未来，在矿业用地、开采战略性矿产资源征收土地、探采"直通车"、油气探采合一、矿业权收回补偿等 方面将实现突破。 新修订的《矿产资源法》把保障国家矿产资源安全作为重中之重，从法律上构建了全面系统的矿产资源 安全保障体系。随着新法的落地实施，多地推动战略性矿产资源增储上产，矿业权市场热度持续攀升。 从矿种来看，锡矿、铝土矿、钨矿、铜矿、磷矿等矿种勘查投入同比增长50%以上，煤炭、铅锌矿、钼 矿、金矿、石墨等矿种勘查投入也有不同程度增长。 当前，矿产资源外部环境处于不稳定期，我国矿产资源需求处于上升期。摄影/章轲 第一财经记者从自然资源部了解到，今年以来，各地自然资源部门加大了探矿权供给，2024年战略性矿 产探矿权投放581个，创十年新高。2025年上半年，战略性矿产探矿权投放318个。 在本月7日举办的2025甘肃省矿业权出让项目招商对接活动上，3个重大项目现场签订煤矿资源开发合作 协议，签约金额高达346.47亿元；甘肃省自然资源厅与10家前期竞得矿业权企业签订矿业权出让合同， 金额为23.25亿元。据第一财经记者了解，甘肃省今年已公开出让矿业权75宗，成交总金额达36.93亿 元。 第一财经记者从自然资源部 ...

Investment Rating - The report rates the industry as "Positive" [6] Core Insights - Potassium is one of the three essential nutrients for crop growth, often referred to as "the grain of food" [2] - The global potassium fertilizer market is projected to reach USD 28.12 billion in 2024, with a compound annual growth rate (CAGR) of 3.9% expected until 2033 [27] - The supply of potassium is dominated by a few major players, leading to a clear oligopoly in the industry [2][44] Industry Overview - Potassium is essential for crop growth, with a market size exceeding USD 100 billion [15] - The potassium resource is divided into solid potassium ores and potassium brine, with solid potassium ores being the majority [28] - Global potassium resources are unevenly distributed, with China holding only 4% of the world's reserves, leading to significant reliance on imports [2][53] Demand Analysis - Global potassium fertilizer demand is expected to grow steadily due to population increases, with an average annual growth rate of 2.67% projected from 2024 to 2030 [3] - Key regions driving demand include China, Southeast Asia, and Brazil, with specific agricultural practices increasing potassium usage [3][18] - By 2030, global potassium fertilizer demand is anticipated to reach 85.2 million tons [3] Supply Analysis - Capital expenditures for greenfield potassium projects are substantial, with development cycles typically ranging from 7 to 10 years [4] - Major projects, such as BHP's Jansen project, are expected to significantly increase global potassium production capacity [4][20] - If current projects are completed on schedule, global potassium production could reach 90.9 million tons by 2030, with a CAGR of 2.35% from 2024 to 2030 [4] Price Trends - Short-term price trends for potassium fertilizers are expected to be strong, influenced by supply constraints and high demand in key markets [5] - The price of potassium fertilizers is projected to face upward pressure until 2026, after which it may stabilize as new projects come online [5][26] - The long-term price will be supported by marginal costs, despite potential oversupply in the future [5]

新能源产业的强势崛起，使相关战略性矿产资源正在成为国际新的博弈筹码。 尽管战略性 （关键） 矿产目前在国际上并没有统一的定义或概念，根据陈其慎、张艳飞等著的 《国内外战略性（关键）矿产厘定理论与方法》，中国厘定战略性关键矿产的原则有5点：对国 家具有重大战略意义的矿产；经济意义大且大量依赖进口的矿产；对战略性新兴产业具有关键作 用且大量依赖进口的矿产；具有较强国际市场优势的矿产；其他需要国家强化管理的矿产。 24潮产业研究院 (TTIR) 统计发现，在中国、日本、印尼、加拿大、澳大利亚、欧盟等很多国家 发布的战略性/关键矿产目录清单中，镍都位列其中。镍 (Ni) 是一种银白色金属，具有优异的导 电性、耐腐蚀性、抗氧化性和高温强度，被称为 "现代工业的维生素"。由于镍具有比较好的可塑 性、耐腐蚀性和磁性等性能，常被用于不锈钢、锂电池等领域，是发展战略新兴产业不可缺少的 基础材料和战略资源。 根据五矿金融研究院数据，预计到2030年新能源汽车、储能电池及航空航天用镍需求占比超 60%，三元高镍电池材料市场规模突破2000亿元。 镍及其化合物主要用途是作为合金元素生产不锈钢，全球约65%、中国约85%的镍用于冶炼不 ...

