Core Viewpoint - The Ministry of Industry and Information Technology, along with seven other departments, has issued a "Work Plan for Stable Growth in the Nonferrous Metal Industry (2025-2026)", aiming to address structural issues and promote sustainable growth in the industry [1][2]. Group 1: Industry Goals and Objectives - The work plan sets a target for the nonferrous metal industry to achieve an average annual value-added growth of around 5% from 2025 to 2026 [2]. - It aims for an average annual production growth of 1.5% for ten types of nonferrous metals, with significant progress in domestic resource development for copper, aluminum, and lithium [2]. - The plan includes a target to exceed 20 million tons in the production of recycled metals and to enhance the supply capacity of high-end products [2]. Group 2: Key Initiatives - The work plan outlines ten initiatives focusing on resource conservation, supply optimization, transformation promotion, consumption expansion, and cooperation strengthening [2]. - It emphasizes efficient resource utilization and the implementation of a new round of exploration strategies, particularly for copper, aluminum, lithium, nickel, cobalt, and tin [2][3]. - The plan supports the development of green and efficient mining technologies for low-grade and complex ores, as well as the comprehensive utilization of waste nonferrous metals and emerging solid waste [2]. Group 3: Industry Challenges and Responses - The nonferrous metal industry faces structural challenges, including insufficient domestic supply of key metals like copper and aluminum, despite having some advantages in resource endowment and extraction [3]. - Companies like China Aluminum Corporation are expected to actively participate in the new exploration strategy, enhancing resource investigation and accelerating new mine construction [3]. - The work plan also stresses the importance of maintaining a dynamic balance between total supply and demand, avoiding irrational behaviors in the new energy mineral sector, and promoting strategic cooperation across the industry chain [4].

Core Viewpoint - The "Work Plan for Stable Growth in the Nonferrous Metal Industry (2025-2026)" aims to address key issues such as resource security, high-end supply shortages, and untapped effective demand through ten initiatives, targeting an average annual growth of 5% in industry value added and 1.5% in the production of ten nonferrous metals [1][2][4] Group 1: Resource Security and Supply Enhancement - The plan prioritizes improving resource security by implementing a new round of strategic actions for mineral exploration, focusing on copper, aluminum, lithium, nickel, cobalt, and tin [1][2] - It supports the development of green and efficient mining technologies for low-grade and complex resources [1][2] Group 2: Technological Innovation and Quality Improvement - The plan emphasizes strengthening industrial technological innovation to enhance effective supply capabilities, including breakthroughs in high-purity metals and advanced materials [2][3] - It encourages the establishment of pilot platforms for new materials and low-carbon smelting processes to accelerate material application verification and upgrades [2][3] Group 3: Investment and Industry Transformation - The plan aims to expand effective investment and facilitate industry transformation by expediting the approval processes for mineral resource development projects [2][3] - It promotes energy-saving and pollution-reduction transformations in various sectors, including alumina and copper smelting [2][3] Group 4: Market Demand and International Cooperation - The plan seeks to stimulate market consumption by promoting the upgrade of bulk metal consumption and establishing long-term cooperative relationships between upstream and downstream enterprises [3][4] - It encourages international development by guiding enterprises to respond to unreasonable trade restrictions and supporting the export of high-end new materials [3][4] Group 5: Futures Market and Risk Management - The plan proposes to enrich important nonferrous metal futures trading varieties and financial derivatives to provide precise risk management tools for industry chain enterprises [3][4] - It highlights the need for the futures market to explore the introduction of derivatives related to the recycling metal industry to support the development of a circular economy [4]

实施新一轮找矿突破战略行动，加强铜、铝、锂、镍、钴、锡等资源调查与勘探，形成一批找矿新成 果。完善矿业权竞争性出让方式，科学有序投放矿业权。支持低品位、共伴生、难选冶资源绿色高效采 选冶技术及装备攻关，提高资源回采率、选矿回收率和综合利用率。支持有条件的地区建立再生资源回 收基地，强化废铜、废铝等废有色金属综合利用，以及废旧动力电池、废旧光伏组件等新兴固废综合利 用。建成战略性矿产资源产业基础数据公共服务平台，为矿产资源利用等提供精准高效服务。 延伸阅读： 原标题：实施新一轮找矿突破战略行动，八部门印发方案 工业和信息化部等八部门印发《有色金属行业稳增长工作方案（2025—2026年）》，其中提到，加强资 源勘查与利用。 工信部印发推进重点行业数字化转型的参考指引 工信部有关负责人详解上半年工业经济 中国工信部发布光伏制造行业新规 ...

