在中国，铼的发现时间较晚。2010年，陕西洛南县某矿区勘测出约176吨铼储量，这是我国首次大规模发现铼。2017年，安徽泾县又发现了30吨左右铼矿。 虽然数量相比其他矿产不大，但意义非凡，因为我国每年的铼使用量也仅在两吨左右。这些发现让中国逐渐摆脱了对外依赖，增强了战略主动性。铼的价格 也十分高昂，每克与白金接近，约三百元人民币。 铼在工业中的地位极其重要，尤其是航空发动机制造领域。发动机造价占飞机总成本的三成，而铼是发动机核心部件不可或缺的材料。由于其耐高温、抗腐 蚀的特性，被广泛用于单晶涡轮叶片、燃烧室和喷嘴等关键部位。那看似轻薄的涡轮叶片，输出动力却能与一辆2.0排量汽车相当。上世纪五十年代，美国 工程师发现，将铼与镍合金化能有效提升发动机耐高温性能，于是铼开始在航空工业中大规模应用。后来，随着添加比例的增加，发动机性能得到进一步增 强。也正因为铼的作用，它被称为"航空生命"。 现代国家要想快速发展，离不开科技进步，而科技进步的背后则是自然资源的支撑。先进技术再高，如果缺乏与之匹配的资源，也会陷入"巧妇难为无米之 炊"的境地。中国以资源丰富而闻名，但在一些稀有矿产方面依然存在短缺，例如铼。 铼是一种极其 ...

中国中冶、五矿资源、盐湖股份、株冶集团、中钨高新、五矿发展、五矿新能、五矿资本、五矿地产9 家上市公司分别介绍了2025年度上半年经营情况、业绩表现以及未来发展规划等情况，并针对不同类型 投资者重点关注的行业发展、公司经营、市值管理等问题进行了深入交流。 9月29日下午，中国五矿集团有限公司(以下简称中国五矿)在深圳证券交易所召开控股上市公司2025年 半年度集体业绩说明会。中国五矿党组成员、副总经理徐基清出席会议并致辞。 会上徐基清简要介绍了中国五矿的发展战略和经营情况。据介绍，中国五矿为保障我国资源供应而生， 伴随改革开放发展壮大，成立75年来，坚持立矿业报国之志、扛矿业强国之责，始终以保障国家金属矿 产资源供给与安全为己任。2025年上半年，中国五矿与青海省共同组建中国盐湖集团，盐湖股份也成为 新加入中国五矿的第九家控股上市公司。中国五矿把"资源"作为第一战略，把"科技创新"作为核心动 力，全面推进向高端化、智能化、绿色化发展。中国五矿高度重视控股上市公司价值创造和价值实现， 坚持做负责任、讲诚信、有温度的大股东，以价值引领发展，更好回报投资者。下一步，中国五矿将进 一步提升上市公司质量，优化投资者回报 ...

在会议上，徐基清简要介绍了中国五矿的发展战略和经营情况。据介绍，中国五矿为保障我国资源供应 而生，伴随改革开放发展壮大，成立75年来，坚持立矿业报国之志、扛矿业强国之责，始终以保障国家 金属矿产资源供给与安全为己任。2025年上半年，中国五矿与青海省共同组建中国盐湖集团 （000578），青海盐湖工业股份有限公司也成为新加入中国五矿的第九家控股上市公司。中国五矿 把"资源"作为第一战略，把"科技创新"作为核心动力，全面推进向高端化、智能化、绿色化发展。中国 五矿高度重视控股上市公司价值创造和价值实现，坚持做负责任、讲诚信、有温度的大股东，以价值引 领发展，更好回报投资者。下一步，中国五矿将进一步提升上市公司质量，优化投资者回报机制，提高 投资者关系管理水平，在"十五五"新征程上，以新作为开拓新境界，以新担当践行新使命，以新奋斗铸 就新辉煌。 中国冶金科工股份有限公司、中国五矿集团有限公司、盐湖股份（000792）、株洲冶炼集团股份有限公 司、中钨高新（000657）材料股份有限公司、五矿发展（600058）股份有限公司、五矿新能源材料（湖 南）股份有限公司、五矿资本（600390）股份有限公司 、五矿地产有限 ...

Core Viewpoint - The company is strategically investing in lithium brine resources in Argentina, which is expected to enhance its resource value as lithium carbonate prices rise [2] Group 1: Company Strategy - The company is involved in lithium brine projects in Argentina through both controlling and participating stakes, specifically in the JAMA and Solaroz projects [2] - The company anticipates controlling over 10 million tons of lithium carbonate equivalent (LCE) resources from these projects [2] Group 2: Market Conditions - The company is capitalizing on the current low cycle in the lithium market by investing in these brine resources [2] - As lithium carbonate prices increase, the value of the company's lithium resources is also significantly rising, reinforcing its strategic resource value [2]

Core Insights - The rise of Qian Dong Manganese Mine in Guizhou, China, is significantly reshaping the global manganese industry, driven by technological innovation, environmental protection, and strategic resource management [1][9]. Exploration and Discovery - The discovery of a unique manganese ore in 2017 in Songtao, Guizhou, challenged traditional geological theories and revealed a massive mineral deposit, leading to a total manganese reserve of 750 million tons, accounting for one-third of the world's super-large manganese reserves [3][5]. - The exploration efforts have positioned China as a dominant player in the global manganese market, with four of the top ten manganese mines located in the country [3][5]. Industrial Importance - Manganese is essential in steel production, with a requirement of 6-9 kg of manganese per ton of steel, and its importance is increasing in the battery industry, particularly for electric vehicles [5][6]. - The global demand for manganese in battery production is expected to surge by 300% by 2030, highlighting the critical role of manganese in the transition to renewable energy [5][6]. Supply Chain Dynamics - China's manganese self-sufficiency rate is projected to rise from 31% to 85% due to the new discoveries, significantly impacting global manganese pricing and supply dynamics [5][6]. - The average grade of the newly discovered manganese ore is 25.75%, surpassing the national average of 20%, which enhances China's competitive position in the global market [5][6]. Technological Advancements - The development of selective leaching technology has enabled the conversion of manganese carbonate into battery-grade manganese sulfate with a purity of 99.9%, reducing costs and environmental impact [6][9]. - Innovations in mining and processing techniques, such as automated sorting and intelligent filling methods, have improved ore purity and recovery rates, maximizing the value extracted from each ton of manganese [9]. Environmental Considerations - The establishment of a "mining ecological bank" in Tongren mandates environmental restoration efforts alongside mining activities, aiming to prevent past pollution issues [8][9]. - Successful remediation projects have restored local ecosystems, demonstrating a commitment to sustainable mining practices and garnering international recognition [8][9]. Global Reactions - In response to China's advancements, countries like Australia and Japan are seeking partnerships and technological exchanges to secure their positions in the manganese supply chain [6][8]. - The international community is taking notice of China's sustainable practices, with the United Nations recognizing Tongren as a benchmark for sustainable development [8][9].