Core Viewpoint - Guangxi, known as the "hometown of non-ferrous metals," plays a crucial role in ensuring national resource security with significant mineral reserves, having resources in 30 out of 36 strategic minerals, with 10 ranking in the top five nationally [1][2] Group 1: Mining Strategy and Implementation - During the 14th Five-Year Plan period, Guangxi's Natural Resources Department has actively implemented the national energy resource security strategy, focusing on mining exploration and achieving all assigned tasks ahead of schedule by June 2025 [1][3] - The provincial government prioritizes mining work as a key initiative, emphasizing the importance of energy resource security and mobilizing resources across the region to meet national demands [3][7] Group 2: Financial and Institutional Support - Guangxi has allocated over 2 billion yuan (approximately 0.3 billion USD) from central, local, and social funds for geological exploration during the 14th Five-Year Plan, ensuring continuous support for mining activities [3][6] - The region has simplified the approval process for mining rights, reducing costs for enterprises and enhancing their engagement in exploration activities [6][7] Group 3: Collaborative Efforts and Innovations - Over 40 geological survey teams and mining companies in Guangxi have developed targeted exploration plans, leading to the identification of 37 prospective mining areas and 89 target areas, with 48 new mineral sites discovered [4][5] - Guangxi has successfully hosted 13 China-ASEAN Mining Cooperation Conferences, signing 184 projects worth over 68 billion yuan (approximately 10.5 billion USD), expanding its international market presence [8][9] Group 4: Technological Advancements and Future Focus - The region has made significant breakthroughs in exploring strategic minerals such as aluminum, manganese, tin, antimony, indium, and rare earths, further solidifying Guangxi's position in the national mineral landscape [7][10] - Future efforts will concentrate on challenging minerals like manganese, aluminum, and zircon, with a commitment to enhancing technological innovation and exploration investments [10]

Group 1 - Hunan Province Geological Institute discovered a super-large altered granite-type lithium deposit in the Jijiao Mountain mining area, with a total lithium ore volume of 490 million tons and lithium oxide resource amounting to 131,000 tons [1] - The exploration was part of a national strategy to secure lithium resources, with significant investments in the local lithium battery industry expected to reach hundreds of billions [1][2] - The project has demonstrated effective exploration methods and management models that can serve as a reference for lithium resource exploration in Hunan Province [2] Group 2 - Hunan Dazhonghe Lithium Mining Co., established in 2022 with a registered capital of 1 billion yuan, is a wholly-owned subsidiary of Dazhong Mining, which has shifted focus from iron ore to lithium battery new energy [2] - The company reported a significant increase in stock price, with an 8.61% rise on the day of the announcement, indicating strong market interest [2] - The Jijiang Mountain lithium project has received approval for resource evaluation from the Ministry of Natural Resources, confirming a lithium ore volume of 490 million tons with an average grade of 0.268% [2] Group 3 - The company is actively progressing with the application for mining rights for the Jijiang Mountain lithium mine and plans to apply for a mining license once conditions are met [3] - The project construction is on track, with the mining and selection connection tunnel expected to be fully completed by May 2025 [3]

Group 1 - China's lithium resource base has been strengthened with the discovery of a super-large lithium deposit in Hunan Province, containing 490 million tons of lithium ore and 1.31 million tons of lithium oxide [1] - The discovery is part of the national strategy to enhance mineral exploration and is expected to support the establishment of a trillion-yuan new energy base in Chenzhou, Hunan [1] - The exploration efforts in the Jijiao Mountain area have been ongoing since 2022, with over 90,000 meters of drilling completed [1] Group 2 - China's lithium reserves have significantly increased, with the country's share of global lithium resources rising from 6% to 16.5%, moving from sixth to second place globally [2] - A new world-class lithium mineralization belt has been discovered, extending 2,800 kilometers, with over 6.5 million tons of lithium identified and a resource potential exceeding 30 million tons [2] - The establishment of a complete lithium industry chain in China has positioned the country as a leader in lithium battery production, with six of the top ten global battery companies based in China [2]

Core Viewpoint - The Ministry of Natural Resources is actively promoting a new round of mineral exploration breakthrough strategic actions, focusing on domestic resources and achieving significant progress in exploration targets since the 14th Five-Year Plan began [1] Group 1: Strategic Actions - The Ministry has set new resource quantity targets for 36 mineral types, with most of them having completed their exploration goals ahead of schedule [1] - The Ministry has decentralized the new resource quantity targets to relevant provinces, emphasizing the role of provincial natural resource authorities as the "first responsible person" for exploration [1] Group 2: Technical Guidance - The Ministry is enhancing geological exploration through expert technical guidance, organizing multiple expert teams to provide support in 24 provinces [1] - The focus of these expert teams is to address challenges in exploration technology and engineering deployment, facilitating breakthroughs in mineral exploration [1]

