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Economist explores human stories behind development_我的网站

A |           　　今年以来，全球人工智能(AI)算力基础设施建设提速，带动铜、铝、锡、钽、铟、钼等有色金属需求集中释放，相关品种价格大幅上行，市场迎来了“算力金属”行情。    

    Zhou Jiang speaks at an event. Photo: Courtesy of Zhou Jiang
Zhou Jiang, a researcher at the Sichuan Academy of Social Sciences, has a favorite book:  White Deer Tableland or Bai Lu Yuan by renowned writer Chen Zhongshi.
As vice president of the Regional Science Association of China (RSAC), Zhou told the Global Times that a lifetime of reading has profoundly shaped the way he sees and understands the world. It ultimately led him to a career in research and academia, where he teaches and pursues scholarly work.
Since earning his PhD in economics in 2000, he has devoted himself to the study of regional science and economics, a field that demands a constant crossing of disciplinary boundaries, drawing on the fields of geography, sociology, history, and ecology among others.
"Reading has kept alive my sense of curiosity and taught me to ask questions with patience and persistence: Where do disparities in regional development come from? How do policies affect different groups in society? And how can a region pursue both efficiency and equity so that development is not merely effective, but also imbued with a greater sense of humanity and warmth?" Zhou noted. 
Founded in 1991, RSAC is a national academic society dedicated to advancing domestic and international academic exchange and cooperation, providing consulting services on spatial planning, urbanization, and regional development, and offering intellectual support for China's modernization drive.
The 57-year-old researcher noted that reading has empowered him in two distinct ways.
"The first is discernment. When confronted with a complex issue, I try not to settle for a simple conclusion. Instead, I make an effort to understand its broader context, how it has unfolded, and the perspectives of the different people involved," he said. 
"The second is a sense of inner steadiness. Setbacks are an inevitable part of both life and work. Good books remind us that hardship is never ours alone to bear; countless people before us have faced circumstances more difficult than our own, made difficult choices, and found the strength to carry on. Reading cannot solve every problem for us, but it can help us remain calm when challenges arise, giving us the clarity and resilience that allow us not to panic or give up too easily," he said. 
Historical depth

Each time Zhou returns to the White Deer Tableland, he finds something different in its pages. 
"When I first read it as a young person, I was drawn primarily to the characters and the twists and turns of their lives. Later, as I began researching regional economics, I found myself paying closer attention to the changes in the land, the countryside, families and social order presented in the story. Now, approaching 60, I have come to appreciate more deeply the choices the characters make, the constraints they face, and the quiet perseverance they show amid the sweeping currents of their times," he said. 
White Deer Tableland uses Bai Lu village in Northwest China's Shaanxi Province as a microcosm, tracing the feuds and intertwined fortunes of three generations of the Bai (literally meaning white) and Lu families. Through their stories, it captures more than half a century of sweeping historical change, from the final years of the Qing Dynasty (1644-1911) to the 1970s and 1980s. The novel won the Mao Dun Literature Prize, one of China's top literature awards, in 1997.
Zhou prefers literary works with historical depth and a keen eye for social change. 
Regional economics may appear to be concerned with the spatial distribution of industries, population and resources, but at its heart, it is about how people live on a particular piece of land, and why some places flourish while others decline, he noted. 
In this sense, literature and history are more than pastimes beyond professional research. They often help him understand the historical context, cultural traditions and social mentality that lie behind economic data, he said. 
When reading novels, Zhou said that he often pays close attention to the relationship between people and the places they inhabit: How the land shapes the local character, how transportation transforms a region, and how shifts in industry reshape families and villages. Such details may not offer a direct conclusion, but they broaden a researcher's perspective. They also serve as a reminder that research should look beyond growth rates and statistical indicators to consider the sense of fulfillment experienced by ordinary people and the dignity of human beings.
Understanding ourselves
Once, while tidying his study, he came across a book filled with notes he had scribbled in his early years. Among them was a question that particularly caught his attention: "In the face of sweeping changes in the times and profound social transformation, what can a person truly determine for himself?"
Looking at those words he had written in his youth was like coming face to face with the person he had been decades ago.
Reading is not simply the act of understanding a book; it is also a record of a person's own growth, he said. The same book can reveal something entirely different when read at different stages of life. 
When we are young, we turn to books in search of answers; but when we become seasoned, we read more to understand life, to understand others, and ultimately, to better understand ourselves, Zhou said. 
In this era of fragmented information, AI can help people access information quickly, organize materials, and gain a basic understanding of unfamiliar fields. Yet deep reading, Zhou said, allows people to see how a conclusion is reached — what evidence supports it, where its boundaries lie, and what alternative interpretations it may invite.
What truly shapes a person, after all, is not how much information they have browsed, but the words that have made them pause and reflect - and the words that have remained with them for many years, he added. 
。     　　中国有色金属工业协会统计显示，今年上半年，锡、钽、铟价格分别上涨40%、158%、60%;铜、铝价格同比分别上涨31.4%、18.8%。     　　业内将“算力金属”划分为两大类别：      　　一类是支撑AI算力基础设施的核心大宗金属铜、铝，二者作为数据中心供电、散热的基础材料，构筑起算力网络的主干;      　　另一类是钼、锡、铟、锗、镓等小金属，这类金属广泛应用于先进封装、光通信、存储芯片环节，是算力产业链不可或缺的“工业维生素”。

B |      　　铜合金      　　“本轮上涨，是供给刚性约束与新兴产业需求扩张共同作用的结果。”中国有色金属工业协会副秘书长兼重金属部(矿产资源办公室)主任段绍甫分析，在需求端，AI服务器、高速光模块、先进封装等环节，对“算力金属”形成了不可替代的实物消耗。     　　卓创资讯与富宝资讯铁合金高级分析师张秀华认为，供给端约束持续收紧：多国将相关品种纳入关键矿产管理，矿山投资、出口管控趋严;叠加矿山原矿品位持续下降，老矿逐步减产，新建矿山投产节奏难以匹配需求增长。     　　与此同时，今年6月份施行的《中华人民共和国矿产资源法实施条例》(以下简称《条例》)，将相关金属划入战略性资源目录，进一步强化了供给约束预期。      　　铝基材料      　　保障“算力金属”稳定供给，事关AI产业长远发展。工业和信息化部等八部门印发的《有色金属行业稳增长工作方案(2025—2026年)》提出，促进资源高效利用、提高资源保障水平。“十五五”规划纲要明确，加强战略性矿产资源勘探开发和储备，深入实施新一轮找矿突破战略行动。     　　依托政策引导，多家矿业上市公司加快并购布局，持续夯实算力相关矿产资源储备，稳固AI产业链上游供给底座。     　　业内人士认为，企业并购整合优质矿产、适度扩产，有助于提升我国在全球资源市场的话语权，归集战略资源，打造自主可控供应链，支撑全球科技竞争。     　　“《条例》提出构建产品、产能和产地储备相结合的战略性矿产资源储备体系，建立矿产资源供应安全预测预警工作体系，增强了有色金属资源安全保障能力。”段绍甫表示，与算力相关的有色金属，其上游矿产资源对外依存度较高，企业应增强供应链韧性。

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Published on:19:08:54