其中，辽宁省成功探明的大东沟金矿，是国内首个千吨级、低品位超大型金矿床，金矿探明量 1444.49吨，成为新中国成立以来发现的规模最大单体金矿床。 自然资源部表示，2026年，我国将继续开展新一轮找矿突破战略行动，加强基础地质调查，健全找 矿突破支持政策，促进战略性矿产增储上产。同时，关志鸥介绍，我国还将持续推进绿色勘查及绿色矿 山建设，组织开展探矿权人"圈而不探"专项整治行动，严厉打击违法开采战略性矿产资源行为。 关志鸥："十五五"时期，我们要完善战略性矿产资源的探、产、供、储、销统筹和衔接体系，强化 战略性矿产资源的安全风险监测预警，优化战略性矿产资源目录，制定提高勘探、开发、储备能力的方 案，持续推进战略性矿产资源增储上产。 自然资源部部长关志鸥：新发现10个大型油田、19个大型气田，铀、铜、金、锂、钾盐资源量大幅 增长。辽宁大东沟金矿、湖南鸡脚山锂矿、内蒙古白云鄂博稀土矿取得新成果。 央广网北京1月8日消息（记者王泽华）据中央广播电视总台中国之声《新闻和报纸摘要》报 道，"十四五"期间，我国新一轮找矿突破战略行动取得新成效，全面完成"十四五"找矿目标。 "十四五"期间，我国聚焦重点矿种，编制"一矿一策 ...

倍杰特 20260105 摘要 贝杰特公司通过 EP、EPC 和 BOT 三种商业模式运营，2024 年实现净 利润 1.2 亿元，总收入 10 亿元，预计 2025 年净利润将增长至 2.5 亿元 以上，增长率超过 20%。 贝杰特战略收购文岩有色，获得总产能 2000 吨的锑矿资源，包括正常 运行的小锡板锑矿和预计 2026 年 3 月复产的广南纳丹提锑矿，进一步 巩固了其在有色金属领域的地位。 完成对大豪矿业的股权收购后，贝杰特在滇东南地区构建了稳定的资源 布局，成功探明红石岩铅锌铜矿、小洞锑矿、方田萤石钨三个中型及以 上规模的矿场，资源储备丰富。 大豪矿业小洞锑矿已探明 111.5 万吨锑金属量，平均品位 3.13%；方 田萤石钨矿探获 649 万吨，其中三氧化钨资源量 6.2 万吨；红石岩铅锌 铜矿探获 2,497 万吨，锌金属量 48 万吨、铅 19 万吨、铜 5.588 万吨。 贝杰特计划优先开发小洞替换项目，预计 2027 年上半年投产，总资本 开支约 1.5 亿元；红石岩项目计划 2026 年底开工，2027 年底投产； 方田萤石钨项目计划 2026 年底取得采矿许可证，2028 年上半年投 ...

Group 1 - The "Spring Market" is gradually unfolding, with both internal and external environments showing positive changes, including favorable macroeconomic conditions and supportive policies [2][3] - The report suggests that the focus for investment should be on growth sectors, particularly those related to the "14th Five-Year Plan," which is expected to attract significant capital [3][4] - Key investment directions for January include AI industry chains, emerging industries, and cyclical price increases in industrial metals and chemicals [6][7] Group 2 - The report highlights specific companies as top investment picks, including North China Innovation (机械), Maiwei Co., Ltd. (机械), Wanhua Chemical (能源化工), Chipbond Technology (电子), Ping An Insurance (非银), Zijin Mining (煤炭有色钢铁), Giant Network (传媒互联网), AVIC High-Tech (军工), Sanhua Intelligent Control (电新), and Kaiter (北交所) [7][11] - North China Innovation is expected to benefit from increased domestic equipment adoption and the expansion of storage and AI chip production [14][20] - Maiwei Co., Ltd. is positioned to capitalize on the U.S. solar expansion due to a significant gap in battery production capacity [23][30] - Wanhua Chemical is projected to strengthen its market position in MDI and TDI, with expected price increases due to supply constraints [33][35] - Chipbond Technology is set to benefit from the growing demand for PCB and semiconductor equipment driven by AI [41][42] - Ping An Insurance is anticipated to maintain strong growth in new business value (NBV) and dividend yield, supported by its insurance operations [45][46] - Zijin Mining is expected to see price increases in gold and copper, with a clear growth path in production [49][50] - Giant Network's game "Supernatural Action Group" is expected to show significant potential for long-term growth and profitability [56][57] - AVIC High-Tech is positioned to benefit from the increasing demand for aerospace composite materials as the C919 enters mass production [58][59] - Sanhua Intelligent Control is expected to see growth from its involvement in Tesla's supply chain and the increasing demand for cooling solutions in data centers and energy storage [65][66] - Kaiter is projected to benefit from the automotive electronics sector and its expansion into robotics and liquid cooling markets [72][78]

