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中矿资源:公司所属子公司Bikita是津巴布韦具备正规资质的企业,相关声明对公司影响有限
Mei Ri Jing Ji Xin Wen· 2026-02-27 10:35
(记者 张明双) 每经AI快讯,有投资者在投资者互动平台提问:津巴布韦禁令对中矿资源的影响大吗? 中矿资源(002738.SZ)2月27日在投资者互动平台表示,津巴布韦矿业与矿业发展部关于暂停锂矿出口 的声明意在打击走私行为和促进津巴布韦本地化加工。公司所属子公司Bikita是津巴布韦具备正规资质 的企业,且正在积极推进硫酸锂产能布局,相关声明对公司影响有限。 ...
津巴布韦暂停锂矿出口 天齐锂业高开逾6% 赣锋锂业高开逾5%
Zhi Tong Cai Jing· 2026-02-26 01:28
Group 1 - The core viewpoint of the article highlights the significant impact of Zimbabwe's export ban on lithium ore and lithium concentrate, which has led to a surge in the stock prices of major lithium companies, Tianqi Lithium and Ganfeng Lithium [1] - Tianqi Lithium's stock rose by 6.11% to 50.4 HKD, while Ganfeng Lithium increased by 5.48% to 71.2 HKD following the news of the export ban [1] - Zimbabwe's Minister of Mines, Polite Kambamura, announced that the export ban is effective immediately and will remain in place until mining companies comply with government requirements [1] Group 2 - The policy aims to strengthen mineral regulation and promote the development of deep processing of mineral products, according to a report from CITIC Securities [1] - It is projected that by 2025, 19% of China's imported lithium concentrate will come from Zimbabwe, with the country's lithium resource output expected to account for 12% of global supply by 2026 [1] - The export ban is anticipated to exacerbate the short-term supply shortage of lithium carbonate, potentially leading to a significant increase in lithium prices [1]