本报记者 刘晓一 在此背景下，明珠矿业通过扩帮工程采出新矿，直接带动铁精粉产销量同比增加；同时对水洗石生产线 进行技术升级，新增超细碎和干式磁选设备，通过铁矿石破碎抛废工艺提升产量，老骨料生产线技改后 新增块矿销售业务。受益于系列举措，明珠矿业2025年铁精粉销量同比增加约160.83%，归属于母公司 所有者的扣除非经常性损益净利润达3.49亿元至4.27亿元，同比增长208.00%至276.45%，成为公司业绩 增长的"压舱石"，其技术改造路径也与"智慧矿山""绿色开采"战略相契合。 非经常性损益因素也对公司业绩增长起到推动作用。2024年12月份，公司收回城运公司最后一笔股权转 让款，对应未确认融资收益摊销完毕，2025年无此项支出；证券虚假陈述责任纠纷投资者索赔款支出同 比减少，持有的广东鸿图股票带来103.03万元公允价值变动收益，同比增加1087.88万元。多重因素共同 增厚利润，对冲了公司六个合作房地产项目减值计提同比增加的影响，其中"鸿贵园"项目因执行异议等 问题计提信用减值约9364.08万元，同比增加485.86%，但未对整体业绩增长造成实质性影响。 "广东明珠业绩增长也贴合铁矿行业的市场需 ...

与此同时，山西全方位推动煤炭开采由传统方式向绿色开采转变，目前累计建成绿色开采示范煤矿75 座，同时还有200多座煤矿探索应用了绿色开采技术，煤炭开采更加清洁高效。 作为全国重要的综合能源基地，山西煤炭资源丰富且种类齐全。据统计，"十四五"时期，山西省新增煤 炭产能1.5亿吨/年，日均产量稳定在350万吨以上，累计生产原煤约65亿吨，占全国总产量的近三成； 以长协价为24个省份保供电煤20亿吨以上，有力保障了国家经济社会发展的用能需要。 本报太原1月26日电（记者马睿姗）记者近日从山西省统计部门获悉：2025年山西省规模以上工业原煤 总产量超13亿吨，同比增加2.1%，约占全国同期产量的27%。 ...

证券日报网1月26日讯 ，科隆新材在接受调研者提问时表示，一方面，煤矿"大采高""超长工作面"的普 及和智能化建设，对井下设备的可靠性与耐久性提出了更高要求。公司的高端液压密封件、高压胶管是 保障大型智能综采设备（如"大采高"液压支架）稳定运行的关键消耗配件。另一方面，开采方式的大型 化变革，催生了对大吨位、高效能辅助运输装备的明确需求。公司凭借在超重型领域的领先优势，成功 研制并交付130吨级超重型支架搬运车，该产品能充分适配当前大采高、超长工作面的生产需求。不仅 如此，煤炭行业向绿色开采、清洁利用发展，例如"纯水液压支架"等新技术的应用，催生了对于新型密 封材料的定制化需求。公司依托深厚的橡塑材料研发能力，开发纯水介质密封产品，快速响应抢占市场 先机。同时，进一步提高客户粘性，积极推进煤矿综采后装维修市场的密封、胶管及特车配件的寄售及 特车租赁业务，已颇具成效。 （文章来源：证券日报） ...

新能源方面，2025年内蒙古新增新能源装机3500万千瓦，新能源总装机达到1.7亿千瓦以上，其中，风 电装机在全国率先突破1亿千瓦。新能源发电量2700亿度，发电量连续10余年位居全国第一，外送绿电 900亿度、同比增长40%以上。同时，氢能、储能产业发展取得显著成效。氢能方面，推动完善氢能"制 储输用"全产业链体系，优化调整绿氢项目上网电量比例至40%并延长政策享受期，全年绿氢产量突破1 万吨，领跑全国。储能方面，细化落地独立新型储能放电量补偿政策，创新实施"放电量补偿"机制，截 至目前，全区累计建成投运新型储能规模超过1700万千瓦，同比增长144%。 转自：草原云 记者从2025年12月31日内蒙古自治区能源局组织召开的全区能源工作会议暨行业安全生产会议上获悉： 2025年，内蒙古能源系统坚持以能源安全新战略为指引，全力推进国家重要能源和战略资源基地建设， 全区能源工业增加值同比增长5%以上，能源重大项目完成投资超3000亿元，能源工业投资约占全区固 定资产投资的35%，为全区经济高质量发展提供了有力支撑。 煤炭方面，2025年，内蒙古加快释放优质产能，3处矿区总规获国家批复，新增煤炭产能储备项目13 ...

