稀土产业链全球格局现状、趋势预判及应对战略研究  

Exploring International Rare Earth Industry Landscape Changes and China’s Strategic Responses

作　　者：吴一丁 彭子龙[1] 赖丹[1,2] 赵燊 王路[1,2] 陈伟强[1,2,4,5] 汪鹏 WU Yiding;PENG Zilong;LAI Dan;ZHAO Shen;WANG Lu;CHEN Weiqiang;WANG Peng(Ganjiang Innovation Academy,Chinese Academy of Sciences,Ganzhou 341119,China;Nonferrous Metals Industry Development Research Institute,Jiangxi University of Science and Technology,Ganzhou 341000,China;Faculty of Materials Metallurgy and Chemistry,Jiangxi University of Science and Technology,Ganzhou 341000,China;Institute of Urban Environment,Chinese Academy of Sciences,Xiamen 361021,China;College of Resources and Environment,University of Chinese Academy of Sciences,Beijing 100049,China)

机构地区：[1]中国科学院赣江创新研究院,赣州341119 [2]江西理工大学有色金属产业发展研究院,赣州341000 [3]江西理工大学材料冶金化学学部,赣州341000 [4]中国科学院城市环境研究所,厦门361021 [5]中国科学院大学资源与环境学院,北京100049

出　　处：《中国科学院院刊》2023年第2期255-264,共10页Bulletin of Chinese Academy of Sciences

基　　金：国家自然科学基金(72274187、42061049);国家自然科学基金国际(地区)合作与交流项目(71961147003);中国科学院江西稀土研究院自主部署项目(E055B004)。

摘　　要：稀土是支撑高端技术创新和新兴产业发展的关键原材料,也是国际争夺的重要战略性矿产资源。2011年以来,美西方加大稀土供应链及产业链“去中国化”的步伐,世界稀土多元供应格局正在加速形成。文章立足于全球稀土的全产业链视角,系统开展对稀土全产业链的国际格局现状分析与演变研判,剖析识别稀土在大国博弈中的战略价值,为构建我国稀土全球化发展战略提供措施建议。Rare earth elements are widely identified as critical raw materials to underpin high-end technological innovation and the development of emerging industries,which makes them as important strategic minerals deserved by key international great powers.Since 2011,the United States and other developed nations are quickly fostering the development of their supply chains and industrial ecosystems of rare earth out of China’s engagement.Consequently,the new diversified supply pattern of rare earth has been formalizing at global level.Under this full supply chain view,this study performs a deep-dive analysis of international rare earth industry landscape changes in the key stage from mining,refinery,throughout to final recycling.Meanwhile,their future potential changes are further explored to provide the key implications for China’s rare earth industry to structure their global strategies.

关 键 词：稀土 产业链 资源安全 产业政策 大国博弈 

分 类 号：F416[经济管理—产业经济]