市场人士指出，随着全球对稀土资源安全与供应多元化关注度持续上升，Critical Metals在格陵兰推进试 点设施与基础建设，有望降低项目推进风险、加快技术验证进程，并为后续商业化开发奠定基础。 公司明确了项目节点安排，其中试点工厂部分预计不晚于2026年5月投入使用，为后续工艺验证和规模 化开发提供关键支撑。 与此同时，Critical Metals还在Qaqortoq购置了一处公司员工宿舍物业，并将其用作当地办公与运营中 心。此举被视为公司强化本地化布局、提升现场执行能力的重要一步，也体现了其对格陵兰长期运营与 项目落地的承诺。 周三，Critical Metals(CRML.US)盘前股价走高，截至发稿，该股涨近5%，报12.39美元。消息面上，该 公司董事会已正式批准在Qaqortoq启动建设符合北极环境标准的多用途设施，包括仓储、住宿以及稀土 试点工厂，以加速推进其位于格陵兰的Tanbreez稀土项目。 ...

与此同时，Critical Metals还在Qaqortoq购置了一处公司员工宿舍物业，并将其用作当地办公与运营中 心。此举被视为公司强化本地化布局、提升现场执行能力的重要一步，也体现了其对格陵兰长期运营与 项目落地的承诺。 智通财经APP获悉，周三，Critical Metals(CRML.US)盘前股价走高，截至发稿，该股涨近5%，报12.39 美元。消息面上，该公司董事会已正式批准在Qaqortoq启动建设符合北极环境标准的多用途设施，包括 仓储、住宿以及稀土试点工厂，以加速推进其位于格陵兰的Tanbreez稀土项目。 市场人士指出，随着全球对稀土资源安全与供应多元化关注度持续上升，Critical Metals在格陵兰推进试 点设施与基础建设，有望降低项目推进风险、加快技术验证进程，并为后续商业化开发奠定基础。 公司明确了项目节点安排，其中试点工厂部分预计不晚于2026年5月投入使用，为后续工艺验证和规模 化开发提供关键支撑。 ...

Core Viewpoint - Critical Metals Corp has officially approved the construction of a multi-use storage and pilot-plant facility in Qaqortoq, Greenland, which is essential for the Tanbreez rare earth and critical metals project [2][3]. Project Overview - The project involves the design and construction of an Arctic-grade, insulated, multi-purpose industrial building in Qaqortoq, Greenland, with a completion target for the Pilot Plant Section by May 2026 [4][5]. - The facility will include a weather-tight and insulated building envelope, a completed load-bearing floor, and full access for equipment delivery and installation [6][7][8]. Contract Details - A comprehensive turnkey contract has been awarded to 60° North Greenland, which includes full responsibility for engineering, permitting, logistics, construction, and commissioning [4][5]. - The contract specifies that the pilot plant section is scheduled to be ready for use on or before May 2026, contingent on the employer fulfilling its obligations [5][8]. Local Presence and Commitment - Critical Metals Corp has purchased a corporate housing property in Qaqortoq to serve as a local office, reinforcing its long-term operational commitment and facilitating close coordination with local contractors and authorities [9]. - Establishing a permanent office in Qaqortoq demonstrates the company's commitment to responsible and efficient operations as it advances the Tanbreez project [3][9]. Company Background - Critical Metals Corp is focused on critical metals and minerals, producing strategic products essential for electrification and next-generation technologies, with its flagship project, Tanbreez, being one of the largest rare-earth deposits globally [10]. - The company also holds the Wolfsberg Lithium Project in Austria, which is the first fully permitted mine in Europe and is strategically positioned to support the European market [11].

Core Viewpoint - Premarket trading is showing significant activity with notable price movements indicating potential investment opportunities before the market opens [1] Premarket Gainers - Ventyx Biosciences, Inc. (VTYX) increased by 57% to $15.79 [3] - Cardio Diagnostics Holdings, Inc. (CDIO) rose by 36% to $4.02 [3] - Monte Rosa Therapeutics, Inc. (GLUE) saw a 28% increase to $20.54 [3] - Momentus Inc. (MNTS) gained 27% reaching $12.50 [3] - BioAge Labs, Inc. (BIOA) went up by 13% to $17.50 [3] - Neumora Therapeutics, Inc. (NMRA) increased by 11% to $2.03 [3] - Mobileye Global Inc. (MBLY) rose by 10% to $13.45 [3] - Society Pass Incorporated (SOPA) increased by 10% to $3.47 [3] - SU Group Holdings Limited (SUGP) saw an 8% rise to $6.32 [3] - Critical Metals Corp. (CRML) gained 7% reaching $12.73 [3] Premarket Losers - Evolution Metals & Technologies Corp. (EMAT) decreased by 28% to $15.20 [4] - Ascent Solar Technologies, Inc. (ASTI) fell by 12% to $4.65 [4] - Apogee Enterprises, Inc. (APOG) saw a 10% decline to $33.30 [4] - Next Technology Holding Inc. (NXTT) dropped by 8% to $8.49 [4] - AST SpaceMobile, Inc. (ASTS) decreased by 7% to $90.45 [4] - Nomadar Corp. (NOMA) fell by 7% to $3.66 [4] - EZGO Technologies Ltd. (EZGO) decreased by 7% to $1.99 [4] - Cohen & Company Inc. (COHN) saw a 6% decline to $28.30 [4] - PMGC Holdings Inc. (ELAB) dropped by 4% to $5.34 [4] - Anghami Inc. (ANGH) decreased by 3% to $4.49 [4]

（文章来源：每日经济新闻） 每经AI快讯，1月7日，美股稀土概念盘前走强，Critical Metals涨超10%，MP Materials涨超3%，USA Rare Earth涨超2%。 ...

