【代表委员心里话】 杜健棠委员：推动新一轮找矿实现新突破 新甘肃·甘肃日报记者 彭雯 "政府工作报告提出，'纵深推进新一轮找矿突破战略行动'，这对因矿设企、因企设市的白银而言，既 是发展抓手，也是重大机遇。"省政协委员，白银市政协党组书记、主席杜健棠倍感振奋。 他介绍，白银市能源矿产、有色金属及非金属资源禀赋突出。近年来，白银市加快资源枯竭型城市转型 发展，持续推动地质找矿工作。"白银目前显示出良好的资源接续前景，但仍面临勘查投入不足、社会 资本参与度不高等现实困境，资源优势难以全面转化为产业优势与发展胜势。"杜健棠坦言。 基于此，今年省两会上，杜健棠带来了关于加大力度支持白银市开展新一轮找矿突破行动的建议。 他建议，适度放宽地质勘查审批层级限制，充分调动地方财政和社会资本参与矿产勘查开发的积极性， 构建多元投入、高效协同的勘查新机制，同时加大资金投入，重点围绕白银市南、北两大重点成矿带部 署实施一批战略性矿产资源调查评价与勘查项目，力争在重要矿种找矿中实现新突破。 针对陶瓷土、石英岩等特色非金属资源，杜健棠还建议设立科技攻关与产业化专项，支持关键技术研发 与高附加值产品转化，推动矿产资源从原料开发向材料制造 ...

Core Viewpoint - The mining plan for a granite mine in Fushan District, compiled by the Shandong Provincial Geological and Mineral Bureau's 273rd team, has successfully passed the review by Yantai's Land Reserve and Utilization Center, marking the first mining plan approved in Yantai since the implementation of the new Mineral Resources Law in China [1] Group 1 - The 273rd team established a technical team to develop the mining plan in accordance with the new law, focusing on comprehensive development design, resource utilization, and environmental protection [1] - The technical team conducted thorough exploration and analysis of the mining area resources, optimizing the mining sequence and processes to enhance resource recovery rates [1] - The successful approval of this mining plan serves as a reference model for similar plans in the region, promoting high-quality development in local mining industries [1] Group 2 - The 273rd team aims to deepen the "mining nanny" service model and continue to focus on green development in mineral resources [1] - The initiative supports local mining industries in achieving high-quality development and contributes to ecological civilization construction [1]

（文章来源：证券日报） 证券日报网讯 12月30日，中矿资源在互动平台回答投资者提问时表示，公司拥有专业的地质勘查技术 和管理团队，深耕海外地质勘查业务二十余年，在矿山资源评估、勘查技术服务等方面积累了丰富经 验。根据公司第六届董事会第九次会议决议，公司正在开展自有矿山的地质勘查相关工作，相关工作均 按既定安排稳步推进。根据信息披露相关法律法规要求，若后续涉及达到披露标准的资源量/储量变 动，公司将及时履行信息披露义务。 ...

Core Points - The Ministry of Natural Resources has included Sichuan in the pilot program for social capital participation in strategic mineral exploration [1][2] - Sichuan has issued opinions to promote high-quality development in the mining industry, encouraging social capital involvement in mineral resource exploration and development [1] - The province aims to enhance technical support and optimize investment models to control costs and encourage financial innovation [1][2] Group 1 - Sichuan is part of a pilot program alongside Inner Mongolia, Shandong, and Xinjiang to boost social capital in strategic mineral exploration [1] - The province plans to complete the transfer of "order-type" and "crowdfunding-type" investigation blocks within one year, with a re-offer for unsuccessful transfers [2] - Since the 14th Five-Year Plan, Sichuan has attracted a total of 2.084 billion yuan in social capital for mineral exploration [2] Group 2 - Sichuan will support provincial geological survey units in collaboration with universities and research institutions to create mining innovation alliances [1] - The province encourages financial institutions to innovate mechanisms and products to lower financing costs for enterprises [1] - Investment entities are guided to scientifically formulate exploration plans to avoid cost increases [1]

