今年6月，自然资源部办公厅印发《"十四五"矿产资源规划总结评估及"十五五"规划编制工作的通 知》，对"十五五"全国矿产资源规划编制提出具体要求。 "短短几个月，省级技术规程与市县级编制指南就同步出台，凸显规划体系'上下衔接、压茬推进'的紧 迫性。"业内专家对第一财经记者表示，这份覆盖省、市、县三级的编制框架，国家矿产资源管理在安 全保障、绿色发展、机制创新三大领域的战略导向越发清晰，也体现出国家推进矿业新质生产力发展与 全球资源布局的深层考量。 专家表示，"把资源安全置于国家安全体系的突出位置"这一顶层设计在两份文件中得到系统性落实。 《技术规程》明确，立足"国家所需、地方所能"的总体要求，根据经济社会发展对地质矿产的需求，合 图为湖北某地正在对矿山进行生态修复。摄影/章轲 自然资源部正指导省级、市县级"十五五"矿产资源规划编制，以加强部省衔接，落实全国矿产资源规划 的相应目标任务，提高地方矿规的科学性、合理性和可操作性，切实提升规划编制质量。 理确定规划目标指标和部署重点工作任务，明确准入要求。《编制指南》提出，"重点落实全国重点矿 产资源勘查开采项目和省级矿产资源勘查开采项目"。 自然资源部研究制定的《" ...

Core Insights - China's significant breakthroughs in mineral exploration have been achieved in the first half of the year, with most mineral types exceeding the "14th Five-Year Plan" exploration targets ahead of schedule [1][2] - The new Mineral Resources Law, effective from July 1, emphasizes the protection of strategic mineral resources, ensuring national economic and defense security [2] - Investment in non-oil and gas mineral exploration reached 6.993 billion yuan, a year-on-year increase of 23.9%, indicating a growing enthusiasm from enterprises for mineral exploration [2][3] Group 1: Major Discoveries - A large uranium mine was discovered in Heilongjiang Province, marking the first of its kind in the province [1] - In Hebei Province, a new rubidium resource of 3.37 million tons was identified, solidifying China's position in rubidium mining [1] - A super-large lithium deposit was found in Hunan Province, with 490 million tons of lithium ore and 1.31 million tons of lithium oxide resources submitted [1] Group 2: Policy and Regulatory Framework - The revised Mineral Resources Law establishes a special protection system for strategic mineral resources, focusing on those critical for national security and emerging industries [2] - The Ministry of Natural Resources has initiated a summary evaluation of the "14th Five-Year Plan" for mineral resources and is preparing strategies for the "15th Five-Year Plan" [2] Group 3: Investment Trends - Exploration investment in tin, bauxite, tungsten, copper, and phosphate has increased by over 50% year-on-year, with coal, lead-zinc, molybdenum, gold, and graphite also seeing growth [3] - The supply of exploration rights for strategic minerals is set to reach a ten-year high in 2024, with 581 rights to be issued [3] - China's lithium resource production has increased by over 30%, with the global share of lithium reserves rising from 6% to 16.5%, moving from sixth to second place globally [3]