关键矿产研究专题:资源属性凸显,供给脆弱下价格中枢有望稳步抬升

刘孟峦有色钢铁...
Feb 24

核心观点关键矿产的定义:“关键矿产”是指对国家经济和安全不可或缺的、供应链容易受破坏的非燃料矿物或矿物材料。中国官方多用“战略性矿产”,指的是对保障国家经济安全、国防安全和战略性新兴产业持续健康发展具有重要作用的矿产资源。2025年11月,由美国地质调查局所编制的关键矿产清单公布,在2022年版本基础上增加了10个矿种,总数达到60种。关键矿产研究至关重要:1)中国可以通过战略矿产的出口限制政策来...

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