刚果（金）设定新的钴出口条件

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

刚果（金）设定新的钴出口条件

2025-12-09 11:55:08 来源：自然资源部责任编辑：袁梦

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据Mining.com网站援引路透社报道，刚果(金)政府通知，为进一步加强对钴的控制，已经为这种关键电池矿产出口商设定新的条件，这可能使得最新采取的配额制度更趋复杂化。

通知称，新条件规定矿企需要在48小时内预缴纳10%的权利金并需要获得合规证书，当然还要满足其他条件。

10月，刚果(金)以配额制度取代了长达数月的出口禁令，目的是增加国家收入，并加强对产量占全球70%以上的动力电池关键原材料钴的行业监管。

路透社此前报道称，自禁令解除以来，由于生产商等待政策明朗并严守规定而没有出口任何产品。

刚果(金)矿业部和财政部11月26日联合下发的通知规定了出口商的办理流程，包括强制性的配额核查、联合取样、批量称重和包装，战略矿产市场管控局(Authority for the Regulation & Control of Strategic Mineral Substances’ Markets，ARECOMS)颁发新的配额核查证书(Quota Verification Certificate，AVQ)。

AVQ必须随附出口文件以及来自多个机构的证书清单。这些规定立即生效。

出口商还必须在提交原产地和销售申报后两天内缴纳所获配额10%的矿业权利金，并在清关前拿到通关收据。

通知要求，所有矿产出口都将接受实物检查，并接受多方机构监督。

矿业部和财政部没有立刻对置评请求进行回应，矿业商会也没有回应。

钴出口面临不确定性

刚果(金)为2025年第四季度设定了18125吨的钴出口配额，2026年起计划每年出口96600吨。嘉能可能公司获得最大配额，而ARECOMS仍掌握10%的战略储备。

刚果(金)警告，任何违反规定的行为都将受到严惩，包括吊销许可证。

一位因事情敏感而不愿具名的矿企高管称，新条件将带来很大的不确定性。

这位高管表示：“公司希望澄清，为出口而缴纳的10%的权利金是否会包括上一次出口(禁令前)的金额”。

潘穆尔利伯勒姆公司(Panmure Liberum)分析师邓肯·海(Duncan Hay)表示，“刚果(金)出口政策反复无常——最后一刻的权利金要求和复杂的文件程序将导致出口和价格波动”。

目前钴价为24美元/磅(52910美元/吨)，8月份为16美元/磅(35275美元/吨)。在2月份实施出口禁令时钴价曾跌至10美元/磅，创9年来的新低，此后价格持续攀升。

邓肯·海称，供应风险持续将抑制电池需求。

刚果(金)是钴的一个主要供应国，该国正在推动改革以加强对其庞大的产量进行控制。上个月，该国推出了第一批可追溯的手工采钴，并与瑞士大宗商品贸易商摩科瑞(Mercuria)签署了合作协议，销售钴、铜和其他关键矿产。

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