美国稀土巨头MP Materials（MP）股价今日大幅上涨，此前该公司宣布与苹果公司达成价值5亿美元的战略合作。根据Davidson分析师研究报告显示，此项合作包含苹果公司预付2亿美元用于采购回收稀土磁体，该材料将应用于苹果产品线。此次合作标志着MP Materials商业势头的显著扩张。
值得注意的是，此次合作达成恰逢MP Materials与美国国防部签署具有变革性意义的协议之后。该国防订单将大幅提升公司稀土加工能力，为其产业链延伸提供关键支撑。分析师指出，MP Materials预计将于2027年启动磁体量产交付，苹果公司将成为其产能扩张计划的核心客户。
受双重利好消息推动，MP Materials股价单日暴涨26%至61.10美元，年内累计涨幅逼近四倍。市场观察人士认为，这两项战略合作不仅强化了MP Materials在稀土产业链的核心地位，更确立了其从矿产开采向高附加值产品制造的转型路径。随着磁体量产时间表的明确，公司有望在高端稀土应用领域占据先发优势。
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