（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：近期锂矿磷矿钴铜镍等有色战略金属市场需求旺盛价 格上升，公司投资的庞大的锂镍磷矿等资源的开采提上日程了吗？ 中伟股份（300919.SZ）10月11日在投资者互动平台表示，公司通过战略投资陆续在全球取得了关键矿 产资源，镍资源方面，公司围绕印尼优质红土镍矿进行持续布局；锂资源方面，公司已于阿根廷布局了 盐湖锂矿，预计掌握锂资源超1000万吨LCE；磷资源方面，磷矿石资源量近亿吨。此外，公司在印尼的 镍矿冶炼产能近20万金吨。 ...

Group 1 - The core viewpoint of the article is that Batian Co., Ltd. is actively working on expanding its phosphate mining capacity, indicating strong growth prospects for the company [1] - The current safety permit for the Xiaogaozai phosphate mine is 2 million tons per year, with plans to expand to 2.9 million tons per year [1] - The company is currently experiencing normal production levels, with product demand exceeding supply, reflecting a positive market condition [1]

Core Viewpoint - Yuntu Holdings announced on September 29 that its Lei Bo Niu Niu Zhai North mining area has a total phosphate rock resource reserve of 410 million tons, which includes both the eastern and western sections [1] Group 1: Resource Details - The eastern section of the Lei Bo Niu Niu Zhai North mining area has a phosphate rock resource reserve of 181 million tons [1] - The western section of the Lei Bo Niu Niu Zhai North mining area has a phosphate rock resource reserve of 229 million tons [1]

Core Viewpoint - The company YunTu Holdings has confirmed the phosphate resource reserves in the LeiBo NiuNiu Zhai (North Section) mining area, indicating significant mineral resources available for potential development [2]. Group 1: Company Information - YunTu Holdings reported that the LeiBo NiuNiu Zhai North mining area includes both the East and West sections, with a total phosphate resource reserve of 410 million tons [2]. - The East section contains phosphate ore reserves of 181 million tons, while the West section has reserves of 229 million tons [2].

Core Viewpoint - YunTu Holdings (002539.SZ) has disclosed significant phosphate ore reserves in its LeiBo NiuNiu Zhai North mining area, totaling 410 million tons [1] Group 1: Resource Details - The LeiBo NiuNiu Zhai North mining area consists of two segments: the eastern segment and the western segment [1] - The eastern segment contains phosphate ore resources amounting to 181 million tons [1] - The western segment holds phosphate ore resources totaling 229 million tons [1]

Group 1 - The company, Tianyuan Co., Ltd. (002386), confirmed that it does not have phosphate operations in Yunnan [1] - The company stated that its phosphate mine in Mabi County, Sichuan Province, is currently in trial production and progressing well [1]

Group 1 - The manganese industry in Songtao County is experiencing significant growth, with a total output value of the mining industry increasing by 108.14% year-on-year in the first half of 2025 [1] - The company has invested over 60 million yuan in equipment upgrades, enhancing the mechanization and intelligence of manganese mining and processing [1] - The implementation of magnetic separation technology is expected to reduce the annual electrolytic manganese slag by 150,000 tons, improving resource utilization efficiency [1] Group 2 - Guizhou Province is focusing on "rich mines and precise mining" as part of its high-quality development strategy, emphasizing scientific mining methods and advanced technology to minimize resource waste and environmental damage [2] - The Chuanyandong mine has a resource reserve of 879.52 million tons and a designed annual output of 3.5 million tons, playing a crucial role in Guizhou's phosphate industry [2] - The Guizhou Energy Group is advancing a coal-coke-chemical-electricity circular economy project, which will enhance the added value of coal by processing it into various products [2] Group 3 - The aluminum industry in the Water City Economic Development Zone has achieved 100% local conversion of aluminum liquid and deep processing, growing from 1 to 54 aluminum-related enterprises since 2016 [3] - Guizhou is accelerating the construction of integrated projects in the phosphate and coal chemical sectors, with significant projects underway [3] - In the first half of 2025, the industrial added value in Guizhou Province increased by 9.6% year-on-year, with non-ferrous metal smelting and chemical manufacturing industries growing by 33.2% and 14.0%, respectively [3]

