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永泰能源“煤下铝”项目获突破 伴生战略金属镓等稀缺资源打开增长新空间
Zhong Zheng Wang· 2026-01-05 13:49
铝土矿规模跻身中型 富矿属性凸显资源价值 公告显示,本次勘查覆盖森达源煤矿总面积的53.57%,在详查区内成功查明铝土矿保有资源量784.26万 吨,达到中型铝土矿矿床标准。尤为值得关注的是,该铝土矿Al₂O₃平均含量高达61.46%,显著高于行 业富矿基准,资源品质优势突出。 当前全球铝土矿储量高度集中,几内亚、澳大利亚、越南三国合计占据世界总储量的半壁江山。我国作 为铝工业大国,2024年铝土矿进口比例约70%,对外依存度居高不下,这一背景下,永泰能源境内优质 铝土矿资源的探明,其战略意义与经济价值尤为凸显。 市场分析人士指出,本次详查仅覆盖矿井部分区域,后续公司可推进剩余区域的勘查工作,有望实现全 井田资源储量备案及采矿许可证获取,届时资源量将实现跨越式增长,为规模化开发奠定坚实基础。 伴生金属镓等多元资源 释放"1+N"价值效应 转自:中国证券报·中证网 中证报中证网讯(记者 张鹏飞)2026年1月5日晚间,永泰能源发布公告称,旗下山西沁源康伟森达源 煤业有限公司"煤下铝"矿产资源储量评审备案获山西省自然资源厅通过。这一关键性进展标志着公司铝 土矿绿色勘查与综合开发迈入快车道,凭借伴生国家战略性金属镓 ...
德国施诺德增效技术2.0落地中国 推动氮肥产业绿色升级
Ren Min Wang· 2025-12-18 08:57
12月17日,"共享·共赢——氮肥增效技术联合协作与应用峰会"在山东泰安召开。会上,金正大集团作 为德国施诺德增效技术2.0中国独家引进方,与国内头部尿素生产企业明泉集团、河北东光化工有限责 任公司签署战略合作协议,共同推动该增效技术在氮肥领域的规模化应用。这一合作被视为行业面对产 能过剩与环保压力,寻求通过技术突破与模式创新迈向高质量发展的重要实践。 氮肥,尤其是尿素,是我国农业生产中应用最广泛的基础肥料品类。当前,行业正面临严峻挑战。"内 有产能过剩的价格挤压,外有环保政策的刚性约束,转型已不是选择题,而是关乎生存的必答题。"中 国氮肥工业协会副秘书长高力在峰会发言中指出。他援引数据称,近三年国家已出台十余项严格环保政 策,清退了一批落后产能,而市场对高品质、绿色环保型氮肥的需求年增速超过15%。政策层面,2025 年中央一号文件强调粮食产能提升任务,农业农村部明确到2030年主要粮食作物化肥利用率达到43%以 上的目标,共同指明了产业升级方向。 金 正大集团总裁万鹏。(受访者供图) 中 泉集团与金正大集团战略合作签约仪式。(受访者供图) 行业观察人士指出,该项合作的更深层意义,在于探索一种以技术为核心牵 ...
德国施诺德增效技术2.0落地中国 推动氮肥产业绿色升级
Ren Min Wang· 2025-12-18 08:41
"我们坚信,没有落后的产业,只有落后的技术。基础肥料同样存在巨大的升级空间。"金正大集团总裁万鹏表示,该技术的价值在于切实帮助农户降低 投入、提升收益,同时减轻环境负荷。 12月17日,"共享·共赢——氮肥增效技术联合协作与应用峰会"在山东泰安召开。会上,金正大集团作为德国施诺德增效技术2.0中国独家引进方,与国 内头部尿素生产企业明泉集团、河北东光化工有限责任公司签署战略合作协议,共同推动该增效技术在氮肥领域的规模化应用。这一合作被视为行业面对产 能过剩与环保压力,寻求通过技术突破与模式创新迈向高质量发展的重要实践。 氮肥,尤其是尿素,是我国农业生产中应用最广泛的基础肥料品类。当前,行业正面临严峻挑战。"内有产能过剩的价格挤压,外有环保政策的刚性约 束,转型已不是选择题,而是关乎生存的必答题。"中国氮肥工业协会副秘书长高力在峰会发言中指出。他援引数据称,近三年国家已出台十余项严格环保 政策,清退了一批落后产能,而市场对高品质、绿色环保型氮肥的需求年增速超过15%。政策层面,2025年中央一号文件强调粮食产能提升任务,农业农村 部明确到2030年主要粮食作物化肥利用率达到43%以上的目标,共同指明了产业升级方 ...
