USA Rare Earth Inc. (USAR) 今日盘中股价大幅上涨5.08%，引起了市场的广泛关注。
消息面上，此次上涨主要受到多重利好消息的推动。公司此前宣布以约28亿美元收购巴西稀土生产商Serra Verde集团100%的股权，该交易预计将于第三季度完成。此次收购将帮助公司打造一个覆盖重稀土和轻稀土的全供应链垂直整合平台，显著增强其产业实力和资源控制力。此外，华盛顿方面已承诺向公司提供最高16亿美元的财政支持，进一步巩固了其资金实力和发展前景。
根据收购公告，合并后的公司预计到2030年年化EBITDA将达到约18亿美元，其中Serra Verde单独贡献的预测EBITDA在2027年可达5.5至6.5亿美元，展现了强劲的增长潜力。同时，今日稀土板块整体呈现回暖态势，同业公司股价也普遍上涨，为USA Rare Earth的股价提供了额外的共振支撑。
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