新金路（000510.SZ）11月19日在投资者互动平台表示，栗木矿业已取得了广西壮族自治区应急管理厅 出具的《关于广西有色栗木矿业有限公司桂林矿产地质研究院栗木钽铌锡多金属矿（60万t/a采矿改建项 目）安全设施设计审查意见书》，同意公司栗木钽铌锡多金属矿一期60万t/a采矿改建项目安全设施设 计。目前，公司正按照文件要求，编制施工图设计及建设方案和项目开工审批手续办理；广西壮族自治 区自然资源厅印发的《关于加强矿业权管理促进矿业高质量发展的意见》从矿业权整合、生产规模等方 面对锡矿钨矿等重点矿种提出了高质量发展的要求，长远来看，其有利于公司矿产资源开发的优化整 合，促进整个行业的高质量发展。 每经AI快讯，有投资者在投资者互动平台提问：请问公司旗下栗木矿业现在项目建设进度如何？近期 广西壮族自治区自然资源厅印发《关于加强矿业权管理促进矿业高质量发展的意见》，是否会对公司有 什么影响？随着新《矿产资源法》的生效，多地都在推动战略性矿产资源增储上产，公司是否有做增储 准备？进度如何？ （记者 王晓波） ...

Core Viewpoint - The Guangxi government is launching a two-year special action plan to integrate mining rights and manage "small, scattered, and chaotic" enterprises, aiming to promote high-quality development in the mining sector, particularly in non-ferrous metals [1][2]. Group 1: Mining Rights Integration - The integration will focus on mines that do not meet safety production requirements and have unreasonable development layouts, targeting key metal minerals such as lead, zinc, tin, antimony, tungsten, manganese, and gold [2]. - By the end of 2027, the number of mining rights in Guangxi is expected to decrease from 2,612 to below 1,800, with the proportion of large and medium-sized mines increasing from 61% to over 80% [2]. Group 2: Management of "Small, Scattered, and Chaotic" Enterprises - The plan includes measures such as closure, restructuring, and upgrading of small enterprises, aiming to eliminate those that should be shut down within 3 to 5 months [2]. - By the end of 2027, the goal is to have comprehensive standardization in the production management of mineral processing, smelting, and processing enterprises, increasing the proportion of large and medium-sized enterprises from 43% to 60% [2]. Group 3: Support and Incentives - Guangxi will support enterprises in updating equipment, digital transformation, green low-carbon modifications, product innovation, and upgrading processes and equipment to promote high-end, intelligent, green, large-scale, and park-based development [3]. - A "green channel" for multi-departmental collaborative approval services will be established, and mining rights in integrated areas will be temporarily suspended from transfer and other changes until integration is completed [3].

广西实施针对性政策措施 开展矿业权整合和"小散乱"企业综合治理 中新网南宁11月12日电(记者 林艳华)11月12日，广西壮族自治区人民政府新闻办公室举行新闻发布会， 介绍近期部署开展的全区矿业权整合和"小散乱"企业综合治理专项行动相关情况。发布会透露，广西将 实施针对性政策措施，通过激励和约束并举，全力推进矿业权整合和"小散乱"企业综合治理，推动广西 矿业高质量发展。 图为发布会现场。黄千曦 摄 广西生态环境厅副厅长宁耘称，绿水青山和金山银山不是一道选择题，而是一道必答题。广西将从源头 做起，强化规划环评引领，推进矿产资源开发与环境保护源头管控。强化龙头服务，全力服务项目审 批，推动南丹关键金属产业高质量发展；强化协同监管，切实为矿业整合和产业升级提供生态环境执法 保障。 广西应急管理厅副厅长陈捷指出，矿山是高危行业，广西将突出强化预防，从矿山安全准入、安全监管 和升级改造三个方面助推专项行动取得实效。 广西园区办副主任王宗文表示，将以招商引资和规划布局专业园区为抓手，向所有优质企业敞开广西有 色金属关键金属产业高质量发展的大门，加强靶向招商，开展系列招商活动，注重招商成效，全力优化 营商环境，为每一家在广 ...

