稀土:针锋相对持续,但中国仍占上风;尽管估值偏高,对该板块仍持积极态度-Rare Earths_ Tit for tat continues but China retains the upper hand; positive for the sector, despite stretched valuations
2025-10-19 15:58
J P M O R G A N Asia Pacific Equity Research 14 October 2025 Rare Earths Tit for tat continues but China retains the upper hand; positive for the sector, despite stretched valuations Trump's 100% tariff increase on China in response to the broadening of export controls on rare earth materials, has kept western producers and developers in the spotlight. While recent developments appear to be posturing ahead of the first face- to-face meeting between China and US leaders in over 5y, China clearly retains the ...