2018年以来全球矿业市场态势分析

    Analysis of global mining market since 2018

    • 摘要: 2018年以来,全球主要经济体贸易摩擦升级,世界经济复苏乏力。矿产品价格整体呈下降态势,黄金、铁矿石、镍等矿产品价格受贸易战、地缘政治等多种因素的影响,短期内快速上涨;主要矿业公司股价震荡回升;全球固体矿产勘查投入持续上涨,中国固体矿产勘查投入仍然走低。从全球勘查投入来看,大型公司成为投入主体;后期勘探投入占比持续增长;勘查投入主要聚焦在金、铜、锌等矿种。大型矿业公司大幅降低非洲、东南亚等地区勘查投入,将重点放在北美和南美、澳大利亚等地区;全球矿业发展呈现新的分化态势。

       

      Abstract: Since 2018, the trade frictions of major global economies have escalated, the recovery of the world economy has been sluggish.The price of mineral products is on the decline, while the prices of iron ore, gold and nickel rose sharply in a short period.Stock prices of major mining companies rose in shock.The global investment in solid mineral exploration picked up slowly, while China’s continued to decline.The investment proportion of major mining companies increased.Investment in mine site and late-stage exploration continued to grow.The input proportion of gold, copper and zinc continued to increase.Mining companies have gradually focused on North America and South America, Australia and other regions.The global mining industry has continued to differentiate and adjust, has shown a new development trend.

       

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