二、宝藏揭秘：铷是啥稀罕物？软得像蜡，用处却逆天 先给大家伙儿科普科普铷这宝贝。它属于碱金属的一种，原子序数37，长得白白净净的，是银白色的， 质地软得跟蜡烛似的，用手轻轻一捏都能变形。这玩意儿娇气得很，一碰到空气就容易氧化，熔点还 低，密度也小，平时看着不起眼，可关键时刻能顶大用。 一、开篇唠实嗑：咱中国找矿有一手，稀有金属藏不住 要说咱中国在地质找矿这事儿上，那真是有两把刷子，从来没歇过脚！尤其是那些稀有的金属资源，仿 佛跟咱有缘分似的，隔三差五就能挖出点让全世界都眼红的宝贝。别的不说，就2018年广东河源那地界 儿，直接闹出了个大动静——地质队在天堂山一带，硬是探明了一个超大型的独立铷矿床，储量一出来 直接惊掉众人下巴，足足17.5万吨！这数儿往全球一放，那绝对是独一份、头一份的存在，连老外都得 竖起大拇指说"中国牛"！ 可能有人要问了，铷这玩意儿听着怪陌生的，到底是个啥？能有多大用处？别急，咱慢慢唠。这铷虽说 是个低调的主儿，但能耐可不小，不管是高科技、医疗还是新能源领域，都离不开它。更关键的是，以 前这东西都是跟别的矿混在一起，想提取出来费劲得很，成本也高。现在咱发现了独立矿床，一下子就 在这稀罕资 ...

全球铼已知储量加起来不到2500吨，主要窝在智利、美国、俄罗斯那儿。智利独占鳌头，1300吨，美国 390吨，俄罗斯310吨。2019年全世界一年就产45吨，智利占了近一半。因为开采提纯门槛高，一克铼卖 几百块，跟铂金差不多贵重。中国对铼的找矿从60年代起步，那时候全靠进口凑合，产业从头建起，慢 慢搞出自己的生产链。 矿藏乍现，资源丰盈 铼属于那种稀缺的过渡金属。早在1925年，德国人从钼矿里头提炼出来，取名源自莱茵河的拉丁词。它 的熔点高得离谱，3186摄氏度，就比钨低点，沸点更是5596摄氏度，全元素里数一数二。地壳里铼少得 可怜，每十亿份才一份，通常跟钼或者铜矿掺和一块儿，提取起来很费劲，得经过一堆化学步骤才行。 2010年，陕西洛南县黄龙铺钼矿区本来冲着钼去的，结果意外探到伴生铼，金属量176吨，占全球7%， 一下子成了国内头号矿藏。这地方原先是钼矿为主，铼藏在深处，得靠精密设备探测。 七年后的2017年，安徽泾县湛岭钼矿床又探明30吨铼，矿床条件不错，铼分布稳当。地质队用数据分析 和仪器，摸清了铼的规律，这些发现可不是天上掉馅饼，得益于长期积累。 两次加起来超200吨，极大缓解了铼缺口。中国地质专家 ...

赛恩斯 20251214 摘要 铼作为关键高温合金元素，在航空航天、催化剂和工业燃气轮机领域应 用广泛，全球 80%的铼需求来自航空航天，需求端受益于航空航天产业 和 AI 数据中心对工业级燃气轮机的需求拉动，未来几年需求将持续增长。 全球铼储量有限，已探明储量仅 2,600 吨，中国储量仅 200 吨，供需缺 口或将快速扩大，推动铼价格上涨。目前价格已从 2025 年前每千克 1.5 万至 2 万上涨至 3 万，这将为相关企业带来显著盈利弹性。 赛恩斯与紫金矿业合作，已建成首个铼回收产能，截至 2025 年上半年 已达成每年两吨高纯铼酸氨生产能力，并计划进一步提炼纯铼。与吉林 紫金铜业合作项目已投产，预计未来将通过新项目合作进一步提升产能， 实现量价齐升。 赛恩斯正从传统重金属污染治理向新材料领域转型，布局铜萃取剂、高 效浮选剂和高纯硫化钠等项目。全资收购龙利化学，铜萃取剂产能扩张 至 7,000 吨/年；投资建设 6 万吨高纯硫化钠项目，用于工程塑料添加 剂；建设 10 万吨高效浮选剂项目，用于铜开采洗选。 新材料项目预计完全达产后将贡献数千万至上亿利润，为赛恩斯的长期 发展提供稳定支撑。收入结构显示，重 ...

