截至2025年9月19日 10:32，中证稀有金属主题指数强势上涨2.03%，成分股赣锋锂业上涨8.68%，东方钽业上涨5.39%，天齐锂业上涨4.80%，雅化集团、盛 和资源等个股跟涨。稀有金属ETF(562800)上涨1.49%。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 场外投资者还可以通过稀有金属ETF联接基金（014111）参与稀有金属板块投资机遇。 中信证券研报称，2025年上半年，金属板块盈利增速进一步抬升，板块保持强势运行。细分板块中，稀土和钨、镍钴锡锑和铜表现优异。金属板块分红和基 金持仓也处于上升态势。板块持续上涨带动估值水平升至2022年以来高位，但距离2021年高点仍有空间，细分品种铝、锂、镍钴锡锑低估值优势突出。 流动性方面，稀有金属ETF盘中换手2.39%，成交6245.57万元。拉长时间看，截至9月18日，稀有金属ETF近1周日均成交2.50亿元，居可比基金第一。 数据显示，截至2025年8月29日，中证稀有金属主题指数前十大权重股分别为北方稀土、洛阳钼业、盐湖股份、华友钴业、天齐锂业、赣锋锂业、中国稀 土、盛和资源、中矿资源、厦门钨业，前十大权重股 ...

Core Viewpoint - The concept of the "Asian Lithium Belt" has gained significant attention, highlighting a major lithium mineralization zone across four provinces in China, with substantial lithium resources identified [1][2][4]. Summary by Sections Asian Lithium Belt Discovery - The "Asian Lithium Belt" spans 2,800 kilometers across Sichuan, Qinghai, Tibet, and Xinjiang, containing multiple large and super-large lithium mines, with a total proven lithium resource exceeding 6.5 million tons and a potential resource of over 30 million tons [1][6]. - The belt includes significant lithium deposits such as the Jiajika mine in Sichuan, which is one of the most concentrated lithium resources globally [1][6]. Economic Impact and Supply Chain - The discovery of the "Asian Lithium Belt" has attracted major mining companies like Tianqi Lithium and Zijin Mining, as well as battery giants like CATL, contributing to a robust lithium supply chain in China [2][4]. - The price of lithium products has surged, with lithium carbonate prices rising from around 40,000 yuan/ton before 2015 to peaks of 600,000 yuan/ton, driven by the rapid growth of the electric vehicle market [4][5]. Strategic Importance of Lithium Resources - China has historically relied on imported lithium, leading to supply chain vulnerabilities. The discovery of the "Asian Lithium Belt" is a critical step in enhancing domestic lithium resource exploration and development [5][6]. - The "Asian Lithium Belt" has increased China's lithium reserves from 6% to 16.5% of the global total, elevating its global ranking from sixth to second [6]. Regional Economic Development - The development of lithium resources has significantly contributed to regional economic growth, with initiatives in areas like Hunan and Xinjiang demonstrating successful models of resource-driven industrial development [8][9]. - The establishment of partnerships and projects in these regions is expected to create thousands of jobs and attract substantial investments, further enhancing local economies [9][10]. Industry Trends and Future Outlook - The trend towards integration and scale in the lithium industry is evident, with companies like Shengxin Lithium Energy and Zhongmin Resources pursuing both domestic and international resource acquisitions [12][13]. - The "Asian Lithium Belt" is expected to provide a dual resource guarantee for China's new energy industry, supporting the development of a comprehensive lithium supply chain [14].

