节点:中游(冶炼、中间品)情绪:中性参考度:2/10
津巴布韦政府近期发布矿产分类与宣言,正式将锂、镍、钴、石墨等14种矿产纳入“关键矿产”范畴,核心举措包括对相关矿产实施股权与出口双重管制,并明确国家通过指定特别目的工具(SPV)行使强制性最低持股权利。这一政策被市场解读为借鉴印度尼西亚镍产业发展路径,旨在通过限制原矿出口、推动外资企业在当地建设冶炼产能,同时以国家股权介入方式,逐步掌握全球关键矿产供应链的主导权。 尽管目前该宣言仍处于框架性阶段,具体的国家持股比例、实施细则等核心内容尚未出台,但已引发在津中资矿业企业的ɫ..
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