节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
莫桑比克总统签署新矿法，要求国家通过国家矿业公司（ENM）无偿持有所有矿业企业及矿产加工商至少15%不可稀释权益，旨在电池材料需求增长背景下加强战略资源管理，维护国家利益。该法案于5月获国会批准，6月3日政府通知中明确相关条款。
莫桑比克为全球第三大石墨生产国，石墨作为电动汽车及储能电池关键材料，其资源控制权成为政策焦点。新矿法同时规定，禁止企业出口未经加工或半加工矿产品，除非依据批准的本地加工计划获得部长特...
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