体球网


印度尼西亚镍产业链链分析

原题型:印度尼西亚镍产业链链分析 来源:原创

随着单位在印度尼西亚的镍产业链链有效格局逐步推动,印度尼西亚在镍市场的重要地位逐渐清楚。本文将从镍矿、镍铁、湿法项目、不锈钢项目等角度详细介绍印度尼西亚的镍市场发展情形。

   ANIEKUANGSHICHANG

体球网    YINDUNIXIYADICHUTAIPINGYANGHEYINDUYANGJIAOHUICHU,KUAGUOCHIDAO,LUSHANGBIANJI191.9WANPINGFANGGONGLI,SHENHAIMIANJI316WANPINGFANGGONGLI(BUHANZHUANSHUJINGJIQU),YOUSHANGWANGEDAOYUGOUCHENG,SHIQUANQIUSHANGZUIDADEQUNDAOGUOJIA。

体球网    ZIYUANFENGHOUDEYINDUNIXIYAYUNEIDIZAIJINGJIFANGMIANYOUHENQIANGDEHUBUXING,YINDUNIXIYANENGGOUCHUSHINEIDIXUYAODESHIYOU、CHUNTIANRANQI、TONG、LV、NIEHEXIDENGKUANGCHANZIYUAN,NEIDIDETOUZIYENENGGOUTUIJINYINDUNIXIYADANGDIDEJINGJIFAZHAN。YOUYUKUANGCHANZIYUANFENGHOU,NENGYUANJIAGEJIAODI,XIYINLEHAODUONEIDIYOUSEJINSHUDANWEIZAIYINDUNIXIYATOUZI,QIZHONGNIESHICHANGDETOUZIZUIWEIYINRENZHUMU,DUIQUANQUANQIUNIESHICHANGYINGXIANGGUANGKUO。YINDUNIXIYAYANJINDIPINWEIKUANGWAIXIAOZHIDEXIAOXIYINFANIEJIALIANXUDAFUSHANGZHANG,BENWENCONGNIEKUANG、NIETIE、SHIFAXIANGMU、BUXIUGANGXIANGMUDENGJIAODUXIANGXIJIESHAOYINDUNIXIYANIESHICHANGFAZHANQINGXING。

   NIEZAIDIQIUSHANGSHIYIZHONGCHULIANGJIAOWEIFENGHOUDEJINSHU。NIEKUANGFENWEILIANGLEI,YIWEIHONGTUNIEKUANG,ERSHILIUHUAKUANG,DUIYINGCHENGFENWEIYANGHUANIEYULIUHUANIE,QUANQUANQIUCHULIANGZHANBIFENBIEWEI60%HE40%。HONGTUNIEKUANGDADUOWEILUTIANKUANG,KAICAIFANGBIAN,LEQUEYOUYUPINWEIJIAODI,CHULIGONGYIJIAOWEIFANZA,MUQIANQUANQUANQIUSHOUYAOKAICAIDENIEKUANGCHUANGWEILIUHUAKUANG,CONGBILISHANGKAN,MEINIANLIUHUAKUANGYIJIHONGTUNIEKUANGCHUCHANDENIESHANGPINCHANLIANGDATIWEI55∶45。QUANQUANQIUFAXIANDETONGNIELIUHUAWUKUANGCHUANGDUOSHUDOUYIKAIFASHEJIFANGANLIYONG,ERHONGTUNIEKUANGKAIFASHEJIFANGANGANGQIBU,SHIWEILAIKAIFASHEJIFANGANZHONGDIANSUOZAI。YINDUNIXIYADENIEKUANGWEIHONGTUNIEKUANG。HONGTUNIEKUANGSHIYANGHUAWUKUANG,SHOUYAOFENBUZAICHIDAODIYU,YINQIHANTIEJIAODUO,SEDIAOZHANXIANCHUYANGHUATIEDEHONGSE,GUCHENGWEIHONGTUNIEKUANG。

