宋鑫 | 黄金产业参与“一带一路”具有先行优势

日期:

2016-12-16

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宋鑫 | 黄金产业参与“一带一路”具有先行优势

中国黄金集团党委书记、董事长,中国黄金协会会长宋鑫在第九届国际跨国公司领袖圆桌会议上的讲话

Speech by Mr. Song Xin, Party Secretary and Chairman of China National Gold Group and Chairman of China Gold Association, at the 9th International Roundtable of Multinational Corporations' Leaders


非常高兴参加今天的“一带一路”合作发展论坛,与与会代表共同探讨“一带一路”发展新机遇和合作新途径。根据会议安排,我向大家介绍“一带一路”沿线地区黄金产业简况,以及黄金产业在“一带一路”战略中的先行优势,提出优先发展黄金产业建议。


一、“一带一路”沿线地区黄金产业简况


“一带一路”辐射东南亚独联体非洲等黄金资源丰富地区,包含俄罗斯、蒙古、塔吉克斯坦、缅甸、越南、菲律宾等国在内的黄金资源国,和中国、印度、土耳其、沙特、伊朗等重要黄金产品消费国,具有良好黄金产业发展基础。其黄金储量总和为2.36万吨,占全球储量42%。黄金产量总和为1150吨,占全球产量36%。全球前30大单体黄金矿山在“一带一路”沿线国家占七成,包括全球前两位的乌兹别克斯坦金矿和印度尼西亚的格拉斯伯格金矿。首饰消费二千吨占全球83%,实物黄金需求投资占全球72%,全球十大黄金交易市场中的六个在这一沿线,上海、印度、迪拜三家黄金交易所期货交易量占全球总交易量15%。


二、我国黄金需要“走出去”


我国是全球第一大黄金生产国与消费国,黄金需求巨大。沿线国家黄金资源丰富消费旺盛,但发展不平衡,许多国家基础设施薄弱基础落后,需要来自外部的技术资金以及人才市场等支持。中外各自优势的有效结合,将成为推动“一带一路”沿线国家发展黄金的重要战略机遇期,也是我国黄金产业界“走出去”重要机会。


三、黄金产业在“一带一路”战略中的先行优势


第一,黄金资源开发对当地基础设施要求不高,与其它大规模矿业开发相比,黄金资源开发对当地基础设施建设条件的要求不高。个别缺乏电的地区可以依靠柴油发电,自修矿区道路,便能实现矿山基本建设和生产。而且产品运输量非常小,就地产金的运输便捷,手机一样大小的金砖可以达到一公斤多,产品运输不成问题,也不需要修大量的港口和码头以及铁路专用线。


第二,黄金资源开发见效快,具有示范意义。与其它矿业相比,黄金资源开发具有投资小,周期短,见效快的特点。黄金价值高,体积小,单位产值能耗物质消耗少,用水量三废排放量少。对增加当地财政收入,拉动就业贡献率高,易于被当地接受。我们国家在塔吉克斯坦、吉尔吉斯、刚果布等国家开发投产的黄金级铜资源矿山是成功案例,这些企业成为当地重要支柱和重要财政来源。


第三,我国黄金开发技术具有比较优势。我国黄金产业拥有一批具有自主知识产权的科技成果,可以有效解决难采选的问题。菌种的活性,有害元素的耐受性方面,我们处于国际领先水平。中亚、俄罗斯、蒙古国等地区和国家,拥有大量难处理黄金资源。由于技术原因成为呆矿。可以利用中方技术,促进其它各方资源进行有效地开发。


第四,推动黄金产业链对接,践行文化先行理念。“一带一路”区域有着浓郁黄金情节和深厚的黄金文化,中外企业以黄金珠宝为载体,带动人文交流,推动文化创新,符合“一带一路”建设文化先行的要求。有些民族对黄金的崇拜和喜好,印度、缅甸等其它国家黄金需求量大。


四、“一带一路”框架优先发展黄金产业建议


第一,加大对黄金产业在实施“一带一路”战略中的扶持力度。从国家核心战略高度和人民币国际化的角度出发,将黄金产业确立为战略性产业,制定“一带一路”黄金产业发展规划和配套的鼓励性政策体系,培育具有国际竞争力的大型跨国黄金公司,促进我国由黄金大国到黄金强国转变。


