Core Viewpoint - The "Implementation Plan for High-Quality Development of the Gold Industry (2025-2027)" aims to enhance resource security and innovation in the gold industry, targeting a 5% to 10% increase in gold resources and over 5% growth in gold and silver production by 2027, with a comprehensive high-quality development framework established by 2035 [1][2]. Resource Security and Supply Stability - Gold is a strategic mineral resource with significant implications for national industrial and financial security, with China maintaining its position as the world's largest producer and consumer of gold [2][3]. - In 2024, China's gold production is projected to be 377 tons, and consumption is expected to reach 985 tons, continuing its global leadership [2]. - The industry faces challenges such as insufficient resource security, declining ore grades, and rising costs, which hinder competitiveness [2][3]. Technological Innovation and Development - The gold industry requires breakthroughs in key technologies and equipment, particularly for deep mining and high-purity materials, to meet the demands of sectors like electronics and aerospace [4][5]. - The plan emphasizes the need for collaboration between academia and industry to accelerate technological advancements and establish a robust standard system [4][5]. Industry Transformation and Upgrading - The integration of digital technologies such as AI, big data, and cloud computing is essential for the sustainable development and transformation of the gold industry [6][7]. - By 2027, the plan aims for 70% of gold mines to process over 500 tons of ore per day, fostering the growth of quality enterprises and optimizing the industry structure [6][7]. Green and Intelligent Development - The plan outlines measures to enhance resource efficiency, promote green mining practices, and implement digital transformation in operations [7]. - Safety management and risk control are prioritized to improve production safety and ensure compliance with safety regulations [7].

Group 1 - Domestic gold jewelry prices have generally declined, with prices per gram dropping to around 1,000 yuan [2] - On June 24, international precious metal futures saw a widespread decline, with spot gold dropping over 2% to close at 3,322.93 USD/ounce, and COMEX gold futures closing down 1.66% at 3,338.5 USD/ounce [2] - Major domestic brands like Chow Tai Fook, Lao Miao, and Lao Feng Xiang reported price drops ranging from 6 to 14 yuan per gram [2] Group 2 - The World Gold Council's recent survey indicates that nearly 43% of the 73 central banks surveyed plan to increase their gold reserves in the next year [4] - Over 95% of the surveyed central banks believe that global central banks will continue to increase gold holdings in the next 12 months, marking the highest percentage since the survey began in 2019 [5] Group 3 - A joint implementation plan for the high-quality development of the gold industry in China has been released, aiming for a 5% to 10% increase in gold resource volume and over 5% growth in gold and silver production by 2027 [7] - The plan emphasizes the importance of gold as a strategic mineral resource and outlines key tasks such as enhancing domestic resource exploration, strengthening technology and equipment development, and promoting green mining practices [8] - The initiative aims to foster globally competitive enterprises and improve the overall structure of the gold industry, with a vision for a comprehensive high-quality development framework by 2035 [8]

Core Viewpoint - The article discusses the recent fluctuations in gold prices, both in the international market and domestic jewelry prices, alongside a new government initiative aimed at enhancing the gold industry in China. Group 1: Gold Price Fluctuations - On the evening of the 24th, international precious metal futures generally fell, with spot gold dropping over 2% at one point, closing at $3322.93 per ounce, while COMEX gold futures closed down 1.66% at $3338.5 per ounce [1] - As of the morning of the 25th, both spot gold and COMEX gold futures saw slight increases, with spot gold rising 0.21% to $3329.830 per ounce and COMEX gold futures up 0.39% to $3346.8 per ounce [1] - Following these international trends, domestic gold jewelry prices also declined, with major retailers like Chow Tai Fook and Lao Miao reporting prices around 998 to 1006 RMB per gram, reflecting decreases of 14 RMB, 8 RMB, and 6 RMB respectively [3] Group 2: Government Initiative for Gold Industry - A joint implementation plan for the high-quality development of the gold industry in China has been issued by nine government departments, aiming for a 5% to 10% increase in gold resource volume and over 5% growth in gold and silver production by 2027 [10] - The plan emphasizes the strategic importance of gold as a mineral resource, highlighting its dual role as a commodity and currency, which is crucial for national industrial and financial security [10] - Key tasks outlined in the plan include enhancing domestic resource exploration, advancing critical technology and equipment, establishing green mines and factories, and promoting the recycling of gold and silver from electronic waste [10][11]

