节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
巴西推迟富含关键矿产的勘探区域拍卖，国家矿业管理局（ANM）因缺乏推进所需资金，将原计划12月批准招标规则、2026年3月实施的拍卖活动无限期暂停。ANM负责人表示，拍卖涉及多项隐性费用，机构当前无法承担，需待财务状况改善后重启。
此次延迟正值巴西着力打造全球能源转型关键矿产重要供应国之际。该国拥有全球约94%铌储量、22%石墨储量、16%镍储量及17%稀土元素储量，锂资源丰富且相关企业正扩大产能。不过巴西稀土产量显著下滑，2016年稀土氧化物产量达2200吨，2024年仅约20吨，行业分析师将此归因于中国强大的生产能力与定价权。
此次暂停的拍卖备..
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