异动解读|MP Materials盘中下跌5.68%,美国稀土供应链现实挑战加剧板块承压

行情直击
Jul 16

7月16日,MP Materials盘中下跌5.68%,报47.005美元/股,成交额6729.79万美元。

消息面上,近期有报道指出美国本土稀土供应链建设遭遇现实挑战:尽管政府投入大量资金,但本土下游磁材产业规模有限,部分稀土产品仍需出口至日本、韩国。同时,德意志银行将MP Materials目标价从70美元下调至61美元,维持买入评级。此外,公司CEO James Litinsky自4月以来持续减持,累计出售逾百万股。行业整体走弱,USA Rare Earth跌4.94%,必和必拓跌3.74%,力拓跌2.46%。

MP Materials是西半球最大的稀土材料生产商,拥有并运营北美唯一活跃的大规模稀土采矿和加工设施Mountain Pass。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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