2025年上半年我国自然资源要素供给形势分析与展望

    Analysis of China’s natural resources factor supply situation in the first half of 2025 and outlook

    • 摘要: 2025上半年,受美国关税贸易政策等影响,全球经济延续低迷态势,持续影响我国经济发展。作为经济发展核心要素的土地市场呈现结构调整态势,矿产品出口限制、新能源矿产价格下降,测绘地理信息市场虽然呈现扩张态势,但传统测绘服务业的营收持续下降。我国经济得益于一系列稳增长“组合拳”和增量政策影响,经济运行稳中向好,在贸易摩擦增加的情况下仍保持了中速增长。本文基于自然资源供给指数研究,结合2025年上半年我国土地市场、矿业权市场、测绘地理信息行业的发展趋势,得出当前我国自然资源要素供给增速与GDP增长呈现较好的协调性,土地要素合理配置,供给结构持续优化,为新产业、新业态的培育提供了空间支撑,促进了产业集聚优势的形成;战略性矿产矿业权投放力度持续加大,市场信心不断增强;地理信息百强企业营收状况均有所好转,研发投入强度不断提高,助力战略性新兴产业持续稳定发展。2025年下半年,自然资源系统要持续围绕推动“存量空间”再次开发利用,以“城市更新”机制驱动土地市场长效发展;加快建立优势战略性矿产资源全链条管理制度,促进矿业市场持续向好;加大技术创新力度,驱动测绘地理信息产业可持续发展,不断提升自然资源要素供给水平,助力经济持续向新向好发展。

       

      Abstract: In the first half of 2025, affected by the US tariff trade policies and other factors, the sluggish global economy continues to impact China’s economic development. As a core element of economic development, the land market shows a trend of structural adjustment. The export restrictions on mineral products and the decline in the prices of new energy minerals have an impact. Although the surveying, mapping and geographic information market expanded, the revenue of traditional surveying and mapping services continues to decline. China’s economy benefits from a series of “combination punches” for stable growth and incremental policies, and maintains a stable and positive economic operation. Despite the increase in trade frictions, it still achieves medium-speed growth. Based on the research of the natural resource supply index, combined with the development trends of the land market, the mining rights market and the surveying, mapping and geographic information industry in the first half of 2025, it is concluded that the current supply growth rate of natural resource elements in China shows a good coordination with GDP growth. The land elements are rationally allocated, and the supply structure is continuously optimized, providing spatial support for the cultivation of new industries and new business forms and promoting the formation of industrial agglomeration advantages. The investment in strategic mineral mining rights has been continuously increased, and market confidence has been enhanced. The revenue situation of the top 100 geographic information enterprises has improved, and the intensity of R&D investment has been continuously increased, which has contributed to the stable and sustainable development of strategic emerging industries. In the second half of 2025, the natural resource system should continue to focus on promoting the reuse of “existing space” and driving the long-term development of the land market through the “urban renewal” mechanism; accelerating the establishment of a full-chain management system for advantageous strategic mineral resources to promote the continuous improvement of the mining market; increasing the intensity of technological innovation to drive the sustainable development of the surveying, mapping and geographic information industry, continuously improving the supply level of natural resource elements, and contributing to the continuous and positive development of the economy.

       

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