Evolution of China's critical metal nickel trade pattern from the perspective of industry chain
Though China is the world's largest producer of nickel products,its nickel resources are scarce.Under the background of"carbon neutrality",competition among countries around critical metals such as nickel is becoming increasingly fierce,since the development of strategic emerging industries and low-carbon energy technologies are highly dependent on those metals.This article deeply explores the trade pattern of China's nickel resource industrial chain to im-prove the control of the industrial chain.We analyzed the evolutionary features of the pattern of China's foreign trade in nickel resource products based on the relevant product trade data from 2001 to 2020,import dependence,diversification index and interdependence model.Our re-search shows:(1)China's nickel resource industry has the following problems:extremely low re-serves,outstanding contradiction between supply and demand,and extremely high external de-pendence.(2)China's position in the global value chain of nickel resources products is gradually rising.China mainly imports upstream nickel ore and concentrate products with low added val-ue and exports midstream and downstream products with higher added value.The import market is highly concentrated and the path dependence has increased,while the export market is gradual-ly decentralized and the path dependence has weakened.(3)China's dominant position in the in-terdependence pattern of global nickel resources trade has been strengthened,mainly in the trade of downstream products.However,the maintenance and expansion of China's advantage in nick-el resources trade is under great pressure with the strong release of Indonesia's production capaci-ty and the impact of anti-dumping sanctions from relevant trading countries(regions).Based on this,China should focus on the investment and development of overseas nickel resources in the future,promote the construction of regional supply chains,and hedge the risks arising from Chi-na's large imports of upstream products from these countries by strengthening the dependence of the main upstream product importing countries(regions)on the middle and downstream products of China's nickel industry chain.
万方数据
维普
