在你阅读这篇文章之前，不妨先点击"关注"按钮，这样不仅便于您参与讨论与分享，还能让您享受到不同的参与感，感谢您的支持！ 中国的稀土资源被视为"卡脖子"手段，对于美军工业而言至关重要。然而，令人没想到的是，竟有两个国家充当了"中介"，通过转运将 数千吨稀土送往了美国。我们一直在严密防范的稀土资源，难道就这样被轻易钻了空子？ 美国对稀土这类关键矿产的需求巨大，但自身在这一领域存在许多短板。尽管美国的芒廷帕斯稀土矿储量丰富且品位高，过去数十年里 却由于忽视这一资源，导致其稀土开采和提炼的能力逐渐下降，随着产业转移和全球化发展，美国逐渐陷入了稀土依赖进口的困境。如 今，美国的高端产业对于稀土的依赖已经达到了无可替代的程度。 然而，禁令实施之后，贸易数据的异常波动迅速引起了关注。海关记录显示，从去年12月到今年4月，美国从泰国和墨西哥进口的锑氧 化物数量达到3834吨，几乎等同于过去三年的总和。更让人疑惑的是，泰国和墨西哥在中国锑的出口排名中一直不在前列，而禁令一实 施，这两个国家突然就跃升为中国的前三大买家。 更为可疑的是，泰国和墨西哥在相关产业上的基础非常薄弱。墨西哥的唯一锑冶炼厂直到今年4月才恢复生产，而泰国的加 ...

中国氧化物高级陶瓷市场现状调查及前景预测分析报告2025~2031年 【全新修订】：2025年7月 【出版机构】：中智信投研究网 【内容部分有删减·详细可参中智信投研究网出版完整信息！】 【免费售后 服务一年，具体内容及订购流程欢迎咨询客服人员 】 【报告目录】 1 氧化物高级陶瓷市场概述 1.1 产品定义及统计范围 1.2 按照不同产品类型，氧化物高级陶瓷主要可以分为如下几个类别 1.2.1 全球不同产品类型氧化物高级陶瓷销售额增长趋势2021 VS 2025 VS 2031 1.2.2 二氧化钛 1.2.3 氧化锌 1.2.4 氧化镍 1.2.5 氧化铁 1.2.6 其他 1.3 从不同应用，氧化物高级陶瓷主要包括如下几个方面 1.3.1 全球不同应用氧化物高级陶瓷销售额增长趋势2021 VS 2025 VS 2031 1.3.2 消费电子 1.3.3 汽车 1.3.4 机械与航天 1.3.5 医疗 1.3.6 其他 1.4 氧化物高级陶瓷行业背景、发展历史、现状及趋势 1.4.1 氧化物高级陶瓷行业目前现状分析 1.4.2 氧化物高级陶瓷发展趋势 2 全球氧化物高级陶瓷总体规模分析 2.1 全球氧化物高 ...

Core Viewpoint - The U.S. Department of Defense has invested $400 million to become the largest shareholder in MP Materials, the largest rare earth producer in the U.S., aiming to reduce dependence on China for rare earth supply chains. However, challenges remain in refining technology and pollution issues that could hinder achieving an independent supply chain [1][2]. Group 1: Investment and Strategic Moves - The U.S. Department of Defense's investment positions it as the largest shareholder in MP Materials, which is the only company in the U.S. that controls the entire rare earth supply chain [1]. - MP Materials has begun investing in domestic refining capabilities to reduce reliance on Chinese processing plants, with a new facility under construction in Texas [2]. - The U.S. government has committed to purchasing 100% of the rare earth magnets produced at a new factory expected to be operational by 2028, with a minimum price set at $110 per kilogram for neodymium-praseodymium oxide products [5]. Group 2: Market Dynamics and Challenges - Over 60% of global rare earths are mined in China, and 92% are refined there, highlighting the significant reliance on Chinese capabilities [2]. - The CEO of REalloys indicated that achieving a fully independent rare earth supply chain in the U.S. could take until 2027 or 2028, depending on various strategic and regulatory factors [1]. - Experts have raised concerns about the time and cost required to develop rare earth processing capabilities in the West, estimating it could take 10 to 20 years and cost trillions of dollars [6].

