摘要
2020年,我国在应对全球气候问题上迈出了坚实的步伐,明确提出了碳达峰、碳中和“30·60”目标。2022年,工业和信息化部、国家发展和改革委员会、生态环境部印发了《工业领域碳达峰实施方案》《有色金属行业碳达峰实施方案》,推动我国碳达峰、碳中和稳步推进。“双碳”目标带来我国能源结构的深刻调整,新能源汽车、动力电池、储能等新基建领域的迅速发展,带动了铜消费结构的变化,也使我国铜消费达峰值时间延后。我国是全球第一大铜消费国,未来在新能源产业快速发展的带动下,铜消费将继续保持增长,但目前我国面临着铜资源禀赋不佳、原料供应严重短缺、国际竞争日益激烈等诸多问题。通过梳理全球铜资源开发供应以及下游铜冶炼业发展现状,研判未来我国铜消费趋势,针对我国铜产业链供应链存在的问题提出了建议:一是推进新一轮找矿战略,加强国内重点成矿区带内铜矿资源的调查与勘查,积极开展现有矿山深部边部找矿,加大铜矿资源基地与国家规划矿区建设,增强国内铜资源保障能力;二是优化海外投资布局,以“一带一路”倡议为引领,在巩固提升刚果(金)、赞比亚等国铜权益产量的同时,推进周边国家铜资源开发,提升产业链供应链韧性和安全水平;三是持续推进供给侧结构性改革,引导铜冶炼及相关产业布局持续优化,以保障产业链供应链安全为目标,合理控制冶炼产能,实现产业高质量发展。
In 2020,China has taken a solid step in addressing global climate issues,and clearly put forward the“30 and 60 goal”of carbon peaking and carbon neutrality.In 2022,the Ministry of Industry and Information Technology,the National Development and Reform Commission,and the Ministry of Ecology and Environment issued the Implementation Plan for Carbon Peaking in the Industrial Sector and the Implementation Plan for Carbon Peaking in the Nonferrous Metals Industry,which promoted the steady progress of carbon peaking and carbon neutrality in China.The dual carbon goal has brought profound adjustments to China s energy structure,and the rapid development of new infrastructure fields such as new energy vehicles,power batteries and energy storage,which have driven changes in the copper consumption structure,and also delayed the peak time of China s copper consumption.China is the largest consumer of copper in the world.Driven by the rapid development of the new energy industry,copper consumption will continue to grow in the future.Currently,China is facing many problems such as poor copper resource endowment,severe shortage of raw material supply,and increasingly fierce international competition.The development and supply of global copper resources and the current status of downstream copper smelting industry is analyzed,the future trend of copper consumption in China as evaluated,and suggestions to solve the problems in the supply chain of China s copper industry are put forward.Firstly,a new round of mineral exploration strategy should be promoted,including strengthening the investigation and exploration of copper resources in key domestic mineralization zones,actively carrying out deep and edge mineral exploration in existing mines,and increasing the construction of copper resource bases and national planned mining areas,and enhancing the domestic copper resource guarantee capacity.Secondly,the layout of overseas investment should be optimized,including taking the“Belt and Road Initiative”as the guide,while cons
作者
张楠
ZHANG Nan(China Nonferrous Metals Industry Association,Beijing 100814,China)
出处
《中国矿业》
2023年第6期2-9,共8页
China Mining Magazine
关键词
新能源
铜资源
铜资源储量
消费趋势
供需形势
碳中和
new energy
copper resource
copper resource reserves
consumption trend
supply and demand situation
carbon neutrality