根据黑龙江省矿产储量评审中心出具的《<黑龙江省大兴安岭新 林区 460 高地铜钼矿勘探报告>矿产资源储量评审意见书》（黑矿储 评字[2025]04 号），460 高地岩金矿探矿权矿区内东西向断裂破碎带 （F9）、北东东向断裂破碎带（F6、F7、F10）、北西西向断裂破 碎带（F5、F8）发育，控制了 1:2 万视极化率和视电阻率异常带、 铜钼金银等元素异常带、矿化蚀变带的分布和走向延伸。460 高地 岩金矿探矿权矿区圈出矿化蚀变带 3 条，I 号为铜钼矿化蚀变带，II、 III 号为金矿化蚀变带。I 号铜钼矿带位于探矿权区的中北部，为大 型斑岩铜钼矿床，主矿产为铜、钼，伴生矿产为硫、银、铼、镓。I 号铜钼矿带基本为隐伏矿床，矿床基本上全部为原生硫化矿石，铜 钼回收率较高，矿石为易选矿石；其中，I 号铜钼矿带 I-1 号主矿体 的矿石量占矿床总矿石量的 99.38%，筒柱状矿体规模大、连续性好、 形态简单，厚度较稳定，铜、钼、当量铜品位变化均匀-较均匀。 Ⅰ号矿带铜钼矿床资源量估算范围由 6 个拐点组成，依据露天 开采境界范围圈定，面积 1.806 平方公里，估算标高范围为 535 米 ~-820 米。经评审， ...

具体内容详见公司同日刊登在信息披露网站巨潮资讯网（www.cninfo.com.cn）和信息披露媒体《证券 时报》《中国证券报》《上海证券报》《证券日报》的《关于收购伊春金石矿业有限责任公司60%股权 的公告》（公告编号：2025-074）。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000603 证券简称：盛达资源 公告编号：2025-073 盛达金属资源股份有限公司 第十一届董事会第十三次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 盛达金属资源股份有限公司（以下简称"公司"）于2025年12月8日以通讯表决方式召开了第十一届董事 会第十三次会议，本次会议通知于2025年12月5日以邮件等方式发出。会议应参加董事9名，实际参加董 事9名。会议由董事长赵庆先生主持，本次会议的召集、召开和表决程序符合法律法规、规范性文件及 《盛达金属资源股份有限公司章程》的有关规定。会议经表决形成如下决议： 一、审议通过《关于收购伊春金石矿业有限责任公司60%股权的议案》 表决结果：同意9票，反对0票，弃权0票。 本议案在公司董事会审议前，已 ...

Core Insights - The discovery of a large rhenium deposit in Shaanxi, China, with reserves of 176 tons, positions China as the fourth-largest rhenium resource country globally, leading to geopolitical tensions centered around Beijing [1] - Rhenium is essential for manufacturing single-crystal turbine blades in aerospace engines, making it a critical industrial resource [3] - The negotiation dynamics between China and Western countries involve a strategic exchange of rhenium for advanced technology, which could undermine China's aerospace industry if not handled carefully [5] Industry Dynamics - The Western military-industrial complex is attempting to leverage outdated technology blueprints to acquire valuable rhenium resources from China at low prices, potentially turning China into a raw material supplier for Western aerospace [5] - The lack of advanced single-crystal furnace technology in China poses a significant challenge for producing rhenium in single-crystal form, which is crucial for high-performance turbine blades [7] - Despite recent advancements in rhenium processing, such as Jiangxi Copper's achievement in producing 99.99% pure rhenium powder, China still lags behind in the extensive data and experience accumulated by leading global aerospace companies [7][9] Strategic Considerations - The 176 tons of rhenium is viewed as a vital resource for China's industrial advancement rather than a mere asset to be exploited [9] - There is a pressing need for China to maintain its technological independence and avoid becoming overly reliant on foreign technology, which could jeopardize its aerospace ambitions [5][9] - The innovative approaches taken by Chinese engineers, such as adapting semiconductor-grade equipment for aerospace applications, highlight the challenges and risks involved in overcoming technological barriers [7]

Core Insights - The Ministry of Natural Resources has reported a significant increase in low-grade and associated mineral resources in China, with cobalt and rhenium seeing over 100% growth in newly added resources, and nickel and indium experiencing over 30% growth [1][2] - The construction of green mines is being actively promoted, enhancing resource conservation and utilization levels, with mining companies adopting strict standards for recovery rates and comprehensive utilization [1][2] Group 1: Resource Development - The increase in mineral resources is transforming previously unproductive mines into active ones, effectively extending the service life of mining operations [1] - Mining companies are leveraging advanced technologies such as 5G, IoT, and AI to develop digital and intelligent mining operations, significantly improving resource development efficiency [1] Group 2: Environmental and Regulatory Framework - China has established a green development model in mining, adhering to the principle of "mining while restoring," and implementing ecological restoration plans in phases [1][2] - The newly revised Mineral Resources Law, effective from July, emphasizes green and low-carbon transformation in the mining sector, providing a legal basis for the construction of green mines [2]

