节点:下游(终端消费/应用)位置:下游情绪:利好参考度:6/10


据矿业周刊(Mining Weekly)报道,尽管矿业对全球经济复苏具有战略重要性,但其关键矿产项目链仍存在结构性薄弱,绿地勘探预算增长滞缓。矿山仍处于低盈利运营周期,行业格局显示矿业巨头间或存在进一步整合趋势。尽管绿地勘探必要性已形成行业共识,但价值导向(而非数量扩张)成为核心命题

在资金充裕背景下,黄金与白银在资源配置优先级中分别位列第一、第二位。尽管新发现对资源储备具有关键价值,但在供应链重组与大国政治竞争背景下,非有机增长(如并购重组)成为主要战略路径。SS公司(Seequent Segment)矿业主管贾尼娜·艾略特(Janina Elliott)博士在矿业周刊(Mining Journal)的分析文章中,重点阐述了全球矿业三大趋势:能源转型进程中,电动化与数字化转型虽加速推进,但市场表现尚未验证以能源转型为核心的新一轮超级周期已启动。

采矿业被视为能源自主的战略优先选项,政策调整、激励机制与公私合作(PPP)模式的推进...

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