近日，工业和信息化部等九部门联合印发《黄金产业高质量发展实施方案（2025—2027年）》（下称 《实施方案》），从九个方面明确了未来三年黄金产业高质量发展的路线图。仔细分析这份政策文件可 以发现，其中既有对近年来既定政策的延续与整合，也不乏创新提法和新的部署，彰显了政府有关部门 推动产业升级的决心。 《实施方案》再次将"推进国内资源增储上产"放在了九大任务的首位，提出到2027年，我国资源保障能 力和产业链创新水平要有明显提升，黄金资源量增长5%～10%，黄金、白银产量增长5%以上，明确要 求加大重点区域尤其是西部地区找矿力度，推动资源勘探由浅入深、由东向西的战略转移。事实上，我 国黄金资源禀赋并不突出。根据世界黄金协会数据，2023年全球黄金储量为54770吨，中国占比仅约 5.85%，资源端的薄弱决定了增储上产是必须长期坚持的国家战略任务。此前，自然资源部2024年发布 的《关于完善矿产资源规划实施管理有关事项的通知》已明确提出加强找矿力度。《实施方案》的出 台，可视为延续既有部署，体现了战略的稳定性与延续性。 "强化关键技术和装备攻关"任务提出了针对超深井采矿、高效冶炼、绿色开采等核心技术难题的攻坚。 ...

（原标题：加强"卡脖子"技术攻关 黄金产业科技创新提速） 方案明确，到2027年，突破一批关键共性技术和装备，新一代电子信息、航空航天、高端医疗器械、新 能源等领域用黄金、白银高端新材料供给能力明显增强。展望2035年，相关产业高质量发展格局将全面 形成，资源综合保障能力明显增强，建成全球领先的技术体系和产业体系。 近日，工业和信息化部、国家发展改革委、自然资源部等9部门联合发布《黄金产业高质量发展实施方 案（2025—2027年）》（以下简称"方案"），全面部署未来三年黄金产业重点任务。根据方案，到2027 年，我国黄金资源保障能力和产业链创新水平明显提升，黄金资源量增长5%至10%，黄金、白银产量 增长5%以上。 6月30日，工信部新闻宣传中心网络舆情研究院撰文表示，在当前全球地缘政治风险加剧，黄金的保值 和避险金融属性持续被推升的背景下，方案的出台非常具有及时性和必要性，为着力解决行业发展难题 提供了行动指南，为重塑产业竞争优势指明了方向。 方案中重点提到"提升科技创新水平，推动黄金产业转型升级"，这被认为是此方案的亮点之一。方案提 出，加快开展深井超深井勘探开采、绿色高效冶炼等关键共性技术，以及超深开 ...

Core Viewpoint - The implementation plan for the high-quality development of the gold industry in China aims to enhance resource security and innovation levels by 2027, targeting a 5% to 10% increase in gold resource volume and over 5% growth in gold and silver production [1][5][10]. Industry Development - China's gold industry has rapidly developed, becoming the world's largest producer and consumer of gold, with a production of 377 tons in 2024 and a consumption of 985 tons, maintaining the top position for 18 and 12 consecutive years respectively [5][9]. - The industry faces challenges such as insufficient resource security and the inability of key technologies and equipment to meet demand, prompting the need for the implementation plan [5][6]. Technological Innovation - The plan emphasizes technological innovation as a core driver for high-quality development, aiming to break through key common technologies and equipment for mining and processing, including applications for mining below 2000 meters and cyanide-free gold extraction [6][8]. - The application of intelligent and digital technologies in mining operations is transforming traditional production methods, significantly improving efficiency and safety [7][8]. Resource Security Enhancement - The implementation plan outlines measures to enhance resource security, including promoting exploration in key western regions, increasing resource reserves, and improving recovery rates of gold and silver from low-grade and difficult-to-process resources [7][8]. - Encouragement of secondary resource development from tailings and electronic waste is also part of the strategy to strengthen resource security [7]. Market Opportunities - The domestic gold consumption market remains robust, with a growing demand for personalized and high-quality gold jewelry, alongside a steady increase in investment gold products [9][10]. - The industrial demand for gold is rising due to its applications in electronics, aerospace, and high-end medical devices, driven by advancements in technologies such as 5G and artificial intelligence [9][10]. Future Outlook - Experts believe that the implementation of the plan will create new development opportunities for the gold industry, enhancing resource security, promoting technological innovation, and driving industry upgrades [10].

