资源与产业 ›› 2017, Vol. 19 ›› Issue (3): 17-23.DOI: 10.13776/j.cnki.resourcesindustries.20170516.011

• 资源战略 • 上一篇    下一篇

“一带一路”大战略推动下我国海外金矿投资策略

许凌霄,王达,许虹,   

  1. (1中国地质大学地球科学与资源学院,北京100083;2北京金泰汇通商贸有限公司, 北京100009)
  • 收稿日期:2017-02-23 修回日期:2017-04-10 出版日期:2017-06-20 发布日期:2017-06-29

CHINA’S OVERSEAS GOLD INVESTMENT STRATEGY UNDER “ONE BELT AND ONE ROAD”

XU Ling-xiao, WANG Da, XU Hong,YANG Wei   

  1. (1.School of Earth Science and Resources, China University of Geosciences, Beijing 100083, China;2.Beijing Jintaihuitong Trading Co., Ltd., Beijing 100009, China)
  • Received:2017-02-23 Revised:2017-04-10 Online:2017-06-20 Published:2017-06-29

摘要: 我国是世界上最大的黄金生产国、消费国,也是最大的黄金进口国。依据全球黄金储量、生产与消费的统计分析,得知“一带一路”包括的国家黄金储量占全球的65%,但产量只占39%,有继续扩大生产的潜力,同时消费占51%,有扩大生产满足市场需要的空间。基于国内金矿床的规模不大、品位不高、总量有限等问题,未来黄金的需求很难自给自足,需要海外投资进口来满足日益增长的黄金需求。考虑到国家“一带一路”大战略的推动,文章综合分析了世界以及“一带一路”相关国家的金矿资源与生产现状、黄金市场形势、 “一带一路”相关国家的投资环境,提出3个海外金矿投资的首选地区:1)俄罗斯、蒙古国;2)哈萨克斯坦、乌兹别克斯坦、吉尔吉斯斯坦、塔吉克斯坦、巴基斯坦和伊朗;3)南非、埃塞俄比亚、肯尼亚、坦桑尼亚、刚果等,并给出相应的投资策略。

关键词: 金矿, 黄金, 海外投资, 一带一路

Abstract: China sits a top in gold production, consumption and import. The gold reserve of countries within “One Belt and One Road” amounts to 65% in the world, 39% in production, 51% in consumption according to the global gold reserve, production and consumption information. Those countries have potential in expanding production and markets. China’s most gold mines are small, low grade, and limited reserve, hard to meet gold demands in the future. It needs to import gold through overseas gold investment. Under “One Belt and One Road”, this paper analyzes their gold resource and production, market, investment environment among the countries within “One Belt and One Road”, and presents three priority overseas areas for gold investment, 1) Russia and Mongolia; 2) middle and western Asia, Kazakhstan, Uzbekistan, Kyrghyzstan, Tajikistan, Pakistan, and Iran; 3) South Africa, Ethiopia, Kenya, Tanzania and Congo. Investment strategy is also given for each area.

Key words: gold mine, gold, overseas investment, “One Belt and One Road”

中图分类号: