节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
津巴布韦矿业部2月25日发布声明，宣布立即暂停所有原矿及锂精矿出口，禁令即时生效且覆盖所有运输途中矿物，直至另行通知。此前政府指控矿业领域存在不当行为与资源流失，此次禁令为更广泛遏制资源流失、提升系统效率的举措之一，政府期望采矿业配合以维护国家利益。
津巴布韦作为非洲最大电池矿物生产国，2024/25财年（截至2025年12月）锂辉石精矿出口量达112.8万吨，同..钴业、盛新锂能集团、雅化集团等中国企业大规模投资驱动，锂辉石产量显著提升，多数精矿出口至中国加工为电池级材料。
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