Core Viewpoint - The "Implementation Plan for High-Quality Development of the Gold Industry (2025-2027)" aims to enhance resource security and innovation in the gold industry, targeting a 5% to 10% increase in gold resources and over 5% growth in gold and silver production by 2027, with a comprehensive high-quality development framework established by 2035 [1][2]. Resource Security and Supply Stability - Gold is a strategic mineral resource with significant implications for national industrial and financial security, with China maintaining its position as the world's largest producer and consumer of gold [2][3]. - In 2024, China's gold production is projected to be 377 tons, and consumption is expected to reach 985 tons, continuing its global leadership [2]. - The industry faces challenges such as insufficient resource security, declining ore grades, and rising costs, which hinder competitiveness [2][3]. Technological Innovation and Development - The gold industry requires breakthroughs in key technologies and equipment, particularly for deep mining and high-purity materials, to meet the demands of sectors like electronics and aerospace [4][5]. - The plan emphasizes the need for collaboration between academia and industry to accelerate technological advancements and establish a robust standard system [4][5]. Industry Transformation and Upgrading - The integration of digital technologies such as AI, big data, and cloud computing is essential for the sustainable development and transformation of the gold industry [6][7]. - By 2027, the plan aims for 70% of gold mines to process over 500 tons of ore per day, fostering the growth of quality enterprises and optimizing the industry structure [6][7]. Green and Intelligent Development - The plan outlines measures to enhance resource efficiency, promote green mining practices, and implement digital transformation in operations [7]. - Safety management and risk control are prioritized to improve production safety and ensure compliance with safety regulations [7].

6月25日国内金饰价格普遍下跌，单克纷纷跌至千元前后。 Wind数据显示，6月24日晚间，国际贵金属期货普遍收跌，现货黄金盘中一度跌超2%，收报3322.93美 元/盎司，COMEX黄金期货收盘跌1.66%，报3338.5美元/盎司。6月25日早间，二者均有小幅上涨。 记者查询发现，受此影响，6月25日国内金饰价格普遍下跌，单克纷纷跌至千元前后。周大福足金价格 为998元/克，单克较前一日下跌14元；老庙黄金为999元/克，单克较前一日下跌8元；老凤祥为1006元/ 克，较前一日下跌6元；周生生金饰价格为1005元/克，较前一日下跌8元。 黄金还能囤吗？世界黄金协会问了全球73家央行。 世界黄金协会近日发布《2025年全球央行黄金储备调查》(CBGR)，调查共收集了来自全球73家央行的 回应。其中，近43%的央行计划在未来一年内增加自身黄金储备。 数据显示，逾九成(95%)的受访央行认为，未来12个月内全球央行将继续增持黄金。这一比例创下自 2019年首次针对该问题进行调查以来的最高纪录，同时也较2024年的调查结果上升了17个百分点。 此外，黄金还迎来大消息。 工业和信息化部、国家发展改革委、自然资源部等九 ...

Wind数据显示，24日晚间， 国际贵金属期货普遍收跌，现货黄金盘中一度跌超2%，收报3322.93美元/ 盎司，COMEX黄金期货收盘跌1.66%，报3338.5美元/盎司 。25日早间，二者均有小幅上涨，截至发 稿，现货黄金涨0.21%，报3329.830美元/盎司，COMEX黄金期货涨0.39%，报3346.8美元/盎司。 记者查询发现，受此影响， 25日国内金饰价格普遍下跌，单克纷纷跌至千元前后 。 周大福足金价格为 998元/克 ，单克较前一日下跌14元； 老庙黄金为999元/克 ，单克较前一日下跌8元；老凤祥为1006元/ 克，较前一日下跌6元；周生生金饰价格为1005元/克，较前一日下跌8元。 CHOW TAI FOOK 利好来了！黄金，大消息 周 大 福 | | 全部商品 | 婚嫁 | CTF for YOU定制 | 企业业务 | | --- | --- | --- | --- | --- | | | | | 今日金价 | | | | | | 更新于2025年06月25日 09:37:03 | | | | | | 居美 (饰品、工艺品类) | 998 元/克 | | 零售金价 | | | 投资 ...

永赢黄金股ETF基金经理 刘庭宇表示，该政策的出台有望从三个维度推动黄金产业公司实现价值重 估：首先是黄金产业在国家层面的战略地位再度提升，后续或有望获得更多的政策关注和资源倾斜；第 二，方案为企业提出了较为清晰的发展路径指引，包括资源量、产量等，鼓励黄金企业以资本为纽带开 展整合，引导企业做强做优做大，对具体企业及矿山的发展具备重要意义；最后，对于黄金企业来说， 该方案的出台为企业提供了一个政策红利期，黄金企业或将在此期间提高产量、提升效率、整合资源， 从而实现非金价方面的业绩提升，使得黄金股投资吸引力提升。 金价方面，近日中东冲突有所缓和导致金价回调。但从中长期来看，黄金的主线逻辑——即美元美债的 信用走弱趋势，更加值得关注。世界黄金协会发布《2025年全球央行黄金储备调查》显示， 95%受访 央行认为，未来12个月内全球央行将续增持黄金，比例创自2019年进行调查以来最高，同比升17个百分 点。随着美国关税不确定性和赤字率上行进一步侵蚀美元和美债信用，全球"去美元化"趋势加剧，市场 参与方都更有动力持续增加黄金资产的配置。 文/永赢黄金股ETF基金经理 刘庭宇 昨天，工业和信息化部等九部门印发《黄金产业 ...

