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韩国关键矿产保障战略的"去风险化"及其效果OACHSSCD

The Republic of Korea's Critical Minerals Strategy:"De-risking"and Assessment of Outcomes

中文摘要英文摘要

自2022年尹锡悦就任韩国总统后,关键矿产成为韩国经济安全的战略重点,其中实现供应链的"去风险化"成为优先选项.2023年,韩国政府公布了关键矿产保障战略,以"政府主导、企业驱动"的双轨模式推进关键矿产供应链的多元化和分散化.在政策制定层面,韩国政府加强国内立法,推动政企协同,同时开展资源外交,深化与矿产资源丰富国家的双边及多边合作,以确保资源获取能力.与此同时,韩国企业受市场机制、盈利等商业逻辑驱动,在美国拜登政府出台《通胀削减法案》后削减来自中国的关键矿产供应,该趋势在以锂、镍、钴为基础的电池产业尤为突出.从短期来看,韩国通过与澳大利亚等资源出口国签署多项长期合作协议,并同步提升国内加工能力,对中国的进口依赖已呈现逐步下降的趋势.从长期来看,韩国的关键矿产"去风险化"战略存在诸多结构性弱点,也难以根本扭转对中国关键矿产产业链的深度依赖.尤其是在特朗普政府"美国至上"的贸易与产业政策背景下,韩国企业的在美投资面临巨大不确定性风险.展望未来,中韩两国仍有必要深化在关键矿产与供应链领域的全面合作,实现共赢.

Since the inauguration of the Yoon Suk-yeol administration,critical minerals have emerged as a strategic priority in the Republic of Korea's economic security agenda.In 2023,the Korean government introduced its Critical Minerals Security Strategy,pursuing diversification of supply chains through a dual-track approach-government-led and business-driven.The government has reinforced legislation,encouraged public-private cooperation,and intensified resource diplomacy with mineral-rich nations to ensure stable access to resources.Meanwhile,Korean firms' overseas investments are primarily guided by market mechanisms and commercial profitability-particularly evident in the lithium,nickel,and cobalt-based battery industry.In the short term,the Republic of Korea has begun to gradually reduce its dependence on imports from China and simultaneously expand its domestic processing capacity.However,from a long-term perspective,Korea's"de-risking"strategy continues to suffer from significant structural weaknesses and practical constraints,making it difficult to fundamentally eliminate reliance on China-centered supply chains.Particularly as President Trump upholds"America First"trade and industrial policies,the firms of the Republic of Korea face significant uncertainty and risks in the US market.Thus,it remains necessary for China and the Republic of Korea to further deepen comprehensive cooperation in the fields of critical minerals and supply chains in order to achieve mutually beneficial outcomes.

张暮辉;崔素玲

韩国成均馆大学东亚系韩国成均馆大学成均中国研究院(韩国首尔 03063)

社会科学

关键矿产去风险化经济安全供应链政企协同

critical minerals"de-risking"economic securitysupply chainpublic-private partnership

《国际论坛》 2026 (2)

134-154,21

10.13549/j.cnki.cn11-3959/d.2026.02.008

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