节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
麦肯锡与未来矿产论坛未来矿产晴雨表报告2025显示，2025年前三季度全球矿业公司并购额约300亿美元，74%流入拉丁美洲，投资者倾向远离高风险区域。报告跟踪非洲、西亚、中亚及拉美供应链状况，整合多方信息为全球决策提供权威参考。当前矿产资源禀赋与投资差距扩大，超地区（非洲、西亚、中亚）占全球50%以上关键矿产储量，但勘查投资全球最低，长期供应风险加剧。
2021年以来拉丁美洲矿业并购增长超200%，非洲则下降近80%，投资中心向稳定性较高区域转移。自2018年矿业生产率仅增长1%，投资者更注重投资纪律与许可确定性。能源转型、数字化及国防需求推动关键矿产需求加速增长，供应链压力持续加大。铜、锂、镍及稀土需求增速高于新增供应，许可周期长、基建不足、政策不确定性等阻碍项目开发。电动汽车所需...
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