节点：下游（终端消费/应用）位置：下游情绪：利好参考度：5/10
宁德时代（CATL）已斥资44亿美元扩张采矿业务，旨在全球供应不稳定背景下保障关键电池材料供应。此举反映电池制造商面临的上游资源掌控压力日益增大。这家中国电池巨头将设立专属采矿子公司，负责投资、勘探及金属加工，同时开展电池生产相关化工产品销售，以此强化纵向一体化战略。新子公司注册资本300亿元，将整合现有采矿资产并推进全球矿产项目，进一步稳定核心电池业务的原材料供应。
过去一年锂价飙升超140%，大幅加剧电池行业成本压力。同时，镍、钴价格因供应中断持续上涨。印尼和刚果（金）作为镍、钴核心供应国...
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