Policy tightening and green transformation go hand in hand - the national mining safety production situation will become stricter in the first quarter of 2026

with“the fifteenth five-year plan”The planning has officially begun, and the domestic mining industry is2026A complex policy map presented in the first quarter of the year——On one hand, there is continuous high-pressure supervision of safety production and comprehensive implementation of special rectification, while on the other hand, there is the acceleration of green mine construction and the intensive release of high-quality development signals during local two sessions. Several industry insiders have pointed out that China's mining industry is accelerating its departure from the traditional extensive mode and entering a deep-water area of transformation that prioritizes safety and is led by green initiatives.

4moon10On the same day, the National Mining Safety Supervision Bureau held a regular press conference for the first quarter in Beijing. Spokesperson Liu Tao disclosed that,2025The National Mining Safety Supervision Bureau has conducted inspections in Liaoning, Jilin, Heilongjiang, Fujian, Henan, Hubei, Guangxi, Sichuan, Guizhou, Yunnan, Gansu, Qinghai, and other regions12Provincial governments and their relevant departments have carried out national mine safety supervision, and have discovered problems at the government level560Article: Enterprise hidden dangers928Suggestions for improving and strengthening mine safety supervision have been delivered to each provinceThis unprecedented scale of surveillance operation is“Since the establishment of the national mine safety supervision system, for the first time, a special national mine safety supervision has been carried out for provincial-level people's governments”Its deterrent effect is2026Continuously released annually.

The focus of safety work in the first quarter revolves around five dimensions: orderly promotion of resumption of work and production, carrying out special rectification to improve the system, deepening the crackdown on illegal mining of mineral resources, coordinating strict law enforcement and enthusiastic service, and strengthening mine safety prevention during the flood season. It is worth noting that in the fight against illegal mining, the National Mining Safety Supervision Bureau has organized the Ministry of Public Security, the Ministry of Natural Resources, and other relevant departments5A department held a consultation meeting,“peer-to-peer”Urge the areas that have not yet completed the rectification task to fulfill their territorial responsibilities. Currently, the areas that have not completed the blockade task have been14A decrease to5aAt the same time, assistance and guidance focusing on mines with serious disasters such as gas outbursts and rockburst, as well as mines that have experienced accidents, are also being promoted simultaneously, striving to“Transitioning from solving a problem to solving a class of problems”。

Another important dimension of policy signals comes from the local level.2026At the beginning of the year, the two sessions were held intensively in many regions, and several mining provinces accurately outlined a high-quality development roadmap around ensuring the safety of mineral resources and promoting industry transformation and upgrading. Inner Mongolia explicitly proposes2026year“Coal production remains stable at12.5Over 100 million tons”Shanxi is turning its attention to unconventional natural gas and striving for a breakthrough in production200Billion cubic meters, investment exceeding120RMB100mn In the field of strategic emerging minerals, lithium, rare earths, nickel, and cobalt have become key deployed minerals in many regions, and Guizhou has clarified this“Upgrade and increase reserves, and explore a batch of advantageous mineral resources such as phosphorus, aluminum, manganese, lead, zinc, lithium, etc”Qinghai will“Efficient utilization of potassium salt and improvement of lithium salt quantity and quality”Write task list。

The construction of green mines is progressing from“Multiple-choice questions”change into“Compulsory questions”。4moon13On the same day, multiple departments of the Xinjiang Production and Construction Corps jointly issued the "Management Measures for the Construction of Green Mines in the Corps", which clarifies that newly built mines should be put into operation after being put into operation1to2Through the assessment and verification of green mines within the year, a package of incentive policies will be introduced to ensure the demand for new land, prioritize the transfer of mining rights through agreements, and support listed financing“There are entrances and exits”The dynamic management mechanism is clearly defined14Removal from the list to ensure the protection of the list“gold content”Heilongjiang Province, Xinjiang and other regions have also simultaneously deployed green mine construction tasks, while Guangxi has proposed the construction of innovative platforms such as key metal research institutes and key metal laboratories。

In the process of green mining construction moving from policy advocacy to rigid constraints, the promotion of new energy equipment has become a key breakthrough. Headquartered in WuxiWuxi Hongsheng New Energy Co., Ltd.In recent years, there has been a focus on the mining industryThe wave of "oil to electricity" has provided high safety lithium iron phosphate battery systems and intelligent battery swapping solutions for multiple open-pit and underground mines in China. The relevant person in charge of the company stated, "Mining operations have extremely high requirements for the low-temperature performance, seismic resistance, and cycle life of batteries. Our products have passed multiple rigorous tests and are currently undergoing joint testing with multiple mining truck manufacturers to help mines achieve zero carbon emissions and low-cost transportation operations." Under the dual drive of policies and the market, supporting enterprises such as Hongsheng New Energy are becoming an indispensable part of the green transformation of mines.

In terms of the mining rights market, listing and transfer activities continue to be active in various regions.4moon14On this day, the Ministry of Natural Resources organized the implementation of the Zhecheng Fault Uplift in the South China North Basin in Henan Province4A petroleum and natural gas exploration right is listed for sale, requiring bidders to have a net asset value of no less than3RMB100mn On the same day, the mining rights for the construction basalt mine in Tazishan, Yingjing County, Ya'an, Sichuan Province were granted4.8Starting from 100 million yuan, the mining area's resource reserves have reached5503.310000 cubic meters, design lifespan20In the year, it is explicitly stipulated that the winning bidder must do so after production begins2Through green mine assessment and verification within the yearOn the same day, Hebei Province issued the "Interim Measures for the Administration of Agreement Transfer of Mining Rights to Expand the Scope of Mining Areas", supporting underground mines and open-pit mines included in the national green mine list to expand their mining areas in accordance with the law, and providing institutional channels for existing mines to increase production and expand capacity。

Industry observers analyze that,2026Two characteristics at the policy level are particularly evident in the first quarter of the year——One is safety supervision“campaign-style”to, toward, at, facing“normalization”Transformation, secondly, the management of mining rights has shifted from“Simple transfer”to, toward, at, facing“Comes with green conditions”Upgrading marks the official entry of China's mining industry“Stock optimization, incremental quality improvement”The new stage.