Core Insights - China possesses a vast and diverse range of mineral resources, with 173 types discovered and 163 types having proven reserves, making it a significant player in the global mining industry [2][3] - Despite its large reserves, China's per capita resource availability is below the world average, indicating challenges in resource utilization efficiency [2][4] - China is the world's leading country in rare earth minerals, holding approximately 35%-40% of global reserves and accounting for over 80% of global production [10] Mineral Resource Characteristics - China has a rich variety of mineral resources, including coal, rare earths, tungsten, tin, antimony, molybdenum, graphite, magnesite, and fluorite, with many of these resources ranking first globally in terms of reserves and production [4][11] - The distribution of mineral resources in China is heavily influenced by geological structures, leading to significant regional concentration [4][12] Rare Earths Dominance - Rare earths are critical for high-tech applications, including military, aerospace, and renewable energy sectors, highlighting their strategic importance [6][7] - China's dominance in rare earths is supported by advanced extraction and processing technologies, ensuring its leading position in the global supply chain [10] Other Notable Minerals - In addition to rare earths, China also leads in tungsten, antimony, tin, molybdenum, and coal, with significant production and reserves in these areas [11][12] - Major production regions include Hunan, Jiangxi, Guangdong for tungsten; and Shanxi, Inner Mongolia, and Shaanxi for coal [11][12] Challenges and Opportunities - The mining industry in China faces challenges such as low per capita resource availability, high extraction costs, and environmental impacts from mining activities [12] - Opportunities exist through technological advancements in exploration and extraction, as well as international cooperation to stabilize supply chains and enhance global influence [12]

9月12日，从大连瓦房店市赶来的周运动走进辽宁省政务服务中心，他要办一件大事儿。 采矿也需要办不动产证明了？省自然资源厅矿业权管理处副处长李志军解释，很长时间以来，勘查 许可证和采矿许可证是合二为一的，即"一证载两权"，既是物权证书，也是行政许可证书，同时承载了 民事财产权和行政许可权两项不同权利，"形象地说，就是在一张证件上既写明你有一辆车，又写明你 有驾照。" 这样的模式下，矿业权的权利属性与行政许可混淆在一起，没有得到充分显现，矿主的权益无法得 到最佳保障。比如，如果矿山因为环保问题被关停，矿主失去的不仅是采矿资格，前期的各类投入 也"打了水漂"。2025年7月1日，新修订的《中华人民共和国矿产资源法》正式施行，创新性提出了矿业 权物权登记与矿产资源勘查开采许可相分离的制度设计，确立"权证分离"，从"一证"变"两证"，形 成"物权登记—行为许可—动态监管"的全链条治理框架。 "我们按照'权责明晰、节约制度性成本、高效便民'的工作原则，推动新法规落地见效，深化矿产 资源管理改革，进一步优化申报流程，提升服务效能。"李志军说，本次证书的颁发，标志着我省矿业 权管理正式结束了原来的"一证载两权"模式，矿业权" ...

集海资源(2489.HK)现跌8.44%报1.41港元，暂成交2150万港元，最新市值28.2亿港元。集海资源公布，集团附属公司烟台中嘉矿业有限公司宋家沟北矿区地 下矿安全生产许可证已于2025年9月11日到期，而烟台中嘉于2025年8月已提交相关文件至山东省应急管理厅，申请延续宋家沟地下矿安全生产许可证。 鉴于应急厅在申请过程中会不定时对矿区进行突击安全检查，因此烟台中嘉自2025年9月1日起自主决定临时停止宋家沟地下矿主要生产活动，以便应急厅能 全面进行隐患排查及使烟台中嘉能更有效跟进应急厅提出的安全整改工作(如有)，以配合宋家沟地下矿安全生产许可证的更新申请。(格隆汇) ...