新一轮十大行业稳增长方案正在陆续出台。 工信部有关负责人表示，但与此同时，资源保障能力、高端供给水平和有效需求挖掘不足等问题日益凸 显，外部冲击影响加大。 工业和信息化部、自然资源部、商务部等8部门于28日对外发布《有色金属行业稳增长工作方案（2025 —2026年）》（下称《工作方案》）。 《工作方案》聚焦有色金属行业发展面临的新形势，围绕保资源、优供给、促转型、拓消费、强合作等 5方面提出了10项工作举措。 工信部表示，出台《工作方案》旨在统筹做优增量和盘活存量，推动新旧发展动能接续转换，因地制宜 发展新质生产力，进一步提升产业链供应链韧性和安全水平，以高质量发展的确定性应对外部环境急剧 变化的不确定性，为有色金属行业稳增长和高质量发展提供坚实支撑。 中国有色金属工业协会会长葛红林表示，这既是上一轮稳增长方案的延续，也对行业高质量发展提出了 新的要求。工作方案在稳增长、促转型上下功夫，把行业质的有效提升和量的合理增长统一于高质量发 展全过程。 有色金属行业是重要的基础性产业，资源种类众多、产业关联度高、战略价值突出。 近年来，我国有色金属行业快速发展，已成为全球最大的有色金属生产国和消费国。2024年规上 ...

央视网消息：据工业和信息化部网站消息，工业和信息化部等八部门印发《有色金属行业稳增长工作方 案（2025—2026年）》，其中提到，主要目标为：2025—2026年，有色金属行业增加值年均增长5%左 右，经济效益保持向好态势，十种有色金属产量年均增长1.5%左右，铜、铝、锂等国内资源开发取得 积极进展，再生金属产量突破2000万吨，高端产品供给能力不断增强，绿色低碳、数字化发展水平持续 提升。 工作举措方面提到：加强资源勘查与利用。实施新一轮找矿突破战略行动，加强铜、铝、锂、镍、钴、 锡等资源调查与勘探，形成一批找矿新成果。完善矿业权竞争性出让方式，科学有序投放矿业权。支持 低品位、共伴生、难选冶资源绿色高效采选冶技术及装备攻关，提高资源回采率、选矿回收率和综合利 用率。支持有条件的地区建立再生资源回收基地，强化废铜、废铝等废有色金属综合利用，以及废旧动 力电池、废旧光伏组件等新兴固废综合利用。建成战略性矿产资源产业基础数据公共服务平台，为矿产 资源利用等提供精准高效服务。 ...

格隆汇9月28日｜工业和信息化部等八部门印发《有色金属行业稳增长工作方案(2025—2026年)》提 到，加强资源勘查与利用。实施新一轮找矿突破战略行动，加强铜、铝、锂、镍、钴、锡等资源调查与 勘探，形成一批找矿新成果。完善矿业权竞争性出让方式，科学有序投放矿业权。支持低品位、共伴 生、难选冶资源绿色高效采选冶技术及装备攻关，提高资源回采率、选矿回收率和综合利用率。支持有 条件的地区建立再生资源回收基地，强化废铜、废铝等废有色金属综合利用，以及废旧动力电池、废旧 光伏组件等新兴固废综合利用。建成战略性矿产资源产业基础数据公共服务平台，为矿产资源利用等提 供精准高效服务。 ...

Group 1 - The core viewpoint of the article is the progress of the Central 15th Inspection Team's feedback and the subsequent rectification measures taken by the Ministry of Natural Resources from April 17 to July 20, 2024 [1][2][19] - The Ministry of Natural Resources has established a leadership group for rectification, emphasizing the importance of political responsibility and the need for a systematic approach to address issues identified during the inspection [2][3][4] - The Ministry is focusing on enhancing the protection of arable land, optimizing spatial layout, and improving the quality of arable land through comprehensive measures [4][5][16] Group 2 - The Ministry is committed to building a collaborative work structure among its departments, ensuring clear responsibilities and efficient coordination to enhance overall effectiveness [6][7][8] - A unified management system referred to as "one map" is being developed to improve the management of natural resources and land use planning [8][9][10] - The Ministry is actively promoting high-quality development of the marine economy, aiming to strengthen capabilities in marine protection and utilization [11][21] Group 3 - The Ministry is implementing a new round of strategic mineral exploration actions to enhance the security of strategic mineral resources, with significant breakthroughs reported in various mineral discoveries [10][21] - There is a strong emphasis on the importance of strict confidentiality and information security measures to prevent sensitive information leaks [12][13] - The Ministry is dedicated to fostering a clean political environment by strictly enforcing party discipline and promoting a culture of integrity within its ranks [14][21]

