国内外镍资源供需格局分析

Supply and Demand Pattern Analysis of Nickel Resources at Home and Abroad

世界镍矿储量丰富,供需基本稳定,未来一段时间内世界镍消费量仍有增长的空间,但全球贸易保护主义抬头,可能会压缩增长的动力。2017年,世界镍贸易仍呈萎缩走势,其中,中国仍然是全球最大的镍金属进口国,俄罗斯、加拿大、挪威则是世界最大的镍金属出口国。我国镍资源相对贫乏,精炼镍生产比较集中,受国际矿业危机的影响和国内供给侧改革的双重影响,近期几年我国镍消费处于调整期。2017年进口镍矿砂及精矿在2016年的基础上增长9.0%,逐步走出矿业危机的影响,预计后期会延续这一走势。

The global nickel ore reserves are abundant,of which the supply and demand are basically stable.Although there is still room for the growth in global nickel consumption in the future,the rise of global trade protectionism may reduce the driving force.In 2017,the global nickel trade is still shrinking.China is always the largest importer of nickel metal,while Russia,Canada and Norway are the largest exporters of nickel metal.The nickel resources are relatively scarce in China,and refined nickel production is relatively concentrated.Due to the impact of the international mining crisis and domestic supply-side reforms,China's nickel consumption is in an adjustment period in recent years.In 2017,the imported nickel ore and concentrate increased by 9.0%compared with the status in 2016,and gradually stepped out of the impact of the mining crisis.It is expected that this trend will continue in the future.