2017年中国矿产品供需形势

2017年,矿业市场好转迹象明显,全国地质勘查投入降幅收窄,采矿业企业利润大幅回升,全球重要矿产品价格明显企稳回升。中国矿产品供应能力不断增强,矿产品需求保持增长。全国一次能源生产总量为35.9亿t标准煤,增长3.6%；消费总量44.9亿t标准煤,增长2.9%；能源自给率为80.0%。煤炭产量35.2亿t,进口2.7亿t；原油产量1.9亿t,进口4.2亿t,首次超过美国成为全球最大的原油进口国；铁矿石产量12.3亿t,进口10.7亿t；黄金产量426.1t,消费量1 089.0t。全球油气行业走出谷底,供给侧结构性改革成果显著。同时,也存在民间投资信心不足、部分矿产品过于依靠国际市场且进口集中度高等问题。未来一段时期内,随着全球经济继续向好和国内供给侧结构性改革的深入推进,矿产品需求将呈缓慢增长态势,矿产品价格将小幅上扬,矿业企业利润将进一步好转,这将促进新一轮矿业企业的并购和资产再配置。

Supply and demand situation of China mineral products in 2017

In 2017, the mining market showed good signs. In China, the decline of geological exploration investment narrowed, the profit of mining companies rebounded sharply, and the price of important mineral products in the world stabilized and picked up.The supply of mineral products is growing in China, and the demand of mineral products continues to increase. The primary energy production increased 3.6% year on year to 3.59 billion tons of standard coal equivalent. The primary energy consumption increased 2.9% to 4.49 billion tons with an energy self-sufficiency rate of 80.0%. The coal production was 3.52 billion tons and the import was over 270 million tons. The crude oil production was 190 million tons and the import was 420 million tons, surpassing the United States for the first time to become the largest importer in the world. The iron ore production was 1.23 billion tons and import was 1.07 billion tons. The gold production was 426.1 tons and the consumption was 1 089.0 tons. The global oil and gas industry has bottomed out, and the structural reform on the supply side has achieved remarkable results. At the same time, there are some problems such as insufficient confidence of private investment, excessive dependence on the international market and high import concentration of some mineral products. In the coming period, as the global economy continues to improve and the domestic structural reform on the supply side continues to deepen, the demand for mineral products will show a slow growth trend. The price of mineral products will rise slightly, and the profit of mining companies will further improve. This will promote the new round of mergers and acquisitions and asset reconfiguration of mining companies.