Core Insights - The discovery of the "Asian Lithium Belt" marks a significant achievement in China's mineral resource exploration during the 14th Five-Year Plan period, enhancing the country's strategic mineral resource security [2][4] - Investment in non-oil and gas mineral exploration continues to grow rapidly, with a year-on-year increase of 23.9% in the first half of 2025, indicating a robust exploration environment [1][5] Group 1: Lithium Resource Development - The "Asian Lithium Belt," spanning 2,800 kilometers from Sichuan to Xinjiang, has propelled China's lithium reserves from sixth to second globally [2][3] - The exploration target for lithium has been set at 800,000 tons of lithium oxide during the 14th Five-Year Plan, which was achieved ahead of schedule [2][3] - China's cumulative lithium oxide resource amount is now 17.5 times that of 20 years ago, with significant discoveries in regions like Sichuan and Xinjiang [3] Group 2: Technological Innovations - China has transitioned from relying on foreign mining theories to developing its own innovative mineral formation theories and exploration technologies [3][10] - New technologies such as drones and satellite remote sensing have significantly improved exploration success rates and reduced costs [3][10] - Key breakthroughs in lithium extraction technologies have revitalized previously underutilized resources [3] Group 3: Broader Mineral Resource Achievements - The 14th Five-Year Plan has seen a total investment of nearly 450 billion yuan in mineral exploration, with 150 new mineral sites discovered [5][6] - Major breakthroughs in energy minerals, including the discovery of 10 billion-ton oil fields and 19 trillion cubic meter gas fields, have bolstered energy security [6] - The discovery of nearly 5,000 tons of rare earth resources in Inner Mongolia further solidifies China's position as the world's leading rare earth producer [7] Group 4: Strategic Implications - The advancements in lithium and other mineral resources are expected to support the development of new energy and strategic emerging industries, promoting regional economic transformation [4][6] - The new round of exploration strategies emphasizes government leadership and innovation, aiming to enhance national energy resource security [9][10] - The integration of exploration, evaluation, and technological breakthroughs is seen as a key driver for accelerating mineral resource discoveries [9]

Core Insights - China's mineral resource exploration and development during the "14th Five-Year Plan" period has shown significant progress, particularly in lithium mining, with the discovery of the "Asian Lithium Belt" being a notable achievement [5][6][9] Group 1: Lithium Mining Developments - The "Asian Lithium Belt," spanning 2800 kilometers from Sichuan to Xinjiang, has elevated China's lithium reserves ranking from sixth to second globally [6][11] - The exploration target for lithium during the "14th Five-Year Plan" was set at 800,000 tons of lithium oxide, which was achieved ahead of schedule [6][8] - New technologies such as drones and satellite remote sensing have improved exploration success rates and reduced costs [8][15] Group 2: Overall Mineral Resource Exploration - In 2024, China's geological exploration investment reached 115.994 billion yuan, marking four consecutive years of growth [9][10] - A total of 150 new mineral sites were discovered during the "14th Five-Year Plan" period, contributing to enhanced energy mineral security [9][10] - Major breakthroughs in oil and gas exploration included the discovery of 10 billion-ton oil fields and 19 trillion-cubic-meter gas fields [9][10] Group 3: Technological Innovations - China has developed a new mineral formation theory and established a comprehensive exploration model that integrates various mining techniques [7][14] - The country has made significant advancements in lithium extraction technologies, enabling the utilization of previously unexploitable resources [8][15] - The application of high-precision geophysical detection and big data technologies has become widespread in mineral exploration [15] Group 4: Strategic Resource Management - The "find-evaluate-attack" integrated approach has been adopted to enhance resource discovery and utilization efficiency [14][15] - The government has prioritized strategic mineral exploration to ensure national energy resource security [14][15] - The discovery of new resources, such as rare earths and high-purity quartz, is expected to reduce reliance on imports and strengthen domestic supply chains [10][11]

Group 1: Achievements in Natural Resource Management - The Ministry of Natural Resources has effectively supported high-quality economic and social development, achieving the goals set in the 14th Five-Year Plan [1] - By the end of 2024, the total arable land area in China is expected to reach 1.94 billion acres, an increase of 28 million acres since 2020 [1] - The national forest coverage rate has reached 25.09%, an increase of approximately 2 percentage points since 2020, making China the fastest-growing country in terms of greening [1] Group 2: Marine Economy Development - China's marine production value has surpassed 10 trillion yuan, growing by 34% compared to the end of the 13th Five-Year Plan, accounting for 7.8% of the national GDP [2] - China has become one of the countries with the most complete marine industry categories, possessing all 15 major marine industries, with marine fishery production maintaining the world's highest output for 36 consecutive years [2] - The marine tourism industry is projected to reach an added value of 1.6 trillion yuan in 2024, with significant growth in cruise tourism and marine education [2] Group 3: Mineral Resource Development - The Ministry of Natural Resources has invested nearly 450 billion yuan in a new round of mineral exploration, achieving significant breakthroughs in energy resources, particularly in oil, natural gas, and uranium [3] - New resource bases are emerging, revitalizing old resource bases, and a leading global resource supply system has been established for strategic emerging industry minerals [3]