● 本报记者杨洁 近日，工业和信息化部、国家发展改革委、自然资源部、商务部、应急管理部、国务院国资委、海关总 署、市场监管总局、国家矿山安监局九部门联合发布《黄金产业高质量发展实施方案(2025—2027 年)》。 《实施方案》提出，到2027年，我国资源保障能力和产业链创新水平明显提升。资源保障方面，黄金资 源量增长5%-10%，黄金、白银产量增长5%以上；技术创新方面，突破一批关键共性技术和装备，2000 米以下深度的矿山开采、无氰提金等采选冶技术装备实现应用，黄金、白银高端新材料供给能力明显增 强；产业升级方面，黄金矿石处理量500吨/日以上的矿山产量占全国70%以上，培育一批优质企业，标 准体系不断健全，产业结构进一步优化。展望2035年，高质量发展格局全面形成，资源综合保障能力明 显增强，建成全球领先的技术体系和产业体系。 提升资源保障能力 工业和信息化部原材料工业司相关负责人介绍，近年来，我国黄金产业迅速发展，已成为全球最大的黄 金生产和消费国。2024年，我国矿产金产量377吨，连续18年保持全球第一；黄金消费量985吨，连续12 年保持全球第一。但也要看到，我国黄金产业发展仍面临资源保障能力不 ...

Core Viewpoint - The implementation plan for the high-quality development of the gold industry in China aims for a 5% to 10% increase in gold resources and over 5% growth in gold and silver production by 2027, highlighting the importance of gold as a financial asset amid global uncertainties [1] Group 1: Industry Development Goals - The enhancement of gold resource volume is a key focus for the next three years, with significant growth in market transactions and investment demand for gold bars and coins observed in the first quarter [2] - China remains the largest producer and consumer of gold globally, with a projected gold production of 377 tons in 2024 and a consumption of 985 tons, maintaining its leading position for 18 and 12 consecutive years respectively [2] - Despite being a major player, China's gold resource reserves rank only fourth globally, with a significant reliance on imports, which account for 40% of total gold supply [2] Group 2: Resource Assurance and Exploration - To enhance resource assurance capabilities, the plan emphasizes domestic resource exploration and development, including a new round of mining breakthroughs and exploration in key western regions [3] - The plan encourages comprehensive utilization of mineral resources, including the recycling of secondary resources and the recovery of gold and silver from electronic waste [3] - It also aims to balance ecological protection with resource development, proposing a new evaluation of natural reserves with potential for gold resources [3] Group 3: Technological Innovation - Technological innovation is identified as a crucial pathway for improving exploration, mining, and refining processes, addressing the current technological gaps in the domestic gold industry [4] - The plan calls for collaborative efforts to overcome common technical challenges in deep mining and efficient smelting of difficult ores, as well as the development of high-end new materials [4] Group 4: Global Integration and Competitiveness - The plan encourages enterprises to strengthen their positions within the global gold supply chain, promoting international cooperation and long-term supply agreements with foreign mining companies [5] - By aligning with global industry trends and focusing on resource security, technological innovation, and standard enhancement, the gold industry aims to fortify China's economic and financial security [5]

新华社北京6月24日电（记者周圆、张辛欣）工业和信息化部、国家发展改革委、自然资源部等九部门 日前联合印发《黄金产业高质量发展实施方案（2025—2027年）》，提出到2027年，我国资源保障能力 和产业链创新水平明显提升，黄金资源量增长5%至10%，黄金、白银产量增长5%以上。 据悉，工业和信息化部下一步将会同有关部门加强统筹协同，强化央地协同和部门联动，加大政策支持 力度，扎实推动各项政策措施落地见效，加快促进黄金产业高端化、智能化、绿色化、安全化发展。 实施方案部署了一系列重点任务，提出推进国内资源增储上产，加大地质勘查找矿力度；强化关键技术 和装备攻关；建设一批绿色矿山和绿色工厂，推进废弃电器电子产品、退役光伏组件等黄金、白银回 收；鼓励新建企业提高生产规模，培育具有全球竞争力的企业集团；加快数字化改造升级，支持企业开 展地测采协同规划设计；鼓励企业不断高质量共建"一带一路"，融入全球黄金产业链供应链等。 黄金是战略性矿产资源，兼具商品和货币属性，对维护国家产业安全和金融安全具有重要意义。实施方 案明确，到2027年，突破一批关键共性技术和装备，新一代电子信息、航空航天、高端医疗器械、新能 源等领域用 ...