在近期举行的国新办"高质量完成'十四五'规划"系列主题新闻发布会上，自然资源部副部长、中国地质调查局局长许大纯提出了"亚洲锂腰 带"的概念，获得广泛关注。 据他介绍，这个"腰带"从东往西横跨了四川、青海、西藏、新疆四个省区，长度达2800公里，在这个重要稀有金属成矿带上，已经找到了多个 大型和超大型锂矿。 "亚洲锂腰带"的发现，与近几年锂产品战略价值的提升、下游应用领域的不断拓展密切相关。 锂产品价格走势就是最直接的体现。2015年以前，碳酸锂曾经长期维持在4万元/吨附近波动，此后受到2015年至2017年新能源汽车的第一轮爆 发带动，碳酸锂一度升至17万元/吨。 2020年下半年开始，新能源汽车需求由政策驱动开始向市场化驱动转变，市场渗透率快速增长，大幅带动了国内对碳酸锂等锂盐产品的需求增 长，期间碳酸锂更是一度升至60万元/吨附近。 实际上，"亚洲锂腰带"并非是一个全新的概念。 此前，中国地质科学院矿产资源研究所便通过"战略性新兴产业矿产地质调查"等多个项目，在全国划分出12个锂矿带，并由其首次提出将松潘 —甘孜与西昆仑组成同一个巨型锂成矿带，这两大成矿带构成了"亚洲锂腰带"的主体。 上述世界级锂辉石型锂 ...

据他介绍，这个"腰带"从东往西横跨了四川、青海、西藏、新疆四个省区，长度达2800公里，在这个重 要稀有金属成矿带上，已经找到了多个大型和超大型锂矿。 实际上，"亚洲锂腰带"并非是一个全新的概念。 此前，中国地质科学院矿产资源研究所便通过"战略性新兴产业矿产地质调查"等多个项目，在全国划分 出12个锂矿带，并由其首次提出将松潘—甘孜与西昆仑组成同一个巨型锂成矿带，这两大成矿带构成 了"亚洲锂腰带"的主体。 上述世界级锂辉石型锂成矿带，累计探明650余万吨，资源潜力超3000万吨，囊括川西甲基卡、新疆大 红柳滩等多处超大型锂矿床，其中甲基卡矿田又是中国乃至全球锂辉石资源最集中的地区之一。 狭义上，"亚洲锂腰带"仅仅局限于锂辉石等固体矿，但是围绕其周边省区的盐湖资源同样不可忽视，二 者共同构成了国内锂资源的黄金走廊。 在近期举行的国新办"高质量完成'十四五'规划"系列主题新闻发布会上，自然资源部副部长、中国地质 调查局局长许大纯提出了"亚洲锂腰带"的概念，获得广泛关注。 "亚洲锂腰带"及其周边资源，也吸引了天齐锂业（002466）、紫金矿业（601899）这类在全球范围内都 极具竞争力的矿业巨头，以及宁德时代（3 ...

我国有望再添世界级金矿 矿产资源是经济社会发展的重要物质基础。9月10日，国新办举行"高质量完成'十四五'规划"系列主题新闻发布 会。会上，自然资源部副部长、中国地质调查局局长许大纯透露，辽宁省大东沟金矿初步评审金资源量近1500 吨，有望成为继山东胶东金矿之后我国又一个世界级的金矿。 找矿重大突破！ "十四五"期间，我国油气与铀矿实现重大找矿突破： 全球增绿最多最快！ 来源：央视网 责编：汪云鹏 校 对： 刘星莹 百万用户都在看 打卡！600万！ 创新药，突发！ A股，风云突变！发生了什么？ 刚刚！宁德时代，突爆大消息！ 闹大了！特朗普，最新回应！ 突发！巴菲特，重大警告！发生了什么？ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 我国自然资源家底更厚实 据介绍，我国持续开展调查监测，自然资源家底更加厚实。截至2024年底： 全面摸清了有查明资源储量的163种矿产的数量、分布和开发利用状况，新发现大中型油气田和矿产地534 处，油气、铜、锂等战略性矿产资源勘查开发取得重大突破。 探明 10个大型油田和19个大型气田。 大盆地深层和海域深水成为油气增储上产主阵地，支撑 石 ...