摘要 投资要点 ①龙头业绩暴增，二级市场板块受提振 稀土龙头业绩暴涨+稀土价格调涨，二级市场方面，板块大爆发，北方稀土2连板，机构关注哪些个 股？ ②每吨上调284元，两大巨头宣布稀土提价 ③机构关注 龙头业绩暴增，二级市场板块受提振 重点项目建设方面，全面巩固规模优势，加快推进重点项目建设。新一代稀土绿色采选冶稀土绿色冶炼 升级改造项目一期进入产线联动调试收尾阶段；产业链并购重组、合资合作等延链补链强链资本运作项 目稳步推进。 每吨上调284元，两大巨头宣布稀土提价 7月10日晚间，北方稀土和包钢股份分别发布公告称，根据稀土精矿定价方法及2025年第二季度稀土氧 化物价格，拟将公司2025年第三季度稀土精矿交易价格调整为不含税19109元/吨(干量，REO=50%)， REO每增减1%、不含税价格增减382.18元/吨。 这比今年第二季度的不含税价格上调了284元/吨，环比上涨约1.5%。今年4月9月，北方稀土曾发布公 告，拟将2025年第二季度稀土精矿交易价格调整为不含税18825元/吨(干量，REO=50%），REO每增减 1%、不含税价格增减376.50元/吨。 受该消息和前期龙头业绩影响，7月11日 ...

稀土元素，被誉为"工业维生素"，是现代工业不可或缺的关键战略性原料，尤其在冶金、石化、新能源、军工、半导体等行业中发挥着至关重要的作用。 artistic and and t the prov 19 近年来，中美两国在科技与经贸领域的对抗持续升温，特别是在芯片产业的较量中，双方你来我往，互不相让。然而，在这场关乎未来科技、军事和经济命 脉的较量中，中国的稀土资源成为了一张制胜的"王牌"。 全球稀土资源总储量约1.2亿吨，其中中国储量约4400万吨，占全球储量的近40%。我国不仅拥有最丰富的稀土资源，还掌握着从开采到深加工的完整产业 链，特别是在稀土功能材料的研发和生产方面，中国的技术水平已经远超其他国家。 为此我今天经过深度复盘后整理出五家稀土永磁优质龙头企业，尤其看好最后一家是获100%中重稀土配额+市占第一的独角兽企业。 中国稀土：专注于稀土氧化物等产品的生产运营，是中国五矿集团的稀土上市平台。公司拥有先进的稀土分离加工技术，能够生产高纯度的稀土氧化物。 宁波韵升：中国生产和销售钕铁硼的主要基地之一，在钕铁硼领域具有垄断地位。公司的稀土永磁元器件可应用于节能电机、电梯电机、3C电器、新能源 汽车、风电等多 ...

Core Viewpoint - Northern Rare Earth and Baotou Steel announced adjustments to their rare earth concentrate pricing, reflecting a continued upward trend in prices over the past year, with Northern Rare Earth's stock hitting a limit up on the announcement [1][2]. Company Performance - Northern Rare Earth expects a significant increase in net profit for the first half of 2025, projecting a net profit of 900 million to 960 million yuan, representing a year-on-year growth of 1882.54% to 2014.71% [2]. - The company also anticipates a non-GAAP net profit of 880 million to 940 million yuan, indicating a staggering growth of 5538.33% to 5922.76% year-on-year [2]. Market Dynamics - Since the first quarter of 2025, the rare earth market has seen increased activity due to tighter upstream raw material supply and stimulating policies for downstream consumption, positively impacting Northern Rare Earth's performance [4]. - The company has focused on enhancing production efficiency, optimizing raw material and product structures, and expanding market reach, achieving record production and sales [4]. Industry Outlook - According to Guotou Securities, the overall quota growth for rare earths is expected to slow down, while demand from sectors like electric vehicles, wind power, and home appliances continues to rise [4]. - The report also highlights a potential demand gap in the global praseodymium-neodymium oxide market, with prices expected to rise as exports recover and domestic price differentials narrow [5]. - GF Securities notes that under uncertain tariff policies, China's rare earth mining indicators may see stricter management, and the strategic value of rare earth permanent magnets will continue to grow [6].

