近年来，中国在环境保护方面的重视程度不断提高，尤其是对于不可再生资源的开采，我们不再无节制 地进行过度开发。过度开采不可再生能源不仅会消耗掉宝贵的资源，还可能对我们的未来发展带来负面 影响。因此，我们正在努力寻找替代这些能源的替代品。在这个过程中，我们在柴达木盆地发现了大量 的自然资源。地质学家们在该地区发现了超过四千亿吨的金属盐，这些金属盐的价值已超过九万亿元人 民币。对于我们来说，这是一笔巨大的财富。这些资源足以满足我国未来几十年的需求。同时，专家们 还在柴达木盆地的盐湖中发现了丰富的镁盐和钾盐，这些资源对我们的发展也至关重要。 随着这一发 现的曝光，很多国家对中国的资源表现出了浓厚的兴趣，甚至有些国家对我们发现的资源心生嫉妒，认 为这些资源不应该单独由中国占有，而是应该与全球共享。对于这种提议，我们自然不会予以理会。毕 竟，所有在我国领土内发现的资源，无需与其他国家共享。提出这种要求的国家，往往是由于他们自身 的实力不足。如果我们足够强大，他们根本不会提出这些荒谬的要求。 因此，想要避免这种外部干 扰，我们必须拥有强大的国力。尽管我国近些年的发展确实取得了显著成绩，但我们仍然距离真正的强 大还有一定距离 ...

Core Viewpoint - The National Energy Administration has announced the first batch of hydrogen energy pilot projects, including 41 project pilots and 9 regional pilots, aimed at promoting the development of hydrogen energy as a key driver for energy transition and achieving carbon neutrality goals [1][5]. Group 1: Pilot Projects Overview - The 9 regional pilot projects are located in Jilin, Ningxia, Hebei, Inner Mongolia, Guangdong, Jiangsu, Shandong, Hubei, and Sichuan, focusing on three directions: large-scale renewable hydrogen production, full-chain development, and technological innovation and application expansion [1][5]. - The pilot projects are designed to explore diverse pathways for hydrogen energy development and to create replicable experiences that support the full-chain development of hydrogen energy [5][6]. Group 2: Industry Development and Goals - By the end of 2024, China's hydrogen production capacity is expected to exceed 50 million tons per year, with an annual production and consumption scale surpassing 36.5 million tons, ranking first in the world [4]. - Research indicates that by 2030, China's green hydrogen production could reach 3 million tons, potentially forming a market worth over 1 trillion yuan, positioning the country at the forefront globally [4]. Group 3: Challenges and Strategic Directions - Despite the promising outlook, the hydrogen industry faces challenges such as an incomplete industrial system, high production and transportation costs, and limited application scenarios [5]. - The pilot projects aim to address these challenges by focusing on technological and model breakthroughs, with regional pilots promoting collaborative development of the industrial ecosystem [5][6].

记者注意到，建议中针对"构建体现青海特色和优势的现代化产业体系，巩固壮大实体经济根基"着墨较 多。建议指出，现代化产业体系是中国式现代化青海实践的物质技术基础，要坚持把发展经济的着力点 放在实体经济上，坚持智能化、绿色化、融合化方向，推动建链延链补链强链，培育更多产业新优势和 增长新引擎。 近日，中共青海省委关于制定国民经济和社会发展第十五个五年规划的建议(下称"建议")发布。 建议指出，"十四五"时期青海发展取得重大成就，"十五五"时期在现代化新青海建设进程中具有承前启 后的重要地位，"十五五"时期青海发展机遇与挑战并存。 建议提出，要更高标准打造生态文明高地，增强绿色发展动能。其中之一是，加快建设新型能源体系。 具体而言，要坚持风光水氢火储多元协调发展，统筹就地消纳和外送，巩固新能源装机和发电量占 比"双主体"地位，为全国降碳减排、保障能源安全作出更大贡献。优化省内省际网架结构，加快建设新 能源外送通道，推进智能电网和微电网建设，全面提升电力系统互补互济和安全韧性水平。适度建设新 一代煤电，促进油气勘探开发与新能源融合发展。推动存量水电站增容扩机，有序开发黄河上游梯级水 电站。加快抽水蓄能电站建设，构建新 ...

