节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
据矿业周刊（Miningweekly）援引路透社报道，厄瓜多尔国民大会于26日批准总统丹尼尔·诺沃亚提出的矿业发展改革法案，但该法案因可能弱化环境管控与社区权益，遭到环保主义者及土著群体的公开批评。此次法案以77票赞成、70票反对、4票弃权获得通过。
本次改革的核心是调整环境许可体系：以“环境授权”替代现有环境许可证，按项目风险分为正式许可证、环境登记及环境证书三类——后两者为简化流程，适用于低影响项目，旨在消除此前阻碍投资的行政障碍；高影响项目仍需获得全面许可。这一调整是政府扭转采矿业吸引力下降态势的关键举措，当前厄瓜多尔矿业投资吸引力呈下滑趋势。
法案还包含多项配套条款：建立矿业保护区并部署驻军，以防范非法采矿与犯罪集团...
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