节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：5/10
本周阿根廷推动关键矿产重要生产国的进程提速，全球两大矿业巨头必和必拓与力拓在此推进相关项目。必和必拓合资企业提交激励投资计划申请，力拓新任CEO西蒙·特罗特赴布宜诺斯艾利斯与世界银行官员会面，寻求锂矿项目资金支持。阿根廷此前因资本管制与政府过度干预遭外企排斥，现因总统哈维尔·米莱的投资保护方案重获青睐。
必和必拓与加拿大伦丁矿业的维库尼亚合资企业，申请RIGI制度下的税收、关税及外汇优惠，为数十亿美元铜矿项目筹备，投产后有望缓解铜市紧张——本周铜价创历史新高。该申请属长期战略出口项目类别，要求头两年至少投入20亿美元。维库尼亚整合两Ť..
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