全球矿业公司动态——《全球矿业发展报告2025》系列解读之六

中国矿业报11-05

全球矿业发展报告20252024年，全球50强矿业公司总市值冲高后回落，第四季度环比下降10%。全球50强矿业公司中，贵金属和多元化经营企业占主导地位，大宗矿产和战略性新兴矿产企业数量略有下降，中国矿业公司市场竞争力不断增强。当前，可持续性越发成为核心议题，国际矿业聚焦 ESG量化价值，国内矿业以“双碳”目标推进绿色矿山建设，标志着矿业行业从传统扩张转向高质量发展阶段。一是全球50强矿业公司总市值...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2581742004?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-11-05 16:27","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2581742004","market":"hk","top_or_hot":-1,"title":"全球矿业公司动态——《全球矿业发展报告2025》系列解读之六","media":"中国矿业报","content":"<div>\n<p>全球矿业发展报告20252024年，全球50强矿业公司总市值冲高后回落，第四季度环比下降10%。全球50强矿业公司中，贵金属和多元化经营企业占主导地位，大宗矿产和战略性新兴矿产企业数量略有下降，中国矿业公司市场竞争力不断增强。当前，可持续性越发成为核心议题，国际矿业聚焦 ESG量化价值，国内矿业以“双碳”目标推进绿色矿山建设，标志着矿业行业从传统扩张转向高质量发展阶段。一是全球50强矿业公司总市值...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105173518a48a3b2a&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球矿业公司动态——《全球矿业发展报告2025》系列解读之六</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全球矿业公司动态——《全球矿业发展报告2025》系列解读之六\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 16:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105173518a48a3b2a&s=b><strong>中国矿业报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球矿业发展报告20252024年，全球50强矿业公司总市值冲高后回落，第四季度环比下降10%。全球50强矿业公司中，贵金属和多元化经营企业占主导地位，大宗矿产和战略性新兴矿产企业数量略有下降，中国矿业公司市场竞争力不断增强。当前，可持续性越发成为核心议题，国际矿业聚焦 ESG量化价值，国内矿业以“双碳”目标推进绿色矿山建设，标志着矿业行业从传统扩张转向高质量发展阶段。一是全球50强矿业公司总市值...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105173518a48a3b2a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HK0000306685.HKD","symbol_name":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105173518a48a3b2a&s=b","article_id":"2581742004","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105173518a48a3b2a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2581742004","pubTimestamp":1762331278,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"全球矿业发展报告20252024年，全球50强矿业公司总市值冲高后回落，第四季度环比下降10%。全球50强矿业公司中，贵金属和多元化经营企业占主导地位，大宗矿产和战略性新兴矿产企业数量略有下降，中国矿业公司市场竞争力不断增强。2025年全球50强矿业公司中，紫金矿业、陕西煤业等9家中国企业上榜。三是可持续性愈发成为全球矿业发展重点议题。对于国际矿业公司，遵守国际规则及高标准的 ESG规则是全球化运营的基本要求。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","ZIJMY":"紫金矿业ADR","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","LU0345780521.USD":"NINETY ONE GSF GLOBAL GOLD \"A\" (USD) INC","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU0049853897.USD":"SCHRODER ISF EMERGING MARKETS \"A\" (USD) INC AV","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0886674414.USD":"CT (LUX) I ASIAN EQUITY INCOME \"AUP\" (USD) INC","LU1224709979.USD":"FIDELITY CHINA FOCUS \"A\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0266512127.USD":"摩根大通环球自然资源 A(acc)","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","02899":"紫金矿业","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK1592":"有色金属","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","BK1544":"黄金股","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0266512473.USD":"JPM GLOBAL NATURAL RESOURCES \"C\" (USD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC"},"translate_title":"Global Mining Company News-Interpretation No. 6 of the \"Global Mining Development Report 2025\" Series","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ZIJMY":0.9,"02899":0.9},"content_text":"全球矿业发展报告20252024年，全球50强矿业公司总市值冲高后回落，第四季度环比下降10%。全球50强矿业公司中，贵金属和多元化经营企业占主导地位，大宗矿产和战略性新兴矿产企业数量略有下降，中国矿业公司市场竞争力不断增强。当前，可持续性越发成为核心议题，国际矿业聚焦 ESG量化价值，国内矿业以“双碳”目标推进绿色矿山建设，标志着矿业行业从传统扩张转向高质量发展阶段。一是全球50强矿业公司总市值冲高后回落。2024年，全球矿业50强公司总市值前三季度持续增长至1.5万亿美元，但第四季度骤降至1.35万亿美元。2025年第二季度总市值回升至1.5万亿美元，与2024年第三季度持平。50强榜单准入门槛提升至92亿美元，且贵金属、多元化经营及铜矿企业主导榜单，其中贵金属企业数量较上年增加了7家。从上榜企业所在国家看，加拿大共13家企业上榜，总市值达到3240亿美元，公司数量和总市值双双领跑；必和必拓、力拓等矿业巨头支撑澳大利亚以2930亿美元位居总市值次席；中国上榜的9家企业总市值1953亿美元，多家企业市值显著提升。二是中国矿业公司市场竞争力不断增强。近年来，中国矿业企业国际竞争力持续提升，多领域实现突破性进展。2025年全球50强矿业公司中，紫金矿业、陕西煤业等9家中国企业上榜。与2024年相比，上榜的公司数量有所增加，市值增长了近200亿美元。尽管国内黄金企业因中国产量全球占比下滑面临挑战，但能源矿产，锂、铜、钾盐等国内企业表现显著提升，表明中国矿业企业在全球产业链中的地位日益突出，市场影响力和话语权持续增强。三是可持续性愈发成为全球矿业发展重点议题。可持续发展不仅是全球各主要国家的共识，也是矿业行业面临的首要挑战，更是矿业企业未来发展的核心战略。安永公司（Ernst＆Young）在《2025年全球采矿及金属行业十大业务风险与机遇》报告中提出，在满足不断飙升的需求之前，采矿及金属行业须先克服三大挑战：实现可持续采矿，遵循资本纪律，以及满足利益相关方的较高预期。其中，采矿业十大业务风险中，有6项均与可持续性相关，足以显示出可持续性在采矿业的重要地位。四是可持续性愈发成为矿业公司发展的重要关切。对于国际矿业公司，遵守国际规则及高标准的 ESG规则是全球化运营的基本要求。一是矿业作为资源密集型产业，其开采活动往往伴随着大量的土地破坏、水资源污染和生态系统破坏等问题；二是矿业企业在开发资源的同时，也必须考虑到对当地社区和工人的影响；三是良好的公司治理对于矿业企业的长期稳定和成功至关重要。通过良好的 ESG表现，国际矿业公司能在市场树立负责任的社会形象，吸引国际可持续资本，降低经营监管风险。对于中国矿业公司，其在“双碳”目标引领下，普遍制定了绿色低碳转型的战略规划，以应对气候变化挑战并实现可持续发展。越来越多的中资企业尤其是传统能源和矿业企业逐渐意识到科技创新的重要性，以科技赋能为突破口，加快智慧矿山建设步伐，同时积极引入新技术，以提高资源利用效率并减少碳排放。作为绿色矿山创建的责任主体，中资矿山企业正加快推动绿色转型和绿色矿山建设，将环保理念融入矿产开发的全生命周期。截至2025年1月，中国国家级和省级绿色矿山数量分别约为1071家和4682家，覆盖率稳步提升，绿色矿山建设已从试点探索向全面推进迈进。（中国矿业报社国际矿业研究团队）编辑/宫   莉初审/姜焕琴审核/张丽华","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2581742004","isCrawlerRequest":true}