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黄金产业迎来整合升级窗口期
Qi Huo Ri Bao· 2025-07-03 23:22
Core Viewpoint - The "Implementation Plan for High-Quality Development of the Gold Industry (2025-2027)" outlines a roadmap for the gold industry, emphasizing resource enhancement, technological innovation, and international cooperation to address the challenges of resource scarcity and high dependency on imports [1][4]. Group 1: Resource Development and Production - The plan prioritizes "promoting domestic resource increase and production," aiming for a 5%-10% growth in gold resources and over 5% in gold and silver production by 2027, with a focus on exploration in western regions [1][4]. - China's gold resource endowment is limited, with only about 5.85% of the global gold reserves, necessitating a long-term strategy for resource enhancement [1]. Group 2: Technological Innovation - The plan emphasizes "strengthening key technology and equipment breakthroughs," targeting challenges in deep mining, efficient smelting, and green mining, with a focus on specific technological directions [2]. - The promotion of high-purity gold and silver alloy materials is a new highlight, indicating a future integration of gold material development with emerging industrial applications [2]. Group 3: Industry Integration and Safety - The plan encourages "guiding enterprises to strengthen, optimize, and expand," addressing the fragmentation in the gold industry and promoting the formation of globally competitive leading enterprises [3]. - It continues to stress the importance of "enhancing safety production levels" and "accelerating digital transformation," with specific applications in areas like rock microseismic monitoring and unmanned underground operations [3]. Group 4: International Cooperation - The plan calls for "deepening overseas investment cooperation," highlighting the importance of securing global supply chains amid a significant supply-demand gap in gold [4]. - It emphasizes the need for enterprises to engage in global supply chain systems and fulfill social responsibilities, aligning with the Belt and Road Initiative [4]. Group 5: Strategic Opportunities - The next three years present a window for industry integration and upgrading, urging leading gold enterprises to focus on key technology, green resource utilization, high-end product development, and international collaboration to enhance competitiveness [5].