此前，森达源煤矿已率先完成评审备案，查明铝土矿资源量784.26万吨、伴生镓470.56吨。两座煤矿合 计探明铝土矿资源量近1300万吨、镓金属超800吨。值得关注的是，两矿目前均仅完成部分区域的勘查 工作——森达源详查覆盖面积53.57%，金泰源仅11.84%——剩余区域仍有较大资源潜力待释放。 继森达源煤矿率先突破后，永泰能源集团股份有限公司（以下简称"永泰能源"）煤下铝资源开发再获实 质性进展。2月11日晚间，该公司发布公告称，其旗下金泰源煤矿铝土矿及伴生资源详查报告已通过山 西省自然资源厅评审备案。 永泰能源有关负责人对《证券日报》记者介绍，目前，永泰能源正有序推进所属森达源、金泰源等8座 煤矿煤下铝采矿权获取工作。"本公司将持续深耕资源综合开发赛道，全力打造'煤-铝-镓'多元化产业格 局，推动资源高效利用与产业转型升级深度融合。" 中型铝土矿与战略金属镓双增储 根据公告，本次金泰源煤矿勘查范围占矿井总面积的11.84%，详查区内估算铝土矿累计查明资源量 512.95万吨，其中控制资源量194.31万吨、推断资源量318.64万吨，达到中型铝土矿矿床规模。矿石品 质方面，AlO平均含量63.12%、铝 ...

Core Insights - The company has developed a groundbreaking "one-step" lithium extraction technology from ultra-low concentration lithium brine, achieving over 90% yield, surpassing traditional methods which yield 75% [2] - The lithium carbonate produced has low impurity levels, with calcium, magnesium, and boron below 50 ppm, chloride below 100 ppm, sodium below 300 ppm, and magnetic substances below 100 ppb [2] - The company is focusing on green low-carbon development, integrating ecological restoration and resource extraction, and has implemented various ecological recovery projects [4][6] Company Strategy - During the "14th Five-Year Plan" period, the company has transitioned from a traditional resource extractor to an ecological guardian, emphasizing the balance between resource development and environmental protection [6] - The company is strategically planning its industrial layout around the core resources of the Qaidam Basin, promoting comprehensive resource development and green transformation [2] - The company is diversifying its operations by focusing on potassium chloride and lithium carbonate while also investing in copper resources, creating a multi-sector collaborative and extended industrial chain [2]