Core Points - The UK Government has introduced a critical minerals strategy to reduce reliance on imported minerals, aiming for 10% domestic production and 20% recycling by 2035 [1][2] - The strategy includes a funding boost of up to £50 million for critical minerals projects, addressing the UK's heavy dependence on foreign sources, particularly from China [2][5] - Lithium is a primary focus, with a target of at least 50,000 tonnes of domestic production within the next decade, as demand is projected to increase by 1,100% by 2035 [2][3] Domestic Production and Recycling - The strategy aims to cap import exposure, ensuring that no more than 60% of any single critical mineral is sourced from one country [1] - The government has already invested over £165 million in UK critical minerals companies to enhance domestic production and recycling efforts [4] National Security and Economic Impact - The strategy is framed as essential for national security, as critical minerals are vital for technologies like electric vehicles and wind turbines [3][5] - The government plans to explore stockpiling options and continue participation in NATO's Critical Mineral Stockpiling project to further secure supply chains [6]

Core Insights - The UK aims to localize the production of critical minerals, targeting at least 50,000 tons of lithium by 2035 to reduce reliance on global supply chains [1] - The government plans to meet 10% of mineral demand through domestic production and 20% through recycling by 2035, with an investment of approximately £50 million (around $65 million) to support local businesses [1] - Key minerals identified for development include lithium, nickel, tungsten, and rare earth elements, which are essential for smartphones, electric vehicles, and data centers for AI applications [1] Industry Developments - A cooperation agreement was signed between the UK and Saudi Arabia earlier this year to strengthen supply chains and create opportunities for UK companies, attracting new investments [4]

Core Viewpoint - Lawmakers from 12 countries in Latin America are calling for enhanced regulatory frameworks for the mining of minerals such as lithium, nickel, niobium, and rare earths to ensure sustainable and socially just practices in response to climate change and sustainable development [1] Group 1: Regulatory Frameworks - A joint statement signed by 37 lawmakers emphasizes the need for legislative bodies in Latin America to strengthen regulations on mining activities [1] - The proposed regulatory frameworks aim to align mining practices with sustainability and social justice standards [1] Group 2: Climate Financing - The statement urges developed countries to fulfill their existing climate financing commitments [1] - It advocates for diversified sources of financing and a shift in fossil fuel subsidy directions [1] Group 3: Resource Supply Stability - The lawmakers propose the establishment of regional mechanisms to ensure the stability and accessibility of relevant resource supplies [1] Group 4: Transparency and Accountability - The statement suggests using clear standards to quantify public climate expenditures and enhance transparency in related spending [1] - It calls for the establishment of mechanisms at the parliamentary level to strengthen the oversight of greenhouse gas reduction tasks [1]

Core Viewpoint - Shengda Resources emphasizes the importance of exploration and resource increase at its mining sites, stating that any updates will be disclosed in accordance with regulations [1] Group 1 - The company confirmed that the mineral resource situation of its subsidiaries is based on information disclosed in designated media [1] - As a mining-focused company, exploration and resource increase at existing mines is a key priority [1] - The company will fulfill its information disclosure obligations promptly if there are relevant developments that meet disclosure standards [1]

Core Viewpoint - The construction of green mines in China has made significant progress, with over 5,100 provincial-level green mines established, contributing to resource conservation, ecological restoration, and energy saving [1][3]. Group 1: Current Status of Green Mines - As of now, there are 1,054 national-level green mines and 4,055 provincial-level green mines, accounting for 40.8% of the licensed operating mines in the country [1]. - In the first ten months of this year, more than 300 new provincial-level green mines were established [1]. Group 2: Resource Utilization and Technological Innovation - The construction of green mines has led to the development of energy resource bases and national planning mining areas, promoting more intensive and large-scale resource development [3]. - The proportion of large and medium-sized mines has exceeded 50% in number and 80% in capacity, with significant improvements in resource comprehensive utilization levels [3]. - Green mines have actively engaged in re-evaluating low-grade and associated resources, resulting in substantial increases in resource quantities, with cobalt and rhenium seeing over 100% growth, and nickel and indium over 30% growth [3]. Group 3: Future Goals and Standards - The goal for green mine construction has shifted from optional to mandatory, with targets set for 2028, aiming for 90% of large mines and 80% of medium mines to meet green mine standards [3]. - Future efforts will focus on ensuring new mines are built according to green mine standards and accelerating the green transformation of existing production mines [3][4]. - There will be a push to develop industry standards for open-pit mining, geothermal mineral water, and marine oil and gas, enhancing the green mine standard system [4].

