镍钴行业发展形势分析及建议  

Analysis and suggestions on the development of nickel-cobalt industry

作　　者：徐爱东 陈瑞瑞 李烁 刘磊 XU Ai-dong;CHEN Rui-rui;LI Shuo;LIU Lei

机构地区：[1]北京安泰科信息股份有限公司,北京100814

出　　处：《中国有色冶金》2021年第6期9-15,共7页China Nonferrous Metallurgy

摘　　要：本文分析了1980—2020年40年镍钴价格变化历程,指出影响市场的力量逐渐从欧美日等国家转移向中国。到2020年,中国镍产量消费量分别占全球30.6%%和58%,钴的产量和消费量分别占全球72%和56%,中国在全球镍钴市场已经居于主导地位。未来随着新能源汽车的快速发展,镍钴的消费前景非常乐观,美国、韩国等国家纷纷关注到包括镍钴在内的电池金属的供应链安全。中国镍钴资源对外依存度较高,从冶炼到材料的完整产业链配套可以部分弥补资源的短板,但是资源飞地的现状难以改变。建议有关部门进一步加强对镍钴产业的跟踪研究,采取多种举措,保证镍钴原料的供应,共同迎接全球镍钴市场的新时代。This paper analyzes the variation trend of nickel and cobalt prices from 1980 to 2020,and points out that the force influencing the market has gradually shifted from Europe,America and Japan to China.By 2020,China’s nickel output and consumption account for 30.6% and 58% of the world’s nickel output and consumption respectively,and 72% and 56% of the world’s output and consumption respectively as for the cobalt.China has already taken the leading position in the global nickel and cobalt market.In the future,with the rapid development of new energy vehicles,the consumption prospect of nickel and cobalt is very optimistic.The United States,South Korea and other countries have paid their attention to the supply chain security of battery metals including nickel and cobalt.China is highly dependent on imports in nickel and cobalt resources,and the complete industrial chain from smelting to materials can partially make up for the resource shortage,but the status quo of resource enclaves is difficult to change.It is suggested that the relevant authorities further strengthen the follow-up research on the nickel and cobalt industry,and take a variety of measures to ensure the raw materials supply of nickel and cobalt and to be better prepared for the new era of the global nickel and cobalt market.

关 键 词：镍钴 价格分析 市场供需 产量 消费量 供应链安全 对外依存度 

分 类 号：F416.32[经济管理—产业经济]