Core Viewpoint - Sichuan province is advancing its mining industry by implementing new policies aimed at enhancing geological surveys, improving mining rights allocation, and fostering technological innovation to transition from a "mineral-rich province" to a "mining powerhouse" [6][10][12]. Group 1: Geological Survey Enhancements - The Sichuan government has approved a 1:50000 geological survey plan for 2025-2030, which serves as a roadmap for future geological investigations [7]. - The province aims to strengthen its geological survey capabilities, particularly in key mineral areas, to improve resource identification and mining potential [8][9]. - Innovative funding models such as "order-based" and "crowdfunding" geological surveys are being introduced to attract social capital into the mining sector [9]. Group 2: Development and Utilization - The introduction of "land steward" services aims to streamline land use approvals for mining projects, significantly reducing project initiation times [10]. - New methods for mining rights allocation, including a combination of capped bidding and proposal selection, are being explored to ensure fair access and promote sustainable practices [11]. - Recent successful mining rights auctions have demonstrated increased confidence from external enterprises in Sichuan's mining market, with a total transaction value of 236 million yuan [11]. Group 3: Technological Advancements - The focus is shifting towards deep and concealed mineral exploration, necessitating technological support and innovation in mining practices [12]. - Sichuan has initiated a strategic action plan to enhance technological capabilities in mineral exploration, with a budget of 30 million yuan allocated for key projects [12]. - The establishment of AI-driven mining platforms is underway to improve predictive modeling and resource evaluation [12][13]. Group 4: Resource Utilization and Efficiency - A comprehensive assessment of mineral resource utilization has been completed, focusing on recovery rates and efficiency across various mining operations [13]. - The province is prioritizing the development of technologies for efficient separation and utilization of valuable elements from complex ore deposits [13].

Core Viewpoint - Sichuan Province has issued a set of policies aimed at promoting high-quality development in the mining industry, focusing on optimizing exploration layout, orderly transfer of mining rights, strengthening resource reserves, and enhancing ecological protection [1][2][3]. Group 1: Exploration and Mining Rights - The policies include deploying geological survey projects in key mineral areas such as northern Sichuan for gold and manganese, eastern Sichuan for potassium salt, and southwestern Sichuan for lithium and beryllium [1]. - Sichuan will expand the sources of mining rights transfer through various market-based methods like bidding, auctioning, and listing, aiming for efficient allocation of mining rights [1]. Group 2: Green Development and Resource Management - The policies emphasize integrating green development throughout the mining process, implementing differentiated management for geological surveys and mining in protected areas, and promoting resource replenishment [2]. - Companies are required to take responsibility for safety production, geological disaster prevention, and ecological restoration, with a focus on creating a coordinated development model for mining and environmental protection [2]. Group 3: Financial Support and Investment - Sichuan will establish a strategic investment mechanism for exploration, increasing fiscal input for foundational exploration projects and ensuring stable funding growth [3]. - The policies encourage social capital and geological survey units to participate in foundational geological investigations, and financial institutions are urged to innovate financing mechanisms for exploration rights [3].