智通财经APP获悉，新疆新鑫矿业(03833)再涨超6%，月内涨超30%。截至发稿，涨5.45%，报2.71港 元，成交额2591.45万港元。 中金表示，考虑到当前收紧镍矿配额对印尼经济冲击较小，且镍价抬升有利于增加税收，提升本土资源 的价值，收紧镍矿配额政策最终落实的概率较大。广州期货则表示，印尼政府表示配额方案尚在内部讨 论阶段，而且近年印尼镍矿配额政策相关消息曾多次在反复炒作后被证伪，加上矿企可以补充申请配额 或者从菲律宾进口镍矿，因此该消息对镍影响可能被高估。 消息面上，据印尼镍矿商协会表示，政府在2026年工作计划和预算(RKAB)中提出的镍矿产量目标约2.5 亿吨，较2025年设定的3.79亿吨大幅下降。公开资料显示，新疆新鑫矿业旗下全资拥有喀拉通克、黄山 东、黄山和香山四座镍铜矿，拥有湘河街和穆家河两座钒矿，还有卡尔恰尔萤石矿。 ...

（文章来源：证券日报） 证券日报网讯 12月29日，北方铜业在互动平台回答投资者提问时表示，公司控股股东中条山集团所属 的胡家峪矿业公司外围采矿权证目前仍在自然资源部门审核中，预计还需1-2个月时间。公司铜矿峪矿 80米标高以下深部在前期详勘基础上，尚需进一步勘探工作，目前还不具备办理新增采矿权的条件。 ...

近年来，厄瓜多尔发现了多个世界级铜矿。 据Mining.com援引路透社报道，金铜矿开发商索尔黄金公司（SolGold）周三宣布，已经同意其最大股 东江西铜业8.67亿英镑（11.7亿美元）的收购要约。 本月初，江西铜业第三次提出收购要约，这家伦敦上市矿企表示同意。 每股28便士的收购价格较11月19日索尔黄金公司的收市价高出43%，当日是江西铜业首次接触该公司提 出收购的前一日。 索尔黄金公司的其他投资者包括必和必拓和纽蒙特。 周三，索尔黄金公司股价收于25.65便士，略微上涨。 此项协议将使江西铜业控制索尔黄金公司在厄瓜多尔因巴布拉省的卡斯卡维尔（Cascabel）项目。在电 动汽车消费和AI基础设施投资推动下，矿业公司都在争取获得铜矿资源。 ...

