“一带一路”沿线地区钾盐资源分布与战略选区分析

"一带一路"沿线地区蕴藏着丰富钾盐资源,约占世界钾盐资源探明总储量的51.1%,是全球主要钾盐生产区,也是我国钾盐主要进口来源地。投资开发境外钾盐矿是解决我国钾盐资源严重短缺的重要途径。建议加强"一带一路"沿线国家(地区)钾盐资源潜力的综合评价,优先考虑勘探开发老挝、泰国、土库曼斯坦、乌兹别克斯坦、哈萨克斯坦等中国周边国家的钾盐矿。     

“一带一路”铀资源潜力及合作前景

能源资源领域合作是“一带一路”倡议的重要内容,也是区域经济合作的纽带。通过对“一带一路”沿线国家的铀资源分布、核能发展需求、铀矿业管理政策等进行分析,认为该区域不仅铀资源潜力巨大,也是未来核能增长最快的地区,具有广阔的合作前景。一是加强沿线国家的基础地质、核工业全产业链合作,通过核能外交促进上游铀勘查开发合作;二是鼓励走出去企业国际化,加快与国际资本市场、矿产资源技术规则等融合;三是深化双边或多边合作方式,新落实一批份额矿和长期合同,为我国核电长期发展提供充足铀原料保障。     

“一带一路”国家煤炭清洁开发利用合作战略研究

在世界煤炭生产和消费重心的“一带一路”国家开展煤炭领域合作，是新时期煤炭产业发展的重要命题。通过对“一带一路”国家煤炭开发利用方面优劣势的比较与合作潜力的分析，认为我国与“一带一路”沿线国家在煤炭清洁开发利用领域具有广泛的合作空间。可按照差异化目标等策略，重点与俄罗斯、印度、巴基斯坦、哈萨克斯坦等沿线国家，开展技术装备、煤炭贸易、工程承包与劳务服务、资源开发与转化等四个领域的合作。     

大井法单井抽水试验确定给水度方法在罗布泊钾盐矿的运用

从1991年开始至今,罗布泊地区液体钾盐矿的找矿工作持续不断,钾盐矿床的发现从无到有、从小到大、从勘探到开发,使之成为了中国继柴达木盆地之后的又一个钾盐资源接替基地。液体钾盐矿的开采中给水度是一个重要的资源量估算参数,主要阐述了在罗布泊罗北洼地钾盐矿勘划中单井抽水试验确定给水度方法的运用比较。     

中国对“一带一路”沿线国家投资与碳排放关系研究

随着极端天气事件频发,采取有力行动应对气候变化达成全球共识。“一带一路”沿线国家发展方式大多粗放,面临着较大的碳减排压力。本文采用面板数据模型,分析了中国投资对“一带一路”沿线不同收入水平国家CO2排放的影响。结果发现,中国投资对“一带一路”沿线高收入国家具有一定的碳减排效应,对中高等收入国家的碳减排效应较弱,而对中低等收入国家产生显著的碳增排效应。除已经实现碳达峰的高收入国家外,“一带一路”沿线国家CO2排放不符合库兹涅茨曲线,经济增长和人口增加均是导致CO2排放上升的因素,而能源效率改善有利于降低CO2排放。因此,建议建立多边合作机制,加强对“一带一路”沿线国家,尤其是尚未实现碳达峰的中低等收入国家的绿色低碳投资。     

谈缺水地区找水

钾盐矿是我国急缺的矿种，根据目前掌握的资料，某地湖盆区已形成了统一的含有此矿种的洼地，有望成为我国最大的后续钾盐矿开发基地。然而缺乏淡水资源，制约着矿区开发。研究区是极端缺水地区，在这找水难度很大。文中结合本人在这个地区工作中的实际，总结出缺水地区找水的一些经验，以供他人借鉴。     

投资亚洲新兴市场的机遇与挑战

印度尼西亚、哈萨克斯坦、吉尔吉斯坦等亚洲新兴国家是我国“家门口”地区,也是“一带一路”大战略实现和落地的重要节点。这些国家和地区铜、镍、锡、石油、天然气等资源丰富,与我国资源互补性强,且这些地区尤其是中亚地区勘查程度相对较低、资源潜力大、与我国的外交关系也较好,投资机遇大,但同时因矿业勘查开发政策总体不完善、且人文环境有所差异,面临的风险也较大,投资机遇与挑战并存。     

