节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
莫桑比克作为世界第三大石墨生产国，石墨为电动汽车电池及储能关键材料。6月3日政府公告显示，议会5月批准的新矿业法旨在强化国家对战略资源的管理，以捍卫国家利益。新法律规定，国家通过国家矿业公司（ENM）在所有矿业项目中，无论价值链阶段，均需至少持有15%股份且该股份不得稀释。
目前新规是否适用于现有矿山尚不明确，现有矿山多受长期协议约束，矿业部暂未对此发表评论。此举使莫桑比克加入非洲多国行列，包括非洲最大锂生产国津巴布韦、全球领先钴生产国及主要铜...
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