碳中和愿景已经成为全球统一目标。在这一目标愿景下，金属矿产行业作为实现碳达峰、碳中和目标的重要责任主体，在面临诸多挑战的同时也会迎来更多的发展机遇。从宏观政策、市场运作、技术应用、碳金融等方面对金属矿产行业所面临的机遇与挑战进行了归纳分析，认为金属矿产行业在碳中和的愿景下将面临成本上升、碳排放机理复杂、技术成熟度欠缺等一系列的困难与挑战。随着国家低碳经济深度推进，将迎来更多新的发展机遇，金属矿产行业规模化发展成为新趋势，金属需求量将保持增长，价格有望继续保持高位，技术革新将助推产业升级，企业资金获取渠道拓宽，碳资产有望成为行业企业发展新的增长点。从加强碳排放信息化建设、推动关键技术研发与应用和构建循环经济产业链对金属矿产行业企业等方面提出了3点建议。
The vision of carbon neutrality has become a consensus of international political bodies and economies. As one of the most important industries that have the responsibility to reach Chinese national goal of carbon peak and carbon neutrality, the metallic mineral industry is facing not only challenges but also opportunities. This article analyzes a series of challenges and opportunities from several aspects. It is believed that the production costs will increase in the process towards carbon neutrality and the industry has to overcome difficulties such as immature low-carbon technology and complex carbon emission mechanism. On the other hand, with the low-carbon economy developing, the metallic mineral industry will also embrace substantial opportunities:large-scale production will be promoted, demands for metals and minerals will grow, price of the product will be kept in a high level, more approaches will be available to obtain capital, and so on. Thus, carbon assets are expected to become a new growing point for metallic mineral enterprises. It is suggested that the metallic mineral enterprises should strengthen carbon emission control by using information technologies, and support R&D of low-carbon, zero-carbon and negative carbon technologies. At last, the metallic mineral industry and enterprises should build circular economy industrial chain to strengthen the circle and integration inside and outside the industrial chain.
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