情绪：中性参考度：1/10
非洲锂资源核心供应国津巴布韦正式宣布，立即暂停所有原矿及锂精矿出口（含在途货物），旨在强化矿产监管与问责机制。SMM统计显示，若不考虑此次禁令影响，2026年全球锂资源供应总量（含回收）预计接近230万吨碳酸锂当量（LCE），其中津巴布韦供应占比约10%。受该消息驱动，碳酸锂现货价格延续走高态势。
包括雅化集团（002497.SZ）、中矿资源（002738.SZ）、华友钴业（603799.SH）、盛新锂能（002240.SZ）、天华新能（300390.SZ）在内的多家企业在津巴布韦布局锂矿业务。业内分析指出，此次禁令对中国锂电产业链的影响呈现阶段性分化，当前整体情绪冲击大于实际供应冲击。中矿资源与雅化集团均表示，禁令为阶段性措施，最快1至4周有望恢复，公ŏ..
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