稀土产业链

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中国掐断稀土供应后,美国彻底绝望,没料到中方手里还握了一个软肋
Sou Hu Cai Jing· 2025-05-12 15:00
Group 1 - The Chinese government has implemented export control measures on seven types of rare earth elements to better safeguard national security and fulfill international obligations [1] - The U.S. has a significant dependency on imported tungsten, with over 50% net import reliance from 2018 to 2022, and 58% of these imports coming from China [1] - The tightening of rare earth exports by China has led to illegal smuggling activities, with criminals employing various methods to evade regulations [2] Group 2 - China's regulatory framework for rare earths is reshaping international trade rules, with significant impacts on U.S. military contractors like Northrop Grumman, which reported a $477 million loss due to rising rare earth costs [4] - The U.S. is considering reducing punitive tariffs from 145% to a range of 50%-54% in exchange for China easing its rare earth export controls [4][6] - The U.S. has struggled to establish a complete rare earth supply chain, relying heavily on China for processing, which has been a persistent issue for over a decade [6][10] Group 3 - Ongoing negotiations between China and the U.S. are focused on rare earth export controls, with China emphasizing the need to combat smuggling and regulate exports as essential for resource security [10] - The current geopolitical climate has shifted since previous trade negotiations, with China now having a more robust regulatory framework and a stronger position in the rare earth supply chain [7]
稀土协议达成,特朗普:美国可以获得“大量非常高质量的稀土”!泽连斯基:准备好即日起停火!海外稀土价格暴涨,部分品种已翻倍
新浪财经· 2025-05-09 23:48
Group 1 - The core viewpoint of the article highlights the historical significance of the recently signed U.S.-Ukraine mineral agreement, which is expected to open new avenues for cooperation between the two nations [6][9] - The U.S. is set to gain access to "a large amount of very high-quality rare earths" as part of this agreement, which has been approved by the Ukrainian parliament [1][9] - The agreement is seen as a response to the ongoing conflict and aims to facilitate the establishment of a U.S.-Ukraine reconstruction investment fund [9][11] Group 2 - The development of Ukraine's mineral resources is projected to take at least 10 years, and there is currently insufficient data to prove the economic viability of mining most of Ukraine's mineral resources [8][11] - The recent surge in overseas rare earth prices, particularly due to China's export controls, has created a sense of urgency among buyers, although actual transactions remain limited [14][16] - The U.S. rare earth company MP Materials has been heavily reliant on Chinese partners for refining rare earths, indicating that even with increased domestic mining, processing may still depend on China [17][19] Group 3 - The geopolitical context includes ongoing negotiations between Russia and Ukraine, with calls for a 30-day ceasefire, which may impact the stability and attractiveness of investment in Ukraine's mineral sector [7][27] - Russian officials have expressed skepticism about the effectiveness of ceasefire agreements, citing numerous violations and the challenges of establishing a fair monitoring mechanism [29][30]
终于还是签了
猫笔刀· 2025-05-01 14:22
美国和乌克兰的矿产协议终于还是签了。 乌克兰政府承受了巨大的压力,因为很容易被质疑为卖国,所以他们主动披露了协议内容。 内容不长,我几分钟就看完了,感觉只是一个大的合作框架,基本上没有涉及具体的落地细节,后续肯 定还要补充详细条款。不过在这份协议里我还是提炼出了几个要点: 1、乌克兰没有承认之前美国的援助是债务。 2、美国也放弃了把5000亿美元写进文本里,5000亿美元一直是特朗普主张的数字,但实际上是狮子大 开口,真实援助只有1000-1500亿美元。 3、美国没有在协议里承诺对乌克兰的安全保护,这是此前乌克兰一直竭力争取的。但既然签了这个协 议,还是希望美国能看在挖矿收益的份上,多少主持一下公道。 4、之前的矿产、国有公司、开发项目,都依旧归乌克兰所有,美国分新增项目收益的50%,注意是新 增项目。 5、未来10年收益都用于在乌克兰再投资,不分配利润。 差不多就是这样,其实和之前在白宫吵架时的版本没太大区别,特朗普政府没做实质性的让步,只是放 弃了硬要乌克兰承认5000亿美元的债务,这是属于面子问题,承不承认并不影响美国未来从基金里拿收 益。 而乌克兰最想要的安全承诺美国没有给,矿是要挖的,毛子打过来美 ...
