周四，美股稀土概念盘前快速拉升。截至发稿，MP Materials涨近50%，USA Rare Earth涨超19%，Energy Fuels涨超9%。消息面上，MP Materials与五角大楼达成协议，共建美国稀土磁体供应链。
据悉，作为合作的一部分，MP Materials将在美国建造第二个磁体工厂，名为"10X工厂"，为国防和商业客户提供服务。此外，公司还计划在其位于加利福尼亚州的Mountain Pass工厂增加重稀土分离能力。这一新设施预计将于2028年投入使用。
MP Materials首席执行官詹姆斯·利廷斯基（James Litinsky）表示："这一举措标志着政府采取了果断行动，以加快美国供应链的独立性。"
分析人士认为，这一合作不仅强化了MP Materials在稀土行业的地位，也反映了美国政府加强关键资源供应链安全的决心，可能对整个稀土行业产生深远影响。
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