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美国防部拟斥资10亿美元,加速抢购钴锑等关键矿产
Hua Er Jie Jian Wen· 2025-10-13 08:58
美国国防部正寻求采购价值高达10亿美元的关键矿产,作为全球库存储备计划的一部分,以应对关键金 属供应链面临的挑战。 周一,据媒体援引美国国防部的相关文件,该计划涵盖多种战略矿产的大规模采购。国防后勤局最近的 采购意向包括计划购买价值高达5亿美元的钴、从美国锑业公司采购价值2.45亿美元的锑、从一家未披 露的美国公司采购价值1亿美元的钽,以及从力拓和总部位于伊利诺伊州的APL工程材料公司共采购价 值4500万美元的钪。 这些关键矿产对国防部而言具有优先地位,对几乎所有武器系统以及雷达和导弹探测系统等技术都至关 重要。分析师指出,市场参与者对国防后勤局要求的数量感到震惊,许多人认为这些数量在拟议的五年 时间框架内不切实际。 特朗普政府的"一项重大综合法案"包含75亿美元用于关键矿产,其中20亿美元用于加强国家防务储备, 国防部计划在2026年底或2027年初之前花费这笔资金。 储备规模远超历史水平 国防部此次储备活动标志着特朗普政府对关键矿产重新关注推动的显著加速。一位前国防官员表示,10 亿美元的规模相比以往储备努力有了显著提升。 该机构还寻求潜在采购222吨铟锭的信息,这与美国2024年精炼铟消费量约250吨 ...
新材料行业2025Q1财报开门红:关注确立困境反转的稀土磁材行业
Minmetals Securities· 2025-05-27 03:44
Investment Rating - The report rates the new materials industry as "Positive" [3] Core Insights - In Q1 2025, the new materials industry experienced a strong start with revenue increasing year-on-year and significant improvement in profitability, indicating a recovery in demand and supply dynamics [11][35] - The rare earth magnetic materials sector showed notable performance, with a substantial year-on-year revenue increase and a significant turnaround in net profit, driven by improved supply-demand conditions and strong downstream demand [19][21] - The report highlights that various sub-industries within the new materials sector achieved positive revenue growth in Q1 2025, with the catalyst purification materials sector leading with a 26.6% increase [16][19] Summary by Sections Industry Performance - The new materials industry reported a total revenue of 1,544.57 billion, representing an 11.9% year-on-year increase, while net profit reached 87.48 billion, up 32.4% year-on-year [11][35] - The average gross margin for the industry was 14.1%, showing a slight decline of 0.5 percentage points year-on-year but an increase of 0.8 percentage points quarter-on-quarter [15][35] Sub-Industry Analysis - The catalyst purification materials sector had the highest revenue growth at 26.6%, while the rare earth magnetic materials sector also performed well with a 21.0% increase [16][19] - The superhard materials sector had the lowest revenue growth at 2.1%, with a significant decline in net profit by 33.2% due to competitive pressures in the photovoltaic industry [21] Price Trends - In Q1 2025, new material prices generally increased, with rare earth prices showing significant gains, including a 11.23% rise in the rare earth price index [32][34] - Prices for various materials, such as magnesium ingots and aluminum futures, also saw increases, reflecting a broader trend of price recovery in the sector [32][34] Market Outlook - The report suggests that the rare earth magnetic materials sector is poised for continued improvement in profitability, supported by favorable supply-demand dynamics and government policies [21][35] - The overall sentiment in the new materials industry is optimistic, with expectations of sustained demand growth and a favorable regulatory environment [35]