节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
刚果民主共和国钴矿开采商今年的出口配额将得以保留，因新出口程序实施延迟导致货物无法按时发货。该国战略矿产资源市场监管与控制局（ARECOMS）周四在邮件回复中透露，目前正测试新程序，企业可保留截至12月31日分配的运输量权利，该权利可延续至2026年。各方正全力推进测试阶段最后准备，以尽快重启钴矿出口，确保矿商不会浪费上个季度的出口配额。
刚果金2月禁止钴出口并实施新配额制度，该国占全球电动汽车电池、航空航天及国防行业所用钴产量的四...
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