新时代中国矿业的发展趋势:“电池矿物”将深刻影响矿业产业发展

    The development trend of China’s mining industry in the new era: “battery minerals” will profoundly affect the development of mining industry

    • 摘要:

      新能源时代和数字时代交织相伴而来,深刻改变矿业发展模式和人类生活,推动着产业链供应链的重塑,给矿业企业带来新的挑战和机遇。新时代最显著的特征之一就是新技术矿产中的一些矿物成长为“电池矿物”,呈现爆发式增长态势,成为新能源革命中的‘新石油’。“电池矿物”的利用和产业化建设,将会在新能源时代发挥重要的作用,影响矿业的未来发展。笔者在10余年开展新技术矿产研究的基础上,结合当前能源革命、数字变革和智能科技等发展,首次提出“电池矿物”新概念,并分析指出中国矿业呈现三大发展趋势:一是新能源革命推动矿业公司核心动力转变;二是数字时代助推科技成为优秀矿业公司的核心竞争力;三是智能科技推动矿业由传统行业向高科技行业转型。同时,呼吁新形势下中国矿业实现高质量发展,需要资源保护与资源保障并重,建议加快调整现有的矿政管理政策,实现矿业产业链供应链安全可控,发挥好矿业对我国经济发展的基础支撑作用。

       

      Abstract:

      At present, the new energy era and the digital era are intertwined, profoundly changing the mining development mode and human life, promoting the reshaping of the industrial chain and supply chain, and bringing new challenges and opportunities to mining companies.One of the most remarkable features of the new era is that some minerals in new technology minerals have grown into “battery minerals”, showing an explosive growth trend and becoming ‘new oil’ in the new energy revolution.The utilization and industrialization of “battery minerals” will play an important role in the new energy era and affect the future development of mining industry.On the basis of more than 10 years’ research on the new technology minerals, combines with the current development of energy revolution, digital revolution and intelligent technology, the author puts forward a new concept of “battery minerals” for the first time, and analyzes and pointes out that there are three development trends in China mining industry.Firstly, the new energy revolution promotes the transformation of mining companies’ core power; secondly, the digital era drives science and technology to become the core competitiveness of outstanding mining companies; thirdly, intelligent technologies propel the mining industry to transition from a traditional industry into a high-tech industry.At the same time, this paper advocates that in order to achieve high-quality development of mining industry in China under the new situation, we need to require equal emphasis on resource protection and resource guarantee.It is suggested to adjust the existing mining administration policies, so as to guarantee that the supply chain of mining industry chain is secure and controlled, and bring into full play the mining industry’s basic support to China’s economic development.

       

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