节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
2月9日（周一），刚果民主共和国将执行一项长期搁置的规定，要求本地员工持有矿山5%的股本，此举可能重新平衡部分铜和钴生产商的股权结构。刚果矿业部长Louis Watum于1月30日致函该国所有金属矿商，明确矿企需证明其5%股本由本地员工持有，且必须在2026年7月31日前提交合规证明。该信件由矿业部通过社交媒体X发布，并经部官员确认。
刚果（金）作为全球约70%钴资源的供应国，同时为非洲地区第二大铜生产国，其多个工业采矿项目或将受此规定影响。嘉能可（Glencor...
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