节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
中国作为全球最大矿产资源消费国，钴、锂、镍等新能源战略性矿产对外依存度较高，海外供应环节的不确定性与风险持续攀升。津巴布韦已于2024年2月底宣布暂停所有原矿及锂精矿出口，3月初获内阁批准，直接对全球锂资源供应格局形成扰动。
市场分析指出，这一态势将迫使新能源产业链加速构建多元化供应体系，同时更加倚重国内资源勘探开发与技...
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