中国暂停对台天然砂出口：建筑与芯片产业影响分析

中国暂停对台天然砂出口：建筑与芯片产业影响分析

China Suspends Natural Sand Exports to Taiwan: Impact Analysis on Construction and Chip Industries

8月3日，中国商务部宣布即日起暂停对台湾地区的天然砂出口。这一决定引发市场广泛关注，特别是对台湾建筑和半导体产业可能产生的影响。

On August 3, China's Ministry of Commerce announced the immediate suspension of natural sand exports to the Taiwan region. This decision has drawn widespread market attention, particularly regarding its potential impact on Taiwan's construction and semiconductor industries.

天然砂分类与用途

Classification and Uses of Natural Sand

天然砂主要分为建筑用砂和工业用砂两大类：

Natural sand is mainly divided into two categories: construction sand and industrial sand:

• 建筑用砂：包括河砂、湖砂、山砂和淡化海砂，用于公路、建筑等基础设施建设
• Construction sand: Including river sand, lake sand, mountain sand and desalinated sea sand, used for infrastructure construction such as roads and buildings
• 工业用砂：主要是石英砂(硅砂)，可用于玻璃和芯片制造
• Industrial sand: Mainly quartz sand (silica sand), which can be used for glass and chip manufacturing

对台湾地区影响分析

Impact Analysis on Taiwan Region

数据显示，2021年大陆出口至台湾地区的天然砂共8.7万吨，占其进口总量的1.23%。其中：

Data shows that in 2021, the mainland exported 87,000 tons of natural sand to the Taiwan region, accounting for 1.23% of its total imports. Among them:

• 石英砂1.95万吨(占进口比重1.23%)
• Quartz sand 19,500 tons (1.23% of imports)
• 其他天然砂6.7万吨(占进口比重12.4%)
• Other natural sand 67,000 tons (12.4% of imports)

专家表示，目前尚不清楚暂停出口的具体砂石类别，但考虑到建筑用砂出口利润有限，不排除台湾进口的天然砂中有部分用于芯片制造的硅砂。

Experts say it is not yet clear which specific types of sand are affected by the export suspension, but given the limited profit margins for construction sand exports, it cannot be ruled out that some of Taiwan's imported natural sand is silica sand used for chip manufacturing.

历史背景

Historical Context

2007年大陆曾因环保问题暂停对台天然砂出口，当时台湾90%以上的天然砂依赖大陆进口。暂停出口导致台湾建筑原料价格上涨2-3倍，许多工程面临停工。

In 2007, the mainland suspended natural sand exports to Taiwan due to environmental concerns, when over 90% of Taiwan's natural sand depended on imports from the mainland. The suspension caused construction material prices in Taiwan to rise by 2-3 times, with many projects facing shutdowns.

2008年3月，大陆恢复对台天然砂出口，福建省对台出口占全省天然砂出口的60%以上。

In March 2008, the mainland resumed natural sand exports to Taiwan, with Fujian Province accounting for over 60% of the province's total natural sand exports to Taiwan.

市场影响

Market Impact

分析师指出，此次暂停出口对大陆市场影响有限。近年来，随着环保要求提高，大陆天然砂出口已逐渐减少，国内市场供不应求。

Analysts point out that this export suspension will have limited impact on the mainland market. In recent years, with increasing environmental requirements, mainland natural sand exports have gradually decreased, with domestic supply failing to meet demand.