节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
智利公布国家关键矿产战略，标志着从传统铜依赖转向多元化投资组合。该计划聚焦14种关键矿产，涵盖铜、锂、钼、钴、稀土元素、硒及碲。在人工智能、能源转型及先进技术需求攀升的背景下，智利官员旨在强化其全球可靠供应国地位。该战略将矿产分为三类。A类为全球主要生产品类，包括铜、锂、钼、铼；B类为当前产量极低或无产量的矿产，含钴及稀土；C类强调扩大国内黄金、白银、铁矿石、硼及碘的开采机会。分析师称，实际落地仍是释放战略潜力的核心。
行业专家指出，挑战在于社会、环境及机构执行层面，而非地质条件。A类矿产涉及具备成熟框架的棕地开发，B类矿产则需在社会和...
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