逆全球化背景下“一带一路”沿线国家矿产资源投资风险评价

与“一带一路”沿线国家合作开发矿产资源有助于弥补国内矿产资源的供给不足,但是对沿线国家矿产资源投资存在较大的不确定性,具有多种形式的潜在风险,尤其是在逆全球化趋势明显的今天。为深入研究逆全球化背景下沿线国家矿产资源投资风险,论文从政治风险、经济风险、自然环境风险、资源开采风险以及逆全球化风险五个维度出发,构建了矿产资源海外投资风险指标评价体系,通过熵权法确定指标权重,运用Topsis综合评价模型对2009—2020年“一带一路”沿线18个矿产资源丰富的国家进行矿业投资风险评价,根据评价的结果采用GM(1,1)模型对2021—2025年“一带一路”沿线国家投资风险等级进行划分。结果表明：1）资源开采风险、自然环境风险是矿业投资风险的主要因素,而逆全球化风险也成为当前国际局势下进行矿业投资不可忽略的风险因素;2）处于中风险—低风险状态的国家,风险等级逐渐朝着低风险状态发展,处于高风险—中风险状态的国家,风险等级朝着中风险状态发展,沿线国家的风险等级整体是降低的,所评价国家的风险随着“一带一路”倡议的推进整体是朝着降低的趋势发展;3）2021—2025年18个沿线国家中,乌兹别克斯坦、越南、俄罗斯、泰国、老挝和柬埔寨属于低风险投资国家;土耳其、印度、阿根廷、乌克兰、蒙古和印度尼西亚属于中风险投资国家;塔吉克斯坦、哈萨克斯坦、马来西亚、菲律宾、吉尔吉斯坦和波兰属于高风险投资国家。     

中国与“一带一路”国家能源贸易合作对能源安全的影响

近年来全球政治与经济的不确定风险逐渐加大，不利于维护产业安全和稳定的“逆全球化”思潮开始抬头。为了探讨中国与“一带一路”国家的能源合作可否对冲“逆全球化”带来的不利影响，深入分析国际能源合作对参与各国、各地区能源安全产生的作用及其背后的影响机制，本文以2000—2020年为观测期，尝试在“一带一路”合作倡议框架之下，从能源合作产业链下游的能源贸易入手，运用Tobit模型和基础回归模型，从能源消费、能源生产2个维度出发，探究中国与“一带一路”国家开展能源贸易合作对参与各国能源安全产生的影响及其影响机制，并且进行稳健性检验。研究结果表明：1)中国与“一带一路”国家开展能源贸易能够维护我国的能源消费安全和能源生产安全；2）提升中国与“一带一路”国家的能源贸易总额能够通过降低合作能源消费国的能源使用成本，提高这些国家的能源消费安全水平；3）提升中国与“一带一路”国家的能源贸易总额能够通过促进合作能源生产国的经济增长，提高这些国家的能源生产安全水平；4）受地理位置影响，中国与“一带一路”沿线亚洲国家开展能源贸易合作产生的能源安全正向效应相较于其他地区更为显著。研究结论与建议如下：1）中国与“一带一路”国家开展能源贸易合作对于推动参与各国经济可持续发展、维护能源安全、实现“一带一路”沿线共同繁荣具有正向的影响作用；2）为了维护我国与“一带一路”国家的能源安全，应当不断扩大、深化“一带一路”国家之间的能源合作，推进能源贸易多元化，并持续优化国际合作环境，为国际能源贸易创造良好的外部条件；3）为了抵御外部各种不利因素对我国参与的国际能源贸易构成的安全威胁，应不断提升我国综合实力，以保障国际间能源运输通道的安全和顺畅；4）为了保障“一带一路”参与各国能源的可持续发展，应大力推动中国与“一带一路”国家间清洁能源和新能源的国际合作，促进参与各国变革能源生产方式和能源消费方式。     

