USA Rare Earth(USAR.US)联手穆格 布局数据中心稀土磁体供应链

Group 1 - USA Rare Earth has signed a memorandum of cooperation with Moog Electric Motion Solutions to collaborate on the supply of neodymium-iron-boron magnets [1][2] - The agreement includes plans for USA Rare Earth to begin commercial production of related magnet products early next year, with initial products supplied directly to Moog for the development of critical equipment for data centers [1][2] - Moog will develop a prototype for high-performance cooling liquid distribution pumps for global data centers using neodymium magnets provided by USA Rare Earth, which will enhance energy efficiency [1][2] Group 2 - This collaboration is significant as it represents USA Rare Earth’s latest commercial agreement since launching its innovation lab in Stillwater, Oklahoma, in March [2] - The partnership marks a critical step in the localization of the North American rare earth supply chain, reinforcing USA Rare Earth’s competitive advantage in the high-performance magnetic materials market [2] - The demand for efficient cooling systems is growing exponentially due to the continuous expansion of global data center construction, with Moog's solutions being highly regarded for their energy efficiency [2] Group 3 - As of the report, USA Rare Earth shares rose over 6%, trading at $14.05 [3]