每经AI快讯,光大证券研报表示,近年来全球资源民族主义逆风渐起,给我国企业“出海找矿”带来扰动。综合考察其中三类较激进的海外矿业政策,我们认为出现极端风险的概率较低。第一,对于建立“矿产OPEC”,资源和政治条件尚不成熟的困境或普遍存在;第二,矿业国有化往往面临财政限制,公私合营或是资源国更现实的政策选择;第三,对于限制出口,资源国若不兼具资源议价能力、下游产业基础和较低的资源依赖度,或难长期推行...
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