在新能源与AI基建拉动需求、矿山老化、供给受限背景下，有色行业并购持续活跃。紫金矿业、洛阳钼业等头部企业通过跨境资产收购完善产品体系、放大规模效应。但大额并购推高财务杠杆，叠加金属价格剧烈波动与东道国政策环境变化等因素，对企业交易设计与管控能力提出更高要求。从资源配置转向“资源+运营+ESG”综合能力比拼，正成为企业穿越周期的关键。 新能源与AI算力基建持续释放铜、锂等战略金属增量需求，而全球...
Source Link在新能源与AI基建拉动需求、矿山老化、供给受限背景下，有色行业并购持续活跃。紫金矿业、洛阳钼业等头部企业通过跨境资产收购完善产品体系、放大规模效应。但大额并购推高财务杠杆，叠加金属价格剧烈波动与东道国政策环境变化等因素，对企业交易设计与管控能力提出更高要求。从资源配置转向“资源+运营+ESG”综合能力比拼，正成为企业穿越周期的关键。 新能源与AI算力基建持续释放铜、锂等战略金属增量需求，而全球...
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