At the same time, the output of main mineral products in China is still increasing, but the growth rate is slowing down, and the development of China's mining industry is still at the stage of "big dry and fast rising".
Some experts believe that according to the 10-year cycle law of the mining boom, especially under the background of the global economic continuous recession, the development of China's mining industry has approached the "inflection point", but the development is still "in danger".
In the first half of the year, the world economy was very complex, the U.S. economy remained depressed, Europe was mired in a sovereign debt crisis, inflationary pressures increased in emerging economies, the pace of economic growth slowed, and there was a risk of a "double-dip". World authorities such as the United Nations, the World Bank and the Organization for Economic Cooperation and Development have constantly downgraded their expectations for future economic growth, and are generally pessimistic about the development of the world economy.
As a result of the slowdown in the world economy, the global mining industry has shown a downward trend. Since the fourth quarter of 2011, the demand for major minerals has shrunk, financing difficulties have increased, costs have been rising, and the prices of metals such as iron, copper, aluminum, lead, zinc and nickel have fallen. In the short term, the global mining industry into a downward period.
In the first half of the year, although the international financial crisis and the restructuring of China's economy made some resource industries enter a relatively low period, the sustained development of the whole society, especially the emerging economies, and the irreversibility of the rigid demand for resources and energy, Increases the likelihood of a continued boom in the mining industry. Take the BRICS as an example. The trend of industrialization, urbanization and agricultural modernization is irreversible. The rigid demand for resources and energy is bound to increase, and the global mining industry will continue to flourish.
However, judging from the current situation in our country, mining capacity is generally overcapacity. According to the statistics of the China Mining Association, in the first half of the year, the fixed assets investment in China's coal industry reached 210 billion yuan, 5 yuan higher than the national fixed asset investment, and 8% higher in the steel industry. The non-ferrous metal industry is higher than 31.
In the first half of this year, fixed asset investment, which affected China's resource demand, slowed down, market demand continued to weaken, and mining supply capacity was still in its "robust period". According to statistics, in the first half of the year, the country's new coal reserves exceeded 600 million tons and iron ore 1.8 billion tons. At the same time, the development of important chemical mineral resources, phosphorus, sulfur and potassium, has generally improved, the reserves of resources have increased, the output has increased by a large margin, and the prices of products have risen steadily, and the investment in the chemical mining and separation industry has been stable, and the efficiency of the industry has continued to improve.
Under the influence of the global economic downturn, China's major mineral production has maintained growth, but the growth rate has slowed. In particular, raw materials related to infrastructure construction, such as iron ore, crude steel, 10 kinds of non-ferrous metals, cement and so on, production growth slowed year-on-year.
In the whole mining industry, in the first half of the year, the degree of dependence on foreign oil in China continued to climb to 59.5%, which directly reached the red line of risk warning set by experts in the industry. At the same time, with the rigid demand of natural gas in China and the production of West-to-East Gas Transmission Line in succession, natural gas imports continue to show a rapid growth momentum. The demand and supply of phosphate rock are basically balanced, the external dependence of sulfur resources exceeds 50%, and the potash fertilizer can not meet the domestic demand.
In the first half of the year, the prices of mineral products in China have been fluctuating, crude oil, iron ore, copper, gold and other prices have all fallen to varying degrees, and the cost of economic development has increased.
Historically, the mining boom has been around a decade, this time from 2003 to now, but this is just a small turn in the road, according to the China Mining Federation.
The international financial crisis and China's economic restructuring have made some resource industries enter a relatively low period. At the same time, while the growth of emerging economies has been hampered by the turmoil, economic growth has slowed, but overall, the strategic objectives of emerging economies have not changed. At the same time, in the first half of the year, there were many new situations in China's mining industry. Many experts thought this was the "turning point" of the mining industry and was convinced that the huge demand for commodities in our country would cause commodity prices to remain on the rising one-way street for a long time. China's mining economy will continue to maintain stability to a good momentum of development.
Wang Jiahua, executive vice president of the China Mining Association, said the international financial situation will certainly have an impact on the development of China's mining industry, but the key depends on how long the crisis will last and whether a viable way can be found to resolve it.
At present, the temporary low development of mining industry is precisely the best time for self-examination and self-adjustment of mining industry in China. The positioning of industry attributes, the industrial structure in the industry repeated disorder, capacity expansion without bottom line has been a persistent hindrance to the development of the industry, in the current industry development deceleration, should seize the opportunity to solve the contradictions of these industries, in order to seek? Rebirth Especially after the financial crisis, mining enterprises should accumulate more experience and strategies to deal with the crisis.
In fact, as China's energy resources are faced with more and more clear problems, we can feel more and more problems existing in the existing growth mode. At present, China's mining industry overcapacity and can not be used reasonably, is the best opportunity to adjust the industrial structure. Moreover, in the mineral price and efficiency decline today, is also the best time to promote energy conservation and emission reduction.
Liu Shuchen, director of the Resources Analysis Office of the Ministry of Land and Resources Information Center, said that the global economic difficulties had a great impact on the mining industry. During the operation of international mining industry, the difficulty of capital financing, the nationalism of policy resources, the high cost and the surge of demand for talents, especially the change of capital market, or a good opportunity for China's mining industry to "go out".
With the increasing strategic position of rare earth minerals and other dominant minerals, the major international disputes of related minerals have increased sharply. It is necessary for resource management departments to improve their coping capacity, improve the pertinence, effectiveness and compliance of the superior mineral management policies, and strengthen the research on international rules and practices. To coordinate the policies of exploration, mining, smelting, price, trade and so on, to ensure the coordination and consistency of the policies; In order to speed up the construction of superior mineral reserve system, we should pay particular attention to mobilizing and giving full play to the enthusiasm of all sides, establishing the strategic reserve of the central government, the economic reserve of local government and the commercial reserve of mining enterprises.System; want to iron ore, coal stocks increase, still a large number of imports and other current situation closely concerned.