Market Overview - U.S. stocks experienced an upward trend, with the Dow Jones index increasing by over 500 points on Monday [1] Company Highlights - Altimmune Inc (NASDAQ:ALT) saw a significant increase of 23.6%, reaching $4.34, following the FDA's grant of Breakthrough Therapy Designation for Pemvidutide in MASH [1] - GH Research PLC (NASDAQ:GHRS) surged by 33.8% to $17.72 after the FDA lifted the clinical hold on its Investigational New Drug Application for GH001 [2] - Vicor Corp (NASDAQ:VICR) rose by 20.7% to $141.08 [2] - Critical Metals Corp (NASDAQ:CRML) increased by 19.6% to $9.71 [2] - Kosmos Energy Ltd (NYSE:KOS) gained 19.3% to $1.06 after issuing an operational and financial update [2] - TRON Inc (NASDAQ:TRON) increased by 16.9% to $1.59 [2] - Nuscale Power Corp (NYSE:SMR) rose by 15.7% to $18.88 [2] - Regencell Bioscience Holdings Ltd (NASDAQ:RGC) increased by 15.4% to $23.71 [2] - Rayonier Advanced Materials Inc (NYSE:RYAM) gained 14.1% to $6.68, with the appointment of Scott M. Sutton as President and CEO [2] - Aduro Clean Technologies Inc (NASDAQ:ADUR) rose by 14% to $12.05 [2] - Gyre Therapeutics Inc (NASDAQ:GYRE) increased by 12.7% to $7.67, announcing alignment with China's CDE on conditional approval pathway for hydronidone [2] - Endeavour Silver Corp (NYSE:EXK) gained 12.5% to $10.16 [2] - Allegro MicroSystems Inc (NASDAQ:ALGM) surged by 11.9% to $30.12 [2] - United States Antimony Corp (NYSE:UAMY) rose by 11.7% to $6.69 [2] - Oklo Inc (NYSE:OKLO) gained 11.5% to $86.82 [2] - Figure Technology Solutions Inc (NASDAQ:FIGR) increased by 11.3% to $48.66 [2] - Valero Energy Corp (NYSE:VLO) rose by 9.6% to $181.21 [2] - AeroVironment, Inc. (NASDAQ:AVAV) increased by 8.6% to $278.31 [2] - Coeur Mining Inc (NYSE:CDE) gained 8.5% to $19.05 [2] - Halliburton Co (NYSE:HAL) rose by 7.8% to $31.92, with U.S. energy stocks trading higher amid news of potential investments in Venezuela's oil industry [2] - Kratos Defense & Security Solutions Inc (NASDAQ:KTOS) gained 7.7% to $85.39 [2] - Slb NV (NYSE:SLB) increased by 7.4% to $43.19 [2] - Amkor Technology Inc (NASDAQ:AMKR) rose by 7.3% to $46.05, with Needham analyst Charles Shi maintaining a Buy rating and raising the price target from $37 to $50 [2]

Group 1 - The core viewpoint of the article highlights a significant rise in U.S. rare earth stocks on Friday, indicating positive market sentiment towards this sector [1] Group 2 - Critical Metals (CRML.US) experienced an increase of over 13% [1] - Energy Fuels (UUUU.US) saw a rise of more than 8% [1] - USA Rare Earth (USAR.US) rose by over 7.6% [1] - MP Materials (MP.US) increased by more than 5% [1]

Core Viewpoint - Critical Metals anticipates finalizing the remaining 25% of offtake agreements for its Tanbreez rare earths project in Greenland by early 2026 and is open to investment from Washington [1] Group 1 - The company is focused on securing the final offtake agreements, which are crucial for the project's financing and operational viability [1] - The Tanbreez project is positioned to play a significant role in the rare earths market, which is essential for various high-tech applications [1] - The potential investment from Washington indicates a strategic interest in enhancing domestic supply chains for critical metals [1]

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach that breaks down complex problems to their basic elements [1] Group 1: Company Overview - First Principles Partners has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] - The company emphasizes emerging technologies and sustainable investing, highlighting the intersection of innovation and finance [1] Group 2: Investment Philosophy - The "First Principles" approach allows the company to uncover overlooked investment opportunities by analyzing financial and technological aspects [1] - The company is passionate about sharing insights with a wider audience and learning from fellow investors to drive positive change [1]

Core Viewpoint - Critical Metals is experiencing significant volatility in its stock price despite reporting positive exploration results, indicating challenges in valuation and investor confidence [1][6]. Group 1: Company Developments - Critical Metals has discovered minable quantities of rare-earth elements such as yttrium, cerium, gallium, hafnium, zirconium, niobium, and tantalum at its Tanbreez Rare Earth Project in Greenland [1][3]. - The company plans to prepare a revised Mineral Resource Estimate and advance mine planning studies based on these findings, suggesting the deposits could represent a world-class critical minerals resource [3]. Group 2: Financial Overview - Critical Metals has a market capitalization of $1.1 billion, yet it generates less than $1 million in annual revenue and operates at a loss, with approximately $7.3 million in cash and a negative free cash flow of twice that amount annually [5][6]. - The stock has shown a significant price range over the past year, fluctuating between $1.23 and $32.15, highlighting its volatility [5]. Group 3: Investor Sentiment - The lack of clear financial metrics regarding development costs, timelines, and expected production volumes leaves investors with uncertainty, making it difficult to assess the stock's true value [3][6]. - The stock is characterized as a momentum play, attracting traders but posing challenges for serious investors who may find it hard to justify an investment [6].