本文来自格隆汇专栏:中信证券研究,作者:敖翀 拜俊飞 刘宇飞刚果(金)政府于9月20日更新钴出口政策,2025年刚果(金)钴出口禁令延期至10月15日,2026-2027年钴出口配额仅为年产量的44%。钴出口配额制显示出刚果(金)政府控制全球钴价的决心,我们预计政府会通过灵活地调节钴供应量来长期稳定钴价,这有利于全球钴产业的健康发展。我们预计刚果(金)出口配额政策将导致2025-2027年全球钴...
Source Link本文来自格隆汇专栏:中信证券研究,作者:敖翀 拜俊飞 刘宇飞刚果(金)政府于9月20日更新钴出口政策,2025年刚果(金)钴出口禁令延期至10月15日,2026-2027年钴出口配额仅为年产量的44%。钴出口配额制显示出刚果(金)政府控制全球钴价的决心,我们预计政府会通过灵活地调节钴供应量来长期稳定钴价,这有利于全球钴产业的健康发展。我们预计刚果(金)出口配额政策将导致2025-2027年全球钴...
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