Core Insights - China has discovered a rare strategic resource, which has attracted immediate interest from the US and several European countries seeking to exchange advanced technology for this critical material [1][7] - The resource, rhenium, is essential for modern aviation and has a global annual production of less than 100 tons [1][3] - China has decided not to engage in resource-for-technology exchanges, emphasizing the importance of self-reliance and technological independence [10][21] Resource Discovery and Historical Context - Historically, China relied on imports for rhenium until significant discoveries were made in the 2010s [3][5] - In 2010, a major breakthrough occurred in Shaanxi, where a rhenium reserve of 176 tons was found, significantly enhancing China's position in the global rhenium market [5][7] - A subsequent discovery in 2017 in Anhui added another 30 tons of rhenium, further solidifying China's resource base [5][7] International Reactions and Strategic Decisions - Following the confirmation of over 200 tons of high-grade rhenium, Western industrial powers reacted strongly, attempting to negotiate technology exchanges [7][9] - Experts noted that many of the technologies offered were already developed in China, and the West's strict export controls on core technologies raised concerns about long-term dependency [9][10] - China's refusal to trade rhenium for technology is seen as a lesson learned from past experiences with rare earth exports, where the country did not gain significant technological advancements [10][19] Technological Advancements and Self-Reliance - China has made significant strides in developing its own rhenium processing capabilities, including the successful production of high-purity rhenium powder [16][17] - The establishment of a complete rhenium industry chain has allowed China to move beyond being a raw material supplier to producing high-value-added products [16][17] - The successful development of single-crystal turbine blades in 2015 marked a significant milestone in China's aerospace component manufacturing [14][19] Future Prospects and Applications - Rhenium's applications extend beyond aviation, including uses in rocket nozzles, superconductors, and as catalysts in various industries [17][19] - China aims to establish a national resource security baseline and actively participate in global industry standards, reflecting its transition from an importer to a technology innovation hub [19][21] - The journey of rhenium development in China illustrates the importance of mastering core technologies to maintain a competitive edge in a changing global landscape [21]

Core Viewpoint - The construction of green mines in China has significantly increased the resources of low-grade and associated minerals such as cobalt, rhenium, nickel, and indium through innovative technologies and advanced applicable techniques [1] Group 1: Resource Growth - The implementation of green mining practices has led to a substantial increase in resource quantities, with cobalt and rhenium seeing over 100% growth, and nickel and indium experiencing over 30% growth [1] - The re-evaluation of low-grade and associated resources has transformed "stagnant mines" into "active mines" and "small mines" into "large mines," effectively extending the service life of mining operations [1] Group 2: Technological Advancements - The integration of technologies such as 5G, IoT, and artificial intelligence in mining operations has facilitated the development of digital and intelligent mining, achieving "mining without visible ore" and "unmanned mining" [1] - A number of unmanned mining workfaces have been established, significantly enhancing the efficiency of mineral resource development and utilization [1] Group 3: Green Mining Initiatives - The Ministry of Natural Resources reports positive progress in the construction of green mines, with over 1,000 national-level green mines and more than 4,000 provincial-level green mines established [1] - These initiatives are seen as a vibrant practice in the construction of a beautiful China [1]

Core Insights - The Ministry of Natural Resources has reported significant growth in low-grade and associated mineral resources, with cobalt and rhenium seeing over 100% increase, and nickel and indium over 30% increase, effectively transforming "stagnant mines" into "active mines" and extending the service life of mining operations [1] - The promotion of green mining practices in China has led to improved resource conservation and utilization levels, with mining companies adopting recovery rates and comprehensive utilization rates as binding indicators, and innovating in technology and equipment [1] - The implementation of digital and intelligent mining technologies, such as 5G and AI, has enhanced the efficiency of mineral resource development, enabling "mining without visible mining" and the establishment of unmanned mining workfaces [1] Green Mining Initiatives - Mining companies are actively pursuing carbon neutrality goals by promoting clean energy alternatives, achieving energy savings, and reducing carbon emissions, while strictly controlling waste emissions and enhancing waste management [2] - The current economic and social landscape in China is transitioning towards green and low-carbon high-quality development, with the next five years being crucial for solidifying the foundation for socialist modernization [2] - The construction of green mines is essential for resource conservation, enhancing supply chain resilience, and ensuring energy resource security, representing a necessary path for high-quality development in the mining sector [2] Regulatory Framework - The newly revised Mineral Resources Law, effective from July this year, represents a comprehensive and systematic modification aimed at ensuring national energy resource security and promoting high-quality development in the mining industry [3] - The new law emphasizes green development and integrates ecological civilization construction into all aspects of mineral resource management, providing legal support for the transition to low-carbon mining practices [3] - A collaborative framework involving government guidance, departmental cooperation, enterprise leadership, and social oversight has been established to advance green mining initiatives [3]