   YINDUNIXIYANIEKUANGZIYUANJIZHONGHUAZAISULAWEIXIDAOJIFUJINDAOYU。SULAWEIXIDAONIEKUANGZIYUANZHANYINDUNIXIYANIEKUANGZONGZIYUANYUE80%。SULAWEIXIDAOSHIYINDUNIXIYAZHONGBUDEYIGEDAXINGDAOYU,LUSHANGZONGMIANJIWEI17.46WANPINGFANGGONGLI。SULAWEIXIDAODEXINGZHUANGXIANGJINYIGEDAXIEDEYINGWENBENMU“K”,DANGDIRENSUCHENGQIWEIDAKDAO。DAONEIDUODASHANSHENGU,SHAOPINGYUAN,SHANDIMIANJIBIZHONGDA,YINDUNIXIYAQINGSHANJIDIBIANWEIYUGAIDAOSHANG。

   CHULIANG

   JUMEIGUODIZHIKAOCHAJU(USGS)SHUJUXIANSHI,2018NIANQUANQUANQIUYICHAMINGDENIEHANLIANG1%YISHANGDENIEZIYUANDADAO1.3YIDUN,QIZHONG60%WEIHONGTUNIEKUANG。ZAICHUANTONGSHIKUANGQUFAXIANXINLIUHUAWUKUANGCHUANGDEZONGSHUJIANGDI,DANZAIYANGDIDEMENGJIEQIAOHEJIEHEZHONGFAXIANLEDAPIDENIEZIYUAN。QUANQUANQIUNIECHULIANGXIANGDUIJIZHONGHUA,QIAN10GUOCHULIANGZHANBIDA95%。YOUYUJINNIANLAILAIBUXIUGANGDUINIEXUQIUDEZENGZHANG,YINDUNIXIYADENIEKUANGTOUZIJIADA,JUUSGSSHUJUXIANSHI,2018NIANYINDUNIXIYANIECHULIANGCONG450WANDUNDAFUZENGZHANGZHI2100WANDUN,CHENGWEINIEZIYUANZUIFENGHOUDEGUOJIA,YUEZHANQUANQUANQIUCHULIANGDE24%,QICISHIAODALIYA、BAXI、ELUOSI、XINKALIDUONIYA、GUBA、FEILVBINDENGGUO。

   CHANLIANG

体球网    2018NIAN,QUANQUANQIUNIEKUANGCHANLIANGWEI218WANDUN,TONGBIZENGJIAYUE2%,QIZHONG,QIAN6DACHUCHANGUONIEKUANGCHANLIANGZHANQUANQUANQIUZONGCHANLIANGDE72%,FENBIEWEIYINDUNIXIYA、FEILVBIN、ELUOSI、JIANADA、XINKALIDUONIYAHEAODALIYADENGGUO。JUUSGSSHUJUXIANSHI,YINDUNIXIYA2018NIANNIEKUANGCHANLIANGCHAOGUO56WANDUN,WEIYUQUANQUANQIUDIYI,ZHANGFUGAODA60%,ZHANQUANQUANQIUCHANLIANGYUE24%。

   WAIXIAOZHI

体球网    YINDUNIXIYANENGYUANBUGONGKAIDESHUJUXIANSHI,2018NIANYINDUNIXIYANIEKUANGSHIWAIXIAOZHILIANGWEI2200WANDUN,TONGBIDAFUZENGZHANG450%。JIDADEZHUANBIANFAYUANYINDUNIXIYAKUANGYEZHENGCEDEZHUANBIAN。RENMENZANQIEBAJINNIANLAILAIYINDUNIXIYADEKUANGYEZHENGCEFENWEISIGEHUANJIE:DIYIHUANJIESHI2014NIANYIQIAN,DIERHUANJIESHI2014—2017NIANDEQUANFANGWEIYANJINHUANJIE,DISANHUANJIESHI2017—2019NIANDERONGXUDIPINWEIKUANGWAIXIAOZHIHUANJIE,DISIHUANJIESHI2020NIANHOUDIPINWEIKUANGYEBEIYANJINWAIXIAOZHIHUANJIE(JIXUQUANFANGWEIZHONGZHINIEKUANGWAIXIAOZHI)。

