异动解读 | MP Materials盘中大跌5.43%,CEO减持与重稀土价格预警双重施压

异动解读
May 18

MP Materials (MP) 今日盘中股价大跌5.43%,引发了市场关注。

消息面上,公司董事及主席兼CEO James Litinsky近期累计减持了30万股普通股,这一大规模内部人抛售行为加剧了市场担忧。此外,公司CEO在一季度财报电话会上曾发出预警,指出随着磁铁制造商调整配方,重稀土价格“可能大幅下跌”,并预计二季度氧化镨钕价格将维持在较低区间。

CEO的减持行为与对重稀土市场的悲观价格预警形成共振,导致获利盘持续出逃,对股价构成了显著压力。

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