12月10日，中共青海省委关于制定国民经济和社会发展第十五个五年规划的建议发布。其中提出，高质 量建设产业"四地"集群。推动产业"四地"攀高逐新、聚链成势，提升产业集群化发展能级。实施钾盐高 效利用、锂盐量质提升、镁盐创新突破工程，推动稀散元素提取利用，大力发展"盐湖+"产业，做大做 强盐湖资源千亿级产业集群，初步构建世界级现代盐湖产业体系。统筹源网荷储协调发展，建设"沙戈 荒"大型风电光伏光热基地，推进光热发电技术运用，打造光热产业集群，推动"清洁能源+"全方位融合 发展，加速壮大新能源千亿级产业集群，基本建成国家清洁能源产业高地。实施国际生态旅游目的地示 范区建设工程，高水平推进环青海湖、黄河沿线、柴达木盆地和青南地区生态旅游发展，丰富高品质生 态旅游产品和服务供给，推动生态旅游成为全省支柱产业。坚持提质、稳量、补链、扩输一体推进，完 善仓储保鲜、冷链物流设施及网络，做优"链主"型龙头企业，稳步扩大牛羊肉、冷凉蔬菜等特色农畜产 品输出规模，积极拓展国外市场，全面建成特色鲜明、国内外知名的绿色有机农畜产品输出地。引导政 策、人才、平台等要素有效集聚，开展融合发展试点示范，推动产业"四地"互促共融。 ...

Core Viewpoint - The Qinghai Provincial Committee of the Communist Party of China has released recommendations for the 15th Five-Year Plan, emphasizing the high-quality development of industrial clusters and the establishment of a world-class modern salt lake industry system [1] Group 1: Industrial Development - The plan aims to enhance the "Four Places" industrial clusters, focusing on the efficient utilization of potassium salts, quality improvement of lithium salts, and innovative breakthroughs in magnesium salts [1] - There is a strong emphasis on developing a trillion-level salt lake resource industry cluster and promoting the extraction and utilization of rare and scattered elements [1] Group 2: Clean Energy Initiatives - The construction of a large-scale wind and solar power base in the "Shagohuang" area is planned, along with the promotion of solar thermal power technology to create a solar thermal industry cluster [1] - The initiative aims to accelerate the integration of "clean energy+" and establish a trillion-level new energy industry cluster, positioning the region as a national clean energy industry hub [1] Group 3: Ecotourism Development - The plan includes the establishment of international ecological tourism demonstration zones, focusing on areas such as the Qinghai Lake, Yellow River, and Qaidam Basin to enhance high-quality ecological tourism products and services [1] - Ecotourism is targeted to become a pillar industry for the province, contributing significantly to the local economy [1] Group 4: Agricultural and Livestock Products - The strategy emphasizes improving the supply chain for agricultural products, including beef, lamb, and cool-season vegetables, while expanding exports to international markets [1] - The goal is to create a distinctive and well-known green organic agricultural and livestock product output area, supported by effective policy, talent, and platform integration [1]

格隆汇12月2日丨藏格矿业(000408.SZ)在投资者互动平台表示，公司全资子公司格尔木藏格钾肥有限公 司取得新的采矿权证与采矿许可证，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，公司持续做好盐湖钾锂资源开发，保持钾锂稳定生产，积极推动共伴生矿盐、镁矿、硼矿的综合 利用，最大化资源价值。公司目前暂未布局硼酸或硼砂产品，暂无相关产能及行业排名信息。 ...