Core Insights - The essence of the article emphasizes that Chinese enterprises in Africa are focused on "blood production" rather than "blood extraction," highlighting a transformative approach to resource development that fosters mutual growth and social development [1] Group 1: Resource Development and Economic Transformation - Africa holds approximately 30% of the world's mineral reserves, including 95% of chromium and 90% of platinum group metals, which are crucial for human civilization [2] - The concept of "resource curse" is challenged, as African nations are revising mining laws to increase government equity and ensure fairer resource distribution [2] - The establishment of the China-Africa Cooperation Forum has led to deeper and broader cooperation, with Chinese mining companies exemplifying this strategy through local initiatives in Zambia, the Democratic Republic of Congo, and Zimbabwe [2] Group 2: Collaborative Investment Models - South Africa is developing an investment cooperation model that includes government, businesses, and communities, emphasizing localization and mutual benefits [4] - Chinese investors are noted for their understanding of local policies, which facilitates beneficial partnerships [4] - The Democratic Republic of Congo has increased export taxes to encourage local processing, while Zimbabwe has imposed export bans to promote local industry [4] Group 3: Building Trust and Communication - Establishing a non-zero-sum network is crucial, where communication and trust-building are emphasized to resolve misunderstandings and foster collaboration [7] - A coalition of global mining giants has formed to address common challenges, transitioning from competition to collective development [7] Group 4: Cultural Integration and Community Engagement - The highest form of symbiosis is achieved through cultural integration and mutual respect, with Chinese companies fostering harmonious relationships with local workers [8] - Systematic skills training and community engagement initiatives are helping local workers become skilled professionals, enhancing their socio-economic status [8] - Cultural activities, such as traditional Chinese celebrations, are bridging cultural gaps and fostering community ties [8] Group 5: Sustainable Globalization - The experiences in Africa provide valuable insights for Chinese companies in sectors like electric vehicles, photovoltaics, and digital economy, demonstrating that genuine engagement and symbiosis are pathways to sustainable globalization [9] - The mission of Chinese enterprises is to establish a strong foundation in Africa, ensuring a lasting presence and contribution to local development [9]

本报12月24日讯 （记者 阿妮尔）12月24日，自治区政府新闻办召开新闻发布会，就"内蒙古全面提升矿 产资源保障能力，建设国家重要能源和战略资源基地"介绍了相关情况。 自治区自然资源厅党组成员、副厅长张颖达介绍，作为国家重要能源和战略资源基地，"十四五"期间， 内蒙古深入推进新一轮找矿突破战略行动，持续强化资源要素保障，稳步推动资源优势向经济优势、发 展优势转化，为全区高质量发展和国家能源资源安全筑牢坚实基础。目前，全区已查明资源储量的矿产 达到152种，其中煤炭、稀土、萤石等20种矿产保有资源量位居全国首位，钼、晶质石墨等55种矿产保 有资源量位居全国前三位。 （来源：内蒙古日报） 转自：内蒙古日报 "十四五"期间，内蒙古立足资源禀赋和战略需求，科学划定了16处能源资源基地、70处国家规划矿区、 15处战略性矿产重点勘查开采区，通过优化资源配置、统筹勘查开发布局，推动资源开发向规模化、集 群化方向迈进。矿山规模结构不断优化，全区非油气、非放射性矿产大中型矿山占比从28%提升至 44%，建成绿色矿山398家。"新账不再欠、老账加快还"，全区生产矿山累计完成矿区生态修复治理 1100余平方公里， 构建起资源开 ...

消息面上，近期报道指，据印尼镍矿商协会（APNI）表示，政府在2026年工作计划和预算（RKAB） 中提出的镍矿石产量目标约为2.5亿吨，较2025年RKAB设定的3.79亿吨大幅下降34%。中信期货认为， 若最终配额按此计划落地，则对镍端26年平衡有较大影响，过剩预期将明显下滑。据悉，新疆新鑫矿业 旗下全资拥有喀拉通克、黄山东、黄山和香山四座镍铜矿，拥有湘河街和穆家河两座钒矿，还有卡尔恰 尔萤石矿。 新疆新鑫矿业(03833)涨超5%，截至发稿，涨5.22%，报2.62港元，成交额3472.88万港元。 ...

消息面上，近期报道指，据印尼镍矿商协会（APNI）表示，政府在2026年工作计划和预算（RKAB） 中提出的镍矿石产量目标约为2.5亿吨，较2025年RKAB设定的3.79亿吨大幅下降34%。中信期货认为， 若最终配额按此计划落地，则对镍端26年平衡有较大影响，过剩预期将明显下滑。据悉，新疆新鑫矿业 旗下全资拥有喀拉通克、黄山东、黄山和香山四座镍铜矿，拥有湘河街和穆家河两座钒矿，还有卡尔恰 尔萤石矿。 智通财经APP获悉，新疆新鑫矿业(03833)涨超5%，截至发稿，涨5.22%，报2.62港元，成交额3472.88万 港元。 ...