Core Points - The newly revised Mineral Resources Law officially took effect on July 1, emphasizing the importance of regulating mineral resource management and promoting green and high-quality development in the mining industry [1] - The law establishes a special protection system for strategic mineral resources, which are crucial for national economic security, defense security, and the development of strategic emerging industries [1] Group 1: Market Regulation and Resource Management - The new law emphasizes a dual focus on resource development and environmental protection, highlighting the market-oriented allocation of resources [3] - It introduces a competitive bidding and auction system for exploration and mining rights, reinforcing the principle that the market plays a decisive role in resource allocation [3] Group 2: Direct Transition from Exploration to Mining - The law addresses concerns of exploration rights holders regarding the conversion of exploration rights to mining rights by establishing a "direct access" system [5] - This system allows exploration rights holders to directly obtain mining rights upon discovering mineral resources, removing legal obstacles for conversion [7] Group 3: Specific Regulations for Fluid Minerals - The law introduces a "combined exploration and mining" system specifically for fluid minerals like oil and natural gas, allowing exploration rights holders to commence mining upon discovery, provided they complete the necessary procedures within a specified timeframe [9] Group 4: Ecological Restoration and Management - The new law mandates strict management of ecological restoration processes in mining areas, shifting from end-of-pipe treatment to proactive source protection [10] - It encourages mining rights holders to transition from passive remediation to active prevention and comprehensive system management [10] Group 5: Investment and Exploration Growth - Since 2024, over 80 policy documents have been issued to encourage and support mining rights holders in increasing reserves and production, leading to significant breakthroughs in exploration [12] - During the 14th Five-Year Plan period, investment in mineral exploration has seen rapid growth, with total funding exceeding 400 billion yuan, of which over 90% comes from social capital [14] - As of mid-2023, most mineral types have met their exploration targets ahead of schedule, achieving breakthroughs in resources needed for emerging industries [16]

2025年7月起施行 全国新规 推动战略性矿产资源 产业优化升级 新修订的矿产资源法7月1日起施行. 明确加大对战略性矿 产资源勘查、开采、贸易、储备等的支持力度,推动战略性 矿产资源增加储量和提高产能,推动战略性矿产资源产业 优化升级。 提升"获得电力" 服务水平 国家发改委、国家能源局联合发文,提出推广主动办电服 务、提升办电便利度等一系列改革措施,持续提升"获得 电力"服务水平,服务经济社会高质量发展。新规自7月1 日起施行。 加强信息披露事务管理 保护投资者合法权益 新版《上市公司信息披露管理办法》7月1日起施行,明确 上市公司应当充分披露可能对公司核心竞争力、经营活动 和未来发展产生重大不利影响的风险因素,便于投资者合 理决策。 药品销售需扫追溯码 厅可进行医院结算 《关于加强药品追溯码在医疗保障和工伤保险领域采集 应用的通知》要求,原则上,7月1日起,销售环节按要求 扫码后方可进行医保基金结算,对此前已采购的无追溯 码药品,列入"无码库"管理,暂可进行医保结算。 加强劳动能力鉴定 便民服务 《劳动能力鉴定管理办法》7月1日起施行,要求加强便民服 多,通过信息共享能够获取的申请材料,不得要求重复提 ...

Core Viewpoint - The successful acquisition of exploration rights for the Fangfan mining area by Changjiang New Materials marks a significant breakthrough in the strategic mineral resources sector, enhancing the company's competitive edge and aligning with national resource security initiatives [1][2]. Group 1 - Changjiang New Materials, through its subsidiary Hubei Changjiang Resources Investment Co., Ltd., won the exploration rights for the gold mine in the Fangfan mining area after intense bidding [1]. - The exploration area covers 14.38 square kilometers with a tenure of 5 years, and preliminary geological surveys indicate a rich deposit of gold, copper, silver, and tungsten, with estimated resources exceeding medium-sized mine scale [1]. - This acquisition strengthens the company's influence in the strategic mineral resources sector and supports its commitment to national resource security and local economic development [1]. Group 2 - Following the acquisition, the company plans to increase investments in the new materials resource sector, expedite exploration efforts, and optimize resource development plans to enhance resource efficiency [2]. - The company will adhere to an ecological priority and green development approach, exploring models for "green exploration—clean development—circular utilization" to promote high-quality development in the mineral resources industry [2]. - Leveraging its resource advantages, the company aims to extend its industrial chain and expand its business footprint, aspiring to become a leading comprehensive service provider in the domestic mineral resources sector [2].

2025年 金属锑行业词条报告 头豹分类/制造业/有色金属冶炼和压延加工业/常用有色金 属冶炼 Copyright © 2025 头豹 金属锑行业剖析：稀缺属性铸就的巨大市场潜力 头豹词条报告系列 马天奇 · 头豹分析师 2025-04-17 未经平台授权，禁止转载 行业分类： 制造业/常用有色金属冶炼 摘要 锑是一种重要的工业元素，广泛应用于半导体、合金制造、阻燃材料等领域。全球锑资源高度集中于中国、俄罗斯、玻利维亚等国，中国储量居首。锑被视为战略性矿产， 中国尤为紧缺。2024年中国实施锑品出口管制政策，导致国内外价差扩大。金属锑行业市场规模受中国塑料制品产量增长和光伏组件产量高速增长带动。未来，中美贸易摩 擦升级可能对锑产品出口及下游行业造成压力，但中国铅蓄电池出口展现出强劲韧性，长期向好，将持续支撑锑产品的市场价值。 行业定义 锑（Sb）作为一种原子序数51的银白色金属元素，在地壳中广泛存在，因其在工农业生产中的重要应用而被誉为"工业味精"。其应用领域涵 盖：高纯金属锑用于半导体、红外探测器和二极管制造；锑与铅、锡、铜的合金可制造铅蓄电池、焊料、高强度耐腐蚀的金属板、管、轴承及铸 件；氧化锑（锑白）应 ...