美国稀土商MP Materials(MP.US)涨超8.3%，报63.4美元。消息面上，MP Materials宣布与美国国防部和 沙特阿拉伯矿业公司(Maaden)达成战略合资协议，在沙特阿拉伯开发一座稀土精炼厂。该合资企业旨在 重新平衡全球稀土供应链，并增强美国经济和国家安全利益。(格隆汇) ...

格隆汇11月19日｜MP Materials盘前上涨近10%，此前该公司与美国政府宣布和一家沙特矿业公司合 作，共同开发稀土精炼厂合资企业。 ...

律也非常严格，光是通过审批就可能需要多年。其次，美国国内的政治环境极其复杂，党派分歧严重， 一项政策可能今天实施，明天就被推翻。想要在这种环境下集中力量办成一项需要十年时间的任务，几 乎是不可能的。 中国的优势只会越来越大。我们不仅在稀土的开采和分离上领先，现在还在大力发展 稀土深加工，尤其是在新能源汽车和机器人所需的高端磁体领域。我们的技术还在不断进步，而美国才 刚刚开始起步。等到他们花费五到八年建成一个产业链时，我们的产业可能已经升级到下一个阶段了。 所以，白宫的"庆功会"可以宣布结束了。美国嘴上喊着胜利，但却急忙签下14亿美元的"自救"大单。这 种自相矛盾的举动已经说明了这一点：这根本不是胜利，而是焦虑和不安的表现。 在这场稀土的博弈中，真正掌握主动权的始终是中国。美国的宣传改变不了这一事实，而他们巨额的投 资也无法改变现实。未来的竞争，将是科技和耐力的较量。中国的优势，从稀土开始，正一步步变得更 加牢固。 最近，白宫大肆宣扬，在中美在釜山的会谈中，美国取得了"重大胜利"。他们甚至列出了四项中国做出 的关键承诺，似乎表明中国在这场对话中作出了让步。然而，事实真是如此简单吗？当然不是。这一切 其实是美国精 ...

10月底，公司宣布投资约1.8亿美元新建设施，年处理能力提升至5000吨重稀土原料，预计2026年4月投 产，包括钐产品输出。 稀土元素作为现代工业基础材料，在国防和高科技领域发挥不可或缺作用。重稀土如镝和铽用于制造高 强度磁体和耐高温合金，这些部件支撑战斗机、导弹和电动汽车等关键设备。全球稀土资源分布虽广， 但加工环节高度集中。 中国通过长期技术积累和产业链优化，掌控全球90%以上稀土精炼产能，特别是重稀土分离接近 100%。这种优势源于国内资源整合和创新驱动，南方赣州和北方包头形成专业分工，确保供应高效稳 定。西方国家视此为潜在风险，推动多样化布局，但实际进展需面对技术门槛和成本挑战。 澳大利亚莱纳斯稀土公司在马来西亚关丹工厂实现重稀土分离突破，于2025年5月产出首批氧化镝，并 计划扩展至铽等元素。该工厂年产能初设1500吨分离氧化物，针对军工需求设计。 中国稀土优势体现在技术制高点，中科院无稀土永磁体技术预计2026年商用，性能接近传统，适用于电 机领域，潜在减少重稀土需求。包头研究院基因工程实验室模拟材料性能，加速创新。 这一步骤源于西方战略调整，自2020年代初，美欧日加大投资海外项目，旨在减少对 ...

来源：市场投研资讯 许多人听说过稀土，却未必了解它为何被称为"工业维生素"。在富国基金小宇宙播客栏目《有富同享》 中，富国基金稀土ETF的基金经理曹璐迪与主持人进行了一场深度对话，揭开了稀土的真实"面貌"。 （来源：富国基金） 稀土不"稀"，却是工业命脉 曹璐迪介绍，稀土并非真正的土壤，而是17种金属元素的统称。反常识的是，它并不稀有——全球稀土 储量约9000万吨，而黄金仅6.4万吨。 注：数据来自美国地质调查局2024年全球有色金属产量、储量统计数据。 为何被称为"工业维生素"？曹璐迪解释，稀土虽用量少，却不可或缺。一辆新能源车需要2-2.5公斤稀土 氧化物，人形机器人每台更需要5公斤。没有稀土，电能转化动能的核心环节就无法实现。 中国技术逆袭，掌握"稀土王牌" 中国如何成为稀土强国？曹璐迪指出，关键在技术突破。徐光宪院士发明的"串级萃取技术"，使中国能 将17种稀土元素提纯至99.9999%（6N级），而海外最高仅99.99%（4N级）。 中国还是全球唯一拥有稀土全产业链的国家。曹璐迪强调，海外重建产业链需3-5年，中国在技术和成 本上的优势难以短期超越。 供需格局支撑长期价值 稀土价格为何走强？曹璐迪 ...