12月26日，山东省属企业科技创新生态建设推进会在济南召开，山东黄金多项硬核科技成果获奖。"十四五"以来，山东黄金集团科技投入较"十三五"增长 136%，年均立项科技项目约300项，"十四五"期间获得1716项专利，234个省部级以上科技奖，目前拥有18个省级及以上科创平台，从院士工作站到创新 工作室，搭起了一张全域创新网。 此次入选省属企业十大创新成果的"金属矿智能化充填绿色开采关键技术"，是集团在绿色开采领域的核心突破，配合专业设备，整套流程能够实现全自动 化管控。膏体充填技术堪称矿山"无缝缝合"黑科技，能够把尾砂等固废加工成膏状料浆，通过智能泵送系统精准注入采空区，凝固后代替矿石支撑围岩。 如果说充填技术是给矿山"强身健体"，那人工智能应用就是给生产"装了大脑"。集团打造的"全生命周期智能管理大模型"此次入选省属企业十大人工智能 典型应用场景。 该模型覆盖12类2000余台套核心设备，能够实现设备智能监测、故障预警与预测性维护。"以前查设备运行状态要耗费几小时，现在几分钟就能完成，并 且准确率达95%以上，设备故障率更是直接降了17%，年节约成本超亿元。"集团副总工程师王成龙告诉记者。 依托该模型，集团 ...

Core Insights - China has officially announced the discovery of Asia's largest underwater gold mine, located in the northern waters of Sanshan Island, Laizhou, with reserves exceeding 3,900 tons, making Yantai a leader in gold mining in China, accounting for over a quarter of the country's total reserves [1][3] - This discovery is not just about wealth; it represents a strategic move in the context of global geopolitical dynamics, showcasing China's capability to secure resources for its future [2][10] Group 1: Economic and Strategic Value - The 3,900 tons of gold is equivalent to the total output of all global gold mines over two years, significantly enhancing China's economic security and reducing dependence on foreign resources [3][7] - The discovery strengthens China's position in the global gold supply chain, allowing for greater self-sufficiency and the ability to stabilize the economy during international financial turmoil [7][10] Group 2: Technological Advancements - The successful discovery of the underwater gold mine is attributed to advanced technology and a dedicated research team, utilizing high-precision geophysical detection and AI systems for data analysis [5][9] - This achievement marks a significant advancement in China's deep-sea exploration capabilities, previously dominated by Western companies, and sets the stage for future resource exploration [5][9] Group 3: Regional Impact - Yantai's gold reserves now account for 26% of the national total, positioning the city as a strategic resource hub and enhancing local employment and industry development [7][9] - The discovery is expected to lead to the development of green mining practices, balancing resource extraction with environmental protection, thus setting a precedent for sustainable practices in resource management [9][12] Group 4: Global Implications - The announcement has caused significant reactions in international markets, with mining companies adjusting their forecasts, indicating a potential shift in the global resource balance [10][12] - China's increased gold reserves may enhance its influence in global pricing and market regulations, reflecting its growing economic power and strategic autonomy [10][12]

山西省委、省政府将煤矿智能化建设列为能源综合改革试点的重大任务，从采掘入手，逐步过渡到全矿 井智能化建设。引进华为矿山油气军团全球总部落户太原，有序布局5G入井，加快推动"人工智能+煤 炭"融合发展。 作为煤炭大省，山西在保障国家煤炭供应的同时，也加快向智能绿色迈进，让煤炭开采更智能、更清 洁。 （文章来源：新华网） 记者从山西省政府新闻办17日举行的新闻发布会上获悉，截至2025年11月底，山西省累计建成智能化煤 矿369座，占全国三分之一以上。 山西还全方位推动煤炭开采由传统方式向绿色开采转变。累计建成绿色开采示范煤矿75座，同时还有 200多座煤矿探索应用了绿色开采技术，初步形成充填开采、保水开采、煤与瓦斯共采、无煤柱开采等 多元化绿色开采技术路线，让煤炭开采更加清洁。 "十四五"期间，山西全省新增产能1.5亿吨/年，日均产量稳定在350万吨以上，累计生产原煤约65亿吨， 占全国总产量的近三成；以长协价为24个省份保供电煤20亿吨以上，有力保障了国家经济社会发展用能 需要。 ...