Group 1 - The core point of the news is that Tibet Mining has seen a stock price increase of 5.19%, reaching 32.42 CNY per share, with a trading volume of 680 million CNY and a turnover rate of 4.14%, resulting in a total market capitalization of 16.885 billion CNY [1] - Tibet Mining Development Co., Ltd. is located in Lhasa, Tibet, and was established on June 27, 1997, with its listing date on July 8, 1997. The company primarily engages in the mining and sales of chrome ore and lithium ore [1] - The revenue composition of Tibet Mining is as follows: chrome products account for 50.52%, lithium products for 48.25%, and other products for 1.23% [1] Group 2 - From the perspective of fund holdings, Chang'an Fund has one fund heavily invested in Tibet Mining. Chang'an Yusheng Mixed A (005343) reduced its holdings by 100,000 shares in the third quarter, maintaining 1 million shares, which represents 9.72% of the fund's net value, making it the second-largest holding [2] - The latest scale of Chang'an Yusheng Mixed A (005343) is 28.9262 million CNY, with a year-to-date return of 37.78%, ranking 1727 out of 8136 in its category, and a one-year return of 19.14%, ranking 3989 out of 8055 [2] - The fund manager of Chang'an Yusheng Mixed A is Zhang Yunkai, who has been in the position for 1 year and 190 days, with the fund's total asset scale at 329 million CNY. The best return during his tenure is 88.81%, while the worst return is 54.98% [2]

记者今天（20日）从自然资源部获悉，目前我国已建成省级以上绿色矿山超5100家，在矿产资源节约集约利用、生态修复、节能减排等方面取得显著成效。 自然资源部表示，今年前10个月，我国新建成省级以上绿色矿山300余家。截至目前，全国已建成1054家国家级绿色矿山、4055家省级绿色矿山，占持证在 产矿山的40.8%，绿色矿山建设取得积极进展。 自然资源部矿产资源保护监督司司长 黄学雄：在推进绿色矿山建设过程中，我国建成了一大批能源资源基地和国家规划矿区，推动资源开发更加集约 化、规模化，全国大中型矿山数量占比超过50%、产能占比超过80%，并创新工艺技术装备，资源综合利用水平全面提高。 目前，各家绿色矿山通过积极开展低品位、共伴生再评价工作，带来资源量大幅增长，钴、铼新增资源量实现超100%增幅，镍、铟新增资源量超30%增 幅，将一批"呆矿"变"活矿"，"小矿"变"大矿"，有效延长了矿山服务年限。 自然资源部表示，当前绿色矿山建设已经从选择题变成了必答题，未来一段时期的建设目标已经明确，到2028年底，在产的90%大型矿山、80%中型矿山要 达到绿色矿山标准要求。下一步，各地要全面推进新建矿山严格按照绿色矿山标准 ...

证券日报网讯大为股份11月18日在互动平台回答投资者提问时表示，公司于2025年6月收到湖南省国土 资源厅完成储量备案的复函，标志着探矿权转采矿权的重要环节已完成。公司现阶段正在推进办理探转 采相关手续，具体进度视相关政府部门审批而定。 （文章来源：证券日报） ...

Group 1 - GBM Resources plans to pursue a secondary listing in Hong Kong to expand its investor base and enhance its international presence [1] - The company aims to leverage the strong demand for gold investments in the region and showcase its development to a broader audience [1] - GBM Resources has a total market capitalization of approximately AUD 149 million (around HKD 751 million) as of November 18 [1] Group 2 - GBM Resources has signed a Memorandum of Understanding (MOU) with its largest shareholder, Wise Walkers Limited (WWL), to facilitate the secondary listing process [2] - WWL will cover all listing-related expenses, which will be reimbursed only after the successful secondary listing of GBM Resources [2] - The MOU is valid for 18 months and can be automatically extended for an additional 6 months if the listing process is initiated [2]

Core Viewpoint - GBM Resources plans to pursue a secondary listing in Hong Kong to expand its investor base, achieve valuation premiums, and enhance its international presence [1][2] Group 1: Company Overview - GBM Resources is an Australian mining company based in Queensland, focusing on the exploration and development of gold and copper mines [1] - The company holds a high-quality project portfolio in the Drummond Basin, including flagship projects Twin Hills, Yanda, and Mt Coolon, with a total of approximately 1.84 million ounces of JORC-compliant gold resources [1] - As of November 18, GBM Resources has a total market capitalization of approximately AUD 149 million (around HKD 751 million) [1] Group 2: Listing Plans - GBM Resources has signed a Memorandum of Understanding (MOU) with its largest shareholder, Wise Walkers Limited (WWL), to facilitate the secondary listing process on the Hong Kong Stock Exchange [2] - WWL will cover all listing-related expenses, which will be reimbursed only after the successful secondary listing of GBM Resources [2] - The MOU is valid for 18 months and will automatically extend for an additional 6 months if the listing process is initiated [2] Group 3: Shareholder Relations - WWL holds a 20% stake in GBM Resources, and its chairman, Lu Hang, was appointed as a non-executive director of GBM in August [2] - WWL is a family office originating from Hong Kong and headquartered in Melbourne, with investments spanning property, agriculture, and resources [2] - Another shareholder, Hong Kong Masun International Energy Industry Group, holds a 7.26% stake in the company [2]