Group 1 - The company does not currently have products directly used in solid-state batteries, but its sodium carbonate and phosphate products are basic raw materials for some solid-state battery cathodes [1] - The company holds a 50% stake in Nigeria's BCT Company through its wholly-owned subsidiary, Hebang Bio (Hong Kong) Investment Co., Ltd [1] - BCT Company is primarily engaged in the mining, washing, and sales of lithium and tin ores, currently holding exploration rights for 15 lithium mines and 6 tin mines [1] Group 2 - BCT Company controls 60% of "Deep Earth Mineral Resources Limited," which has exploration rights for 5 lithium mines, and "BC Mining Company Limited," which has exploration rights for 2 lithium mines [1]

Core Insights - The press conference highlighted the achievements in high-quality development of natural resources during the "14th Five-Year Plan" period, showcasing significant increases in land and water resources, as well as improvements in forest coverage and ecological protection efforts [1][4]. Group 1: Land and Water Resources - 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 compared to 2020 [1]. - The total water resources in the country amount to 31.1 trillion cubic meters, with groundwater resources accounting for 867.92 billion cubic meters [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: Urban and Spatial Planning - The Ministry of Natural Resources has deepened the "multi-planning integration" reform, optimizing the land spatial layout and implementing a national land spatial planning framework [3]. - The strategic urbanization framework includes a "two horizontal and three vertical" urbanization strategy and a "seven zones and twenty-three belts" agricultural development pattern [3]. - Strict land use controls have been established to protect arable land and ecological spaces, effectively curbing urban sprawl [3]. Group 3: Ecological Protection and Restoration - The Ministry has implemented significant ecological system protection and restoration initiatives, completing over 10 million acres of land rehabilitation [4]. - Major achievements include the restoration of 240,000 acres of abandoned mines and the improvement of marine ecosystems, with coral reef health rates exceeding 60% [4]. - The "Three North" project has completed construction tasks covering 164 million acres, reinforcing ecological safety barriers [4]. Group 4: Mineral Resource Exploration - A new round of mineral exploration has been launched, with nearly 450 billion yuan invested, leading to significant breakthroughs in energy resources, including the discovery of 10 large oil fields and 19 large gas fields [5][6]. - The newly discovered geological reserves of coalbed methane in the Ordos Basin exceed 300 billion cubic meters, approaching the total added over the past decade [5]. - Major breakthroughs in uranium mining have been achieved, particularly in Gansu and Heilongjiang, establishing a solid resource base for uranium security [5]. Group 5: Strategic Mineral Resources - The discovery of a significant "Asian lithium belt" spanning 2,800 kilometers across four provinces has positioned China as a leader in lithium resource exploration [7]. - Technological advancements have enabled the extraction of helium from natural gas, marking a significant shift from reliance on imports to domestic production [7]. - New resource bases are emerging, such as the Dandong gold mine in Liaoning, which is expected to become a world-class gold mine [6].

Group 1 - The core viewpoint of the article highlights the significant achievements in mineral resource exploration during the "14th Five-Year Plan" period, with nearly 450 billion yuan invested and major breakthroughs in various mineral discoveries [2] - In the energy mineral sector, 10 large oil fields and 19 large gas fields were newly discovered, with a notable increase in geological reserves of over 300 billion cubic meters in the Ordos Basin alone, supporting stable oil production of 200 million tons and natural gas output exceeding 240 billion cubic meters [2] - Major breakthroughs were also reported in uranium mining, with the discovery of two large uranium mines in Gansu and Heilongjiang, strengthening the resource base for five major uranium mining areas in China [2] Group 2 - In the bulk mineral sector, significant new reserves were reported in established mining bases such as Shanxi, Shandong, and Liaoning, with the Dadonggou gold mine in Liaoning estimated to contain nearly 1,500 tons of gold, potentially becoming another world-class gold mine [3] - China has developed a leading resource supply system for strategic emerging industries, including the discovery of a "Lithium Belt" spanning 2,800 kilometers across four provinces, with multiple large lithium mines identified [3] - Technological breakthroughs have been made in extracting lithium from potassium salt brine and low-grade lithium mica, alongside advancements in helium extraction from natural gas, enabling domestic production to meet core demand [3]