节点：下游（终端消费/应用）位置：下游情绪：利好参考度：10/10
SQM与Codelco的合作关系在2025年锂产量超出预期，彰显全球电池金属市场强劲动能。Nova Andino Litio SpA合资企业生产23.3万吨碳酸锂当量，超预期23万吨。产量增长反映电动汽车及储能需求上升。NovAndino的阿塔卡马盐滩项目持续扩张以满足电池金属需求，SQM负责日常运营，Codelco持有控股权。该公司目标本十年末产量增长30%至30万吨，扩张旨在抓住全球锂消费两位数增长机遇，对高成本生产商构成压力。
该项目采...铜产量133万吨，资本支出创纪录52.8亿美元。7月坍塌后的埃尔特尼恩特地下矿监管将纳入执行委员会，由独立咨询机构支持。
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