节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
美国能源部已启动5亿美元关键矿产加工资助计划，旨在强化国内供应链安全，聚焦电池材料及能源技术领域。该计划支持示范项目与商业规模设施建设，涵盖锂、石墨、镍、铜、铝等关键材料的加工及回收，旨在降低对海外供应链依赖，强化国家能源安全，同时满足电动汽车及人工智能基础设施的需求增长。
美国关键矿产加工倡议优先布局原材料加工、回收利用及电池组件制造三大领域，覆盖上下游供应链环节À..
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