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詹海青Mr.ZhanHaiqing安全环保新政下的中国锰矿生产现状TheProductionStatusofChineseManganeseMinesundertheNewPolicyofSafetyandEnvironmentalProtection中信大锰矿业有限责任公司副总经理ViceGeneralManagerofCITICDamengMiningIndustriesLimited全国锰业技术委员会副主任DeputyDirectorofNationalCommitteeofManganeseIndustryTechnology广西锰业协会会长ChairmanofGuangxiManganeseInstitute全国锰矿企业矿长（经理）联谊会秘书长Secretary-generalofNationalFellowshipAssociationofManganeseMineManager全国电解金属锰厂长（经理）联谊会秘书长Secretary-generalofNationalFellowshipAssociationofElectrolyticManganeseMetalFactoryManagers全国锰业技术委员会专家委员会副主任DeputyDirectorofExpertCouncilofNationalCommitteeofManganeseIndustryTechnology中国锰矿现状及主要矿山生产情况TheCurrentSituationofChineseManganeseMineandProductionStatusofMainManganeseMines1市场和安环压力下的锰矿企业特点和存在问题TheFeaturesandCurrentProblemsinManganeseMineCompaniesunderthePressureofMarketandEnvironmentalProtection2相关观点RelatedOpinions3CONTENTS目录2018年流行语Buzzwordsin2018家里有矿OWNYOURMINE对土豪的调侃istoteasethefatcats对矿山企业或拥有矿山的加工企业实力的认可AndtheRecognitionofMineCompaniesortheFurther-ProcessingPlantswhichhavetheirownMine01中国锰矿现状及主要矿山生产情况TheCurrentSituationofChineseManganeseMineandProductionStatusofMainManganeseMines2018年进口锰矿2781万吨，涵盖了全球几乎所有产地的绝大多数锰矿品种，实物量已经超过70%Thetotalamountofimportedmanganeseorein2018reached27.81milliontons,coveringmosttypesofmanganeseoresintheworld;thephysicalquantitywasover70%.进口量ImportedQuantity2781万吨27.81milliontons中国是全球锰矿界的最大金主ChinaistheBiggestBuyerinGlobalManganeseMarket实物量超PhysicalQuantityOver70%增量Increment最大的仍为南非锰矿，增量逾100万吨，而澳洲锰矿增量也接近100万吨。马来和科特迪瓦锰矿增量分别为58万吨与57万吨。ThelargestMnoreincrement,whichcamefromSouthAfrican,wasover1milliontons;Australianear1milliontons;theMalaysia0.58milliontonsandCoreD’lvoire0.57milliontons.品位MnContent2018年锰矿进口的平均品位有所降低且国产锰矿下半年停产严重，因而相较于下游合金产量来说锰矿进口的实际增量应有所折扣。TheaverageMncontentofimportedMnoredecreasetosomeextentandthedomesticsMnoreshutdownwidelyinthe2Hof2018.Therefore,comparedwiththeoutputofdownstreamferroalloy,theeffectiveincrementofimportedMnoreshouldbeless.南非澳洲加蓬巴西加纳马来西亚科特迪瓦增长2,087,588983,726519,711(47,502)245,768601,969631,142数量11,358,9085,051,6142,578,6991,738,9032,703,4401,670,136861,485同比23%24%25%-3%10%56%274%-50%0%50%100%150%200%250%300%-2,000,00002,000,0004,000,0006,000,0008,000,00010,000,00012,000,00014,000,00016,000,0002018年1-12月进口锰矿数量（分国别）TheAmountofImportedManganeseOrefromJan.toDec.2018(byCountry)SouthAfricaAustraliaGabonBrazilGhanaMalaysiaCoteD’lvoireIncreaseQuantityYOY国产锰矿撑起了中国锰业的半壁江山TheDomesticMnOreSupportedtheHalfofChineseMnMarketAnnualoutputofMnSO4is0.23mil.tons,usingdomesticMnO2of0.3mil.tonsandGabonMnO2of40,000t国内产量23万t。