节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
英国关键矿产战略标志着国家资源政策的重大转变。英国首相基尔·斯塔默公布了这一旨在降低进口依赖、强化国内生产的计划。该战略设定目标：到2035年，通过本土开采满足10%的国内矿产需求，通过回收利用满足20%。政府还计划限制风险敞口，确保任何关键矿产来自单一外国来源的比例不超过60%。此战略回应了中国在全球供应链中的主导地位——中国控制约70%的稀土矿开采量及近90%的精炼产能，而英国在电动汽车、风力涡轮机和高科技制造业所需材料上高度依赖外部供应。
该计划包含高达5000万英镑的新增资金，用于推进全国范围内的开采、精炼及回收项目。锂是英国关键矿产战略的核心，政府目标是十年内实现至少5万吨的本土锂产量。到2035年，英国锂需求可能...
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