| 柳海华.全球战略性矿产勘查投入趋势及对中国的启示[J].矿产勘查,2024,15(6):1113-1121 |
| 全球战略性矿产勘查投入趋势及对中国的启示 |
| The investment trend of global strategic mineral exploration and its enlightenment to China |
| 投稿时间：2024-02-25 修订日期：2024-03-27 |
| DOI：10.20008/j.kckc.202406022 |
| 中文关键词: 矿产勘查 战略性矿产 疫情 矿业金融 |
| 英文关键词: mineral exploration strategic minerals COVID-19 mining finance |
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| 中文摘要: |
| 本文从全球层面，国家层面和矿种层面对2000年以来全球矿产勘探投入趋势进行分析，探讨其影响因素。2000—2012年，全球矿产勘查投入主要是依靠资源需求拉动，金融因素起到辅助作用，所以呈现的是全球范围内的矿产勘查投入的增长，主要依靠大宗矿产和贵金属驱动。2020—2022年，金融因素推高矿产品价格，一定程度“繁荣”了勘查市场，矿产资源勘查投入的增长，更多的是以保障发达国家自身供应链安全为主，主要依靠战略性矿产驱动。初级矿业公司勘查投入对矿产品价格的敏感性更高。大型矿业公司除了价格因素外，还会受到全球矿产资源需求周期的影响。疫情以来，发达国家加大了对战略性矿产资源勘查的投入力度，如铜、锂、钴、镍、钼、稀土等。未来大型铜矿公司对全球资源的控制力将进一步增强，钴和锂未来将有一定的产能释放。大型矿业公司仍未深度介入锂矿和钴矿等战略性新兴矿产，对中国矿业公司而言，可以关注初级矿业公司勘查成果，抓住窗口期进行投资并购。 |
| 英文摘要: |
| This paper examines the trend of global mineral exploration investment since 2000， considering the global， national， and mineral species levels， and explores the factors influencing this trend. From 2000 to 2012， the increase in global mineral exploration investment was primarily driven by resource demand， with financial factors playing a supporting role. This growth was mainly seen in bulk minerals and precious metals. From 2020 to 2022， financial factors are expected to drive up mineral product prices and stimulate the exploration market to some extent. The growth in investment for mineral resources exploration during this period will mainly focus on ensuring the security of developed countries' supply chains， particularly strategic minerals. The exploration investment of major mining companies is highly sensitive to the price of mineral products. In addition to price factors， these companies are also influenced by the global demand cycle for mineral resources. Since the outbreak of the epidemic， developed countries have increased their investment in exploring strategic mineral resources such as copper， lithium， cobalt， nickel， molybdenum， and rare earth elements. In the future， large copper mining companies will further strengthen their control over global resources， and there will be a certain capacity release for cobalt and lithium. However， large mining companies have not yet deeply engaged in strategic emerging minerals like lithium and cobalt. Chinese mining companies can monitor the exploration results of major mining companies and seize opportunities for investment through mergers and acquisitions.. |
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