Group 1: Natural Resource Discoveries - Significant breakthroughs in oil, gas, and uranium mining during the 14th Five-Year Plan period, enhancing China's natural resource base [2][3] - A total of 534 new large and medium-sized oil and gas fields and mineral sites discovered, including 10 large oil fields and 19 large gas fields [3] - New major uranium deposits found, improving the security of uranium resources [3] Group 2: Mining and Mineral Resources - New resource bases emerging, with the Dadonggou gold mine in Liaoning preliminarily assessed to have nearly 1,500 tons of gold resources, potentially becoming another world-class gold mine after the Jiaodong gold mine in Shandong [3] - Discovery of a lithium belt spanning 2,800 kilometers across Sichuan, Qinghai, Tibet, and Xinjiang, with multiple large and super-large lithium mines identified [3] Group 3: Marine Economy - China's marine production value has surpassed 10 trillion yuan, making it one of the countries with the most comprehensive marine industry categories [6][7] - The marine economy is projected to reach 10.5 trillion yuan by 2024, an increase of 2.7 trillion yuan since 2020 [7] - China ranks first globally in marine product output for 36 consecutive years, contributing significantly to the "blue granary" initiative [8] Group 4: Environmental Achievements - Forest coverage rate increased to 25.09%, up approximately 2 percentage points since 2020, making China the fastest-growing country in terms of greening [7] - Coral reef ecosystem quality improved to over 60%, and mangrove area reached 465,000 acres, with China being one of the few countries to see a net increase in mangrove area [7]

1. Report Industry Investment Rating - No investment rating information provided in the report 2. Core View of the Report - The U.S. three major indices showed mixed performance. The previous trading day saw the stock index rebound with oscillations, with the communication sector leading the gains and the power equipment sector leading the losses. The market turnover was 2.00 trillion yuan. On September 9, the margin trading balance increased by 5952 million yuan to 2303.495 billion yuan. In 2025, domestic liquidity is expected to remain loose, and it is in a policy window period. In the fourth quarter, more incremental policies may be introduced to boost the real economy, and external risks are gradually easing. The increasing probability of the Fed's interest - rate cut in September further enhances the attractiveness of RMB assets. The current market is in a resonance period of "policy bottom + capital bottom + valuation bottom", but one needs to adapt to the accelerating sector rotation and structural differentiation. The CSI 500 and CSI 1000 indices, which are mostly composed of technology - growth stocks, are more offensive, with larger fluctuations but potentially higher returns. The SSE 50 and CSI 300, which are mostly composed of dividend blue - chip stocks, are more defensive, with smaller fluctuations but relatively weaker price elasticity. Since July, the stock index has continued to rise with a large increase, and it may undergo shock consolidation in the short term, but the probability of a long - term market continuation is high [2] 3. Summary by Relevant Catalogs 3.1 Stock Index Futures Market - **IF Contracts**: The previous two - day closing prices of IF contracts (current month, next month, next quarter, and far - quarter) were 4426.20, 4419.20, 4399.60, and 4379.20 respectively, and the previous day's closing prices were 4432.40, 4422.80, 4400.60, and 4378.20 respectively. The price increases were 11.60, 10.00, 7.40, and 4.60 respectively, and the corresponding increases in the CSI 300 were 0.26, 0.23, 0.17, and 0.11. The trading volumes were 76988.00, 6115.00, 38360.00, and 9217.00 respectively, and the open interest was 113485.00, 15085.00, 106452.00, and 40453.00 respectively. The changes in open interest were 944.00, 828.00, 4011.00, and 1524.00 respectively [1] - **IH Contracts**: The previous two - day closing prices of IH contracts (current month, next month, next quarter, and far - quarter) were 2925.40, 2925.80, 2924.80, and 2926.60 respectively, and the previous day's closing prices were 2937.80, 2936.20, 2936.80, and 2939.80 respectively. The price increases were 15.80, 14.60, 15.00, and 16.60 respectively, and the corresponding increases in the SSE 50 were 0.54, 0.50, 0.51, and 0.57. The trading volumes were 33015.00, 2270.00, 14970.00, and 2994.00 respectively, and the open interest was 48255.00, 5673.00, 32649.00, and 9310.00 respectively. The changes in open interest were - 159.00, - 802.00, 