8月14日，MP Materials盘中上涨5.17%，报58.54美元/股，成交额8370.26万美元。
消息面上，美国总统特朗普此前于8月7日召集力拓、必和必拓、MP Materials等全球矿业巨头开会，旨在保障美国及盟友关键矿产供应，路透社报道称美国急需关键矿产补充对伊朗战事期间耗损的武器库存，政府计划宣布多项交易与谅解备忘录。同日，MP Materials公布Q2营收1.085亿美元，同比增长89%，大幅超出市场预期的9690万美元；公司同步宣布启动面向无人机行业的"蜂群计划"并与美国及盟友客户签署订阅协议。当前稀土板块整体走强，USA Rare Earth涨8.28%，REALLOYS涨15.44%，政策利好与业绩兑现形成共振。
MP Materials是西半球最大的稀土材料生产商，拥有并经营北美唯一活跃的大规模稀土采矿和加工场地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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