非洲处于转型矿产关键战略地位 中非互补合作潜力何在？｜出海·投资

Core Insights - Africa is recognized as the "world's raw material warehouse," with significant potential for Sino-African mining cooperation, particularly in the context of energy transition minerals [2] - The transition to a clean and low-carbon energy structure is fundamentally about establishing a new industrial system centered on renewable energy, which heavily relies on energy transition minerals such as copper, iron, aluminum, lithium, cobalt, nickel, rare earths, and platinum group metals [2] - Africa holds a strategic position in the global transition mineral system due to its large reserves, high grades, and significant untapped potential, with cobalt reserves accounting for approximately 55% of the global total, primarily located in the Democratic Republic of the Congo [2] Industry Overview - The report highlights the complementary advantages between China and Africa in resources, technology, and infrastructure, indicating a vast potential for mining cooperation [2] - Key minerals such as copper, cobalt, and platinum group metals are concentrated in specific African regions, with the Democratic Republic of the Congo holding over 70% of Africa's copper reserves and South Africa accounting for about 90% of global platinum group metal reserves [2] - The aluminum ore resources are primarily concentrated in Guinea, a West African country, further emphasizing the geographical distribution of critical minerals in Africa [2]