   DIYIHUANJIE

   ZAI2014NIANYANJINHONGTUNIEKUANGWAIXIAOZHIZHIQIAN,YINDUNIXIYADAPIWAIXIAOZHIHONGTUNIEKUANG。ZHI2013NIAN,CHAOGUODIANFENG6000DUOWANDUNWAIXIAOZHILIANG。2014NIANYINNIDEJINKUANGWAIXIAOZHIZHENGCECUISHENGLENIETIEXIANGMUDEDAJINGYINGGUIMOFAZHAN,ZAI2014NIANZHIQIAN,ZHENGGEYINNIWAIXIAOZHINIETIELIANGBUDAO10WANDUN,ERZAI2017NIAN,GAISHUZHITUPO100WANDUN。

   DIERHUANJIE

体球网    WORENWEIZAOZAICICIYINDUNIXIYAYANJINNIEKUANGWAIXIAOZHIZHIQIAN,2014NIANYINDUNIXIYAYECENGYANJINNIEKUANGWAIXIAOZHI。DANGNIANYINDUNIXIYAZHENGFUMENGXIANGGENJUBIANGENGDANCHUNXINGWAIXIAOZHIZIYUANDEMOSHI,MIANLIDANWEIZAIDANGDIFAQIYELIANJIAGONG,YIFANGMIANTISHENGSHANGPINFUJIAZHI,YIFANGMIANTUIJINXUESHENGJIUYEHEJINGJIZENGZHANG。FANSHI,YINDUNIXIYAZHENGFUXUANBU2014NIAN1YUE12RIQIQUANFANGWEIYANJINWEIJINGJIAGONGDEYUANKUANGWAIXIAOZHI,YUANKUANGBIXUZAIBENDIFAQIYELIANHUOJINGLIANCEHOUFANGKEWAIXIAOZHI。

体球网    2014LIANNIANZHONG,NIEJIAZHANGZHIDADAO2000MEIYUAN/DUN。LEQUE,DANGCHUDEJINKUANGLINGBINGMEIYOUSHIDENIEJIACHIXUSHANGSHENG,2014NIAN1YUEYINDUNIXIYAYANJINYUANKUANGWAIXIAOZHIHOU,FEILVBINWAIXIAOZHIZHINEIDIDEHONGTUNIEKUANGHEZAOQIDUNJIKUCUNTIANBULEQUEKOU。YUQIZHONGDEQUEKOUBINGMEIYOUCHUXIAN,NIEKUANGDEJINKOUQUEYUANYUANLIANXUBUTING,2014LIANNIANZHONG,NIEJIAJIXUXIADIE。

   DISANHUANJIE

体球网    2017NIAN1YUE12RIQI,YINDUNIXIYACONGXINGANGKAISHIRONGXUNIEKUANGWAIXIAOZHI。TONGGUO2017NIANDEKUANGYEKAICAIZHENGCEFAGUI,YINDUNIXIYAJIHUAYU2022NIAN1YUE12RIGANGKAISHIZANTINGWEIJIAGONGKUANGSHIWAIXIAOZHI,CIQIANJIANGJIYUKUANGSHANG5NIANDESHIJIANZAIZHONGGUOJIANZAOYELIANCHANG,DANRONGXUWAIXIAOZHIDEKUANGSHANBIXUKAOLVLIANGGEBIAOZHUN:YISHI30%DEYELIANCHANNENGBIXUYONGYUJIAGONGDIPINWEIDEKUANG,QITASHIYONGYUWAIXIAOZHI;ERSHI5NIANNEIBIXUJINXINGYELIANXIANGMUJIBENJIANSHE,BINGYAOGENJUYINDUNIXIYAZHENGFUMEI6GEYUEDEJIBENJIANSHEJINZHANHECHA,FOUZEJIANGBEIQUXIAOZIGE。

