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新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极电解液隔膜隔膜电解液电芯

政策核心聚焦：资源端发力，为铅锌产业 “强基”

2025-09-28 17:26:25 来源：北方有色网责任编辑：石林

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政策核心聚焦：资源端发力，为铅锌产业 “强基”
9 月 28 日，工信部等八部门联合印发《有色金属行业稳增长工作方案（2025—2026 年）》，虽未直接提及 “铅锌”，但政策导向与当前铅锌企业动态高度契合，为行业发展划定清晰路径：
找矿突破加码，矿山端供给有支撑
政策提出实施 “新一轮找矿突破战略行动”，虽重点提及铜、铝、锂等，但 “科学有序投放矿业权”“完善竞争性出让方式” 的表述，将间接利好铅锌资源勘探 —— 此前江铜猪拱塘铅锌矿（储量超 500 万吨）等大型项目加速推进，未来这类优质矿山项目有望获得更顺畅的审批与资源支持，进一步缓解矿端供给压力。
低品位资源攻关，匹配企业产能优化需求
方案明确 “支持低品位、共伴生、难选冶资源绿色高效采选冶技术攻关”，这正对应当前铅锌行业痛点：四川鑫源矿业等企业因矿石品位下降减产，而若技术突破落地，不仅能盘活低品位铅锌矿资源，还能提升现有矿山（如会理天宝山铅锌矿）的资源利用率，为企业 “稳产优产” 提供技术保障，与驰宏锌锗等头部企业 “下半年产能释放” 规划形成政策呼应。
再生资源提级，再生铅企业迎转型窗口
政策强调 “支持再生资源回收基地建设”，尤其提及 “废有色金属综合利用”，直接利好再生铅板块。此前安徽大型再生铅炼厂因行情低迷暂缓复产，而随着回收基地落地、技术标准完善，再生铅企业有望突破 “原料供应不稳定”“开工率不足 30%” 的困境，推动行业从 “分散小厂” 向 “规模化基地” 转型，华南地区小型再生铅厂的长单模式也将获得更规范的政策环境。
二、对铅锌企业的直接影响：短期稳预期，长期定方向
从当前企业动态看，政策将从三方面提供支撑：
矿山端：猪拱塘这类超大型项目的后续产能释放（年产 27 万吨铅锌精矿），将获得 “找矿突破”“矿业权投放” 的政策背书，降低项目推进不确定性；
冶炼端：甘肃厂坝成州锌冶炼等企业的产能调整，未来可借助 “低品位资源技术攻关” 政策红利，优化原料结构、降低成本；
转型端：旭阳新材投建绿色锌合金、云图控股跨界布局磷铅锌矿，与政策 “绿色转型”“产业链延伸” 导向一致，这类战略布局有望获得更多政策倾斜与资源支持。
三、行业展望：政策 + 企业动态共振，夯实稳增长基础
短期看，政策将为震荡中的铅锌市场注入信心，缓解 “供需双弱” 的担忧；长期看，资源勘探、技术攻关、再生利用三大方向的明确，将推动铅锌行业从 “规模扩张” 向 “高质量发展” 转型 —— 对于平台读者（企业从业者、投资者）而言，需重点关注两方面：一是大型铅锌矿山项目的矿业权进展，二是再生铅回收基地的落地节奏，这两大领域将成为未来行业增长的核心看点。

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