节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
刚果（金）已启动采样工作，为接收中国洛阳钼业集团（CMOC）在新配额制度下的首批钴发货做准备。作为全球钴开采核心产区，刚果（金）占全球产量超70%，今年产量预计达28万吨，但此前实施数月的出口禁令已推动钴价大幅上涨，并显著压缩这一电动汽车关键金属的全球供应。
洛钼旗下腾克丰古鲁梅矿业将执行首批发货，刚果（金）政府消息人士称发货或在未来几天进行，而该矿业公司消息则表示发货不会早于明年1月，且这批货物数量低于2025年配额。洛钼需按要求支付10%特许权使..
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