牵一发而动全身。作 者 | 海运仓责 编 | 陈 楚出 品 | 汽车K线上市车企与电池厂,突遇成本大考。一个来自非洲南部的内陆国家,正在考验中国新能源汽车产业链的韧性。当津巴布韦政府突然按下锂矿出口的“暂停键”,远在数千公里之外的中国新能源汽车工厂,感受到了成本波动的细微震颤。本周,津巴布韦政府突然宣布暂停所有锂原矿及锂精矿出口,这一被市场视为“黑天鹅”的事件,迅速在全球锂电产业链中引发连锁反应。...
Source Link牵一发而动全身。作 者 | 海运仓责 编 | 陈 楚出 品 | 汽车K线上市车企与电池厂,突遇成本大考。一个来自非洲南部的内陆国家,正在考验中国新能源汽车产业链的韧性。当津巴布韦政府突然按下锂矿出口的“暂停键”,远在数千公里之外的中国新能源汽车工厂,感受到了成本波动的细微震颤。本周,津巴布韦政府突然宣布暂停所有锂原矿及锂精矿出口,这一被市场视为“黑天鹅”的事件,迅速在全球锂电产业链中引发连锁反应。...
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