截至公告日期，烟台中嘉尚未取得宋家沟地下矿新的安全生产许可证。正常情况下，如能按时提交所有 相关文件，应急厅将在许可证到期前向烟台中嘉颁发新的宋家沟地下矿安全生产许可证。然而，鉴於今 年实施的安全检查力度加大，烟台中嘉管理层估计应急厅将于2025年10月底前向烟台中嘉颁发新的宋家 沟地下矿安全生产许可证。 现时，烟台中嘉将利用之前在宋家沟地下矿所开采的矿石进行选矿，至于烟台中嘉的宋家沟露天矿开采 继续维持正常运作，将不会受申请宋家沟地下矿新安全生产许可证所影响。 鉴于应急厅在申请过程中会不定时对矿区进行突击安全检查，因此烟台中嘉自2025年9月1日起自主决定 临时停止宋家沟地下矿主要生产活动，以便应急厅能全面进行隐患排查及使烟台中嘉能更有效跟进应急 厅提出的安全整改工作(如有)，以配合宋家沟地下矿安全生产许可证的更新申请。 格隆汇9月15日丨集海资源(02489.HK)公布，集团附属公司烟台中嘉矿业有限公司(以下简称"烟台中嘉") 宋家沟北矿区地下矿(以下简称"宋家沟地下矿")安全生产许可证已于2025年9月11日到期，而烟台中嘉于 2025年8月已提交相关文件至山东省应急管理厅(以下简称"应急厅")，申请延 ...

截至本公告日期，烟台中嘉尚未取得宋家沟地下矿新的安全生产许可证。正常情况下，如能按时提交所 有相关文件，应急厅将在许可证到期前向烟台中嘉颁发新的宋家沟地下矿安全生产许可证。然而，鉴于 今年实施的安全检查力度加大，烟台中嘉管理层估计应急厅将于2025年10月底前向烟台中嘉颁发新的宋 家沟地下矿安全生产许可证。 现时，烟台中嘉将利用之前在宋家沟地下矿所开采的矿石进行选矿，至于烟台中嘉的宋家沟露天矿开采 继续维持正常运作，将不会受申请宋家沟地下矿新安全生产许可证所影响。 集海资源(02489)发布公告，集团附属公司烟台中嘉矿业有限公司宋家沟北矿区地下矿安全生产许可证 已于2025年9月11日到期，而烟台中嘉于2025年8月已提交相关文件至山东省应急管理厅，申请延续宋家 沟地下矿安全生产许可证。 鉴于应急厅在申请过程中会不定时对矿区进行突击安全检查，因此烟台中嘉自2025年9月1日起自主决定 临时停止宋家沟地下矿主要生产活动，以便应急厅能全面进行隐患排查及使烟台中嘉能更有效跟进应急 厅提出的安全整改工作(如有)，以配合宋家沟地下矿安全生产许可证的更新申请。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部 或 任 何 部 分 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔 任 何 責 任。 – 1 – PERSISTENCE RESOURCES GROUP LTD 集海資源集團有限公司 （股份代號：2489） （於開曼群島註冊成立的有限公司） 內 幕 消 息－ 宋家溝地下礦暫停生產 集 海 資 源 集 團 有 限 公 司（「本公司或本集團」）依 據 香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則（「上市規則」）第13.09(2)條 及《證 券 及 期 貨 條 例》第XIVA部項下的內幕 消 息（定 義 上 市 規 則）作 出 本 公 告。 本 集 團 附 屬 公 司 煙 台 中 嘉 礦 業 有 限 公 司（以 下 簡 稱「煙台中嘉」）宋 家 溝 北 礦 區 地 下 礦（以 下 簡 稱「宋家溝地下礦」）安 全 生 產 許 可 證 已 於2025年9月11 ...

Core Viewpoint - The U.S. Department of the Interior has designated six minerals—potash, silicon, copper, silver, rhenium, and lead—as critical minerals, with formal recognition expected by the end of September. This move aims to bolster domestic production and reduce reliance on imports, which poses economic risks [2][4]. Group 1: Economic Impact - If the supply of the six designated minerals is halted for one year, the U.S. GDP is projected to decrease by approximately $4.95 billion [8]. - The U.S. Geological Survey indicates that the import dependency for potash and silicon exceeds 80%, raising concerns about economic security [4]. - The potential GDP loss from the disruption of each mineral varies, with potash estimated to cause a $2.5 billion loss and silicon $1 billion [7]. Group 2: Government Actions - The Trump administration is accelerating efforts to secure domestic production of critical minerals, having previously declared a national emergency due to insufficient domestic supply [4][6]. - The designation of these minerals will facilitate access to funding and loans for mining and production companies, as well as expedite the review process for production permits [6]. - The critical minerals list is updated approximately every three years, with the upcoming update expected to increase the total number of critical minerals to 54 [6]. Group 3: Specific Minerals and Risks - The designation process now includes minerals whose processed products face supply risks, such as copper, which, despite low import risk for ore, has significant economic implications if refined copper supply is disrupted [6]. - The U.S. is 100% reliant on China for certain critical minerals like samarium, which is essential for defense and aerospace industries. A one-year supply halt of samarium could lead to a GDP decrease of approximately $4.498 billion [8]. - The U.S. Department of Defense has become the largest shareholder in MP Materials, the only rare earth mine operating in the U.S., ensuring price stability for rare earth magnets over the next decade [8].

