缅甸稀土资源潜力及产业发展现状分析

    Study on rare earth resources potential and industrial development in Myanmar

    • 摘要: 稀土被誉为“高科技的命脉”,广泛应用于高端装备、航空航天、电子信息、新能源及新能源汽车等多个行业领域,在科技创新和产业发展中发挥着关键支撑作用,已成为中国、欧盟、美国、日本等经济体博弈的重要角力场。确保稀土资源的稳定可靠供给,对于巩固和增强我国在全球稀土产业体系的优势地位,以及维护相关产业的安全,具有重要的战略意义。首先,结合成矿地质背景和区域资源分布对缅甸离子吸附型稀土的资源潜力做出研判,缅甸以离子吸附型中重稀土为主,从北部佤邦、克钦邦到南部德林达依省、墨吉地区的广大区域均有产出,资源潜力巨大。其次,从稀土产量、中缅稀土贸易形势、市场主体、矿业投资环境等方面分析了缅甸稀土产业发展现状,近年来,缅甸快速跃升为全球第三大稀土生产国,亦是我国中重稀土资源保障的重要支柱,中缅稀土贸易形成了“三驾马车”式产品结构,中资企业担当缅甸稀土开发的主力军,基础设施水平仍有较大提升空间,矿业投资政策有全面收紧的趋势。最后,从合作发展、自身保障、区域拓展、再生资源开发等角度,提出了进一步强化稀土资源保障的发展建议。

       

      Abstract: Rare earths are known as the “lifeblood of high-tech” and are widely used in many industries such as high-end equipment, aerospace, electronic information, new energy, and new-energy vehicles, playing a supporting role in technological innovation and industrial development, and have become an important arena for competition among economies such as China, European Union, the United States, Japan. Ensuring a stable and reliable supply of rare earth resources is of strategic significance for consolidating and enhancing China’s dominant position in the global rare earth industry system and maintaining the safety of related industries. Firstly, combines the geological background of mineral formation and regional resource distribution to assess the resource potential of ion-adsorption type rare earths in Myanmar. Myanmar is dominated by ion-adsorption medium-heavy rare earths, with outputs in a vast area from the northern part (Wa State and Kachin State) to the southern part (Thaninthary and Mergui), indicating tremendous resource potential. Secondly, analyzes the current development status of the rare earth industry in Myanmar from aspects such as rare earth production, Sino-Myanmar rare earth trade situation, market players, and mining investment environment. In recent years, Myanmar has rapidly emerged as the third-largest rare earth producer in the world and is also an important pillar of China’s medium-heavy rare earth resources security. Sino-Myanmar rare earth trade has formed a “three-horse carriage” product structure, with Chinese companies playing the main role in Myanmar’s rare earth development. However, there is still significant room for improvement in infrastructure levels, and mining investment policies are trending towards comprehensive tightening. Finally, proposes development suggestions for further strengthening rare earth resources guarantee from perspectives such as cooperation development, self-assurance, regional expansion, and renewable resource development.

       

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