苹果斥资5亿美元布局美国稀土磁铁供应链 本土化战略再升级

华尔街洞察
15 Jul

苹果公司宣布投入5亿美元强化美国本土稀土磁体供应链体系。该科技巨头与稀土生产商MP Materials达成战略合作,双方将在德克萨斯州联合建造具备尖端技术的稀土材料工厂。该项目包含创新性布局——双方将首次启动专业级稀土元素回收处理中心,实现稀土资源的循环再利用。

此次合作标志着苹果供应链本土化战略的深化突破。新建的德州工厂将采用前沿制造工艺,专注生产高性能稀土磁体。这类关键材料广泛应用于消费电子产品、电动汽车及可再生能源设备等领域。通过构建"开采-生产-回收"全链条体系,苹果旨在减少对中国稀土供应链的依赖,同时响应美国政府推动关键材料本土化的政策导向。

值得关注的是,该回收设施将开创性处理含稀土元素的工业废料与电子产品废弃物。这项技术突破有望显著降低稀土开采的环保压力,同时提升战略资源保障能力。供应链专家指出,此项投资不仅将重塑稀土产业格局,也可能引发科技制造业供应链重组浪潮。

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