SHMET 网讯：如果全球关键矿产供应突然中断，各国现有的战略储备仅能维持大多数经济体运转数 周。 国际能源署（IEA）指出，这一脆弱性至关重要--因为关键矿产是现代经济的核心：从电动汽车中的 锂，到风力涡轮机和国防系统中的稀土元素。然而，这些矿产的开采与加工高度集中在少数国家，使全 球供应链极易受到地缘政治冲击的影响。 为应对这一风险，各国政府已着手建立战略储备，以缓冲贸易限制、冲突或技术故障对产业造成的冲 击。但大多数国家的储备规模仍然十分有限。 印度则仍处于起步阶段。其新出台的关键矿产战略虽已认识到建立储备的必要性，但尚未转化为实质性 的库存。 令人不安的现实是：如果全球关键矿产生产明天就停止，大多数经济体的"剩余运行时间"将以"周"而 非"年"来计算。政府将优先保障国防、能源系统和核心制造业，而其他行业几乎会立即面临短缺。 然而，仅仅统计仓库里的吨位只能反映部分真相。储备的有效性还取决于其是否与实际需求、贸易流 向、替代可能性以及价格动态相匹配。一份看似充足的储备，在按行业优先级分配后可能迅速耗尽；而 规模较小但目标明确的储备，若配合多元化的供应渠道和灵活的市场机制，则能显著降低风险敞口。 对全球已公 ...

位于毕节市织金县的摩天冲磷矿厂区，工作人员对设施设备进行日常巡检。 罗大富 摄（影像贵州） 遵义市务川自治县务正道煤电铝循环经济工业园区。 袁福洪 摄（影像贵州） 转自：贵州日报 本版文字/贵州日报天眼新闻记者 江婷婷 这片曾闲置的土地，通过资产重组与技术焕新，正重新焕发生机。胜泓威依托黔南州瓮安县丰富的"磷—硫— 铁—钙"资源，做起了循环综合利用的文章。 贵州省"十五五"规划建议提出，以矿产资源深度开发为重点，推动全产业链发展，提升供应链和能源安全保 障能力。当前，贵州正加快推动"六大产业基地"向"六大产业集群"优化升级，围绕打造优势矿产资源精深加 工产业集群，推进磷、煤、氟、铝、锰等"4+1"优势产业一体化、耦合化发展，强化龙头引领，并加强铅、 锌、钡等潜力矿种及稀土、镓等战略性矿产的深度开发，走实"富矿精开"之路。 1月19日，贵州胜泓威新材料科技有限公司厂区内，年产30万吨磷渣磨粉项目的设备安装已进入尾声，电仪部 技术主管胡中秋正忙着调试参数，确保3月底实现联动投产。 "我们不是简单挖矿卖原料，而是要尽可能提升每一份资源的附加值。"胜泓威综合行政总监朱江说。目前， 总投资约1500万元的30万吨黄磷渣 ...

（原标题：巴西联邦参议院经济事务委员会通过关键矿产相关法案） 巴西联邦参议员官网12月9日报道，本周二联邦参议院经济事务委员会（CAE）审议通过国家关键 战略矿产政策相关法案（PL 4.443/2025）修正版。该法案规定至少80%关键战略矿产应在巴境内加工提 炼，旨在鼓励和支持巴西关键战略矿产相关技术发展，确保国家拥有对关键矿产的最终控制权。对此， 法案提出一系列激励措施，包括信贷和税收优惠、融资支持等。该法案于今年9月初由参议员Renan Calheiros提出，已在参议院经济事务委员会历经十次修正，现通过版本为参议员Esperidi?o Amin提出的 替代方案。根据立法流程规定，该草案已于12月10日递交参议院基础设施委员会审议。 ...

Group 1 - The core focus of the recent US-Australia "2+2" meeting is on establishing a reliable and diversified supply chain for critical minerals, which are essential for defense and technology industries [3][10] - Australia is positioning itself as a key player in the global critical minerals supply chain, particularly in zircon production, where it holds the top position globally, supplying nearly 40% of China's zircon imports [5][10] - The collaboration between the US and Australia aims to transform minerals from ordinary commodities into strategic assets, enhancing Australia's geopolitical leverage [8][10] Group 2 - Australia faces challenges in becoming a "resource intermediary" due to its limited processing capabilities for critical minerals, which are essential for high-tech applications like chips and missiles [12][14] - The country has experienced "de-industrialization," leading to a significant loss of processing capacity, with companies like Lynas struggling to compete with Chinese counterparts [14][17] - Environmental regulations pose additional hurdles for expanding processing capabilities, as seen in the delays of a rare earth processing plant due to local opposition [18][20] Group 3 - Australia's heavy reliance on China for mineral exports complicates its strategy to limit exports to China, as such actions could negatively impact its economy [21][23] - The country lacks the core technologies necessary for mineral processing, with China having established significant technical barriers in rare earth separation and purification [25] - To successfully transition from a "resource-exporting country" to a "strategic player," Australia must address its processing capabilities, technological reserves, and market balance [27][29]

