当前矿产资源市场形势分析

Analysis on Current Issues in Mineral Resource Market

当前,国际矿产市场呈现"疲软"状态:全球基本金属供应过剩,产品库存高位运行;大宗矿产品价格虽有反弹,但仍属于"箱体震荡";矿业资本大幅缩水,矿企融资困难。国内矿业市场继续"降温":主要矿产品生产规模继续扩张,进口量继续增长;矿业投资虽然继续增长,但是呈现趋冷迹象;矿产品价格下跌,反弹乏力;新材料矿产"苦乐不均"。受全球资源垄断格局加剧、国外掌握大宗矿产品定价话语权、地缘政治博弈与运输通道安全及发展中国家的资源竞争等因素影响,我国利用境外资源难度和风险加大。对策建议:抓住机遇,积极推动资源领域国际合作;参与全球资源市场治理及非洲等地资源开发;推进重要战略资源储备体系建设。

This paper irst analyses the issues concerning the weak international mineral market, such as gluts of global base metal;high inventory; price of bulk mineral products has rebounded, but is still ＂tank shock＂; mining capital is shrinking; and the mining enterprise faces inancing challenges. And then it gives the reasons why the domestic mining market continues to cool down： scale of production of the main minerals continues to expand, and imports continue to grow; mining investment continues to grow, but shows signs of cooling; minerals prices fall and rebound fatigue; the new material mineral is imbalanced. This paper goes on to look at that owing to some factors： intensiied monopoly pattern of global resource, the right of saying in setting commodity prices grasped by foreign countries, the geopolitical game, transport channel security, competition for resources in developing countries as well, the diiculty and risk for China to use resources from outside territory is increased. On account of this, this paper proposes that we should seize the opportunity to actively promote international cooperation in the ield of resources. At the same time, we should take part in the global market management and resources development in Africa and other places, and boost the construction of the important strategic resource reserve system.