   DISIHUANJIE

   2020NIAN1YUE1RIQI,NIEKUANGSHIHANLIANGDIYU1.7%BUZAIRONGXUWAIXIAOZHI,YEJIQUANFANGWEIYANJINNIEKUANGWAIXIAOZHI。

   BNIETIESHICHANG

   MUQIANWOGUOHEYINDUNIXIYAYINGYONGHONGTUNIEKUANGCHUCHANNIESHENGTIEWEIZHU,YINDUNIXIYADENPIYOUYUYONGYOUCHENGBENQIANGXIANGFANSHICHANNENGZENGSUHENKUAI。ERJINKUANGRUGUOZAOCHENGWOGUODENIEKUANGJINKOUJIAGEGUOGAO,WOGUODEGAOCHENGBENNIESHENGTIECHANNENGYOUJIANGHUIBEIYINDUNIXIYADECHANNENGQUDAI,FANSHIYUJIMINGNIANDENIETIECHANLIANGWEINEIDIJIANG、YINDUNIXIYAZHANG。YUJI2020NIANNEIDINPICHANLIANGJIANGZHI50WANDUNYIXIA,YINDUNIXIYANPICHANLIANGSHANGSHENGZHI55WANDUN。

   YOUYUYINDUNIXIYADENIEZIYUANSHOUYAOJIZHONGHUAZAISULAWEIXIDAO,FANSHIYINDUNIXIYADAYIBUFENNPIJIAGONGCHANGSHELIZAIGAIDIQUNEI,QIZHONG,ZHONGSULAWEIXISHENGZHONGYOUQINGSHANJITUANGONGSI、XINHUALIAN,YIJIYOUJIANGHUIZAIJINHOUTOUCHANDEHENGSHUNZHONGSHENG、YINHAIWANXIANG,2019NIAN3YUEGAISHENGNIESHENGTIECHANLIANGZHANYINDUNIXIYA3YUENIESHENGTIECHANLIANGDEYUE64%。CHUCIZHIWAI,XINANSULAWEIXISHENGYOUDELONG、Ifishdeco,QICHANLIANGZHAN3YUEYINDUNIXIYANIESHENGTIECHANLIANGDEYUE24%。

   SHENGYUDESHOUYAOTOUCHANDIYOUBEIMALUGUSHENG、NANSULAWEIXI、MALUGUSHENGYIJIWANDANSHENG。BEIMALUGUSHENGZHONGYOUXINXINGZHUGUANYIJIJINNIANYOUWANGTOUCHANDEJINCHUANXIANGMU,YEYOUQINGSHANJITUANGONGSICANYUDEWedaBayGONGYESHENGCHANYUANYEZAIBEIMALUGUSHENG,ZHAN3YUEYINDUNIXIYANIESHENGTIECHANLIANGDEYUE9%;NANSULAWEIXISHENGZHONGYOUHUADISHIYE;MALUGUSHENGZHONGYOUZHENSHIXIANGMU;WANDANSHENGYOULIANGGEYINDUNIXIYABEIJINGDEDANWEI:IndoferroHESHIJIYEJIN。

印度尼西亚镍产业链链链分析

体球网    TUWEIYINDUNIXIYASHOUYAONEIDIDANWEITOUZINPICHANNENG(BUMEN:WANDUN)

   CBUXIUGANGSHICHANG

   SHUODAONIETIESHICHANGJIUBUDEBUTIYINDUNIXIYADEBUXIUGANGSHICHANG。YINWEINIETIEDANGZUOBUXIUGANGDESHANGXIAYOUPEITAOSHANGPIN,YUBUXIUGANGXIXIXIANGGUAN。