Core Viewpoint - The newly revised Mineral Resources Law, effective from July 1, 2025, represents a comprehensive and systematic overhaul of the existing law, providing a strong legal guarantee for the high-quality development of China's mining industry in the new era [1] Legislative Process - The Mineral Resources Law was originally established in 1986 and has undergone partial amendments in 1996 and 2009. The 1986 law laid the foundation for rapid development in the mining sector during the reform and opening-up period by ensuring state ownership and rational development of mineral resources [3] - The need for reform has been recognized due to emerging issues in the mining sector, such as the need for a robust national mineral resource security system and the lack of institutional confirmation for market-oriented reforms. This has led to multiple proposals for amendments from various stakeholders since 2008 [4] Policy Background - The central government has emphasized the importance of mineral resource security and development, with directives from President Xi Jinping to enhance exploration efforts and improve the level of resource development and protection. Various policy documents have been issued to support the revision of the Mineral Resources Law [5] Key Institutional Considerations - The revised law incorporates principles of national security, market-oriented reforms, and ecological sustainability. It expands from 7 chapters and 53 articles to 8 chapters and 80 articles, establishing a legal framework that aligns with the new requirements for high-quality development in the mining sector [8] - A new mineral resource security system is established to enhance risk prevention and ensure national mineral resource safety [9] - The law aims to improve the paid transfer system for mineral resources, defining rights related to exploration and mining, and establishing a competitive bidding process for mining rights [9] - It addresses long-standing issues related to land use in mining, ensuring that land planning considers mining needs and establishing a system for land acquisition for strategic mineral resources [9] Modern Management and Environmental Protection - The law enhances the management of mineral exploration and extraction through various systems, including a streamlined approval process and incentives for responsible mining practices [10] - It emphasizes ecological restoration in mining areas, mandating government oversight and establishing clear responsibilities for ecological rehabilitation [10] Conclusion - The revised Mineral Resources Law institutionalizes the directives from the central government regarding high-quality development in the mining sector, aiming to stabilize expectations and promote long-term benefits for the industry [11]

Core Insights - The Ministry of Natural Resources organized a training meeting to discuss the national survey and evaluation of mineral resource development and the promotion of advanced applicable technologies for 2024 [1][2] - The meeting highlighted the importance of the survey and technology promotion in enhancing resource conservation, efficient utilization, and ensuring national mineral resource security [2] Group 1 - The first nationwide survey of mineral resource development levels has clarified the current status of normal production mines in China, identifying disparities in resource utilization across regions [1] - The promotion of advanced applicable technologies has facilitated the integration of government, industry, academia, and research, empowering mining companies in their green and low-carbon transformation [1][2] - The meeting emphasized the need for high-quality execution of the 2025 survey and technology evaluation, focusing on the quality of "three rates" data [2] Group 2 - Experts provided training on the evaluation of mineral resource development levels, the "three rates" standards, and the application for advanced technologies [2] - Relevant departments and organizations are encouraged to strengthen collaboration and enhance the application of results from the survey and technology promotion [2]

Core Viewpoint - The mining industry in China faces challenges in high-quality development due to fluctuating market prices and operational difficulties, necessitating a focus on risk management, resource recycling, and green transformation [1]. Group 1: Building a Mining Risk Early Warning System - Strengthening the resilience of the mining industry through technology integration (AI, green technology) and data-driven approaches to shift from passive risk response to proactive risk prediction [2]. - Vertical extension of the industrial chain to hedge against price volatility by moving from a traditional model of raw material extraction to high-value manufacturing, as exemplified by the Inner Mongolia Baotou Rare Earth Mine [2]. - Horizontal expansion of industrial collaboration to create a diversified income structure, reducing reliance on primary mineral resources, demonstrated by the Gansu Jinchang's integration of mining and new energy [2]. Group 2: Technological Innovation to Promote Resource Recycling - Utilizing new mining technologies to enhance the comprehensive utilization of associated resources, which is crucial for high-quality development [4]. - Resource recovery from tailings through advanced technologies like spectral imaging and AI data analysis, forming a closed-loop industry that improves circular economy benefits [5]. - Remanufacturing old mining equipment to extend service life and provide solutions to mining development challenges through a circular economy approach [5]. Group 3: Driving Green Transformation in Mining - Establishing a resource development compensation mechanism to alleviate funding pressures for transformation, integrating policy innovation and technological empowerment [6]. - Ecological restoration and landscape reconstruction of tailings ponds to convert ecological value into economic value, addressing environmental challenges [6]. - Reutilizing underground spaces in abandoned mining areas by integrating geological engineering and ecological restoration to create sustainable utilization models [6].