我国钴产业浅析  

Analysis on the cobalt industry in China

作　　者：杜雪明 张凤仪 冯聪 DU Xueming;ZHANG Fengyi;FENG Cong(Consulting&Research Center,Ministry of Natural Resources,Beijing 100035,China)

机构地区：[1]自然资源部咨询研究中心,北京100035

出　　处：《自然资源情报》2025年第2期58-64,共7页Natural Resources Information

基　　金：自然资源部部门预算项目“矿业权管理制度及重大政策跟踪评估”(编号:121103000000180021)。

摘　　要：随着新能源产业的发展,钴作为电池的重要原材料,战略地位日益增强。我国钴资源极为稀缺,却是全球最大的钴消费国,对外依存度高达98%,主要来源国政治不稳定,这导致我国钴资源安全存在巨大的不确定性。本文通过储量、产量、消费量等数据对全球及我国的钴产业进行了分析,同时对钴产业结构进行了剖析,从上游、中游、下游三个环节,详细介绍了每个环节的主要产品及供需形势,最后对我国钴资源安全保障措施提出了建议。With the development of the new energy industry,as an important raw material for batteries,cobalt is also gaining greater strategic importance.China's cobalt resources are extremely scarce,but China is the world's largest cobalt consumer,with an import dependence rate of 98%,which makes the security of cobalt resources highly uncertain.This paper analyzes the global and Chinese cobalt industry through the data of reserves,production and consumption,and analyzes the cobalt industry structure,which is divided into upstream,midstream and downstream three links,and introduces the main products and supply and demand situation in detail,and puts forward some suggestions on the safety measures of cobalt resources in China.

关 键 词：钴产业 战略性矿产 新能源产业 

分 类 号：F402[经济管理—产业经济]