10年整改44755个突出问题 四川交出生态环境整改答卷
Si Chuan Ri Bao· 2025-11-07 07:02
Core Viewpoint - Sichuan has rectified 44,755 prominent ecological and environmental issues, reflecting a systematic approach to ecological protection over the past decade [1] Group 1: Environmental Rectification Efforts - Sichuan has undergone three rounds of central ecological environmental protection inspections since 2017, achieving full coverage of 21 cities [2] - The province has implemented a dynamic verification system to address public concerns, leading to significant improvements in issues such as solid waste encroachment and illegal dumping [2] - Specific examples include the cleanup of 194,800 cubic meters of waste in Ya'an and the establishment of a comprehensive river and lake supervision system [2][3] Group 2: Industrial Upgrading and Green Development - Sichuan is integrating environmental rectification with industrial green upgrades, optimizing industrial structures and transportation systems [4] - The province has eliminated over 670 outdated brick and tile production lines and reduced the number of restricted enterprises by over 30% compared to 2023 [4] - The industrial added value in the first half of the year grew by 7.3%, with green and low-carbon industries contributing over 30% [4] Group 3: Transportation Sector Developments - The transportation sector has seen growth in freight volumes, with rail and water transport increasing by 3.2% and 21.7% respectively [5] - Sichuan plans to pilot zero-carbon industrial parks and optimize the layout of hydrogen refueling and battery swapping stations to promote green logistics [5] - The province aims to create a new governance model that aligns ecological protection with high-quality economic development [5]
四川交出生态环境整改答卷
Si Chuan Ri Bao· 2025-10-31 08:07
Group 1 - Sichuan has rectified a total of 44,755 prominent ecological and environmental issues over the past ten years, reflecting a systematic approach to ecological protection [1] - The province has undergone three rounds of central ecological environmental protection inspections since 2017, achieving full coverage of 21 cities and states [2] - Significant improvements have been made in addressing key environmental issues, such as solid waste encroachment along the Dadu River and illegal dumping in San Shui Town [2] Group 2 - A comprehensive mechanism for solid waste management has been established, including a joint prevention and control system among five cities, and a construction waste resource utilization facility with an annual capacity of 450,000 tons [3] - The province has focused on eliminating outdated production capacities in industries like brick and glass, reducing the number of restricted enterprises by over 30% compared to 2023 [4] - The industrial structure is being optimized, with a reported 7.3% year-on-year growth in industrial added value, and over 30% contribution from green and low-carbon industries [4] Group 3 - In the transportation sector, there has been a notable increase in freight volumes, with rail and water transport growing by 3.2% and 21.7% respectively [5] - The province aims to promote green and efficient logistics through initiatives like zero-carbon industrial parks and optimized layouts for hydrogen and battery swap stations [5] - The ongoing rectification of prominent issues and continuous optimization of industrial structure are contributing to a new governance model that aligns ecological protection with high-quality economic development [5]
10年整改44755个突出生态环境问题 四川交出生态环境整改答卷
Si Chuan Ri Bao· 2025-10-23 00:29
Core Viewpoint - The article highlights the significant progress made by Sichuan in addressing ecological and environmental issues over the past decade, with a total of 44,755 prominent environmental problems rectified, reflecting a systematic approach to ecological governance and responsiveness to public concerns about environmental quality [1][2]. Group 1: Environmental Rectification Achievements - Sichuan has completed 221 out of 224 tasks from two rounds of central environmental inspections, achieving a completion rate of 98.66% [2]. - The province has handled 19,267 public complaints regarding environmental issues, with a resolution rate of 99.97% [2]. - The third round of central environmental inspections has led to significant rectification efforts, particularly in addressing solid waste issues in cities like Ya'an and Deyang [3][4]. Group 2: Mechanisms and Strategies - Sichuan has implemented a comprehensive dynamic verification system to ensure thorough rectification of environmental issues, focusing on both restoration and regulatory oversight [3]. - The province has established a joint prevention and control mechanism with neighboring cities to combat cross-regional solid waste dumping [4]. - A full-process mechanism for waste management has been developed in Deyang, transitioning from reactive to proactive governance [4]. Group 3: Industrial Upgrades and Economic Growth - The province is integrating environmental rectification with industrial green upgrades, optimizing industrial structures and transportation systems to foster new economic growth [6]. - As of August this year, Sichuan has reduced over 670 outdated brick and tile production lines and eliminated more than 780 enterprises with outdated equipment since the start of the 14th Five-Year Plan [6]. - The province has seen a 7.3% year-on-year increase in industrial added value, with green and low-carbon industries contributing over 30% [6]. Group 4: Transportation and Logistics Improvements - There has been a notable increase in freight volumes for rail and water transport, with year-on-year growth rates of 3.2% and 21.7%, respectively [7]. - The ratio of social logistics costs to GDP has decreased to 14.1%, indicating improved efficiency in the logistics sector [7]. - Sichuan plans to pilot zero-carbon industrial parks and transport routes, promoting the use of new energy heavy trucks to enhance green and efficient freight development [7].
率先打通在建船舶抵押融资堵点
Jing Ji Ri Bao· 2025-09-16 22:15
Core Viewpoint - The introduction of a mortgage loan for ships under construction by Postal Savings Bank in Heyuan City represents a significant breakthrough in financing for the shipping industry, addressing long-standing challenges in shipbuilding financing and supporting the green shipping trend [1][2]. Group 1: Industry Context - The shipping industry is a crucial link in supporting regional economic circulation, characterized by long construction cycles and high investment [1]. - Traditional mortgage financing has been limited due to the lack of valuation systems for ships under construction, which has hindered project progress for many shipping companies [1]. Group 2: Financial Innovation - Postal Savings Bank's Heyuan branch has developed a new mortgage loan scheme for ships under construction, breaking traditional financing barriers and providing a replicable model for the shipping and shipbuilding industry [2]. - The new financing solution utilizes a valuation model based on "progress + cost + prospects," and includes regulatory agreements to monitor project progress and control risks, allowing for loan approval in just over 10 days [1]. Group 3: Impact on the Industry - This financing innovation not only benefits individual companies but also injects financial support into the green upgrade of the shipbuilding industry, particularly for the construction of LNG new energy vessels [2]. - The bank aims to deepen its services in the shipping sector and enhance the financing service system to support high-quality development of the local economy and rural revitalization [2].