中国高科技矿产资源供应安全现状与保障路径

Current status and safeguarding pathways of supply security for high-tech mineral resources in China

  • 摘要: 本文以稀土、锂、钴、铟、锗、钽、铬、高纯石英、石墨和萤石10种关键高科技矿产资源为研究对象,深入剖析了中国在其供应安全领域面临的严峻挑战与结构性矛盾. 研究指出,作为支撑国家科技创新、战略性新兴产业与国防安全的核心基础,高科技矿产资源的需求随全球绿色低碳与产业升级而迅猛增长,然而中国却面临资源禀赋约束、供应链脆弱及产业链关键环节受制于人的多重压力. 具体地,中国多数高科技矿产对外依存度高,进口来源集中,易受地缘政治与资源国政策变动冲击;国内资源开发存在品位低、回收率低、综合利用效率低的“三低”特征;产业链结构失衡,在上游原料与初级加工环节占优,但在高附加值的高端材料、核心部件领域仍严重依赖美国、日本、德国等技术强国,存在显著的“卡脖子”风险. 针对上述问题,本文从资源治理、技术创新、产业升级、国际合作与战略储备等多维度,系统提出了构建适应中国国情的高科技矿产资源供应保障体系的路径与策略,包括完善市场机制、突破绿色提取与高端材料制备技术、推动产业链向高附加值环节延伸、拓展多元化国际合作布局、建立勘查–开发–储备–应急一体化国内保障体系等,旨在为实现中国高科技矿产资源稳定、安全、绿色和可持续供应提供理论依据与决策参考.

     

    Abstract: This paper evaluates 10 critical high-tech mineral resources—rare earths, lithium, cobalt, indium, germanium, tantalum, chromium, high-purity quartz, graphite, and fluorite—to provide an in-depth analysis of the severe challenges and structural contradictions China faces in ensuring their supply security. These minerals serve as fundamental pillars underpinning national technological innovation, the development of strategic emerging industries, and defense capabilities. Their global demand is rapidly growing, driven by the worldwide transition toward green, low-carbon technologies and industrial upgrading. However, China faces multifaceted pressures stemming from inherent constraints in domestic resource endowment, significant vulnerabilities across the supply chains, and critical dependencies on external actors within key segments of the industrial chain. Specifically, China exhibits a high degree of external reliance on most of these high-tech minerals, sourcing imports from a concentrated set of countries. This concentration exposes the supply chain to considerable risks arising from geopolitical tensions and policy volatility in resource-exporting nations. Domestically, the development of these resources is often hampered by a “triple-low” challenge: low ore grades, low recovery rates during processing, and low comprehensive utilization efficiency. Furthermore, the structure of related industrial chains is imbalanced. While China holds comparative advantages in upstream activities such as raw material extraction and primary processing, it critically depends on technological leaders such as the United States, Japan, and Germany in high value-added downstream sectors, including the production of advanced materials and core components. This dependency creates pronounced “bottleneck” or “chokepoint” risks that threaten the resilience and autonomy of China’s high-tech industries. To address these complex challenges, this paper proposes pathways and strategies for constructing a robust supply guarantee system for high-tech mineral resources, tailored to China’s specific national conditions. The proposed framework encompasses multiple, interconnected dimensions. It emphasizes the necessity of improving overall resource governance and refining market mechanisms to enhance stability and efficiency. Concurrently, a major focus is on driving technological innovation to achieve breakthroughs in areas such as environment-friendly extraction methods, efficient recycling technologies, and advanced preparation of high-end materials, which are crucial for overcoming the existing “triple-low” predicament and moving up the value chain. The strategies also advocate for proactive industrial upgrading to rebalance the industrial chain structure by fostering domestic capabilities in high value-added manufacturing segments and reducing downstream vulnerabilities. On the international stage, the study emphasizes the necessity of pursuing a proactive and diversified global engagement strategy. This involves expanding and securing resource partnerships through diplomatic and strategic investment initiatives, actively participating in shaping global resource governance frameworks, and mitigating risks associated with supply concentration. Finally, the paper highlights the critical need to establish a comprehensive, integrated domestic safeguarding system that synergistically combines exploration, development, strategic stockpiling, and emergency response mechanisms. These proposed measures primarily aim to provide a theoretical foundation and actionable policy insights for achieving a stable, secure, environmentally sustainable, and resilient supply of high-tech mineral resources, which is indispensable for supporting China’s long-term strategic development and technological advancement in an increasingly competitive global landscape.

     

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