赣锋锂业墨西哥惊魂:百亿项目遭“国有化”收割,资源民族主义如何成为中企出海的“头号杀手”?

海外光储指北针
9 hours ago

摘要 |近年,赣锋锂业(Ganfeng Lithium)在墨西哥的旗舰项目——Sonora锂黏土项目遭遇重大变故。尽管赣锋锂业已在该项目上投入了数亿美元并完成了全资收购,但墨西哥矿业总局(DGM)以“未达到最低投资要求”为由,取消了该项目的9个核心矿产特许权。深度分析指出,这并非简单的行政纠纷,而是墨西哥现任政府推行“锂资源国有化”法令的直接后果。这一事件标志着拉美地区的投资环境正在发生剧烈左转,...

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