节点：上游（原材料/资源端）位置：上游情绪：利好参考度：8/10
永泰能源（600157.SH）旗下山西沁源康伟森达源煤业“煤下铝”项目顺利通过山西省自然资源厅评审备案，标志其8座矿井合计超1亿吨煤下铝资源开发正式启动，森达源单矿率先探明伴生战略性稀有金属镓470.56吨。依托山西铝土矿富镓地质禀赋，其余7座矿井后续勘查有望新增镓资源，“亿吨铝土矿+规模化镓资源”的资源蓝图全面铺开。
此次突破系公司遵循山西省自然资源厅关于进一步完善矿产资源勘查开采管理若干事项的通知政策，深耕煤下多资源协同开发的关键成果。森达源作为8座首批“煤下铝”试点先锋，仅勘探53.57%矿区即收获显著成果，验证该区域煤下铝矿床伴生镓的富集特性，为其余矿井勘查提供有效参照，预示亿吨煤下铝资源将同步承载规模化镓储备。
森达源已探明铝土矿保有资源量784.26万吨（控制236.50万吨、推断547.76万吨），Al₂O₃平均含量61.46%属高品位富矿ϼ..
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