全球萤石资源分布格局与中国产业发展挑战及优化策略研究

    Distribution pattern of global fluorite resources and the challenges and optimization strategies of China’s industrial development

    • 摘要: 萤石作为战略性非金属矿产,其资源分布与行业发展对全球工业转型和能源革命具有关键作用。本文旨在系统分析全球及中国萤石资源的分布特征、开发利用现状及行业趋势,揭示中国面临的储采比失衡、需求结构转型及技术依赖等问题,为优化资源配置、提升产业竞争力提供科学依据。通过整合全球及中国萤石资源储量、产量、消费结构、进出口贸易等数据,从资源禀赋、产业链结构、市场供需及技术瓶颈多维度进行解析。研究认为:①全球萤石资源高度集中,墨西哥、中国、南非和蒙古国四国合计占全球储量75%。中国储量居全球第二位,但储采比严重失衡,远低于全球均值,资源保障压力显著。②中国萤石消费结构加速转型,新能源领域需求激增,而传统冶金领域需求持续萎缩。③中国氟化工产业大而不强,高端产品依赖进口,八大跨国企业垄断全球80%有机氟材料产能,技术壁垒亟待突破。④中国贸易格局发生根本性转变,2023年净进口量达63.95万t,低品位萤石进口占比85.77%,凸显加工贸易模式对原材料的依赖。研究结论指出,中国需通过多渠道增储、资源整合、技术创新和国际合作提升竞争力。建议加强共伴生资源综合利用、推动绿色低碳技术研发、优化储采比结构,并深化“一带一路”合作以保障战略性新兴产业需求。未来应聚焦高端氟材料研发,打破技术垄断,构建全产业链协同机制,推动萤石行业向精细化、低碳化转型。

       

      Abstract: As a strategic non-metallic mineral, fluorite plays a critical role in global industrial transformation and energy revolution. This paper systematically analyzes the distribution characteristics, utilization, and industrial development status of fluorite resources globally and in China, aiming to address challenges such as imbalanced reserve-production ratios, structural demand shifts, and technological dependencies, thereby providing scientific insights for optimizing resource allocation and enhancing industrial competitiveness. By integrating data on fluorite reserves, production, consumption patterns, and import-export trade from both global and Chinese perspectives, a multidimensional analysis is conducted focusing on resource endowment, industrial chain structure, market dynamics, and technological bottlenecks. The study holds the following views: ① global fluorite resources are highly concentrated, with Mexico, China, South Africa, and Mongolia collectively accounting for 75% of global reserves. Despite ranking second in reserves, China faces severe reserve-production ratio imbalances, posing substantial resource security risks. ② China’s fluorite consumption structure is undergoing rapid transformation, with surging demand in emerging sectors, while traditional metallurgical applications continue to decline. ③ China’s fluorochemical industry, though large in scale, remains weak in high-end product capabilities, heavily reliant on imports. Eight multinational corporations dominate 80% of global organic fluorine material production, highlighting urgent needs for technological breakthroughs. ④ China’s trade pattern has fundamentally shifted, with 2023 net imports reaching 639 500 tons. Low-grade fluorite imports reflect overdependence on processing trade models. The study concludes that China must enhance competitiveness through multi-channel resource expansion, resource integration, technological innovation, and international cooperation. Recommendations include strengthening comprehensive utilization of co-associated resources, advancing green and low-carbon technologies, optimizing reserve-production ratios, and deepening the Belt and Road initiatives to secure strategic emerging industry demands. Future efforts should prioritize R&D in high-end fluor materials, dismantle technological monopolies, establish a collaborative full-industry-chain mechanism, and drive the fluorite industry toward refinement and low-carbon transformation.

       

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