Group 1 - The company held an online investor meeting on September 12, 2023, to discuss its semi-annual report and engage with investors [1] - The company plans to resume production at Jingzhi Mining by June 2027, with an expected production capacity of 5 million tons per year, including 2.6 million tons of industrial-grade ore and 2.4 million tons of low-grade ore [1] - The company aims to enhance its resource reserves through horizontal mergers and acquisitions, as part of its development strategy [1] Group 2 - The 60,000-ton energy-grade titanium (alloy) material project is progressing steadily, with expected product output by the end of 2025 [2] - The company's gross margin has declined due to market price fluctuations and lower margins on comprehensive utilization products derived from tailings [2] - The company plans to launch comprehensive utilization products in September 2024, with an expected output of 45,000 tons from September to December 2024 [2]

Group 1 - A new company, Yanyuan County Yuanhao Mining Co., Ltd., has been established with a registered capital of 6 million RMB [1] - The legal representative of the company is Kudujie [1] - The company's business scope includes mineral washing and processing, sales of non-metallic minerals and products, and sales of metallic ores among other activities [1] Group 2 - The company is authorized to engage in various licensed projects such as construction labor subcontracting, demolition work (excluding blasting), and non-coal mining resource exploration [1] - The company is also involved in engineering management services and information technology consulting [1] - The operational activities are subject to approval from relevant authorities as per legal requirements [1]

Core Insights - Africa is poised to lead a global revolution in critical minerals, with demand expected to more than double by 2040, according to a report by Boston Consulting Group (BCG) [1] - The continent's rich resources and industrial potential position it to transition from a raw material supplier to a strategic industrial partner, particularly in the context of energy transition and digital economy [1] Industry Overview - Critical minerals are essential for electric vehicles, solar panels, smartphones, and data centers, but supply-demand imbalances are intensifying, making stable supply chains a strategic focus for countries [1] - Africa holds the largest production bases for cobalt, copper, platinum group metals, and manganese, along with significant lithium and rare earth reserves, marking a pivotal moment for the continent to influence the new industrial era [1] Economic Opportunities - Investment in mining and processing can generate GDP growth, fiscal revenue, and create numerous jobs and regional infrastructure [1] - Unlike traditional mining economies, African nations are set to become key partners in the construction of global clean energy and digital infrastructure [1] Regional Cooperation and Strategy - To leverage its advantages in the value chain, Africa must enhance credibility and stability to attract investment, as exemplified by Namibia [2] - Strengthening regional cooperation is crucial, with initiatives like the "battery minerals corridor" between the Democratic Republic of Congo and Zambia aligning cobalt and copper mining with regional processing capabilities [2] - Building global alliances is also important, as seen in Morocco's collaboration with the EU and China to become a center for phosphate battery materials [2] - The current moment is critical for Africa, necessitating a shift from fragmented national actions to a unified approach under the African Continental Free Trade Area (AfCFTA) framework [2]

证券代码：600714 证券简称：金瑞矿业 编号：临2025-041号 青海金瑞矿业发展股份有限公司 2025年第二季度主要生产经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上市公司自律监管指引第3号——行业信息披露》的相关 要求，现将青海金瑞矿业发展股份有限公司（以下简称"公司"）2025年第二季度 生产经营数据公告如下： 注：本期公司主营业务产品碳酸锶产销量和销售收入同比增长，主要系市场价格上涨及上年 同期进行例行停产检修所致；金属锶产品产销量及销售收入同比减少，主要系公司结合市场变化 对产销结构进行调整所致。 产品名称 产量 销量 销售收入 本期数（吨） 同比变动 （%） 本期数（吨） 同比变动 （%） 本期数（万元） 同比变动 （%） 碳酸锶 5,330.43 10.03 3,482.82 33.54 4,246.82 129.68 金属锶 270.85 -49.81 262.96 -39.47 1,382.65 -42.40 铝锶合金 881.51 4.61 826.49 -11. ...