大家好，今天犀哥这篇文章，主要来聊聊个最近华盛顿拉着五十多个国家，搞了个所谓的"关键矿产联 盟"。 五十个国家会不会抢走我们的稀土？ 这事儿被西方媒体吹得神乎其神，说是全球资源大协作，其实就是美国想围堵中国的稀土产业，玩"去 中国化"的把戏，特朗普葫芦里卖的什么药？ 美国费这么大劲拉人抱团，核心就是中国在稀土这行的优势太明显，已让美国及其盟友彻底坐不住，而 他们自己又没本事追上，只能靠"拉人凑数"壮声势。 很多人有个误区，觉得稀土谁有矿谁就厉害，其实真不是这样，稀土真正的关键，不是地下埋多少矿， 而是能不能把那些原矿，变成手机、战机、电动车电机里能用的好材料。 就拿去年来说，咱们只是稍微管了管稀土产品的出口，没多夸张，结果美国洛克希德马丁公司的S35战 机，交付就直接卡住了，美军也彻底暴露了他们供应链有多脆弱。 美国五十多个国家抱团有什么用 有组数据供大家参考：全球90%左右的稀土精炼产能，都在咱们中国，重稀土的精炼能力，更是几乎全 被咱们攥在手里，咱们也是全世界唯一一个能稳定做出6N级超高纯度重稀土的国家。 咱们还有个他国学不来的优势：很多稀有金属和稀土元素，不用专门花钱去挖、去提炼，都是炼钢、炼 铝时顺便 ...

Group 1 - The core viewpoint of the news is that rare earth prices have surged significantly in early 2026, driven by supply-demand dynamics, with the rare earth price index rising by 33.64% from 217 on December 31, 2025, to 290 on February 12, 2026 [1] - The increase in rare earth prices is attributed to low inventory levels and strong market expectations, leading to preventive stocking behaviors among companies due to short-term production constraints [1] - Specific rare earth products have seen substantial price increases, with praseodymium oxide reaching 890,000 yuan/ton (up 43.55%), neodymium oxide at 880,000 yuan/ton (up 41.94%), and neodymium metal at 1,060,000 yuan/ton (up 39.47%) [1] Group 2 - Looking ahead, it is anticipated that as upstream companies resume operations, the supply-demand relationship may gradually improve, leading to a stabilization of prices with potential narrow fluctuations [2] - The long-term demand for rare earths is expected to grow due to the booming development of emerging industries such as electric vehicles, wind power, industrial motors, robotics, and drones [2] - The rare earth industry in China has entered a highly concentrated phase, with leading companies enhancing their core competitiveness through continuous technological innovation and industrial system development [2] Group 3 - China holds a dominant and irreplaceable position in the global rare earth industry chain, possessing advantages in resource reserves, extraction capabilities, and advanced refining and separation technologies [3] - The leading companies in China's rare earth sector are expected to further consolidate their market positions due to significant resource and cost advantages, as well as comprehensive industry chain layouts from extraction to high-end material manufacturing [3]

Group 1 - The core viewpoint is that rare earth products have significant applications in the aerospace sector, providing essential material support for aerospace engineering technology [2] - Rare earth elements are utilized in both light and heavy applications within the aerospace field due to their excellent properties such as optical, electrical, magnetic, and heat-resistant characteristics [2]

Group 1 - The core viewpoint of the article highlights that Northern Rare Earth has established agreements with downstream companies for pricing, with the longest cycle being monthly and the shortest daily [2] - The price fluctuations of rare earth products are primarily influenced by market supply and demand dynamics, as well as market expectations [2] - The demand for rare earth products, particularly those related to magnetic materials, is expected to maintain a growth trend due to the development of downstream industries such as new energy, wind power, and low-altitude economy [2]

从基金十大重仓股角度 截至发稿，刘宇斌累计任职时间1年294天，现任基金资产总规模8767.08万元，任职期间最佳基金回报 37.51%， 任职期间最差基金回报19.29%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 数据显示，英大基金旗下1只基金重仓中国稀土。英大睿鑫A（003446）四季度持有股数4.44万股，占基 金净值比例为3.43%，位居第六大重仓股。根据测算，今日浮盈赚取约7.81万元。连续5天上涨期间浮盈 赚取32.63万元。 英大睿鑫A（003446）成立日期2016年11月23日，最新规模5872.48万。今年以来收益2%，同类排名 6665/8882；近一年收益22.97%，同类排名4732/8127；成立以来收益152.63%。 英大睿鑫A（003446）基金经理为刘宇斌。 来源：新浪基金∞工作室 2月12日，中国稀土涨3.11%，截至发稿，报58.36元/股，成交30.50亿元，换手率4.95%，总市值 ...

Group 1 - The core viewpoint of the article indicates that Northern Rare Earth expects significant price increases for certain rare earth products in 2025, with the price trends in 2026 being influenced by supply and demand dynamics, industry policies, and import-export conditions [1] - The company states that its rare earth products are generally sold under long-term contracts with monthly pricing mechanisms [1] - The outlook for the rare earth industry remains optimistic, with expected growth in the main downstream application areas through 2026 [1]

截至收盘，中证稀土产业指数上涨1.7%、实现五连阳，中证石化产业指数上涨0.3%、延续昨日涨势。 今年以来，稀土价格持续走高。据包头稀土产品交易所数据，截至2月11日，氧化镨均价达到87.7万元/吨，今年涨幅达43.4%；氧化钕均价达到87万元/吨， 今年涨幅达42.6%；氧化镨钕、金属钕、金属镨钕年内累计涨幅均在35%以上。在机器人、新能源车等新兴领域需求爆发背景下，稀土产业有望进入新一轮 成长周期。 每日经济新闻 ...

证券日报网讯 2月12日，北方稀土在互动平台回答投资者提问时表示，目前公司主要致力于稀土元素的 研究、生产和应用。稀土产品价格上涨主要受市场供需关系、市场预期等多方面因素影响，稀土产品价 格平稳有序的在合理区间内波动，更有利于公司的高质量发展及稀土产业链上下游的可持续发展。公司 目前还未考虑金银等业务。 （编辑 丛可心） ...

证券日报网讯 2月12日，北方稀土在互动平台回答投资者提问时表示，公司控股股东包钢（集团）公司 拥有白云鄂博矿的独家开采权。白云鄂博矿产资源富集，蕴藏着丰富的铁、铌、钪、锰、磷、萤石等 180余种矿产资源、71种矿物元素，资源储量雄踞两个世界第一与两个世界第二，其中：稀土储量和萤 石储量位居世界第一，铌储量和钍储量居世界第二，富钾板岩储量居世界前列。 （编辑 丛可心） ...

格隆汇2月12日丨北方稀土(600111.SH)在互动平台表示，目前公司主要致力于稀土元素的研究、生产和 应用。稀土产品价格上涨主要受市场供需关系、市场预期等多方面因素影响，稀土产品价格平稳有序的 在合理区间内波动，更有利于公司的高质量发展及稀土产业链上下游的可持续发展。公司目前还未考虑 金银等业务。 ...