每经AI快讯，有投资者在投资者互动平台提问：请问美国MP公司的稀土矿没给公司代工了，这块业务 对公司影响有多大？公司原材料来源是否充足？没有MP公司业务，需不需要关闭部分生产线缩减人员 控制成本？公司产品未获得商务部最新颁发的稀土出口许可证，现在公司产品销售是不是遇到了困难？ 特别是单价高，盈利较好的外销部分。 盛和资源（600392.SH）2月24日在投资者互动平台表示，您好，公司原矿供应渠道较多且供应稳定， 生产经营一切正常。公司严格遵守法律法规和产业政策要求从事出口业务，部分产品出口需申请两用物 项出口许可，公司按流程办理申请和出口相关产品。目前，稀土产业链下游用户主要在国内，公司出口 业务营收占比较低。谢谢您的关注！ （文章来源：每日经济新闻） ...

这几年，美国在高科技领域频频加码关税，话说得很硬，动作也不小。外界看着难免紧张，好像我们随时会被卡住脖子。但仔细想想，中国手里并不是没 有筹码，其中一张牌分量很重，那就是稀土。 很多人听到稀土两个字，第一反应就是"矿"。其实它远不只是矿石那么简单。稀土元素在现代工业里的作用，打个比方，就像人体里的微量元素。平时不 起眼，可一旦缺了，整个系统都会出问题。先进战机的雷达和发动机磁体、核潜艇的关键部件、新能源汽车的驱动电机、手机里的微型元件，都离不开 它。 造一艘核潜艇，需要数吨稀土材料；一架现代战机，也要几百公斤。美国这些年一边喊着要"脱钩"，一边却发现不少军工项目还得用到中国加工的稀土产 品。军火公司再有实力，也绕不开基础材料这一关。说白了，高端武器再先进，也得有材料托底。 不过，今天能有这样的底气，并不是天上掉下来的。上世纪很长一段时间，中国虽然拥有丰富的稀土资源，却谈不上真正掌控这个产业。白云鄂博的储量 在全球数一数二，可当时我们缺的是分离提纯的核心技术。矿石挖出来，大多只能以低价卖出去。别人买走原矿，提炼成高纯度产品，再卖出高价。资源 在我们手里，利润却不在。 稀土难就难在"分不开"。17种元素性质极为接 ...

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 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 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]

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） ...

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。 ...

Core Viewpoint - The company, Chifeng Jilong Gold Mining Co., Ltd., is experiencing growth in revenue and profit, driven by its main business in gold and non-ferrous metal mining, with significant overseas revenue contributions due to the depreciation of the RMB [4][9]. Company Overview - Chifeng Jilong Gold Mining Co., Ltd. is located in Inner Mongolia and was established on June 22, 1998. It was listed on April 14, 2004. The company's main business includes gold and non-ferrous metal mining and resource recycling [8]. - The revenue composition of the company is as follows: gold accounts for 90.03%, electrolytic copper 3.76%, and other products including zinc concentrate, rare earth products, and molybdenum concentrate make up the remainder [8]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 8.644 billion yuan, representing a year-on-year growth of 38.91%. The net profit attributable to shareholders was 2.058 billion yuan, with a year-on-year increase of 86.21% [9]. - The company has distributed a total of 387 million yuan in dividends since its A-share listing, with the same amount distributed over the past three years [9]. Market Activity - On February 12, the stock price of Chifeng Gold increased by 0.08%, with a trading volume of 2.133 billion yuan and a turnover rate of 3.34%. The total market capitalization is 72.691 billion yuan [1]. - The stock has shown no significant trend in net inflow from major investors, with a net outflow of 2.1359 million yuan on the day of analysis [5][6]. Business Operations - The company operates a multi-metal mine in Laos, primarily engaged in copper mining and smelting [3]. - The overseas revenue accounted for 69.11% of total revenue, benefiting from the depreciation of the RMB [4]. Strategic Developments - The company is collaborating with Xiamen Tungsten Co., Ltd. to develop rare earth resources in Laos, with a project that has an estimated resource of 101 million tons of ore and 25,500 tons of rare earth oxides [4].

这一消息让人感觉有些反常，甚至让不少观察人士感到困惑。毕竟，在刚过去的一个月内，中国商务部才宣布实施包括稀土、稀有金属等几百种物项的出口 管制。那么，为何在这么短的时间内，稀土这一核心战略物资却得到了特殊对待呢？我们必须强调的是，这并不是中国立场的软化，也不是管制失效。相 反，相比于一刀切的严格禁令，稀土的可控释放更加符合中国的经济和战略利益。根据日本共同社的报道，这些获批的稀土出口申请包含了7类不同的稀土 产品，然而有一个至关重要的细节需要指出——这些批准的出口申请被认为是在中国加强管制之前提交的。也就是说，那些在新政策实施前已达成的订单， 经过严格审查后被放行。这不仅符合国际贸易惯例，也有效避免了政策突然变化带来的商业违约风险。然而，消息一出，不少人并没有关注这一前提条件， 而是急于在网上发表带有偏见的言论，刻意渲染中国对日软化的举动，甚至带着阴阳怪气的语气进行解读，忽略了中国方面清楚地说明：只要出口申请符合 确保民事用途等条件，就会得到批准。如果日本的民用企业因为稀土材料短缺面临长期交货延迟、价格暴涨，甚至生产线停工的局面，这必然会加速日本向 西方阵营靠拢，减少对中国稀土的依赖。因此，这样的做法与其说是 ...

Core Viewpoint - Japan's deep-sea rare earth mud mining trial near Minami-Torishima Island has successfully extracted rare earth-containing sediment, but experts express caution regarding the feasibility of industrial-scale mining due to technical, cost, and environmental challenges [1][2][4]. Group 1: Mining Trial Details - The "Chikyū" deep-sea exploration vessel began its trial on January 12, 2023, and successfully recovered the first batch of rare earth mud on February 1, 2023 [2][3]. - The Japanese government views this trial as an initial step towards domestic rare earth industrialization, with estimates suggesting over 16 million tons of rare earth resources in the area, potentially meeting global demand for hundreds of years [3][4]. Group 2: Technical and Economic Challenges - The trial employs a closed-loop system for rare earth mud extraction, which faces significant technical challenges, including the need for equipment to withstand extreme underwater conditions [4][5]. - Initial cost estimates indicate that extraction costs could reach $50 to $100 per kilogram, with some scenarios exceeding $150, compounded by annual operational costs of approximately 10 billion yen (about $64 million) for the "Chikyū" vessel [5]. Group 3: Environmental Concerns - The environmental impact of deep-sea mining on marine ecosystems remains uncertain, with potential irreversible effects on benthic communities and marine life [6]. - Concerns have been raised regarding the handling of waste generated during the refining process of rare earth mud, which has not yet been adequately addressed [6].