Group 1 - Guizhou Province, known as the "hometown of bauxite" in China, is a significant base for aluminum product raw materials in Southwest China [1] - The recent exploration efforts in Qingzhen have led to the discovery of bauxite resources that account for over half of the province's newly added bauxite resources [1] - The Wangjiazai project has achieved a major breakthrough in bauxite exploration in the Qianzhong area, marking the first significant find in nearly 30 years [1][2] Group 2 - The Wangjiazai bauxite exploration project has set three records in the Qianzhong area: the deepest single borehole depth (over 1300 meters), the maximum thickness of a single mineral body (over 25 meters), and the largest achievement in deep, fully concealed bauxite exploration in nearly 30 years [2] - Guizhou is rich in mineral resources, with a focus on strategic and urgently needed minerals as part of the national exploration strategy [3] - The province has seen significant new resource additions, including over 10% of the total bauxite resources and more than six times the lithium resources compared to the existing reserves [7]

Core Insights - The 2024 National Non-Oil and Gas Geological Exploration Statistical Annual Report indicates a total investment of 22.957 billion yuan in geological exploration, marking a 14.4% year-on-year increase and achieving positive growth for four consecutive years [1] Investment Sources - Central government funding amounts to 5.901 billion yuan, accounting for 25.7% of the total, with a year-on-year increase of 27.7% - Local government funding totals 9.201 billion yuan, representing 40.1% of the total, with an 8.2% year-on-year increase - Social funding reaches 7.855 billion yuan, making up 34.2% of the total, with a 13.1% year-on-year increase [1] Strategic Context - The rise in investment is driven by the urgent need to enhance domestic energy resource security amid a backdrop of rising global de-globalization - A new round of mineral exploration breakthrough strategy actions has been implemented, contributing significantly to the continuous growth in geological exploration investment [1] Funding Allocation - Mineral exploration receives 13.917 billion yuan, accounting for 60.6% of the total, with an 18.4% year-on-year increase - Basic geological surveys are allocated 2.656 billion yuan, representing 11.6% of the total, with a 19.5% year-on-year increase - Hydrological, environmental geology, and geological disaster evaluation receive 4.122 billion yuan, making up 17.9% of the total, with a 7.6% year-on-year increase - The top five provinces for funding are Xinjiang, Inner Mongolia, Sichuan, Gansu, and Yunnan [1] Mineral Exploration Projects - In 2024, there are 4,068 mineral exploration projects, reflecting a 7.3% year-on-year increase - The drilling workload reaches 10.19 million meters, showing a 12.5% year-on-year increase [2] Breakthroughs in Strategic Minerals - Significant breakthroughs in strategic emerging industry minerals such as lithium, zirconium, helium, and rare earths have been achieved - A world-class lithium-bearing mineral belt has been discovered in the West Kunlun-Songpan-Ganzi region, with a predicted resource potential of 30 million tons - Lithium resource production in China is expected to increase by over 30% in 2024, with the country's lithium reserves' global share rising from 6% to 16.5%, moving from sixth to second place globally [2] Gold Mining Developments - New resource amounts of 1,570 tons have been added across 24 mines in the San Shan Island, Duo Long, and Bei Ya regions - The Laizhou Xiling gold mine has confirmed a resource amount of 592 tons, becoming the largest single gold deposit in China, further solidifying the Jiaodong region's status as the third-largest gold mining area in the world [2] Geological Exploration Advances - In 2024, over 1,400 strategic mineral exploration blocks will be provided, the highest in nearly a decade, focusing on oil and gas, lithium, copper, gold, iron, coal, bauxite, and potassium salt [3] - The report indicates the discovery of 150 new mineral sites in 2024, with the top five mineral types being granite for construction, ordinary fluorite, lithium, gold, and iron [3] - Significant advancements in geological technology include the commissioning of China's first independently designed deep-sea drilling vessel "Dream" and new discoveries in rare earth mineralization [3]

5月9日，自然资源部党组书记、部长关志鸥主持召开党组会议，会议指出，要加强自然资源要素保障， 加快推进新一轮找矿突破战略行动，大力发展海洋经济，因地制宜发展林下经济，以自身工作的确定性 应对外部环境的不确定性，推动经济平稳健康发展。要进一步促进部局融合，推动用地用海用林用草等 审批审核事项同步办理、联动审批，增强地理空间数据安全供给能力，提高要素精准保障能力和水平， 为经济大省挑大梁提供坚实资源保障。(人民财讯) ...