Group 1 - The core viewpoint of the articles highlights the significant achievements of Shouyang County in Shanxi during the "14th Five-Year Plan" period, focusing on the high-quality development of the coal industry [1][2] Group 2 - Continuous release of high-quality production capacity has been achieved, with a total capacity increase of 4.4 million tons from Yuzhong Coal Industry and Pingshu Coal Industry [1] - The county has maintained a 100% advanced production capacity ratio, with 14 production mines consistently achieving top safety and efficiency levels [1] - Shouyang County leads in intelligent construction within the province and city, having built 10 intelligent mines and 82 coal mining faces, with the New Yuan Coal Mine recognized as a national 5G intelligent demonstration mine [1] Group 3 - The implementation of green mining techniques has resulted in over 70% of coal mines adopting methods such as "filling mining" and "coal and gas co-mining," enhancing resource efficiency and reducing environmental impact [1] - The comprehensive management of coal mine gas has led to the implementation of 8 gas power generation projects, generating 1.79 billion kilowatt-hours during the "14th Five-Year Plan" period [2] - The county aims to deepen the energy revolution and accelerate the integration of coal industry with digital technology, promoting further intelligent and green development [2]

Core Insights - The UK has announced a new strategy to produce at least 50,000 tons of lithium by 2035, with 20% of this supply coming from recycling efforts, supported by an investment of approximately £50 million [2][3]. Group 1: Strategic Importance of Lithium - Lithium is recognized as a critical resource for the development of electric vehicles (EVs), with the UK currently relying on imports for over 90% of its key minerals, including lithium, which is predominantly sourced from Australia (40%) and Chile (28%) [3]. - The UK's electric vehicle production faced a 12% decline due to supply chain disruptions, highlighting the importance of stable lithium supply for the automotive industry [3]. Group 2: Domestic Production and Economic Impact - The UK aims to develop a complete domestic lithium supply chain from extraction to battery manufacturing, particularly focusing on the geothermal brine lithium resources in Cornwall, which has a lithium concentration of 260 mg/L [3][8]. - The development of the lithium industry is expected to create 50,000 high-paying jobs across various sectors, contributing significantly to the UK economy [5]. Group 3: Competitive Landscape in Europe - The UK is currently lagging behind Germany and France, which have planned a combined domestic lithium capacity of 240,000 tons, with the UK’s market share for electric vehicles at only 16.5% compared to Germany's 22% and France's 19% [4]. - The UK’s battery production capacity is only 10 GWh, less than one-third of Germany's, which limits its competitiveness in the EV market [4]. Group 4: Environmental Considerations - The UK’s lithium strategy emphasizes sustainable mining practices, with projects like the Cornwall lithium mine utilizing a closed-loop water system that achieves a 95% water utilization rate and reduces carbon emissions by 60% compared to traditional mining methods [9][10]. Group 5: Future Outlook - The UK’s lithium production goal is seen as the beginning of a larger trend in the global competition for lithium resources, with the potential for significant market share in the electric vehicle sector by 2035 [10].

Core Viewpoint - Gansu Energy Chemical's Q3 2025 financial report indicates a resilient performance despite fluctuations in the coal market, with a focus on energy transition and project development laying a solid foundation for long-term growth [1][2][3] Financial Performance - For the first nine months of 2025, the company achieved a revenue of 6.119 billion yuan, showing a decline compared to the previous year, but Q3 revenue reached 2.402 billion yuan, reflecting a year-on-year growth of 10.36% [1] - The company's total assets increased by 4.17% from the beginning of the year, reaching 34.754 billion yuan, while the debt structure remained stable [2] Project Development - The company is advancing its coal industry by enhancing the efficiency of its main production mines and has successfully launched new mining projects, including the Jingtai Baiyanzi and Tianbao Hongshaliang open-pit mines [1] - In the power sector, the Lanzhou New Area 2×1000MW thermal power project is progressing well, with preliminary design and multiple early-stage bidding completed [1] Chemical Sector Initiatives - The first phase of the clean and efficient gasification project at Jinyuan Coal Power has entered trial production, with the second phase's construction progressing efficiently [2] Financial Strategy - As of the end of Q3, the company had a cash balance of 5.171 billion yuan and successfully issued a 500 million yuan bond with a 2.00% interest rate, indicating market confidence in its creditworthiness and long-term prospects [2] Strategic Direction - The company aims to enhance its comprehensive energy supply and risk resilience through a dual-driven strategy focusing on "clean and efficient coal utilization + new energy layout" [3] - With multiple key projects nearing completion, the company is expected to gradually unlock growth potential and contribute significantly to regional energy security and green transition [3]