节点：上游（原材料/资源端）情绪：中性参考度：6/10
2025年10月，中国某矿业企业与必和必拓（BHP）达成部分合作协议：自当年第四季度起，必和必拓将对中国现货贸易中的30%铁矿石采用人民币结算。
该安排被视为中国在铁矿石全球定价权领域的关键突破，既有助于优化进口成本结构、压低采购价格，也为人民币国际化进程提供了大宗商品结算场景的重要支撑。
2026年以来，双方相关争端未完全平息：1月，必和必拓在年度长协谈判中接受部分价格下调，预计将导致澳大利亚对华铁矿石出ŏ..
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