623.00, and 245.00 respectively [1] - **IC Contracts**: The previous two - day closing prices of IC contracts (current month, next month, next quarter, and far - quarter) were 6872.80, 6813.60, 6696.40, and 6550.00 respectively, and the previous day's closing prices were 6863.40, 6803.00, 6682.80, and 6531.20 respectively. The price decreases were 3.40, 5.00, 9.20, and 15.20 respectively, and the corresponding decreases in the CSI 500 were 0.05, 0.07, 0.14, and 0.23. The trading volumes were 75803.00, 7440.00, 39131.00, and 12223.00 respectively, and the open interest was 105294.00, 15435.00, 88732.00, and 37927.00 respectively. The changes in open interest were 1013.00, 556.00, 801.00, and - 638.00 respectively [1] - **IM Contracts**: The previous two - day closing prices of IM contracts (current month, next month, next quarter, and far - quarter) were 7165.80, 7100.60, 6956.40, and 6776.80 respectively, and the previous day's closing prices were 7151.00, 7088.60, 6938.20, and 6750.00 respectively. The price decreases were 2.40, 3.80, 10.60, and 19.80 respectively, and the corresponding decreases in the CSI 1000 were 0.03, 0.05, 0.15, and 0.29. The trading volumes were 161976.00, 14887.00, 74810.00, and 23421.00 respectively, and the open interest was 154502.00, 30109.00, 132535.00, and 66557.00 respectively. The changes in open interest were - 826.00, 1901.00, 1429.00, and 539.00 respectively [1] - **Inter - month Spreads**: The current values of the inter - month spreads of IF (next month - current month), IH (next month - current month), IC (next month - current month), and IM (next month - current month) were - 9.60, - 1.60, - 60.40, and - 62.40 respectively, and the previous values were - 7.00, 0.40, - 59.20, and - 65.20 respectively [1] 3.2 Stock Index Spot Market - **Major Indexes**: The previous values of the CSI 300, SSE 50, CSI 500, and CSI 1000 indexes were 4445.36, 2939.59, 6932.11, and 7230.17 respectively, and the previous two - day values were 4436.26, 2928.63, 6928.97, and 7226.03 respectively. The increases were 0.21, 0.37, 0.05, and 0.06 respectively. The trading volumes (in billions of lots) were 203.60, 56.40, 189.92, and 252.67 respectively, and the total trading amounts (in billions of yuan) were 5355.39, 1338.02, 3596.67, and 3961.05 respectively [1] - **Industry Indexes**: Among the CSI 300 industry indexes, the energy, raw materials, industrial, and optional consumption sectors had decreases of - 0.47%, - 1.21%, - 0.88%, and - 0.61% respectively. The major consumption, medical and health, real - estate finance, and information technology sectors had increases of 0.31%, - 0.71%, - 0.08%, and 2.13% respectively. The telecommunications business and public utilities sectors had increases of 4.05% and 0.00% respectively [1] 3.3 Futures - Spot Basis - **IF Contracts and CSI 300**: The previous values of the basis of IF (current month - CSI 300), IF (next month - CSI 300), IF (next quarter - CSI 300), and IF (far - quarter - CSI 300) were - 12.96, - 22.56, - 44.76, and - 67.16 respectively, and the previous two - day values were - 10.06, - 17.06, - 36.66, and - 57.06 respectively [1] - **IH Contracts and SSE 50**: The previous values of the basis of IH (current month - SSE 50), IH (next month - SSE 50), IH (next quarter - SSE 50), and IH (far - quarter - SSE 50) were - 1.79, - 3.39, - 2.79, and 0.21 respectively, and the previous two - day values were - 3.23, - 2.83, - 3.83, and - 2.03 respectively [1] - **IC Contracts and CSI 500**: The previous values of the basis of IC (current month - CSI 500), IC (next month - CSI 500), IC (next quarter - CSI 500), and IC (far - quarter - CSI 500) were - 68.71, - 129.11, - 249.31, and - 400.91 respectively, and the previous two - day values were - 56.17, - 115.37, - 232.57, and - 378.97 respectively [1] - **IM Contracts and CSI 1000**: The previous values of the basis of IM (current month - CSI 1000), IM (next month - CSI 1000), IM (next quarter - CSI 1000), and IM (far - quarter - CSI 1000) were - 79.17, - 141.57, - 291.97, and - 480.17 respectively, and the previous two - day values were - 60.23, - 125.43, - 269.63, and - 449.23 respectively [1] 3.4 Other Domestic and Overseas Indexes - **Domestic Indexes**: The previous values of the Shanghai Composite Index, Shenzhen Component Index, Small and Medium - sized Board Index, and ChiNext Index were 3812.22, 12557.68, 7686.96, and 2904.27 respectively, and the previous two - day values were 3807.29, 12510.60, 7676.37, and 2867.97 respectively. The increases were 0.13%, 0.38%, 0.14%, and 1.27% respectively [1] - **Overseas Indexes**: The previous values of the Hang Seng