Core Viewpoint - Hongda Co., Ltd. (600331.SH) announced a strategic investment to accelerate the mineral exploration and development progress of its associate company, Tibet Hongda Duolong Mining Co., Ltd. (referred to as "Duolong Mining") in the Duolong mining area of Zhaize County, Tibet [1] Group 1 - The company plans to make a phased investment in Duolong Mining alongside its affiliate, Sichuan Hongda (Group) Co., Ltd. [1] - The company will contribute a monetary investment of RMB 158.53 million [1] - Following this investment, the company's shareholding in Duolong Mining will remain unchanged at 30% [1]

Core Insights - China's mineral resource exploration and development have made significant breakthroughs, particularly in oil, gas, copper, and lithium, as revealed by the Ministry of Natural Resources during a press conference on September 10 [1] Group 1: Mineral Resource Development - The Ministry of Natural Resources has identified 163 types of minerals with confirmed reserves, discovering 534 new large and medium-sized oil and gas fields and mineral deposits [1] - A total investment of nearly 450 billion yuan has been made in the new round of mineral exploration, leading to substantial breakthroughs in resource discovery [2] Group 2: Energy Minerals - Major breakthroughs in energy minerals include the discovery of 10 large oil fields and 19 large gas fields during the 14th Five-Year Plan, with significant geological reserves added in the Ordos Basin [1] - The newly discovered reserves support a stable oil production of 200 million tons and a natural gas output exceeding 240 billion cubic meters [1] Group 3: Strategic Emerging Industries - The exploration of strategic minerals has led to the establishment of a world-leading resource supply system, particularly in lithium, with the discovery of a significant "Asian lithium belt" spanning 2,800 kilometers across several provinces [2] - Technological advancements have enabled the extraction of lithium from low-grade resources and the development of a domestic helium extraction technology from natural gas [2] Group 4: Future Plans - The Ministry of Natural Resources plans to continue promoting the new round of mineral exploration strategy, increasing exploration and development efforts to ensure energy resource security [3]

Core Insights - The Ministry of Natural Resources of China has made significant progress in mineral resource exploration and development during the "14th Five-Year Plan" period, identifying 163 types of minerals with confirmed reserves and discovering 534 new large and medium-sized oil and gas fields and mineral deposits [1][2] Group 1: Energy Mineral Sector - Major breakthroughs have been achieved in oil, natural gas, and uranium mining, with the discovery of 10 large oil fields and 19 large gas fields during the "14th Five-Year Plan" [1] - The Ordos Basin has seen an increase of over 300 billion cubic meters in proven geological reserves of deep coalbed methane, nearly matching the total added over the past decade [1] - Significant uranium deposits have been found in Gansu and Heilongjiang, strengthening the resource base for major uranium mining areas [1] Group 2: Bulk Mineral Sector - Established resource bases are revitalizing, with notable new reserves in Shanxi, Shandong, Liaoning, Heilongjiang, and Tibet, extending the operational lifespan of these mines [2] - New resource bases are emerging, such as the gold mine in Dadonggou, Liaoning, which has an estimated resource of nearly 1,500 tons of gold, potentially becoming a world-class gold mine [2] Group 3: Strategic Emerging Industries - Significant breakthroughs in strategic emerging mineral resources have been made, particularly in lithium mining, with the discovery of a "Lithium Belt" across four provinces, spanning 2,800 kilometers [2] - Technological advancements have enabled the extraction of lithium from potassium salt brine and low-grade lithium mica, enhancing resource availability [2] - A domestic helium extraction technology has been developed, allowing for helium production from natural gas, fulfilling core demand without reliance on imports [2] Group 4: Future Plans - The Ministry of Natural Resources will continue to promote the new round of exploration breakthrough strategy, increasing exploration and development efforts to ensure energy resource security [3]