2018年全球矿产资源形势分析与展望

Outlook and Analysis of Global Mineral Resources Situation in 2018

2018年,全球地缘政治的不稳定性给经济发展带来了巨大压力,美国的"贸易保护主义"为经济发展蒙上了阴影,因此全球经济下行压力加大,未来经济增速放缓。在经济不景气的情况下,全球矿业艰难前行,全球矿业指数持续下降,矿产品价格大幅下跌,矿业公司市值大幅缩水,矿业企业利润大幅下降,勘查资本倾向于成熟的勘查项目,矿业发展再次"遇寒"并将持续一段时期。同时,由于中国经济的持续稳定发展和"一带一路"沿线国家基础设施建设,拉动大宗矿产和新兴战略性矿产的需求增长,预测全球矿业市场2019年下半年开始将会缓慢向好。

In 2018,the increasing instability of global geopolitics has brought tremendous pressure on economic development,and the ‘trade protectionism’of the United States has cast a shadow on the economy.As a result,the downward pressure of the global economy has increased and economic growth will slow down.In the case of economic downturn,the global mining industry is facing difficulties,the global mining index continues to decline,the price of mineral products has fallen sharply,the market value of mining companies has declined sharply,the profit of mining enterprises has dropped sharply,and the exploration capital tends to mature exploration projects.Therefore,the mining industry development will encounter cold again and continue for a period of time.While,due to the demand for major minerals and emerging strategic minerals of the sustained and stable development of China's economy and the infrastructure construction along the ‘one belt and one road’,the global mining market is basically bottoming out and will slowly improve in the second half of 2019.