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全球战略性矿产产业链供应链分析

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百年未有之大变局下,全球战略性矿产资源供给分布不均匀和强劲的需求推动其产业链、供应链竞争持续升级,并发生结构性变化,各国资源获取向全产业链蔓延,双边合作向集团化和区域化国际组织联盟等多边合作演变,使战略性矿产产业链、供应链逐渐全球化和复杂化,资源民族主义、供应链本土化、出口管制等因素将加大资源供应脱钩断链的风险,因此各国陆续评估战略性矿产清单和发布安全保障政策,以维护国家经济稳定发展。作为全球战略性矿产品生产、消费大国,我国在矿产资源生产、冶炼加工制造、材料及资源回收利用的规模方面均有优势,形成了世界规模最大的矿产资源及其材料产业。但由于存在短缺矿产供不应求,对外依存度高,进口来源地集中,且供需缺口仍在不断扩大等问题,加之需要应对气候变化、俄乌冲突等因素引发的各类衍生风险,致使我国战略性矿产产业链总体中间强,紧缺型矿产两头弱,优势矿产下游利用相对较弱。因此,应加强我国战略性矿产供应链顶层设计,增强上游采选、中游冶炼、下游加工及循环利用环节的技术创新,深入参与矿产资源产业链、供应链全球治理,保障我国战略性矿产产业链、供应链稳定。
Analysis of Global Strategic Mineral Industry Chain and Supply Chain
Under the circumstances of profound changes unseen in a century,the uneven distribution of global strategic mineral resources supply and strong demand drives the continuous upgrading of its industrial chain and supply chain competition,and structural changes have occurred.Resource acquisition of a country spread to the whole industrial chain,and the bilateral cooperation developed into multilateral cooperation,such as conglomeration and regionalization of the alliance of international organizations.Hence,the strategic mineral industry chain and supply chain have been gradually globalizing and complicating,and factors such as resource nationalism,supply chain localization,and export controls will increase the risk of decoupling and disruption of the resource supply chain.As a result,countries have been reviewing their lists of strategic minerals and issuing security policies in order to maintain the stable development of their national economies.As a big country of global strategic mineral production and consumption,China has advantages in the scale of mineral resources production,smelting,processing and manufacturing,materials and resources recycling,forming the world's largest mineral resources and materials industry.However,due to the existing problems including rare minerals in short supply,a high degree of external dependence,the concentrated sources of imports,and the widening gap between supply and demand,coupled with the need to deal with various types of derivative risks triggered by climate change,the Russia-Ukraine conflict and other factors,China's strategic mineral industry chain is generally strong in midstream,and rare minerals are weak at both ends,and the advantageous mineral downstream usage is relatively weak.Therefore,the top-level design of China's strategic mineral supply chain should be strengthened,and the technological innovation of upstream extraction,midstream smelting,downstream processing,and recycling should be enhanced,and in-depth participation in the global governance of the mineral resources industry chain and supply chain should be made to ensure the stability of China's strategic mineral industry chain and supply chain.

strategic mineralsindustry chainsupply chainindustrial competitioninternational cooperation

朱清、朱海碧、邹谢华

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中国地质调查局国际矿业研究中心,北京 100037

中国矿业报社,北京 100037

中国地质大学(武汉),湖北 武汉 430074

战略性矿产 产业链 供应链 产业竞争 国际合作

中国地质调查项目中国地质调查项目中国地质调查项目自然资源部青年科技人才工程项目

DD20230124DD20211403DD20201118121106000000180039-2203

2024

中国国土资源经济
中国地质矿产经济学会 中国国土资源经济研究院

中国国土资源经济

CHSSCD
影响因子:0.634
ISSN:1672-6995
年,卷(期):2024.37(7)
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