使用国内氧化锰30万t，加蓬氧化锰4万t.AnnualoutputofEMDis0.3mil.tons,using0.9mil.tonsofMnCO3andlow-contentMnO2and0.1mil.tonsGabonH-FeMnOre(ComilogandDameng)MnSO4EMD国内产量30万t。使用碳酸锰和低度氧化矿90万t，进口加蓬铁锰矿（康密劳和大锰）约10万t国产锰矿撑起了中国锰业的半壁江山TheDomesticMnOreSupportedtheHalfofChineseMnMarket大量低度、贫杂、难采难选的锰矿支撑着EMM、EMD、MnSO4等产品的原料供应，2018年国内锰矿消费量1060万吨Thelargeamountoflow-content,mixedandhard-miningandseperatedMnoreisthemainrawmaterialforEMM,EMDandMnSO4.ThedomesticMnoreconsumptionin2018was10.6mil.tons.AnnualoutputofEMMis1.4mil.tons,ofwhich0.83miltonsuseMnCO3asrawmaterial;OreconsumptionforEMMwith9.5t/t(Mnaveragecontentsof13.5%);totaloreconsumptionofMnCO3is7.9mil.tons.EMM产量140万t。其中83万t使用碳酸锰生产，矿耗平均9.5t/t（平均品位13.5%），消耗碳酸锰矿石790万tMnSlag,blendingmainMnorewithdomesticlowMn-contentMnO2whichismorethan1.5miltons(Linze,AKetao,Chongzuo,Chengkou,Dounan,Wanfangzi,Qiuling)包括富锰渣，配套使用国产低度氧化锰150万吨（临泽、阿克陶、崇左、城口、斗南、瓦房子、灵丘）铁合金Ferroallys中国锰矿的格局悄然变化SilentlyChangesinChineseMnMinesI.传统的锰矿产区继续发挥主力军作用广西、贵州、云南、重庆、湖南仍然占据主要产量份额，新疆异军突起。Guangxi,Guizhou,Yunnan,Chongqing,HunanstilloccupythelargeshareofMnoreproduction,whiletheoutputofXinjiangMnoreiseye-catching.根据《中国矿产资源报告2018》，锰矿资源量由2016年的15.51亿吨增长到2017年的18.46亿吨，增长率19.1%新增资源将补充今后几年预计会快速消失的国内锰矿产能Accordingto“2018ChineseMineralResourcesReport”,theMnresourcesincreasedfrom1.551bil.tonsin2016to1.846bil.tonsin2017,with19.1%yoy.ThenewmineralresourceswillbethesupplementtotherapidlydepletedregionalMnmineinthefutureyears.Ⅱ.各地新增资源量喜人，增产潜力与产能消失并行ThetraditionalMnMinesarestillthebackboneThenewmineralresourcesaredelighteddiscoveredandthepotentialforgrowthwillbealongwithresourcedepletion中国锰矿的格局悄然变化SilentlyChangesinChineseMnMines⚫贵州松桃西溪堡1.92亿吨，区域勘探仍在继续，资源量将超过7亿吨⚫新疆克州乌恰县含锰岩系整装勘探正在进行，成果显著预计新增储量3000-4000万吨。阿克陶地区矿权招拍挂落锤后，产能会快速形成⚫广西德保作为前几年找矿的重大成果（2000万吨），德保足荣锰矿已经进入商业运行阶段⚫GuizhouSongtaoXixibaoproduced0.192bil.tons.Theexplorationactivityinthisareaisstillcontinuingandtheresourceswillexceed0.7bil.ton.⚫XinjiangKezhouTheMn-rockmonoblockexplorationactivityinWuqiacounty.Thenewdiscoveredorereserveswillbe30-40mil.ton.AfterthebidofmineralrightsinAKetaoarea,itwillbeexpectedmassproductionverysoon.⚫GuangzhouDebaoAstheremarkableachievementofrecentmineexploration(＞20mil.tons),DebaoZurongminehasbeenunderthebusinessoperation.全国锰矿汇总表ChineseMnMineSummary数量采矿能力数量采矿能力1国土部MinistryofLandandResources3115311500大新、天等、长沟Daxin、TianDeng、ChangGou2广西GuangXi44356.236307.2849398靖锰JingXi、木圭MuGui3贵州GuiZhou4742343403420198武陵Wuling、三和SanHe4湖南HuNan40238.226197.21441131钰丰YuFeng5重庆ChongQing4014528107123891三润SanRun、天源TianY