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亚洲开发银行(ADB):2026蒙古国关键矿产市场评估报告(英文版)(28页).pdf

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1、MARKET ASSESSMENT OF CRITICAL MINERALS IN MONGOLIA MAY 2026ASIAN DEVELOPMENT BANKMAY 2026MARKET ASSESSMENT OF CRITICAL MINERALS IN MONGOLIAASIAN DEVELOPMENT BANKCreative Commons Attribution 3.0 IGO license(CC BY 3.0 IGO)2026 Asian Development Bank6 ADB Avenue,Mandaluyong City,1550 Metro Manila,Phili

2、ppinesTel+63 2 8632 4444;Fax+63 2 8636 2444www.adb.orgSome rights reserved.Published in 2026.ISBN 978-92-9277-779-1(print);978-92-9277-780-7(PDF);978-92-9277-781-4(ebook)Publication Stock No.TCS260157-2DOI:http:/dx.doi.org/10.22617/TCS260157-2 The views expressed in this publication are those of the

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1. **全球需求激增**:清洁能源技术推动关键矿物需求,预计2050年锂、铜、镍等需求将大幅增长,但2040年供应将面临短缺(锂仅满足35%,铜59%)。 2. **蒙古资源潜力**:拥有全球61.4万吨铜储量(90%集中于Oyu Tolgoi等矿)、超200万吨稀土,2024年铜精矿出口占全国出口22.1%(收入33亿美元)。 3. **经济机遇**:若关键矿物部门贡献GDP增长5%,年增约11.7亿美元;捕获1%全球市场可带来40亿美元出口收入,创造3万个就业岗位。 4. **挑战与战略**:需改善基础设施(能源、运输)、吸引外资、强化ESG标准,并通过政策改革(如快速审批)提升竞争力,目标成为全球可靠供应商。
蒙古矿藏潜力? 清洁能源矿物需求? 投资机遇何在?
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