作者:乙侯乙安
来源:原创
时间:2026-08-26
阅读:2617805 次
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大涨158%!“元素周期表”,为何持续火爆?_我的网站

一 | 今年以来,全球人工智能(AI)算力基础设施建设提速,带动铜、铝、锡、钽、铟、钼等有色金属需求集中释放,相关品种价格大幅上行,市场迎来了“算力金属”行情。

The assessment showed that the nine islands and reefs are generally in good ecological condition, although their ecosystems vary significantly from one location to another. The findings are expected to provide a scientific basis for more targeted conservation and management of different types of island and reef ecosystems.
Coral reef ecosystems in the Xisha Qundao have shown encouraging signs of recovery. The overall ecological conditions of four atolls, including the Beijiao, the Yongle Atoll, Yuzhuo Jiao and Langhua Jiao, of the Xisha Qundao, were rated as good.
Although live coral cover remains relatively low as a result of the large-scale coral bleaching event in 2020 and outbreaks of crown-of-thorns starfish since 2018, the reefs have recorded a high level of hard-coral recruitment, indicating strong and continued recovery, CCTV reported.
Coral reefs are one of the best natural indicators of seawater quality, and are also a key foundation for marine biodiversity, Chen Xiangmiao, director of the World Navy Research Center at the National Institute for South China Sea Studies, told the Global Times on Friday.
Huangyan Dao, meanwhile, stands out as a rare "biological gene bank" in the central South China Sea. Surveys recorded 135 species of reef-building corals around Huangyan Dao. Seagrass beds covering about 1.85 square kilometers were found distributed across its lagoon, with an average coverage of 19.2 percent. Live coral cover within the protected area has reached 38.8 percent.
The waters are also home to a range of rare and protected species, including green sea turtles, hawksbill turtles, giant clams and trumpet tritons, according to the assessment.
Chen said Huangyan Dao's coral reef ecosystem provides stable and diverse habitats for a wide range of marine species. With relatively limited development, its coral reefs function much like an underwater forest, offering feeding, shelter and breeding grounds for rare species such as sea turtles and giant clams. Its shallow lagoon and seagrass beds further enrich the variety of habitats, allowing different species to coexist and supporting a high level of biodiversity.
Ecological conditions among the Nansha Islands and reefs showed greater differences. While the overall condition remained good, some individual reef ecosystems have suffered serious degradation, according to CCTV News.
Xianbin Jiao and Niu'e Jiao were assessed as being in good ecological condition, with live coral coverage reaching 24.7 percent and 37.7 percent, respectively.
By contrast, the ecosystems of Tiexian Jiao and Ren'ai Jiao have deteriorated significantly.
At Tiexian Jiao, outbreaks of crown-of-thorns starfish, tropical cyclones and foreign human activities, particularly continued construction by the Philippines on Zhongye Dao, have contributed to ecological damage. The area covered by live corals has fallen by nearly 70 percent compared with 2016.
At Ren'ai Jiao, the long-term presence of a foreign military vessel illegally grounded there has caused pollution discharge, waste accumulation and fishing-net entanglement, according to the assessment. Live coral coverage has declined sharply, while both coral growth and natural recovery have been inhibited, according to CCTV.
China has also continued to increase investment in marine ecological conservation and restoration in the South China Sea.
According to one of the released reports on ecological protection and restoration, natural resources, marine and forestry authorities at various levels in the South China Sea region implemented 66 marine ecological restoration projects in 2025, with total investment approaching 5 billion yuan ($741.5 million).
China has long made the protection of the South China Sea's marine environment a priority, with particular attention to coral reefs, fishery resources and water quality, Chen said, adding that the good ecological conditions found at these islands under China's management show that conservation and restoration efforts have produced tangible results.
During the 14th Five-Year Plan period (2021-25), a total of 262 marine ecological protection and restoration projects were carried out, involving more than 21.3 billion yuan in investment.
By the end of 2025, approximately 2.66 million hectares of marine ecological conservation redline areas and about 7 million hectares of marine nature reserves had been designated in the South China Sea region.
。 中国有色金属工业协会统计显示,今年上半年,锡、钽、铟价格分别上涨40%、158%、60%;铜、铝价格同比分别上涨31.4%、18.8%。 业内将“算力金属”划分为两大类别: 一类是支撑AI算力基础设施的核心大宗金属铜、铝,二者作为数据中心供电、散热的基础材料,构筑起算力网络的主干; 另一类是钼、锡、铟、锗、镓等小金属,这类金属广泛应用于先进封装、光通信、存储芯片环节,是算力产业链不可或缺的“工业维生素”。
铜合金
“本轮上涨,是供给刚性约束与新兴产业需求扩张共同作用的结果。”中国有色金属工业协会副秘书长兼重金属部(矿产资源办公室)主任段绍甫分析,在需求端,AI服务器、高速光模块、先进封装等环节,对“算力金属”形成了不可替代的实物消耗。 卓创资讯与富宝资讯铁合金高级分析师张秀华认为,供给端约束持续收紧:多国将相关品种纳入关键矿产管理,矿山投资、出口管控趋严;叠加矿山原矿品位持续下降,老矿逐步减产,新建矿山投产节奏难以匹配需求增长。 与此同时,今年6月份施行的《中华人民共和国矿产资源法实施条例》(以下简称《条例》),将相关金属划入战略性资源目录,进一步强化了供给约束预期。
铝基材料
保障“算力金属”稳定供给,事关AI产业长远发展。
二 | 工业和信息化部等八部门印发的《有色金属行业稳增长工作方案(2025—2026年)》提出,促进资源高效利用、提高资源保障水平。“十五五”规划纲要明确,加强战略性矿产资源勘探开发和储备,深入实施新一轮找矿突破战略行动。 依托政策引导,多家矿业上市公司加快并购布局,持续夯实算力相关矿产资源储备,稳固AI产业链上游供给底座。 业内人士认为,企业并购整合优质矿产、适度扩产,有助于提升我国在全球资源市场的话语权,归集战略资源,打造自主可控供应链,支撑全球科技竞争。 “《条例》提出构建产品、产能和产地储备相结合的战略性矿产资源储备体系,建立矿产资源供应安全预测预警工作体系,增强了有色金属资源安全保障能力。”段绍甫表示,与算力相关的有色金属,其上游矿产资源对外依存度较高,企业应增强供应链韧性。
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