节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
西部矿业公告，全资子公司格尔木西矿资源取得青海省自然资源厅颁发的采矿许可证，矿区位于格尔木市，面积9.3126平方公里，铁多金属矿资源量2007万吨，平均品位mFe31.59%，共伴生铜7.61万吨、锌6.04万吨、金2.86吨，采矿权有效期至2044年11月25日。该子公司为省内铁资源整合平台，此次拿证将为铁资源板块整合及可持续发展提供储备。
2025年10月，西部矿业控股子公司玉龙铜业以86.09亿元竞得安徽省宣州区茶亭铜多金属矿勘查探矿权，该矿为安徽地质勘查基金合作项目重大成果，深部找矿潜力大，达大型铜金矿床规模。公司战略聚焦有色及黑色金属采选冶炼贸易，目前持有或控股14座矿山，涵盖有色、铁多金属及盐湖ǟ..
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