节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


中国海关数据显示,2023年7月以来,2026年3月中国对智利硫酸出口量首次降至零。2026年2月出口量为3.2万吨,2025年3月则达15.1万吨。智利作为全球最大生产国,约半数精炼铜通过硫酸浸出工艺生产,其自身酸产量不足,高度依赖进口,其中37%来自中国。

此次供应中断主要受地缘冲突影响导致硫磺供应紧张,同时中国计划自5月起禁止硫酸出口,以..

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