“一带一路”油气合作进展与合作建议

油气合作是“一带一路”建设的重要内容。“一带一路”沿线国家油气资源丰富,已成为中国石油企业海外核心油气合作区;我国在“一带一路”国家的权益油气产量逐步增加,2017年原油权益产量1.48亿吨、天然气权益产量450亿立方米;陆上输油气管线和海上港口等基础设施逐渐成型,2017年我国净进口原油4.2亿吨,其中“一带一路”国家占进口份额的61.7%。文章分析了当前形势下油气合作的2方面机遇,包括国内油气需求持续高位、油气体制改革不断加速等。总结了4方面的挑战,包括更加复杂多变的地缘政治,大国利益关系格局变化,油气市场供需格局变化及全球能源结构的转型等。提出了4个合作建议,包括政府间积极构建能源合作平台,企业海外合作不断创新合作方式,中东、中亚和俄罗斯仍是我国油气重要的战略目标区,更加注重维护海上油气通道运输安全等。     

Market and recycling of NiMH battery

<正>Market status and future trend of NiMH battery1.Global market of small NiMH battery Global market size of small NiMH batteries declined year on year since 2011.The trend will continue to 2018,at the rate of 5%to 10%annually.Demand for small NiMH batteries will be stable gradually.Many electrical apparatuses are powered by the built-in lithium battery today,which is the main reason for the shrunk market of small NiMH batteries.But,for some products,small NiMH     

China rare earth market review

正September 1-10,2014 Affected by the National Day holiday,rare earth transaction was stagnant and the market showed a weak steady state.As there was no good news for downstream market,some products with flat demand would likely rally slightly for some time to     

Current situation and future trend of China rare earth luminescent material industry

<正>Rare earth luminescent material is one of the most important application sectors of rare earths.China enjoys the exceptional advantage to develop rare earth luminescent material for its abundant rare earth resources.After several decades'endeavor,China's rare earth luminescent material industry,headed by rare earth phosphor for lamp and LED and high efficient rare earth energy-saving light source,has been gradually developed into a scale industry.China has become a major production base of rare earth phosphor for lamps and rare earth     

China rare earth market review

正June 1~10,2014Rare earth market remained weak.Quoted price of rare earth products was similar to that in May.There was no sign of recovery in downstream market.The market of NdFeB magnetic materials and phosphor was depressed.Catalyst,polishing powder and ceramic industries remained inactive.Demand from downstream industry was soft.Consumers purchased on their needs.Suppliers had strong intention to sell.Prices of rare earth products     

2014 second batch of rare earth quota released

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Annual Report analysis of Chinese rare earth-related listed companies in 2013

<正>Chinese rare earth-related listed companies have published their 2013 annual reports.It can be understood from their reports that production and operation activities of Chinese rare earth-related companies were still heavily affected by macro economy and industrial policies.They basically followed the steps of national economy.In 2013,world economy recovered slowly but the economy     

Market opportunities and challenges for rare earth polishing powder

正1.Status of rare earth polishing powder Rare earth polishing powder with high content of cerium oxide began to replace iron oxide for glass polishing and became one of the key materials in glass polishing process since 1940.Compared with traditional iron oxide,rare earth polishing powder has many advantages,such as fast polishing rate,high polishing quality and long service life.It can achieve good surface quality and improve operation conditions.For example,in lens polishing,the polishing work that cerium     

Baotou Research Institute of Rare Earths developed a new RE alloy preparation technology

正Pyrometallurgy Laboratory of Baotou Research Institute of Rare Earths had independently developed a new preparation technology of rare earth alloy for NdFeB.The alloy can remarkably enhance the coercivity of NdFeB magnet but also evidently reduce the production cost of the magnet.The new master alloy was prepared in the kA pilot-scale electrolytic cell by the independent technology.The rare earth master alloy can be used as the raw material for NdFeB.Compared     

China rare earth market review

正November 21~30,2014Due to weak demand from downstream industries,transactions of rare earth in Chinese domestic market were inactive.It was difficult to sell any rare earth products except for dysprosium oxide and terbium oxide.Suppliers lost confidence in recent market.Demand for rare earth products was soft.Consumers continued to take a wait-and-see attitude.Rare earth export market remained slow.     

Galaxy Magnets achieved the net profit of 34.02 million yuan in the first six months of 2014

正Galaxy Magnet announced its financial results for the first half of 2014 on August 14.For the first six months ended on 30 June 2014,Galaxy Magnet achieved operation income of RMB 182.3 million,up8.40% over the same period of 2013,and the net profit attributable to the shareholders of the listed company of 34.02 million yuan,increasing 35.49% over the same period of last year.Stable performance increase was led by development of new customers and application market of magnets.