节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


刚果民主共和国宣布严格执行一项长期业所有权规则,要求刚果籍员工持有矿业公司5%的注册资本。矿业部长路易·瓦图姆在1月30日致所有矿业运营商的函中确认该指令,该国矿业部已在X平台发布该函并经官方核实,企业需在2026年7月31日前证明合规,否则将面临监管后果。

该规则针对刚果全国铜、钴及其他工业金属项目。刚果供应全球约70%的钴,铜产量居全球第二,因此该政策对电池金属及能源转型供应链具有全球影响。

该指令影响全球多家大型铜钴生产商,包括嘉能可、中矿资源、艾芬豪矿业、欧亚资源集团及紫金矿业集团..矿产储量,所有权规则或影响多类矿产的投资决策,企业需调整资本结构以满足员工持股要求。

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