Group 1: Photovoltaic Silicon Material Industry - The photovoltaic silicon material industry is expected to accelerate capacity consolidation, with the Ministry of Industry and Information Technology emphasizing the need for high-quality development in the solar industry [1] - By 2027, the industry is projected to enter a stable development phase, with significant advantages in the silicon material segment due to differences in capacity costs and financial strength among companies [1] - Key companies to watch include GCL-Poly Energy, Xinte Energy, Tongwei Co., and TBEA [1] Group 2: Solid-State Battery Industry - The solid-state battery industry is witnessing continuous advancements, with equipment from Winbond Technology successfully delivered to major domestic clients [2] - Material production is ramping up, with significant capacity in oxide electrolytes and expectations for sulfide electrolytes to achieve ton-level shipments by 2025 [2] - Companies of interest in this sector include Xiamen Tungsten, Tianqi Lithium, and others involved in the solid-state battery supply chain [2] Group 3: Offshore Wind Power Development - The central government is promoting the orderly development of offshore wind power, with a focus on enhancing the marine economy and encouraging private investment [3] - Goldwind Technology has secured over 7.7GW of international orders for 2024, with significant revenue growth reported for its international subsidiary [3] - Key players in the wind power sector include Goldwind Technology, Oriental Cable, and Dajin Heavy Industry [3] Group 4: Data Center Investment - Global data center investments are accelerating, with Amazon planning to invest AUD 20 billion (approximately USD 13.1 billion) in Australia and SK Telecom collaborating with Amazon Web Services for a significant data center project in South Korea [4] - The deployment of NVIDIA's GB300 AI systems is underway, indicating a growing demand for AI computing resources [4] - Companies to monitor in the AIDC power equipment sector include Jinpan Technology, Xinte Electric, and others [4] Group 5: Key Company Earnings Forecasts - The report provides earnings forecasts and investment ratings for several companies, with Goldwind Technology rated "Outperform" and projected to have an EPS of 1.28 in 2025 [5] - Jinpan Technology and other companies also received "Outperform" ratings, indicating positive market sentiment [5] Group 6: Industry Performance Overview - The electric power equipment sector outperformed the market in June, with a 6.68% increase compared to a 2.5% rise in the CSI 300 index [13] - The sector's PE ratio at the end of June was 30.3, reflecting a slight recovery in valuations [13] - The report highlights that the electric power equipment industry has shown strong performance across various sub-sectors, including lithium battery materials and wind power [23]

北方稀土与包钢股份此前约定，自2023年4月1日起，在稀土精矿定价公式不变的情况下，每季度首月上旬，公司经理层根据稀土精矿定价公式计算、调整稀 土精矿价格，重新签订稀土精矿供应合同或补充协议并公告。 上述研报进一步分析，需求端，新能源车、风电、家电等需求持续高增，预计短期人形机器人迎来量产，正迅速成为高性能钕铁硼的重要应用领域，目前头 部磁材企业已开始供应订单。随着需求持续增长，镨钕供需或将迎来改善。研报预计未来全球镨钕氧化物市场会出现需求缺口，镨钕价格有望持续上涨。伴 随出口逐步恢复，国内外中重稀土价差有望收敛，看好国内氧化镝、氧化铽价格上涨。 据了解，稀土是17种元素的总称，是不可再生的战略资源。根据其物理化学性质及分布情况，可分为轻稀土和中重稀土两大类。轻稀土储量较丰富且分布广 泛，而中重稀土更为稀罕且分布不均，大部分集中在中国。 （文章来源：21世纪经济报道） 7月10日晚间，国内稀土双巨头北方稀土（600111.SH）、包钢股份（600010.SH）双双公告，拟将2025年第三季度稀土精矿关联交易价格调整为不含税19109 元/吨（干量，REO=50%，下同），REO每增减1%、不含税价格增减382 ...

7月9日，中国稀土今日收盘34.96元，下跌1.91%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到498.18倍，总市值371.00亿元。 从行业市盈率排名来看，公司所处的小金属行业市盈率平均76.85倍，行业中值51.04倍，中国稀土排名 第39位。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13中国稀土498.18-129.317.86371.00亿行业平均 76.8559.293.78195.02亿行业中值51.0455.173.51120.45亿1洛阳钼业11.2512.812.351732.84亿2金钼股份 11.8312.012.02358.15亿3锡业股份15.7617.651.35254.93亿4华锡有色18.8919.363.07127.34亿5贵研铂业 19.2619.551.55113.28亿6厦门钨业19.2718.872.00326.09亿7中钨高新28.7528.962.84272.11亿8宝钛股份 29.2025.252.07145.53亿9云路股份29.6729.944.18108.08亿10浩通科技33.6734.342.6240.04亿11铂科 ...

Core Viewpoint - China's control over rare earth exports has become a significant leverage point against Western countries, particularly impacting the U.S. automotive industry and forcing policy adjustments in trade relations [1][4][5]. Group 1: China's Rare Earth Control - China's recent measures to control rare earth exports are described as more impactful than previous economic strategies, threatening major sectors like the automotive industry [2][4]. - The article highlights that Western countries have long recognized the importance of rare earth minerals but have failed to invest adequately in alternative sources, leading to their current vulnerability [1][5]. Group 2: Impact on U.S. and Western Industries - The U.S. government has been forced to reconsider its stance on tariffs due to the potential impact of rare earth shortages on its automotive sector, which is a critical part of its manufacturing base [4][6]. - Despite some efforts to diversify supply chains, such as investments in Australian mines, Western countries remain heavily reliant on Chinese rare earth supplies, with many manufacturers holding only a week's worth of inventory [5][6]. Group 3: Legal and Strategic Framework - China has established a legal framework for restricting strategic exports, which allows it to target the pain points of trade partners effectively [4][5]. - The Chinese government emphasizes that its export controls are in line with international practices and aim to protect national security while considering the reasonable needs of other countries [6].