未知机构：美国拟立法建25亿美元关键矿产战略储备美国两党议员于1月15日正-20260120

Summary of Key Points Industry Overview - The document discusses the U.S. legislative proposal for a $2.5 billion strategic reserve for critical minerals, indicating a shift from short-term geopolitical narratives to long-term legislative actions with clear funding support [1] Core Insights and Arguments - The proposed legislation aims to reduce dependence on foreign sources for critical minerals, which is a significant move towards national security and self-sufficiency [1] - This change alleviates market concerns regarding the sustainability of demand for strategic reserves, suggesting a transition in pricing logic for critical metals from cyclical supply-demand dynamics to being driven by national strategy [1] - Specific minerals that are expected to benefit from this legislation include tungsten, chromium, and rare earth elements, particularly those with military applications and limited supply [1] Additional Important Content - The document highlights the potential positive impact on companies involved in the production of these critical minerals, specifically mentioning Xiamen Tungsten and China Tungsten [1]