资源与产业 ›› 2022, Vol. 24 ›› Issue (1): 8-14.DOI: 10.13776/j.cnki.resourcesindustries.20211221.007

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战略性矿产资源全产业链理论和研究前沿

安海忠 1,2,李华姣 1,2   

  1. 1 中国地质大学(北京)经济管理学院,北京 100083;
    2 自然资源部资源环境承载力评价重点实验室,北京 100083
  • 收稿日期:2021-11-24 修回日期:2021-12-09 出版日期:2022-02-20 发布日期:2022-03-12
  • 通讯作者: 李华姣,博士、副教授,主要从事资源产业链研究。hli@cugb.edu.cn
  • 作者简介:安海忠,博士、教授,主要从事资源产业链研究。E-mail: ahz369@163.com
  • 基金资助:
    国家自然科学基金重大项目(71991480;71991481);国家自然科学基金(72173119)

THEORY AND RESEARCH ADVANCES IN WHOLE INDUSTRIAL CHAIN OF STRATEGIC MINERAL RESOURCES

AN Haizhong 1, 2, LI Huajiao 1, 2   

  1. (1 School of Economics and Management, China University of Geosciences, Beijing 100083, China;
    2 Key Laboratory of Resources Environmental Carrying Capacity, Ministry of Natural Resources, Beijing 100083, China
  • Received:2021-11-24 Revised:2021-12-09 Online:2022-02-20 Published:2022-03-12
  • Contact: LI Huajiao
  • About author:E-mail: ahz369@163.com

摘要: 当前全球进入第4次工业革命和第6次科技革命叠加的新时期,新兴产业带动了锂、钴、镍、稀土等诸多矿产资源的需求。为了保障本国战略新兴产业的安全可持续发展,世界主要国家和经济体均在加紧部署,保障战略性和关键性矿产资源的供应,并根据本国国情发布了战略性/关键矿产资源目录清单。矿产资源安全不仅涉及上游资源的供应安全,还包括产业链中间品生产加工和流通过程的安全。在系统梳理中、美、欧、日等4个国家和经济体战略性/关键矿产资源最新政策和目录清单的基础上,从战略性矿产资源全产业链界定、战略性矿产资源产业链研究进展和战略性矿产资源产业链研究挑战与方向3个方面进行了总结归纳,提出了战略性矿产资源产业链研究的4个主要前沿课题:1)全产业链系统边界和全产业链视角下资源安全新内涵;2)“贸易-生产-循环”全球产业链资源流动复杂系统构建;3)“双碳”目标下如何保障矿产资源全产业链可持续发展;4)创新链、价值链、产业链、供应链、资本链的相互影响机理。

关键词: 战略性矿产, 关键矿产, 全产业链, 资源流动, 资源安全

Abstract: The world enters a new period of the fourth industrial revolution and the sixth technical revolution. The emerging new industries stimulate the demands of such mineral resources as lithium, cobalt, nickel and rare earth elements. To secure safe and sustainable development of strategic new industries, the major nations and economic units boost a guarantee of their strategic and key minerals, and issue a catalogue of strategic and key minerals appropriate for their situation. Mineral resources security refers to not only up-stream supply security, but also processing and transportation security. This paper, based on the latest policies and catalogues of China, USA, Europe and Japan, gives a summary from three aspects, namely the whole industrial chain definition of strategic mineral resources, research advances and research challenges. It also presents four frontier subjects for researching industrial chain of strategic mineral resources: whole industrial chain system margin and new content of resources security viewing from whole industrial chain, the complicated system construction of "trade-production-circulation" whole industrial chain, approaches to sustainable development of whole industrial chain of mineral resources with carbon peak and carbon neutrality objectives, and interactive mechanism among innovative chain, value chain, industrial chain, supply chain and capital chain.

Key words: strategic minerals, key minerals, whole industrial chain, resources flow, resources security

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