双循环格局下中国关键有色金属资源 贸易格局和竞争力分析 ——以钴为例.

Critical nonferrous metals are of strategic importance to the development of today's manufacturing industry, especially under sustainable circumstances. To explore the trade patterns of the critical nonferrous metal resource industry chain and analyze its competitive advantages at different stages, this paper takes cobalt as an example, constructs the directional weighted network of the trade of typical products at each stage of the global cobalt industry chain from 2002 to 2020 based on the trade data of cobalt, cobalt oxide, electrolytic cobalt and cobalt acid lithium, uses trade and market concentration index to analyze the evolution pattern of overall global cobalt products trade, analyzes the cobalt competitive situation of China among typical trading parties. The results show: (1) Developed countries or regions attach more importance to the downstream of the cobalt industry chain. (2) The overall trade volume of cobalt has been gradually increasing, cobalt oxide and lithium cobalt oxide still occupied the majority share of trade among countries. (3) China is more dependent on cobalt ore and cobalt oxide from the Democratic Republic of Congo, and may face a shortage of cobalt and cobalt oxide; the competitiveness of China's cobalt industry is second only to the United States. (4) The United States, Germany, and other countries pay more attention to the ability of betweenness centrality and the distribution of export structure. Accordingly, it is proposed to pay attention to the diversification of the supply side, build a global cobalt product trade risk assessment system, accelerate the up-stream and downstream extension of the industry chain and take the lead in relieving the investment pressure of enterprises, to adapt to the internal and external environment evolution, to enhance the control of the critical nonferrous metals industry chain, both in the international and domestic market. [ABSTRACT FROM AUTHOR]