第二,支持黄金企业“走出去”,实现黄金产业转型升级,鼓励上游黄金企业抱团出海,勘探开发境外黄金资源。在已经形成的大型集团为主导的黄金国内开发格局基础上,积极与沿线国家企业联合起来,包括和国内民营企业联合。鼓励下游黄金珠宝首饰企业,应用“一带一路”提供的互联互通平台,促进中外企业在黄金产品的加工制造技术研发、品牌建设、营销模式创新等方面进行合作,构建畅通便利的贸易通道,整合市场资源,形成一体化的欧亚非黄金大市场,带动黄金产业的进一步升级。


第三,推动我国黄金西部产业的发展。相对东部地区,我国西部黄金资源勘探开发程度比较低,发展滞后。采取切实措施,促进东西部的均衡发展,进而加速“一带一路”建设的进程。在西部省区可以建立面向“一带一路”国家的黄金精炼基地,吸收利用“一带一路”辐射的亚非欧产金国家的黄金资源,二手的金银首饰以及含金的电子产品,增加国内的黄金供给能力。西部城市建立黄金珠宝创意示范区,形成设计研发、加工制造、批发零售、会展交流、对外贸易为一体的国家级黄金珠宝产业创新升级平台。


第四,探索创新扶持黄金行业发展产融结合新模式。黄金产品既是普通商品,更有特殊货币属性和金融属性。产品更易于价值化和证券化,黄金金融属性注定它与金融联系更加紧密,与银行间的合作,立足黄金设立金融性机构,黄金类金融基金等,很有前景。目前各方正在进行探讨,黄金产业完全可以与各金融机构更好地融合。


第五,发挥中国黄金协会的组织协调作用。中国黄金协会有会员300多家,聚集黄金行业、矿业、首饰加工业,以及金融产业的大部分有影响力会员,集中全国90%以上黄金产量,85%以上的黄金加工量和80%以上的黄金零售量。在“一带一路”战略实施过程中,中国黄金协会代表黄金行业和会员企业,与有关部委和地方政府对接,沟通协商解决相关政策面的共性问题,参与“一带一路”黄金产业发展规划和促进黄金产业发展政策性研究,为行业发展创造良好地环境。


第六,充分发挥中国黄金集团在国内资源整合境外资源开发中的主导引领作用。中国黄金集团是我国黄金行业最大的黄金企业和唯一的黄金行业中央企业,黄金资源储量、矿产金产量,金炼金产品,黄金投资产品市场占有率等指标位居国内行业第一,也是中国国内唯一获得国际黄金行业最高评级的黄金企业,充分发挥在技术人才、资金、企业信誉、标准制定等方面的影响力,承担在全球范围内构建国家黄金控制力,捍卫国家金融安全经济安全的政治责任,加大资源整合与企业兼并重组力度,积极实施走出去的发展战略,建成国际级的跨国公司,形成对国内外黄金资源掌控的开发能力。


中国连续九年全球第一产金大国,连续三年是全球黄金第一消费大国,也是黄金进口大国和黄金加工大国。黄金产业在“一带一路”战略机遇期具有良好地机遇。中国黄金集团愿意发挥引领作用,愿意与大家共同携手合作,促进“一带一路”战略在黄金行业的率先落实。


谢谢大家。


It gives me great pleasure to attend today's Belt and Road forum and to discuss with you the new opportunities and the road map for cooperation under the Belt and Road initiative and I am very happy to introduce to you the gold industries along the One Belt One Road route as well as the advantages of gold industry in One Belt One Road cooperation, and also wish to share with you my ideas on how to further develop the gold industry along the Belt and Road route.


First, on the development of gold industry along the Belt and Road route, the Belt and Road covers many regions with rich gold resource including Russia, Mongolia, Kazakhstan, Myanmar, Vietnam, the Philippines and many other gold rich countries as well as China, India, Saudi Arabia, Iran and some other top consumers of gold. So it has a sound basis for the development of gold industry. It has about 33,000 tons of gold reserve accounting for about 40% of the world's total. Its production is about 36% of the global total. Among the top 30 gold mines, 7 of them are from the countries along the Belt and Road and the top 2 are from Uzbekistan and Indonesia. The total consumption of gold accounts for 80% and investment accounts for 72% of the world's total and 6 out of the 10 gold trading markets of the world are along the Belt and Road route accounting for 15% of the total trade of the world, so it is fair to say that the gold industry along the Belt and Road has a sound basis.


