发展格局全面形成，资源综合保障能力明显增强，建成全球领先的 技术体系和产业体系。 ...