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表4-16中国有色金属海外典型投资与并购案例
表4-16中国有色金属海外典型投资与并购案例
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图片格式:PNG
图片大小:57KB
图片尺寸:1959*765
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三个皮匠报告:2026全球及中国有色金属产业发展研究报告.pdf
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图19、我国有色金属矿采选业固定资产投资情况
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2026-06-02
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图37、有色金属在中国干散货进口量中的占比
fCDml7bpl7QgICAgICAgfCDkuK3lm73lubLmlaPotKfmtbfov5Dov5vlj6Pph4/vvIjkuIflkKjvvIkgfCDkuK3lm73mnInoibLph5HlsZ7mtbfov5Dov5vlj6Pph4/vvIjkuIflkKjvvIkgfAp8LS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tfAp8IEphbi0xOTk5ICAgfCAxMCAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDAwICAgfCAxNSAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMiAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDAxICAgfCAyMCAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMyAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDAyICAgfCAyNSAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDAzICAgfCAzMCAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDA0ICAgfCAzNSAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNiAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDA1ICAgfCA0MCAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNyAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDA2ICAgfCA0NSAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgOCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDA3ICAgfCA1MCAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgOSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDA4ICAgfCA2MCAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDA5ICAgfCA3MCAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTIgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDEwICAgfCA5MCAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTUgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDExICAgfCAxMTAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTggICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDEyICAgfCAxMjAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMjAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDEzICAgfCAxMzAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMjIgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDE0ICAgfCAxNDAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMjQgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDE1ICAgfCAxNTAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMjYgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDE2ICAgfCAxNTUgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMjcgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDE3ICAgfCAxNjAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMjggICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDE4ICAgfCAxNjUgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMjkgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDE5ICAgfCAxNzAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMzAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDIwICAgfCAxODAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMzIgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDIxICAgfCAxOTAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMzMgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDIyICAgfCAxOTUgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMzQgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDIzICAgfCAyMDAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMzUgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDI0ICAgfCAyMTAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMzYgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IEphbi0yMDI1ICAgfCAyMjAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMzcgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77ya5YWL5ouJ5YWL5qOu56CU56m25YWs5Y+477yM5YW05Lia6K+B5Yi457uP5rWO5LiO6YeR6J6N56CU56m26Zmi5pW055CG
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图6-22020-2025年中国铝业有色金属营收及毛利率
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表5-1中国主要有色金属矿资源地区分布
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表6-4中国铝业有色金属资源量量(含储量)分布
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图7-1中国主要有色金属矿产资源对外依存度
fCDnn7/kuqflkI3np7AgfCDlr7nlpJbkvp3lrZjluqYgfAp8IC0tLSB8IC0tLSB8Cnwg6ZOc55+/IHwgODAlIHwKfCDpk53lnJ/nn78gfCA3NyUgfAp8IOmThemUjOefvyB8IDQyJSB8Cnwg6YeR55+/IHwgMzElIHwKfCDpkqjnn78gfCAzMyUgfAp8IOmTtuefvyB8IDE4JSB8CgrotYTmlpnmnaXmupDvvJrlm743LTEg5Lit5Zu95Li76KaB5pyJ6Imy6YeR5bGe55+/5Lqn6LWE5rqQ5a+55aSW5L6d5a2Y5bqm
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图3-12020-2030年中国十种有色金属总产量
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表5-2中国主要有色金属原矿Top3企业权益储能(截至2025年底)
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表1-3中国“十种有色金属”统计范围历史沿革
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图7-22030年中国有色金属行业供需结构预测
fCDpobnnm64gICAgICAgICAgICAgICB8IOaVsOmHj++8iOS4h+WQqO+8iSB8CnwtLS0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLXwKfCDpk5znsr7nn7/nvLrlj6MgICAgICAgICB8IDcwICAgICAgICAgICB8Cnwg55S16Kej6ZOd57y65Y+jICAgICAgICAgfCAxNjggICAgICAgICAgfAp8IOeyvueCvOmTnOi/h+WJqeS6p+mHjyAgICAgfCAyMSAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77ya5Zu95a6257uf6K6h5bGA77yM5LiJ5Liq55qu5Yyg5oql5ZGK572R56CU56m25pW055CG
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图1-22020-2025年中国有色金属工业增加值增速
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表1-7中国在全球有色金属产业链中的角色演变分析
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表2-6近年来中国对部分有色金属及关键物项出口管制政策梳理
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图4-32020-2025年中国采矿业(含有色金属)对外投资金额
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图5-2中国主要有色金属储量,单位:万吨
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?重点投资有色金属矿种构成 中国在海外有色金属矿山的投资布局,主要集中在保障国内工业发展与经济转 型所需的关键战略性矿种上。具体而言,投资重点高度集中于铜、金等大宗矿产, 这两类矿种的项目数量在中国海外有色金属投资项目中约占50%以上。 此外,随着全球能源转型进程加速,对锂、镍、钴、铝土矿、铅、锌等与新能 源、新材料产业紧密相关的矿种的投资正显著增加。这些矿产是动力电池、高端制 造等关键领域的核心原材料,其投资比重的上升,反映了中国对外矿业投资正积极 适应并服务于国内产业升级与全球技术变革的趋势。 中国有色金属对外投资的模式主要分为跨国并购与绿地投资两种主要形式。近 格所列案例多属于此类,企业通过直接收购境外成熟矿业公司的股权或资产,实现 对关键矿产资源的控制。 与此同时,绿地投资的比重也在逐步增加,特别是在资源潜力巨大但开发程度 较低的地区。此类投资涉及从勘探、建设到运营的全过程,虽然周期较长且初期风 险较高,但有助于企业更深入地嵌入当地产业链,建立长期稳定的生产供应基地 并更好地适应东道国的监管与环境要求。 全行业研究报告、财报、峰会、数据、产业政策下载平台
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三个皮匠报告:2026全球及中国有色金属产业发展研究报告.pdf
表7-32025年有色板块资金净流入ETFTop10
表7-2地缘动荡背景下稀有金属细分板块投资逻辑分析
表7-110GW数据中心的有色金属需求量测算
图7-52025-2030年中国AI数据中心年度容量预测
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