Secondly, I believe that China's gold industry needs to go global. China is the world's biggest producer and consumer of gold. We have a huge demand between 2013 and 2015, each year we need to import as many as 1.4 thousand tons of gold, which is 3 times of our new production. Along the Belt and Road countries, the demand for gold consumption is huge, but many of them have only very weak foundation and infrastructure for the development of the gold industry, and they need advanced technologies and human resources from other countries. Therefore, combining our advantages we will be able to have a strategic opportunity for our development of the gold industry and it is also important for China to win this opportunity for China’s gold industry to go global.


The gold industry has a very unique position in the Belt and Road strategy. Compared with other large-scale mining industries, the development of the gold sector requires only limited infrastructure, conditions and the basic conditions for the development of the gold industry are readily available in this region. And transportation of gold products is quite convenient; therefore the transportation of the final products does not need development of large ports. 


Thirdly, the development of the gold industry will have a very important demonstration effect. The gold has very high values and low consumption in terms of water.And the gold sectors and mining regions are relatively backward regions. The development of the gold industry will help generate jobs and boost economic development of the regions for China, Kazakhstan, Kyrgyzstan and republic ofCongo. China has been developing the gold industry and the gold mines with successful outcomes. And the development of the gold industry has become a very important source of revenue for the local government. China also has relative advantages in terms of the development of the gold industry, we have our own technologies in terms of the selection and refining of the gold products, we will be able to have top class technologies in world. In Center Asia, Russia and Mongolia there are large amount of gold mine resources that requires advanced processing technologies, so Chinese technologies will help effective development of the resources in these regions.


We also need to find synergy between the gold industries of different countries along the Belt and Road we have good culture of development of gold, therefore the development of the gold industry will help boost people to people exchanges and culture exchanges between countries in this region. For many nationalities in this region, they very much worship and love gold, for example in India, in Myanmar and some other countries, the consumption of gold is considerable.


Fourthly, within the Belt and Road framework and we have some suggestions for the development of the gold sector. First, we believe that we need to consider it within the framework of the national strategy and considering the internalization of the RMB we must adopt more preferential policies, build more companies with international competitiveness, so that China will become a strong gold country. We also need to encourage the gold companies to go global by cooperating with each other, including the development of overseas mining sectors. Under the leadership of major gold companies, we also need to actively discuss cooperation with countries along the Belt and Road as well as private companies within China, we also need to encourage those lower-stream companies to use the platform provided by the Belt and Road to encourage Chinese overseas companies to cooperate on innovation of development modules, the research and development as well as the development of a product, so as to put in place a consistent market within Asia, Europe and Africa. We also need to boost the development of the western regions through the development of the gold industry, because that is the relatively backward part of China comparing with the coastal region and the eastern regions, the development of gold industry that will help balance the development between this region. We also need to use the gold resources of other Asian, Europe and African countries and to boost the domestic supply of gold products.


We also need to select some western cities in China to establish demonstration zones for the gold industry, that includes research and development, retail and wholesale, as well as relevant trade fairs for the gold industry. We also need to combine the development of industry and find financing resources. The gold has its own monitoring features, therefore the products of the gold can be closely related with the financing sector, therefore we need cooperate with the banks, and based on the gold we can discuss the possibility of setting up gold funds, which is a promising sector. Now relevant parties are discussing the possibility and I think the gold industry can better integrate or cooperate with the banks.


Fifth, I believe that China Gold Association can play a bigger role. We have over 300members from the processing, mining, as well as the financing sectors, most of them are quiet influential, they are members of their respective sectors. Wehave 85% of the country's processing capability and 80% of the productivity.The implementation of the Belt and Road, the gold association has been cooperating with relevant government departments and local governments to coordinate our policies and promote the development of the gold industry and we will be able to offer an enabling environment for the development of the gold industry.


The China Gold Association can play a bigger role in encouraging and guiding Chinese companies to go global. And our company is the biggest gold industry and it is the only state-owned enterprise in the gold sector. In terms of production, investment, market share, technology and interms of our trade value in the market, we're top or the number one in China. We also have the highest ranking by the international gold association. We canfully leverage our advantages in terms of standard making so as to uphold China's stability. We also help merger and acquisitions in this sector,actively go global and try to help establish top-class gold companies.


For 9 years, China has been the largest gold producer in the world, for 3 years we have been the largest consumer of gold in the world. And we are also a major importer and processor of gold, so the gold sector will embrace new opportunities in the era of the Belt and Road initiative. China Gold, my company is willing to seize that opportunity and work with you to implement the Belt and Road initiative in the gold sector. Thank you.


以上内容根据速记稿整理。