关于当前全球矿业资源市场的发展趋势思考

Thinking about the trend of the current global mining resources market

2015年全球主要矿产品价格持续震荡下跌以来,2016年一季度主要资源价格呈现整体上扬态势。但仍受全球经济深度转型调整以及市场实际需求疲软等影响,国际市场上主要资源价格和资本金融市场仍然波动不定,不确定性因素更是有增无减,这使得全球矿业市场复苏希望微弱,资源价格全面反弹的局面难以持久。中国经济正处于供给侧改革的关键时期,一季度国民经济运行中的确出现了些许亮点,但是传统产业产能过剩及其化解过剩产能进程的动力与时滞约束,使得矿业产业和传统制造业的调整发展仍然非常困难,矿业资源产业投资对GDP的增长贡献率持续减缓,机构及投资者对矿业产业的投资热情和获利信心继续减少,矿业资源产业发展形势依然严峻,重振雄风仍待时日。

In 2015,global main ore prices continued to fall since the shock,the first quarter of 2016,the trend in the price of resources is overall upward。But still the depth of the global economic transformation adjustment and the actual market demand is fatigued and weak,the international main resource prices and financial capital market is still fluctuation,uncertainty is increasing,which makes the recovery of global mining market hope faintly,resource prices rebounded can not be sustained.China's economy is in a critical period of supply side reforms,aquarter of the national economy did some shinning points,but capacity of traditional industries excess and resolve the extra capacity in the process of power and delay constraints,the development of mining industry and traditional manufacturing industry makes the adjustment is still very difficult,resource investment in the mining industry contribution to GDP growth rate continues slowly,institutions and investors to the mining industry investment enthusiasm and gain confidence unceasingly to reduce,mineral resources industry development situation is still grim and revive needs some days.