文章摘要
蒋炜,刘铁成,李伟,裴森龙,杜斌.中国新能源汽车市场的高速增长对锂资源的需求与挑战[J].矿产勘查,2023,14(10):1814-1824
中国新能源汽车市场的高速增长对锂资源的需求与挑战
The rapid growth of new energy vehicle market demands of China and challenges for lithium resources
投稿时间:2023-07-24  修订日期:2023-08-28
DOI:10.20008/j.kckc.202310006
中文关键词: 新能源汽车  锂资源  需求拉动  碳酸锂价格  对外依赖
英文关键词: new energy vehicles  lithium resources  demand pull  lithium carbonate price  external dependence
基金项目:本文受中国地质调查局项目“战略性矿产资源投融资分析评价”(DD20211409)资助。
作者单位邮编
蒋炜 有色金属矿产地质调查中心北京 100012 100012
刘铁成 有色金属矿产地质调查中心北京 100012 100012
李伟 有色金属矿产地质调查中心北京 100012 100012
裴森龙 有色金属矿产地质调查中心北京 100012 100012
杜斌 有色金属矿产地质调查中心北京 100012 100012
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中文摘要:
      本文以中国新能源汽车市场为切入点,分析了其对锂资源的需求与挑战。锂资源是新能源汽车产业链中的核心原材料,其供需、价格、对外依赖度、可持续利用等问题关乎着新能源汽车产业的健康发展。本文通过收集和整理相关数据和文献,从中国新能源汽车市场对锂资源需求的拉动作用、对产业发展的刺激和对资源可持续利用的影响3个方面探讨了中国新能源汽车市场对锂资源的影响。并通过分析当前锂资源的分布和开发情况、面临的供需状况、价格波动以及开发利用中的风险与挑战等问题,提出了加强国际合作,实现资源供给的多元化;推动技术创新,提高资源利用效率;完善价格调控,发展金融衍生品,控制波动风险;加强基础设施建设,提升开发效率;树立绿色低碳理念,实现可持续发展;加强上下游产业链沟通和协同,建立信息共享平台的相关建议和对策。
英文摘要:
      Taking new energy vehicle market of China as the entry point, this paper analyzes its demand and challenge for lithium resources. Lithium resources are the core raw materials in the new energy automobile industry chain, and its supply and demand, price, external dependence, sustainable use and other issues are related to the healthy development of the new energy automobile industry. By collecting and collating relevant data and literature, this paper discusses the impact of China's new energy vehicle market on lithium resources from three aspects: the driving role of China's new energy vehicle market on lithium resource demand, the stimulation of industrial development and the impact on sustainable utilization of resources. By analyzing the current distribution and development of lithium resources, supply and demand conditions, price fluctuations, risks and challenges in development and utilization. The paper proposes to strengthen international cooperation and realize the diversification of resource supply; promote technological innovation and improve resource utilization efficiency; improve price regulation, develop financial derivatives, control volatility risks; strengthen infrastructure construction and improve development efficiency; establish green and low-carbon concept to achieve sustainable development; strengthen upstream and downstream industry chain communication and collaboration, and establish information sharing platform related suggestions and countermeasures.
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