周二,美国唯一在运营的稀土企业MP Materials涨幅扩大,截至发稿涨超22%。据消息人士透露,苹果拟向MP Materials注资5亿美元。
根据协议,苹果将从MP Materials得州工厂采购美国本土生产的稀土磁体,并计划共建两座新工厂:位于德州沃斯堡的磁体制造基地,以及加州芒廷帕斯的电子废弃物回收中心,后者将把回收材料用于未来苹果产品的生产。
这一合作被视为特朗普政府的“重大胜利”——该政府一直将本土稀土开采视为国家安全的优先事项。一位白宫高级官员评价称,这份协议“对国家有利,对美国工人有利”。
就在几天前,美国国防部刚宣布向MP Materials投资4亿美元,旨在加强本土供应链,减少对中国的依赖。目前,中国占据全球约60%的关键矿产供应量,加工量更是高达90%。
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