锡金属战略储备体系构建的必要性与价值评估

Group 1 - The core viewpoint of the article highlights the critical role of tin in the semiconductor industry, particularly in advanced packaging technologies, driven by breakthroughs in artificial intelligence and computing power [2][3][4] - Tin-based solder is essential for semiconductor packaging processes, with the global advanced semiconductor packaging market projected to grow from $37.05 billion in 2024 to $87.23 billion by 2030, at a CAGR of 10.20% [3] - The demand for tin resources is highly sensitive to AI computing architectures, with an elasticity coefficient of 1.35 for training AI architectures, indicating a significant increase in tin usage with performance improvements [5][6] Group 2 - Global tin resources are unevenly distributed, with a total reserve of approximately 4.3 million tons in 2023, a decrease of 6.52% year-on-year, marking the lowest level in nearly 20 years [7][8] - The global tin production in 2023 was 312,000 tons, a decline of 2.35% year-on-year, with Indonesia, China, and Myanmar being the top producers [7] - The sustainability of global tin resources is challenged by the depletion of high-grade deposits, increasing mining costs, and environmental pressures [9][10] Group 3 - China's tin resources are concentrated in regions like Yunnan, which holds about 60% of the national total, but the country faces a mismatch in supply and demand due to regional disparities [13] - China's dependence on tin imports has increased, with imports reaching 249,000 tons in 2024, a 39.67% increase since 2019 [13][14] - The establishment of a national strategic reserve for tin resources is becoming increasingly important due to rising external uncertainties in supply [15] Group 4 - Various countries have developed strategic reserve systems for tin due to its strategic significance and supply volatility, with Japan implementing measures to diversify supply sources and establish reserves [16][17] - The U.S. and EU have also created frameworks for critical metal reserves, including tin, to enhance supply chain resilience [17]