   ZAINIETIEBUXIUGANGCHANYELIANFANGMIANFAZHANZUIKUAIDESHIQINGSHANJITUANGONGSI。QINGSHANGONGYESHENGCHANYUANQUSHIYINDUNIXIYACHUTAIJINKUANGLINGHOUZIJINDAOWEIZUIKUAI、JIBENJIANSHESUDUZUIKUAI、CHENGGUOZUIFENGSHUODEWAIZIKUANGYEXIANGMU。YUANQUZHENGTIGUIHUAZHANDI1300DUOGONGQING,SHOUYAOPEIJIANZONGRONGLIANGDADAO1000ZHAOWADEHUOLIFADIANCHANG、YIZUO10WANDUNJIGANGKOU、YIGEJIANDANJICHANGJIZONGGONGCHENGJIANZHUMIANJIYUEWEI20WANPINGFANGMIDESHENGJIQU,ZONGTOUZIE50YIMEIYUAN。

   CONG2013NIAN7YUEJIANYUANGANGKAISHI,QINGSHANKONGGUBUDAOSINIANSHIJIANBIANTOUCHANSANGEXIANGMU,BINGYUTOUCHAN4GEYUENEISHIXIANDACHAN,YINIANNEISHIXIANPINGWENCHAOCHAN,CHANLIANGDADAOYUANSHEJIFANGANCHANLIANGBINGPINGWENYUNXING。YINDUNIXIYAQINGSHANBUXIUGANGNIETIEXIANGMUKUANGRELUGANGKAISHITONGDIANSHICHUCHANJINXINGLEYINDUNIXIYA“NIEKUANG—NIETIE—BUXIUGANG”DEWANZHENGCHANYELIANLIAN。

体球网    SHUJUXIANSHI,2019NIANYINDUNIXIYANPICHANLIANG38WANDUN,YUJI2020NIANZENGZHI55WANDUN,QIZHONGQINGSHANJIHUACHUCHAN26WANDUN,ZHANBIYUE50%。ERMUQIANQINGSHANZAIYINDUNIXIYADEBUXIUGANGCHANNENGDA300WANDUN,ZHEIYIBUFENYUANSHENGNIEDEXIAOFEIYEDUOYOUZIJIDEBUXIUGANGCHANGXIAOFEI。

印度尼西亚镍产业链链链分析

体球网    DSHIFAXIANGMUSHICHANG

   LINGYIGEYIGEBEISHOUGUANZHUDESHICHANGJIUSHILIANXUBUTINGXUNSUFAZHANZHONGDEXINNENGYUANQICHEDIANCHIXUQIU。SHOUDIANDONGQICHECHANYELIANXINGQIDECIJIXING,BUTONGYANGJIGOUJIGONGSIJUEDE2025NIANDIANCHINIEXUQIUYUCELIANG,YUEZAI42WAN—55WANDUN,JINHOUQUDONGLIDIANCHIZENGJIADENIEXUQIUXUYAOXINDECHANNENGMIBU。SUIZHEXINNENGYUANQICHEDIANCHIXUQIUDEZENGZHANG,DUILIUSUANNIEXUQIUDEZENGJIAJIANGTAIGAOJINHOUNIEJIADEYUNXINGQUJIAN。JULINGYUYUNXINGSHUJU,HONGTUNIEKUANGSHIFALIANNIE,YINGKUIPINGHENGDIANZAI11500MEIYUAN/DUNZUOYOU,SHICHANGYUJIJINHOUNIEJIABAOCHI16000MEIYUAN/DUNYISHANGSHIDAYUELVSHIJIAN,YINERXIYINLEHAODUONEIDIDANWEIGANGKAISHIJINJUNYINDUNIXIYAHONGTUKUANGSHIFAYELIANXIANGMU,LAIKAOLVJINHOULIUSUANNIEDUIYUANLIAODEXUQIU。

