
As global attention focuses on strategic resources, a transformative industrial shift is quietly unfolding in Guangxi that will reshape the region's economic landscape.
The recent announcement by Huaxi Nonferrous Metals (600301) revealed the establishment of Guangxi Critical Metals Industry Development Group Co., Ltd. (hereafter "Critical Metals Group"). This marks a crucial step by the Guangxi Zhuang Autonomous Region to safeguard national strategic resource security and drive high-quality industrial development, representing a significant strategic deployment in China's global resource competition.
The Birth of Critical Metals Group
January 16, 2026 will be remembered as a landmark date. Beibu Gulf Port Group contributed its 48.19% equity stake in Huaxi Group to form Critical Metals Group through a partnership with Guangxi Critical Metals Special Equity Investment Fund. Subsequently, Beibu Gulf Port Group transferred its remaining 28.79% stake in Huaxi Group to Critical Metals Group at no cost, resulting in the new entity indirectly controlling 56.47% of Huaxi Nonferrous Metals' shares and becoming its indirect controlling shareholder.
Strategic Significance
The establishment of Critical Metals Group transcends ordinary corporate restructuring. It shoulders national strategic responsibilities to integrate critical metal resources (including tin, antimony, and indium) across Guangxi, create a complete industrial chain from exploration to processing, and expand into high-value sectors like high-purity materials and new energy materials. This transforms Guangxi from a raw material supplier into an integrated hub for critical metals research, production, and application.
Industrial Transformation
Critical Metals Group has charted an ambitious course: through resource consolidation and full industrial chain development, it will drive the high-end, intelligent, green, large-scale, and park-based transformation of Guangxi's critical metals industry. This aligns with both national strategic requirements and Guangxi's industrial upgrade roadmap. The group is expected to accelerate supply chain optimization and create a globally competitive national-level industrial cluster.
State Capital Concentration
With registered capital reaching 4.16 billion yuan, Critical Metals Group exemplifies Guangxi's strategy to concentrate state capital in sectors vital to national security and economic development. The entity will leverage innovation-driven growth and state capital's leading role to attract additional social investment into critical metals development, creating powerful synergies.
New Era for Huaxi Nonferrous
As Critical Metals Group's core asset, Huaxi Nonferrous Metals stands to benefit from unprecedented opportunities. Through the group's platform advantages and resource integration capabilities, Huaxi may achieve breakthroughs in technological innovation, market expansion, and industrial chain extension, potentially realizing leapfrog development.
The establishment of Critical Metals Group marks a new chapter for Guangxi's - and China's - critical metals industry. This strategic initiative promises to strengthen national resource security while injecting fresh momentum into high-quality industrial development.