Core Viewpoint - Xiamen Tungsten Co., Ltd. announced that its subsidiary, Jinlong Rare Earth, has been listed on the National Equities Exchange and Quotations, planning to implement a targeted stock issuance scheme to raise funds for working capital [1] Group 1: Stock Issuance Details - Jinlong Rare Earth plans to issue up to 26.68 million ordinary shares at a price of 1.50 RMB per share, based on the audited net asset value for the year 2024 [1] - The expected total amount to be raised is not more than 40.02 million RMB [1] - All shareholders of Jinlong Rare Earth will subscribe to the new shares according to their respective shareholding ratios [1] Group 2: Subscription Amounts - The company and related parties, including Yekong Fund, Chuanghe Xincai, and Jiatai Green Energy, plan to subscribe amounts of 26.09 million RMB, 2.20 million RMB, 0.80 million RMB, and 0.80 million RMB respectively [1]

智通财经APP讯， 厦门钨业(600549.SH)发布公告，公司控股子公司金龙稀土已在全国中小企业股份转 让系统挂牌，现拟实施股票定向发行方案，向其现有股东发行数量不超过2668万股的普通股股票，发行 价格按照金龙稀土2024年度经审计每股净资产值1.50元/股确定，预计募集金额不超过人民币4002万 元，用于补充流动资金。金龙稀土全体股东均按各自持股比例认购本次发行股票，公司、关联方冶控基 金、关联方创合鑫材及关联方嘉泰绿能拟认购金额分别为2609.304万元、220.11万元、80.04万元、80.04 万元。 ...

Core Viewpoint - The article highlights the strategic implications of the U.S. reliance on China for rare earth elements, particularly in the context of AI competition and national security concerns [1][3][5]. Group 1: Rare Earth Dependency - The U.S. is heavily dependent on China for rare earth elements, with China controlling 80% of global rare earth refining capacity and the U.S. lagging in separation technology [3][5]. - The F-35 fighter jet exemplifies the U.S. rare earth dilemma, as each jet requires 417 kg of rare earth permanent magnet materials, while the only U.S. processing plant can only support 120 jets annually [3][5]. Group 2: AI and Strategic Competition - China has transitioned from a "follower" to a "runner-up" in AI, making significant advancements in quantum computing, autonomous driving, and smart drone technology [3]. - The potential for China to set global AI standards poses a risk of creating a "digital rentier" system, similar to Boeing's historical dominance in the aviation industry [5]. Group 3: Economic Disparities - The article contrasts the booming AI sector on Wall Street with the struggles of the automotive industry in Detroit, highlighting a disconnect in the economy due to rare earth shortages [3]. - China's rare earth export certification system aims to ensure that rare earths are used for civilian technology rather than military applications, with 90% of exports to the EU directed towards green technologies [5]. Group 4: Global Alliances and Technological Advancement - China is forming a "rare earth + AI" ecosystem with countries like Brazil and Australia, utilizing proprietary ion adsorption methods that reduce energy consumption by 40% and enhance purity [5][7]. - The article emphasizes that true strength comes from collaboration and shared technological advancements rather than monopolistic practices, positioning China as a leader in global tech cooperation [7].

Positive comments from D.A. Davidson analyst Matt Summerville couldn't stop MP Materials shares from falling again early Monday. ...

Core Insights - Inner Mongolia has released a significant document titled "Comprehensive Promotion of Beautiful Inner Mongolia Construction to Strengthen the Ecological Security Barrier in Northern China Planning Outline (2025-2035)" which emphasizes the development of Baotou as a key industrial city [1] - Baotou aims to enhance urban development, focusing on the construction of the Hohhot-Baotou-Ordos-Yulin urban cluster and the high-quality development of the Hohhot-Baotou-Ordos-Ulanqab region [1] - The city is set to develop a large-scale wind power base and become the largest rare earth new materials base in China, leveraging its rich resources [1] Economic Performance - In the first three quarters of this year, Baotou's industrial added value growth rate was 9.9%, marking the end of a 60-month streak of double-digit growth [2][5] - Baotou's GDP is projected to reach 457.51 billion yuan in 2024, with an 8.1% growth rate, continuing to lead among China's top 100 cities [2][3] - From 2020 to 2024, Baotou's GDP has increased from 276.97 billion yuan to 457.51 billion yuan, moving up in national rankings from outside the top 100 to 72nd place [2] Industrial Development - Baotou's industrial growth is primarily driven by its traditional heavy industries, including rare earths, polysilicon photovoltaic, steel, and aluminum, which are now valued at over 1 trillion yuan [2][10] - The rare earth industry in Baotou has seen a 19.7% increase in added value in the first three quarters, contributing significantly to overall industrial growth [12] - The city is also focusing on expanding its renewable energy sector, particularly in solar and wind power, to create a comprehensive industrial system [10][11] Infrastructure and Transportation - Baotou is prioritizing transportation infrastructure as part of its development strategy, with plans for high-speed rail connections to enhance regional integration [17][18] - The ongoing construction of the Baotou-Yinchuan high-speed rail is expected to improve connectivity and support industrial upgrades [18] - The establishment of a modern transportation network is seen as crucial for Baotou to leverage its industrial strengths and enhance its position within the urban cluster [18] Strategic Goals - Baotou has set a target to achieve a GDP of around 500 billion yuan by 2025, indicating ambitious growth plans despite current economic challenges [3][6] - The city aims to return to its historical peak GDP ranking, which was 41st in 2010, by addressing structural challenges and enhancing innovation capabilities [7][13] - The local government is focusing on integrating technological innovation with industrial development to strengthen its economic foundation [13]