6月1日，MP Materials盘中上涨5.22%，报68.385美元/股，成交额1.64亿美元。
消息面上，全球稀土市场供需紧平衡格局进一步确立，核心品种氧化镨钕现货报价维持高位，业内预计随着三季度采购窗口到来价格仍有上行空间。中国稀土出口管制措施虽暂缓至11月，但国内供给刚性叠加新能源汽车、风电等下游需求持续放量，稀土板块整体受提振。同行业个股USA Rare Earth Inc.涨6.03%，CRITICAL METALS CORPORATION涨6.25%。此外，MP Materials近期起诉竞争对手USA Rare Earth窃取其晶界扩散专有技术，显示公司在磁体研发领域的技术壁垒。公司正推进得州12.5亿美元稀土磁铁制造园区建设，加州芒廷帕斯矿将"很快"启动分离作业，垂直整合战略持续推进。
（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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