节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10


安哥拉作为非洲重要资源国,历史上经1884年柏林会议被葡萄牙殖民,通过修建本格拉铁路连接洛比托港与刚果金加丹加带,奠定早期资源运输网络。独立后因权力真空爆发内战,安人运凭借对首都罗安达及石油飞地卡宾达的控制,在多斯桑托斯领导下整合武装为国家机器,通过掌控石油命脉及灵活外交(先后获苏联、美国支持),于2002年击毙安盟领导人萨文比,终结内战。

战后石油经济驱动增长,2007-2008年GDP增速分别达21%、16%,一度取代沙特成为中国最大石油供应国。但资源红利集中于权力核心,形成以总统府为中心的三层结构:总统府确认忠诚度,军警宪特分配职级,国家石油公司Sonangol及公共项目作为利益载体。权力网络催生“总统府三巨头”,家族通过400余家机构转移240亿美元石油收入,社会..

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