能源漫游·[能源新发现] 第27期 | 新型电力系统进入政策核心，关键矿产博弈持续升温

2026年3月6日AI算力、人形机器人与新能源设备正在同时推高稀土永磁需求；与此同时，各国围绕关键矿产、能源安全与电力系统建设展开新一轮政策布局。本期节目从资源市场的变化说起，随后进入“能源环球巡游”：从中国新型电力系统战略，到欧洲氢能政策与关键矿产立法，再到美国地热投资与核电政策松动，一起快速扫描全球能源体系的最新变化。▌热点赛道简报* 稀土永磁需求出现多轮共振：AI服务器、人形机器人以及新能源设备同时推高高性能钕铁硼需求，永磁材料进入需求叠加阶段。* 关键矿产供应链政策加速出台：加拿大推出35亿加元关键矿物投资计划，津巴布韦计划逐步限制锂原矿出口，资源国推动产业链本地化。* 资源加工与能源成本的博弈：澳大利亚推动绿色金属产业布局，而南非铁铬合金行业则受到电价政策影响。▌新闻主体亚太地区* 中国：政府工作报告提出加快建设新型电力系统，推进储能与智能电网。* 韩国：对美...去小宇宙查看完整单集简介在小宇宙查看该单集文稿

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能源漫游·[能源新发现] 第27期 | 新型电力系统进入政策核心，关键矿产博弈持续升温

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