Index, Nikkei 225, S&P 500, and DAX Index were 26200.26, 43837.67, 6532.04, and 23632.95 respectively, and the previous two - day values were 25938.13, 43459.29, 6512.61, and 23718.45 respectively. The increases were 1.01%, 0.87%, 0.30%, and - 0.36% respectively [1] 3.5 Macroeconomic Information - China's CPI in August was flat month - on - month and decreased by 0.4% year - on - year due to the high base and the drag of food prices. The core CPI increased by 0.9% year - on - year, with the increase expanding for the fourth consecutive month. The PPI decreased by 2.9% year - on - year, with the decline narrowing by 0.7 percentage points compared with the previous month, and was flat month - on - month, ending the eight - month downward trend [2] - The report on the implementation of the national economic and social development plan since this year pointed out that in the second half of the year, it is necessary to better coordinate domestic economic work and international economic and trade struggles, coordinate high - quality development and high - level security, maintain policy continuity and stability, enhance flexibility and predictability, focus on stabilizing employment, enterprises, the market, and expectations, and promote the domestic and international dual - cycle, aiming to promote a reasonable recovery of the price level, social employment stability, and economic growth [2] - China will unswervingly expand high - level opening - up, actively align with international high - standard economic and trade rules, accelerate pilot implementation in platforms such as free trade pilot zones and national service trade innovation and development demonstration zones, and promote high - quality development of service trade [2] - China opposed the negative words and deeds of the US side, which damaged China's legitimate rights and interests and interfered in China's internal affairs [2] 3.6 Industry Information - Six departments including the Ministry of Industry and Information Technology jointly launched a special rectification action on network chaos in the automotive industry, focusing on issues such as online trolls and "black public relations" [2] - China has made major breakthroughs in prospecting for strategic emerging industry minerals, discovering an "Asian lithium belt" spanning four provinces and regions and multiple large and super - large lithium mines [2] - In August, the comprehensive inventory coefficient of automobile dealers was 1.31, a 3% month - on - month decrease and a 12.9% year - on - year increase. The inventory level was below the warning line but higher than the reasonable range. The passenger car terminal retail sales in September are expected to increase steadily month - on - month [2] - The China E - commerce Logistics Index in August was 112.3 points, up 0.3 points from the previous month, reaching a new high this year, and has increased for six consecutive months [2]

Core Viewpoint - The article discusses the efforts of the Heilongjiang Provincial Committee of the Chinese People's Political Consultative Conference to address declining birth rates and population issues by studying successful policies in Tianmen City, Hubei Province [1][2]. Group 1: Population Trends in Heilongjiang - Heilongjiang has experienced a continuous decline in its resident population since 2011, dropping from 38.33 million in 2010 to 30.29 million in 2024, a decrease of over 8 million people in 14 years [1]. - The province has the highest percentage of elderly population in China, with 8.35 million people aged 60 and above, accounting for 27.3% of the total population, which is 6.2 percentage points higher than the national average [2]. - Heilongjiang's birth rate is the lowest in the country at 2.92‰, with a natural population growth rate of -6.92‰, indicating a significant demographic challenge [2]. Group 2: Policy Initiatives to Boost Birth Rates - The Heilongjiang government has implemented various policies to encourage childbirth, including monthly subsidies of 500 yuan for second children and 1,000 yuan for third children, as well as housing subsidies for families with multiple children [2]. - As of March 2025, 19,260 individuals in Harbin have received a total of 225 million yuan in subsidies, but the impact on birth rates has been minimal, with a slight increase from 3.3 million births in 2022 to 3.5 million in 2024 [3]. Group 3: Challenges in Increasing Birth Rates - The article emphasizes that improving birth rates is a complex issue that requires comprehensive efforts, particularly in Northeast China, where demographic challenges are more pronounced [4].

