格隆汇10月9日丨藏格矿业(000408.SZ)公布，近日，藏格矿业股份有限公司全资子公司格尔木藏格钾肥 有限公司（简称"藏格钾肥"）收到了中华人民共和国自然资源部颁发的《不动产权证书（采矿权）》与 《采矿许可证》。本次藏格钾肥取得《不动产权证书（采矿权）》与《采矿许可证》，在延续主矿种钾 盐的基础上，新增矿盐、镁盐、锂矿、硼矿共伴生矿种，对公司意义重大：1、保障钾盐长期开发，稳 定氯化钾供应，助力国家粮食安全；2、明晰公司开发锂资源的用益物权基础，为盐湖提锂业务提供法 定支撑，助力新能源产业发展；3、推动共伴生矿综合利用，最大化资源价值，增强公司核心竞争力。 ...

(本文来自第一财经) 藏格矿业公告称，公司全资子公司格尔木藏格钾肥有限公司近日收到中华人民共和国自然资源部颁发的 《不动产权证书（采矿权）》与《采矿许可证》。矿山名称为格尔木藏格钾肥有限公司察尔汗盐湖钾镁 矿，面积为724.3493平方公里，开采深度由2680米至2658米标高。开采矿种包括主矿种为钾盐，共伴生 矿种为矿盐、镁盐、锂矿、硼矿。采矿权人为本公司全资子公司格尔木藏格钾肥有限公司。此次取得的 证书和许可证将有助于保障钾盐长期开发、稳定氯化钾供应、助力国家粮食安全，并明晰公司开发锂资 源的用益物权基础，为盐湖提锂业务提供法定支撑，助力新能源产业发展，同时推动共伴生矿综合利 用，最大化资源价值，增强公司核心竞争力。但矿产资源开发利用受自然条件、开采技术、市场需求、 政策变化等因素影响，预期效果存在不确定性。 ...

人民财讯10月9日电，藏格矿业(000408)10月9日公告，近日，公司全资子公司格尔木藏格钾肥有限公司 （简称"藏格钾肥"）收到了自然资源部颁发的《不动产权证书（采矿权）》与《采矿许可证》。本次藏 格钾肥取得《不动产权证书（采矿权）》与《采矿许可证》，在延续主矿种钾盐的基础上，新增矿盐、 镁盐、锂矿、硼矿共伴生矿种，对公司意义重大。 转自：证券时报 ...

格隆汇10月9日｜藏格矿业(000408.SZ)公告称，公司全资子公司格尔木藏格钾肥有限公司近日收到中华 人民共和国自然资源部颁发的《不动产权证书(采矿权)》与《采矿许可证》。矿山名称为格尔木藏格钾 肥有限公司察尔汗盐湖钾镁矿，面积为724.3493平方公里，开采深度由2680米至2658米标高。开采矿种 包括主矿种为钾盐，共伴生矿种为矿盐、镁盐、锂矿、硼矿。采矿权人为本公司全资子公司格尔木藏格 钾肥有限公司。此次取得的证书和许可证将有助于保障钾盐长期开发、稳定氯化钾供应、助力国家粮食 安全，并明晰公司开发锂资源的用益物权基础，为盐湖提锂业务提供法定支撑，助力新能源产业发展， 同时推动共伴生矿综合利用，最大化资源价值，增强公司核心竞争力。但矿产资源开发利用受自然条 件、开采技术、市场需求、政策变化等因素影响，预期效果存在不确定性。 ...

藏格矿业公告，公司全资子公司格尔木藏格钾肥有限公司收到了中华人民共和国自然资源部颁发的《不 动产权证书（采矿权）》与《采矿许可证》。本次藏格钾肥取得《不动产权证书（采矿权）》与《采矿 许可证》，在延续主矿种钾盐的基础上，新增矿盐、镁盐、锂矿、硼矿共伴生矿种，对公司意义重大： 1、保障钾盐长期开发，稳定氯化钾供应，助力国家粮食安全；2、明晰公司开发锂资源的用益物权基 础，为盐湖提锂业务提供法定支撑，助力新能源产业发展；3、推动共伴生矿综合利用，最大化资源价 值，增强公司核心竞争力。 ...

山东地矿远征深蓝，为国家战略资源储备注入新动能 在大海褶皱里寻金 秋日的清晨，渤海湾的海雾还未散尽，山东省地矿局第六地质大队的车就已经停在了嶙峋的海崖之下。 地质队员们背着设备，沿着略显瘦削的海岸线向远处走去。他们要做的，是在这片荒凉的海域与大自 然"对话"，摸清深藏海底的黄金宝藏。 2022年10月，习近平总书记回信勉励山东省地矿局第六地质大队全体地质工作者在找矿突破战略行动中 发挥更大作用，奋力书写"英雄地质队"新篇章。 三年来，全省地矿系统认真学习贯彻习近平总书记重要回信精神，聚焦能源资源安全，实施勘查项目 900余项，提交矿产地97处，新增资源量：金96.9吨、铁矿石1.5亿吨、晶质石墨234.4万吨、钾盐7.5亿 吨、岩盐8.8亿吨。 探寻海底"黄金宝藏" 三山岛三峰并峙，原是海中孤屿，后与陆地相连。现在，山前渔港林立，鱼虾成群，更是全国最大黄金 生产基地的所在地。 自2023年省地矿六队牵头立项实施滨海地区金矿勘查评价技术与增储示范国家重点研发计划项目以来， 新一轮找矿突破战略行动的重心就落在了渤海湾三山岛海域，并已发现三山岛北部海域金矿——中国首 个海上发现的超大型破碎蚀变岩型金矿床。 尽管这里 ...

Group 1 - The company is currently experiencing stable production, with maintenance completed in Q2 and an expected increase in output for Q3 [1] - The price outlook for potassium salt indicates that it will fluctuate around 3000 yuan/ton for an extended period, with the price midpoint having shifted upward compared to previous levels [1] - The company is actively advancing its second million-ton project, the Laos Kaiyuan XDL project [1] Group 2 - The announcement did not specify the progress in resource sector expansion, indicating some uncertainty [1] - The development of the Laos industrial park is progressing smoothly, with multiple projects already under construction [1] - Signed projects in photovoltaic, bromine, potassium sulfate, and compound fertilizer will help reduce production costs and extend the product supply chain, enhancing economic benefits through equity cooperation and raw material supply [1]

Group 1: Current Production and Market Outlook - The company's current production is stable, with maintenance completed in Q2 and an expected increase in output for Q3 [2] - Future potassium salt prices are projected to fluctuate around a central price of 3000 CNY/ton, which has increased compared to previous estimates [2] - The company is actively advancing the second million-ton project, the Laos Kaiyuan XDL project [2] Group 2: Resource Expansion and Development - The company is exploring opportunities in other resource sectors, including bauxite and copper, although significant uncertainties remain [3] - Progress in the Laos industrial park is on track, with multiple projects already under construction, including solar power, bromine, potassium sulfate, and compound fertilizer, aimed at reducing production costs and extending the product chain [3] - The company plans to enhance economic benefits through equity cooperation and raw material supply [3]

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 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]