2.75亿吨稀土震惊世界,蒙古飞美报喜,网友:想出口得中国先点头
Sou Hu Cai Jing· 2025-04-24 13:20
Core Viewpoint - The United States is seeking to reduce its dependence on Chinese rare earth elements, especially in light of China's past export restrictions, but faces challenges in finding alternative sources [1][10]. Group 1: Discovery of Rare Earth Resources - A significant rare earth deposit has been discovered in Mongolia's Hothgor region, with reserves estimated at 275 million tons, containing resources urgently needed by the U.S. [3][4]. - The announcement by Australian company Palabora Resources regarding the discovery has caused a stir in the global mining industry, suggesting Mongolia could potentially surpass China as the country with the largest rare earth reserves [4]. Group 2: Geopolitical Challenges - Mongolia's geographical position between China and Russia complicates its potential as a reliable alternative supplier for the U.S., as both neighboring countries have vested interests in Mongolia's rare earth resources [6][18]. - The deepening cooperation between China and Russia in Asia adds to Mongolia's precarious position, necessitating a careful balance in its foreign relations to avoid being caught in the middle of great power competition [6][18]. Group 3: Industrial and Economic Implications - The extraction of rare earths is not straightforward; China has a complete and advanced industrial chain for rare earth processing, which Mongolia currently lacks [8][10]. - The U.S. has a growing demand for rare earths, particularly in military, medical, and renewable energy sectors, but its own mining operations are costly and yield lower purity ores, reinforcing its reliance on Chinese imports [10][12]. Group 4: Export Challenges - Even if Mongolia successfully develops its rare earth resources, it faces significant logistical challenges due to its landlocked status, relying on China and Russia for transportation [16][18]. - Recent stricter export controls by China on rare earths further complicate Mongolia's plans to export these resources to the U.S., as any agreement would still require navigating through Chinese territory [16][18]. Group 5: Future Prospects - While cooperation with the U.S. could provide Mongolia with funding and technology, the country must navigate complex geopolitical pressures and make difficult strategic choices regarding its international relationships [22].
A股稀土巨头回应美企停供稀土精矿:已构建多元供应渠道
Sou Hu Cai Jing· 2025-04-22 08:07
近期,美国稀土巨头MP Materials的一则公告,在中国稀土市场激起了不小的波澜。该公司宣布,受关 税政策影响,将暂停向中国出口稀土精矿。 据悉,MP Materials与中国稀土企业盛和资源有着深厚的合作关系。盛和资源不仅是MP Materials的股 东,还通过其控股子公司盛和资源(新加坡)国际贸易有限公司,担任MP Materials在中国市场的独家 经销商。双方于2024年初续签了为期两年的包销协议,并设有延长一年的条款,目前该协议仍在有效期 内。 面对MP Materials的出口暂停决定,盛和资源迅速作出回应。公司表示,其稀土原料供应体系已经实现 多元化,四川矿、独居石以及来自其他国家的进口矿将作为替代供应源,确保生产不受影响。盛和资源 强调,将密切关注事态发展,并及时履行信息披露义务。 盛和资源在稀土领域深耕多年,业务涵盖稀土矿采选、冶炼分离、金属加工、稀土废料回收以及锆钛矿 选矿等多个环节,形成了从上游到下游的完整产业链。在国内,公司参股了多家稀土企业;在海外,除 了MP Materials,盛和资源还投资了多家稀土矿企,并持有其重要股份。盛和资源还与多家企业签署了 稀土精矿长期供应协议, ...
“不具商业可行性”,美国稀土巨头突遭重击,股价一度大跌近10%,业务陷入停滞!
凤凰网财经· 2025-04-20 13:01
来源|财联社、证券时报、每日经济新闻 特朗普政府的新一轮关税政策,已经对美国稀土产业链造成冲击。 作为美国打造本土稀土产业链的最大希望,总部位于拉斯维加斯的MP Materials公司最新确认 , 公司向中国出口稀土精矿的业务已经因"不具商业 可行性"陷入停滞。 受到这 一利空消息影响,美东时间4月17日盘中,MP Materials股价大幅跳水,一度大跌近10%。随后跌幅有所收窄,截至当 日收盘,跌幅为4.46%。 | 26.350+ | 最 高 | 28.180 今 开 | 27.700 | | --- | --- | --- | --- | | -1.230 -4.46% | 最低 | 24.700 昨 收 | 27.580 | | 成交额 | 5.38亿 市盈率TTM | 亏损 总市值 ⊙ | 43.07亿 | | 成交量 | 2028.64万股 市盈率(静) | 亏损 总股本 | 1.63亿 | | 换手率 | 15.44% 市净率 (1 | 4.08 流通值 | 34.62亿 | | 52周最高 | 29.720 委 比 | 69.23% 流通股 | 1.31亿 | | 52周最低 | 10.02 ...
刚刚!大跌超10%,陷入停滞!
券商中国· 2025-04-19 13:41
美国稀土巨头突遭重击。 据最新消息,特朗普政府的新一轮关税政策已经对美国稀土产业链造成冲击。作为美国打造本土稀土产业链的 最大希望——MP Materials公司最新确认,公司向中国出口稀土精矿的业务已经因"不具商业可行性"陷入停 滞。受到这一利空消息影响,美东时间4月17日盘中,MP Materials股价大幅跳水,一度大跌超10%。 美国关键矿物专家分析称,当无法出口所生产的产品时,MP Materials将陷入困境。同时对于试图获取重稀 土的美国来说,眼下也只有两个选择,要么面临供应链中断,要么去试图谈判。 中国主导全球稀土供应链,控制约70%的全球稀土产量及90%的精炼产能,是全球分离重稀土唯一的来源 地。美国地质调查局公布的数据显示,2024年中国稀土产量占全球近70%,2020年至2023年美国从中国进口 的稀土量占总进口量的70%。 截至目前,MP Materials能够分离和加工轻稀土,但对于制造高性能永磁体所需的重稀土——例如用在F-35 战斗机、核磁共振设备、汽车等产品上的镝和铽,仍无能为力。 目前,MP Materials公司尚无分离重稀土的生产时间表。 美国战略与国际研究中心(CSIS ...