Core Points - The issuance of the first property rights certificate and mining license under the revised Mineral Resources Law marks a transition from the "one certificate carries two rights" model to a "separation of rights and certificates" model in Sichuan's mining rights management [1][2] - The new law, effective from July 1, establishes a mineral rights property registration system, requiring the relevant authorities to record mining rights in a registration book and issue certificates to mining rights holders [1] - The implementation of the new law has led to improved efficiency and convenience in the approval and registration of mining rights, with the government optimizing application processes and enhancing inter-departmental collaboration [1] Industry Impact - The issuance of the first certificate not only represents a significant step for Sichuan but also serves as an early nationwide example of the "separation of rights and certificates" [2] - This change is expected to strengthen the protection of mining rights holders' legal rights, enhancing their sense of security and confidence to invest more in exploration and production, thereby improving the efficiency of mineral resource exploration and development [2]

据包头市自然资源局相关负责人介绍，现在通过不动产权证书明确物权归属，用采矿许可证规范开 采行为，实现了"证权清晰、权责明确"，显著增强了矿业权人投资的安全感和长期经营信心。 作为此次改革的直接受益者，包头市生海贸易有限责任公司总经理王鹏飞生动地比喻道："就像家 里的房子，产权明确了，装修改造才有长期规划。"他表示，改革不仅理顺了管理机制，更倒逼企业 向"阳光矿产、绿色矿产"转型。他承诺："权益有了保障，我们更要合规经营，为地方经济和生态保护 作贡献。" 内蒙古自治区自然资源厅矿业权管理处相关负责人表示，在包头颁发自治区两个"首证"，标志着矿 产资源管理法治化、市场化改革在地方落地。"权证分离"使物权归属和行政监管各归其位，为企业转型 发展创造了条件。 9月2日，包头市自然资源局向包头市生海贸易有限责任公司颁发了两本具有历史意义的证书——不 动产权证书（采矿权）和采矿许可证。这是自2025年7月1日新的《中华人民共和国矿产资源法》实施以 来，内蒙古自治区颁发的首例权证分离式矿业证书，标志着矿业权"权证分离"制度在自治区正式落地。 长期以来，我国矿业权管理实行"一证载两权"模式，勘查许可证和采矿许可证同时承担物权 ...

Core Viewpoint - The article highlights the transformation of Juxian County from extensive mining practices to a model of resource conservation and ecological restoration, showcasing innovative practices in mining and land use [3][17]. Group 1: Ecological Restoration - The ecological restoration project in the Shuhe River basin has transformed previously abandoned mining sites into fertile agricultural land, increasing vegetation coverage from 25% to 98% [6]. - The project has added 108 acres of arable land and 370 acres of forest and grassland, integrating photovoltaic power generation with agricultural practices [4][6]. - The restoration efforts have included the removal of 16,445 cubic meters of hazardous rock and the planting of over 21,000 trees, significantly improving the local environment [6]. Group 2: Technological Innovation - Spring Qi Mining Company has enhanced its mining efficiency by utilizing advanced technologies, achieving a 100% resource utilization rate by repurposing mining waste into construction materials and cement production [7][10]. - The average recovery rate for non-metallic mines in Juxian County reached 96.84% in 2022, reflecting a significant improvement in mining practices [13]. Group 3: Resource Management and Regulation - Juxian County has implemented a comprehensive monitoring system for mining activities, utilizing 107 cameras for real-time surveillance to prevent illegal mining and ensure compliance with regulations [14][16]. - The county has reduced the number of mining operations from 56 in 2015 to 10 in 2022, increasing the concentration of larger mining enterprises [16]. Group 4: Economic Development - The shift towards resource conservation and ecological restoration has contributed to a GDP of 453.2 billion yuan in 2023, with a year-on-year growth of 6% [17]. - The county's industrial output has seen significant growth, with a 21.7% increase in production value from large-scale industrial enterprises [17].