节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
莫帕尼铜矿获赞比亚最大铜精矿出口配额但无出口计划，优先保障自有冶炼厂供应。赞比亚政府6月2日宣布延长铜精矿10%出口关税豁免政策至9月底，允许未来三个月出口约27.17万吨，其中莫帕尼获10万吨配额，为单家企业最高。
莫帕尼表示，其立场自2025年首次获得出口豁免以来未发生变化，无意使用出口额度，将铜精矿优先用于国内冶炼加工，以支持提升赞比亚本土冶炼能力的长期战略。...
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