每经记者｜刘艳美 每经编辑｜杨欢 智通财经消息，"鸡西民建"日前发文介绍，近日，民建黑龙江省委会人口医药卫生委员会主任、民建鸡西市委会主委李秋红带队，率领民建省委会"提高 人口出生率"课题组，远赴湖北省天门市开展专题调研，旨在借鉴当地先进经验，为破解人口发展难题、探索生育支持路径汲取实践智慧。 消息称，课题组以"实地走访+座谈交流"的方式深入了解天门经验。调研组先后走进天门市第一人民医院、新城社区，直观考察当地鼓励生育政策一体化 服务。 公开报道显示，近年来，天门市推出鼓励生育"七条意见""奖励补贴叠加使用"等政策，有力促进全市出生人口大幅增长。2024年，全市出生人口同比增长 17%，今年上半年出生人口同比增长5.6%。 解读：近年来，东北三省人口持续减少，生育率低迷，其中又以黑龙江最为典型。 黑龙江省统计局公布数据显示，自2011年起，黑龙江常住人口一直呈下降趋势。2010年黑龙江常住人口为3833万人，到2024年已下降至3029万人，14年间 常住人口累计减少超800万人。 此前有分析指出，黑龙江面临人口数量的持续减少，是由于低生育率、高老龄化以及人口外流等多种因素共同作用的结果。 截至2023年底， ...

Core Insights - The Ministry of Natural Resources announced significant achievements in resource management and exploration, highlighting the completion of the "14th Five-Year Plan" with a focus on sustainable development and resource protection [1][4]. Group 1: Land Resources - By the end of 2024, the total cultivated land area in China is projected to reach 1.94 billion acres, an increase of 28 million acres since 2020, ensuring the protection of arable land [4]. - Provinces such as Heilongjiang, Inner Mongolia, Henan, Jilin, and Xinjiang each have cultivated land exceeding 100 million acres, contributing to a comprehensive protection framework for quantity, quality, and ecology [4]. Group 2: Mineral Resources - A total of 163 types of minerals have been surveyed, with 534 new large and medium-sized oil and gas fields and mineral deposits discovered, marking significant progress in the exploration of strategic minerals like oil, gas, and lithium [4][6]. - Major breakthroughs in energy minerals include the discovery of 10 large oil fields and 19 large gas fields, with significant geological reserves of coalbed methane added in the Ordos Basin [7]. - New resource bases are emerging, such as the 1,500-ton gold deposit in Liaoning, which is expected to become another world-class gold mine following the Shandong Jiaodong gold mine [8][10]. Group 3: Marine Resources - China's marine production value has surpassed 10 trillion yuan, growing by 34% since the end of the 13th Five-Year Plan, accounting for 7.8% of the national GDP [12]. - The country has become one of the most comprehensive marine industry nations, with all 15 major marine industries represented and thriving [12]. - The marine economy is a significant driver of national economic growth, with marine aquaculture production leading globally for 36 consecutive years [12].