Core Viewpoint - The expert group led by prominent Chinese academicians conducted a geological survey in the Salt Lake area of Xinjiang, focusing on innovative exploration techniques to overcome challenges in mineral resource identification [1] Group 1: Geological Survey and Exploration Techniques - The Salt Lake area is largely covered by Quaternary strata, posing challenges for geological exploration due to the lack of effective geophysical methods and difficulties in precise drilling location [1] - The Xi'an Geological Survey Center has innovated a "high magnetic and low magnetic precise positioning" practice, achieving breakthroughs in mineral exploration within the covered area [1] - The expert group acknowledged the practical achievements of the Xi'an Geological Survey Center's innovative exploration approach and emphasized the need for deeper collaboration between industry, academia, and research to overcome exploration bottlenecks [1] Group 2: Future Plans and Collaboration - The Xi'an Geological Survey Center plans to strengthen cooperation with local authorities and geological exploration teams in Xinjiang to advance chromium ore exploration efforts [1] - The focus will be on leveraging the favorable mineralization conditions and rich resource potential of the Salt Lake chromium ore belt, utilizing the advantages of professional research teams to enhance resource exploration capabilities [1] - The initiative aims to contribute to the security of national strategic mineral resources [1]

Core Viewpoint - Sichuan province is advancing its mining industry by implementing new policies aimed at enhancing geological surveys, improving mining rights allocation, and fostering technological innovation to transition from a "mineral-rich province" to a "mining powerhouse" [6][10][12]. Group 1: Geological Survey Enhancements - The Sichuan government has approved a 1:50000 geological survey plan for 2025-2030, which serves as a roadmap for future geological investigations [7]. - The province aims to strengthen its geological survey capabilities, particularly in key mineral areas, to improve resource identification and mining potential [8][9]. - Innovative funding models such as "order-based" and "crowdfunding" geological surveys are being introduced to attract social capital into the mining sector [9]. Group 2: Development and Utilization - The introduction of "land steward" services aims to streamline land use approvals for mining projects, significantly reducing project initiation times [10]. - New methods for mining rights allocation, including a combination of capped bidding and proposal selection, are being explored to ensure fair access and promote sustainable practices [11]. - Recent successful mining rights auctions have demonstrated increased confidence from external enterprises in Sichuan's mining market, with a total transaction value of 236 million yuan [11]. Group 3: Technological Advancements - The focus is shifting towards deep and concealed mineral exploration, necessitating technological support and innovation in mining practices [12]. - Sichuan has initiated a strategic action plan to enhance technological capabilities in mineral exploration, with a budget of 30 million yuan allocated for key projects [12]. - The establishment of AI-driven mining platforms is underway to improve predictive modeling and resource evaluation [12][13]. Group 4: Resource Utilization and Efficiency - A comprehensive assessment of mineral resource utilization has been completed, focusing on recovery rates and efficiency across various mining operations [13]. - The province is prioritizing the development of technologies for efficient separation and utilization of valuable elements from complex ore deposits [13].

Core Insights - China is expected to discover another world-class gold mine, with the Dadonggou gold mine in Liaoning province preliminarily assessed to have nearly 1,500 tons of gold resources, potentially becoming the second world-class gold mine after the Shandong Jiaodong gold mine [1][2] Group 1: Mining Resource Developments - The Ministry of Natural Resources has implemented a new round of mineral exploration breakthrough strategy since the 14th Five-Year Plan, investing nearly 450 billion yuan, leading to significant breakthroughs in mineral exploration [1] - Major mineral resources have been discovered in both old and new resource bases, including significant new reserves in Shanxi, Shandong, Liaoning, Heilongjiang, and Tibet [1] - New resource bases are emerging, such as the phosphorus mine in Zhenxiong, Yunnan, and the deep brine potassium salt mine in Maqiao, Qinghai [1] Group 2: Gold Resource Statistics - As of the end of 2023, China's gold mine resource reserves stand at 3,203.77 tons [2] - The Shandong Jiaodong region is the third-largest gold mining area in the world, with the Laizhou Xiling gold mine being the largest single gold deposit in the country, having a cumulative discovered gold metal amount of 592.186 tons as of August 2023 [2] - During the 14th Five-Year Plan period, Shandong province added 583 tons of gold resources, leading the nation and completing its exploration tasks ahead of schedule [2]