全球铜资源分布与价格影响因素分析  

Global copper resource distribution and price influencing factors

作　　者：蒋炜[1] 李伟[1] 刘铁成[1] 杜斌 王志红[1] JIANG Wei;LI Wei;LIU Tiecheng;DU Bin;WANG Zhihong(Nonferrous Metals Resource Geological Survey of China,Beijing 100012,China)

机构地区：[1]有色金属矿产地质调查中心,北京100012

出　　处：《矿产勘查》2025年第1期205-213,共9页Mineral Exploration

基　　金：中国地质调查局项目“战略性矿产资源投融资分析评价”(DD20211409)资助。

摘　　要：本文综合分析了全球铜资源的分布情况、中国铜资源与需求状况、铜产业链的各个环节以及影响铜价的宏观经济因素和供需状况。通过对全球主要铜资源国家的储量变化、中国铜矿资源的分布和特点、铜产业链的上下游的梳理,以及宏观经济和供需状况对铜价影响的深入探讨,揭示了铜资源的全球分布特征、中国铜资源的供需矛盾、铜产业链的运作机制以及铜价波动的主要驱动力。此外,还分析了铜矿成本支撑、全球铜需求新动力,包括新兴领域扩张以及制造业复苏与新兴市场需求增长对铜需求的拉动作用。This paper provides a comprehensive analysis of the global distribution of copper resources,the state of China's copper resources and demand,the various segments of the copper industry chain,and the macroeco⁃nomic factors and supply-demand conditions influencing copper prices.By examining the changes in copper re⁃serves of major global resource countries,the distribution and characteristics of China's copper resources,the up⁃stream and downstream segments of the copper industry chain,and the impact of macroeconomic conditions and supply-demand dynamics on copper prices,the paper reveals the global distribution characteristics of copper re⁃sources,the supply-demand contradictions of China's copper resources,the operational mechanisms of the copper industry chain,and the primary drivers of copper price fluctuations.Additionally,the paper analyzes copper mining cost support and the new drivers of global copper demand,including the expansion of emerging sectors,the recovery of the manufacturing industry,and the growing demand from emerging markets.

关 键 词：铜资源分布 新兴市场 铜价影响因素 宏观经济 铜产业链 

分 类 号：F416.1[经济管理—产业经济]