Core Viewpoint - The "Implementation Plan for High-Quality Development of the Gold Industry (2025-2027)" aims to enhance resource security and innovation in China's gold industry, targeting significant improvements by 2027 and establishing a leading global position by 2035 [1][2]. Resource Security Enhancement - China's gold production reached 377 tons in 2024, maintaining its position as the world's largest producer for 18 consecutive years, while consumption was 985 tons, also the highest globally for 12 years [2]. - The plan emphasizes increasing domestic gold reserves and production through exploration and development, particularly in western regions, and encourages the comprehensive utilization of mineral resources [2][3]. Key Technology Development - The plan identifies the need for breakthroughs in critical technologies and equipment for deep mining and high-purity materials, which are currently insufficient for high-end applications [3]. - It promotes collaboration between industry, academia, and research to accelerate advancements in key technologies and improve the supply of high-end materials [3]. Green, Intelligent, and Safe Development - The plan addresses the fragmentation of gold enterprises and promotes resource integration and scale in processing, encouraging the establishment of new processing facilities with specified capacities [4][5]. - It advocates for the construction of green mines and factories, the adoption of digital technologies, and the enhancement of safety measures in production processes [5].

Core Viewpoint - The implementation plan for the high-quality development of the gold industry in China aims for a 5% to 10% increase in gold resources and over 5% growth in gold and silver production by 2027, highlighting the importance of gold as a financial asset amid global uncertainties [1] Group 1: Industry Development Goals - The enhancement of gold resource volume is a key focus for the next three years, with significant growth in market transactions and investment demand for gold bars and coins observed in the first quarter [2] - China remains the largest producer and consumer of gold globally, with a projected gold production of 377 tons in 2024 and a consumption of 985 tons, maintaining its leading position for 18 and 12 consecutive years respectively [2] - Despite being a major player, China's gold resource reserves rank only fourth globally, with a significant reliance on imports, which account for 40% of total gold supply [2] Group 2: Resource Assurance and Exploration - To enhance resource assurance capabilities, the plan emphasizes domestic resource exploration and development, including a new round of mining breakthroughs and exploration in key western regions [3] - The plan encourages comprehensive utilization of mineral resources, including the recycling of secondary resources and the recovery of gold and silver from electronic waste [3] - It also aims to balance ecological protection with resource development, proposing a new evaluation of natural reserves with potential for gold resources [3] Group 3: Technological Innovation - Technological innovation is identified as a crucial pathway for improving exploration, mining, and refining processes, addressing the current technological gaps in the domestic gold industry [4] - The plan calls for collaborative efforts to overcome common technical challenges in deep mining and efficient smelting of difficult ores, as well as the development of high-end new materials [4] Group 4: Global Integration and Competitiveness - The plan encourages enterprises to strengthen their positions within the global gold supply chain, promoting international cooperation and long-term supply agreements with foreign mining companies [5] - By aligning with global industry trends and focusing on resource security, technological innovation, and standard enhancement, the gold industry aims to fortify China's economic and financial security [5]

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].

Core Viewpoint - The "Implementation Plan for High-Quality Development of the Gold Industry (2025-2027)" aims to enhance resource security and innovation in the gold industry, targeting a 5%-10% increase in gold resources and over 5% growth in gold and silver production by 2027 [1][2][11]. Group 1: Resource Security Enhancement - The plan includes measures to promote domestic resource exploration and production, focusing on new mining discoveries and expanding existing operations [3]. - It encourages comprehensive utilization of mineral resources, improving recovery rates of gold, silver, and associated valuable elements from low-grade and difficult-to-process ores [4]. - The plan emphasizes the recycling of secondary resources, promoting the recovery of gold from tailings and electronic waste, and establishing a regulated gold recycling market [5]. Group 2: Technological Innovation - The plan outlines initiatives to strengthen key technology and equipment development, including deep mining and green efficient smelting technologies [6]. - It aims to enhance the supply of high-end products by developing advanced materials for specific applications and improving product quality through collaboration with downstream users [7]. - The establishment of standards for deep mining, green low-carbon practices, and digital empowerment is also a focus, along with the development of responsible growth guidelines for the gold industry [7]. Group 3: Enterprise Development - The plan supports resource integration in key gold mining areas, promoting the establishment of regional mining operations [8]. - It encourages the construction of independent processing facilities with specified daily processing capacities for gold and silver [9]. - The cultivation of high-quality enterprises is prioritized, aiming to create globally competitive groups and specialized "little giants" in the gold and silver new materials sector [10]. Group 4: Strategic Insights - The gold industry is recognized as a core asset for national strategic reserves and is facing challenges from international market fluctuations and domestic resource development inefficiencies [11]. - The plan emphasizes the need for innovation-driven resource security and structural adjustments to enhance the entire industry chain [12]. - The China Gold Group is committed to integrating efforts across the industry to ensure resource supply stability and accelerate project construction [13].

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].