中国矿业“走出去”绿色转型发展趋势分析

    Analysis of the green transformation and development trend of China’s mining industry in its “going global” strategy

    • 摘要: 国际矿业竞争格局正经历深刻重塑,中国矿业“走出去”战略正处于从规模扩张向高质量绿色转型的关键阶段。全球气候治理机制强化、ESG投资成为主流、新能源矿产需求爆发性增长,资源民族主义下的环保法规趋严等共同构成了中国矿业必须进行绿色转型的核心外部压力与内驱动力,实现绿色转型已成为保障国家矿产资源稳定供应的必然趋势。如何在“走出去”过程中践行绿色发展理念,实现高质量转型,是当前中国矿业企业面临的核心议题。近年来,中国矿业企业从在技术与运营层面、治理与标准层面及合作模式上采取了一系列应对举措,为矿业企业海外发展提供了有力支撑。然而,随着对外投资规模持续扩大,中国矿业企业在投资区域布局、项目类型选择和国际合作深化等方面仍面临诸多挑战。基于此,本文系统剖析了全球矿业绿色转型的趋势特征,总结了中国矿业“走出去”过程中在绿色转型方面面临的问题,并结合国际经验与中国实践,探讨了中国矿业企业的绿色转型挑战和未来发展,旨在为推动中国矿业企业在国际市场上提升核心竞争力,实现可持续发展,为全球矿业绿色转型贡献中国智慧。

       

      Abstract: The international mining competition landscape is undergoing profound reshaping, and China’s mining industry’s “going global” strategy is at a critical stage of transitioning from scale expansion to high-quality green development. The strengthening of global climate governance mechanisms, the mainstream adoption of ESG investment, the explosive growth in demand for new energy minerals, and the increasingly stringent environmental regulations under resource nationalism collectively constitute the core external pressures and internal driving forces that necessitate green transformation for China’s mining industry. Achieving green transformation has become an inevitable trend to ensure the stable supply of national mineral resources. How to implement the concept of green development and achieve high-quality transformation in the process of “going global” is the core issue currently facing China’s mining enterprises. In recent years, China’s mining enterprises have taken a series of measures at the technical and operational levels, governance and standard levels, and cooperation models, providing strong support for their overseas development. However, with the continuous expansion of foreign investment scale, China’s mining enterprises still face many challenges in terms of investment regional layout, project type selection, and deepening international cooperation. Based on this, this paper systematically analyzes the trend characteristics of global mining green transformation, summarizes the problems faced by China’s mining industry in green transformation during its “going global” process, and combines international experience with Chinese practice to explore the challenges and opportunities for green transformation of China’s mining enterprises. The aim is to promote China’s mining enterprises to enhance their core competitiveness in the international market, achieve sustainable development, and contribute Chinese wisdom to the global mining green transformation.

       

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