   ERZAIYINDUNIXIYAKAIFASHEJIFANGANHONGTUNIEKUANGYOUZIYUANQIANGXIANG、CHENGBENQIANGXIANGYIJICHENGSHUQIDEXIANGMUJINGYAN,FANSHIXIYINLEDAPITOUZI。YINDUNIXIYAKUANGYEDETEZHENGSHOUYAOTIXIANZAIQIZIYUAN、CHENGBEN、JIBENJIANSHESHIXING、HUANBAOJIJIBENSHESHISHANG,YINDUNIXIYADEZIYUANBULUNSHIZIYUANLIANGHAISHIZHILIANGDOUHUIYOUQIANGXIANGDE,LINGYIGEHAIJUYOURENGONGHENENGYUANCHENGBENFANGMIANDEQIANGXIANG,JIBENJIANSHENENGGOUCAIYONGNEIDIGUIFAN,KESUODUANTOUZICHENGDU;HUANBAOYAOQIUJIAODI,HUANBAOCHENGBENJIAODI。LEQUEZAIYINDUNIXIYATOUZIYEBUSHIMEIYOUFENGXIANXINGDIAN,XUYAOZHUYIDESHIMUQIANYINDUNIXIYADEJIBENSHESHIZONGTIJIAOWEILUOWUJIANGHUIHUILAGAOPEITAOSHESHITOUZICHENGBEN,ZHONGHOUQIJIANGHUIZENGJIAHUANBAOYAOQIU。

   MUQIANYINDUNIXIYASHOUYAODESHIFAXIANGMUYOU:

   LIQINKUANGYEYUYINDUNIXIYAHALIDAJITUANGONGSIDEOBIDAOXIANGMU,XIANGMUTOUZI50YI—60YIGUOMINBI,NIANCHAN3WANDUNNIEGUSHIFAZHONGJIANPIN,SHIWULIANG24WANDUN,YUJI2020NIANTOUCHAN。

体球网    QINGSHAN、ZHENSHI、HUAYOU/WEIDABEIGONGYESHENGCHANYUANXIANGMU/Eramet,XIANGMUGONGLIANGQI,YIQIXIANGMUJIHUAZONGTOUZI50YIMEIYUAN,BAOHAN12TIAORKEFCHUCHANXIAN、1GESHIFANIEYELIANCHANG,PEITAO3GERANMEIDIANCHANG、3GEDAXINGGANGKOU,QIZHONGQINGSHANYUErametXIEZUODE4TIAORKEFXIANJIANGYU2020NIANSHANGBANNIANTOUCHAN。

   QINGSHANSHIYE、GELINMEI、BANGPUXUNHUAN(CATLKONGGU)SULAWEIXIDAOXIANGMU,XIANGMUZAOQIJIHUATOUZI7YIMEIYUAN,DANJUBUCHEDIZHIDAOQINGXINGLAIKAN,ZHONGHOUQIYUJIXUYAOZHUIJIAYIBUFENTOUZI。MUQIANGAIXIANGMUZHENGZAIFAQIYINDUNIXIYADANGCHANGZAOQICHANGHEMEIHUA、DIKANYIJIYUANQUZONGTUSHEJIFANGAN、SHANGWUTANPANGONGZUOZHONG,JIHUA2020NIANMOJIBENJIANSHEJINXING,YUJIJIANGYU2021NIANJIANCHENG。JIHUAJINXINGHOUNIANCHANCHU5WANDUNQINGYANGHUANIEZHONGJIANPIN、15WANDUNDIANCHIJILIUSUANNIEJINGTI、2WANDUNDIANCHIJILIUSUANGUJINGTI、3WANDUNDIANCHIJILIUSUANMENGJINGTI。

   HUAYOUGUYEQUANZISUNGONGSIHUAQINGGONGSIYUQINGCHUANGGUOJIXING、WOYUANKONGGU、IMIP、LONGSINCERESULAWEIXIDAOXIANGMU,TOUZIZONGE12.8YIMEIYUAN,GAIXIANGMUCHUCHANJINGYINGGUIMOWEINIANCHAN6WANDUNNIEJINSHULIANG,DIYIHUANJIEJIBENJIANSHENIANCHAN3WANDUNNIEJINSHULIANG。

印度尼西亚镍产业链链链分析

   TUWEI2018NIANQUANQUANQIUNIEKUANGCHULIANG

印度尼西亚镍产业链链链分析

体球网    TUWEI2018NIANQUANQUANQIUNIEKUANGCHANLIANG