Core Viewpoint - Cangge Mining Co., Ltd. has received mining rights and licenses for various minerals, which is significant for its long-term development and resource utilization [1] Group 1: Mining Rights and Licenses - Cangge Mining's subsidiary, Golmud Cangge Potash Fertilizer Co., Ltd., has obtained the "Real Estate Certificate (Mining Rights)" and "Mining License" from the Ministry of Natural Resources of the People's Republic of China [1] - The new licenses include not only potash but also additional minerals such as salt, magnesium salt, lithium, and boron, enhancing the company's resource portfolio [1] Group 2: Strategic Importance - The acquisition of these licenses ensures the long-term development of potash, stabilizing the supply of potassium chloride and contributing to national food security [1] - The clarity provided by the new licenses supports the company's lithium resource development, offering a legal foundation for lithium extraction from salt lakes, which is crucial for the growth of the new energy industry [1] - The comprehensive utilization of co-associated minerals will maximize resource value and enhance the company's core competitiveness [1]

Core Viewpoint - Cangge Mining has received significant mining rights and licenses for its subsidiary, which will enhance its mineral resource portfolio and operational capabilities [1] Group 1: Company Developments - Cangge Mining's wholly-owned subsidiary, Golmud Cangge Potash Co., Ltd., has obtained the "Real Estate Property Certificate (Mining Rights)" and "Mining License" from the Ministry of Natural Resources [1] - The newly acquired licenses allow the company to expand its mining operations to include not only potash but also associated minerals such as salt, magnesium salt, lithium ore, and boron ore [1]

Core Viewpoint - The company has received mining rights and licenses for various minerals, which is significant for its long-term development and competitive positioning in the market [1] Group 1: Mining Rights and Licenses - The company’s wholly-owned subsidiary, Geermu Cangge Potash Fertilizer Co., Ltd., has obtained the "Real Estate Certificate (Mining Rights)" and "Mining License" from the Ministry of Natural Resources of the People's Republic of China [1] - The new licenses include not only potash but also additional minerals such as salt, magnesium salt, lithium, and boron, which enhances the company's resource portfolio [1] Group 2: Strategic Importance - The acquisition of these licenses ensures the long-term development of potash, stabilizing the supply of potassium chloride and contributing to national food security [1] - The clarity in the company's rights to develop lithium resources provides a legal foundation for its lithium extraction business, supporting the growth of the new energy industry [1] - The promotion of comprehensive utilization of associated minerals maximizes resource value and enhances the company's core competitiveness [1]

Core Viewpoint - Western Mining Co., Ltd. has undergone significant management changes, with Zhao Fukan resigning as president and Zhou Huarong appointed as the new president, indicating a strategic adjustment within the company [1][4]. Financial Performance - In the first half of 2025, Western Mining achieved total operating revenue of 31.619 billion yuan, a year-on-year increase of 26.59% [2][3]. - The total profit reached 3.880 billion yuan, reflecting a year-on-year growth of 22.84% [2][3]. - The net profit attributable to shareholders was 1.869 billion yuan, up 15.35% compared to the previous year [2][3]. Management Changes - Zhou Huarong, aged 46, has been appointed as the new president, previously serving in various leadership roles within the company since 2017 [4][5]. - Zhao Fukan will continue to serve as a director and chairman of the financial subsidiary, indicating his ongoing influence in financial risk management [4][5]. Strategic Focus - Zhou Huarong faces the challenge of balancing the enhancement of traditional metal resource production (copper, lead, zinc, iron) with the integration of new energy materials (magnesium, lithium) [5]. - The company continues to maintain a high cash dividend policy, distributing 1 yuan per share for the 2024 fiscal year, totaling 2.383 billion yuan, which is above the industry average [5]. Future Outlook - The company is positioned for growth in the new energy materials sector, particularly with the increasing global demand for battery materials [5]. - However, challenges such as capital investment, market competition, and price volatility will require strong management capabilities from the new president [5].