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国盛证券:几内亚政策导致供给扰动加剧 铝土矿资源价值凸显
事件:2025年5月14日,几内亚总统马马迪·敦布亚 (Mamadi Doumbouya)采取了强硬措施。根据总统令,政府将撤销40多家矿业公司的工业和半工业采矿经营许可证,其中包含7家铝土矿企业。被撤销的授权和证书将无偿归还国家。
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