节点：上游（原材料/资源端）位置：上游情绪：中性参考度：2/10
路透社报道称，中国扩大了对澳大利亚必和必拓（BHP）铁矿石出口的限制，加剧了这家矿商与中国国有铁矿石贸易机构中国矿产资源集团（CMRG）之间的长期合同纠纷。
据SteelOrbis此前报道，去年11月，中国矿产资源集团要求中国钢铁厂和贸易商停止从必和必拓采购第二种铁矿石产品——低品位“金宝粉矿”；而此前2025年9月的禁令针对的是必和必拓的“吉姆布尔巴混合粉矿”。此次，该集团已指示国内钢铁厂和贸易商从下周起停止接收纽曼粉矿的交付，这是必和必拓广泛...
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