异动解读 | MP Materials股价盘中大跌5.06%,Q3业绩下滑及停止对华销售影响显著

异动解读
Nov 14, 2025

周四盘中,稀土生产商MP Materials Corp.(股票代码:MP)股价大幅下跌5.06%,投资者对公司最新发布的2025年第三季度财报反应强烈。

根据财报显示,MP Materials第三季度业绩出现明显下滑。公司停止了对中国的所有产品销售,导致本季度未确认稀土精矿收入,合并收入同比下降15%至5360万美元。此外,公司报告净亏损同比增加1630万美元至4180万美元,每股摊薄亏损增加0.08美元至0.24美元。

尽管公司在磁性前驱体产品销售方面取得进展,收入达2190万美元,但这并未能完全抵消稀土精矿销售停止带来的影响。公司表示,停止对华销售是为了遵守与美国战争部(前国防部)达成的协议条款,并进一步支持公司的国内供应链目标。然而,这一战略调整显然对短期财务业绩造成了压力,引发了投资者的担忧,导致股价大幅下跌。

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