这不是理论推演，而是正在发生的事实。在格林美2026年1月发布的业绩预告中，有这样一段表述：“2025年，公司回收钴金属约1.5万吨，有效对冲刚果（金）长达6个月的钴禁运，满足了全球钴产品的核心供应。”这句话背后，是格林美回收体系在“黑天鹅”事件中的一次实战检验，当海外供应中断时，回收渠道成为了战略替补。
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