周一盘前交易中，Ramaco Resources Inc.（股票代码：METC）股价大幅下跌5.94%，引发投资者关注。
这一跌势主要受到中美贸易谈判最新进展的影响。据报道，华盛顿和中国政府已达成贸易协议框架，可能暂停美国计划对关键矿产征收的关税和中国的出口管制。这一消息缓解了市场对稀土供应中断的担忧，而这种担忧曾在今年提振稀土行业股价。
值得注意的是，Ramaco Resources并非孤例。多家在美国上市的稀土矿商股价在盘前交易中普遍下跌，包括关键金属（暴跌10.3%）、美国稀土（下跌8.4%）、MP Materials（下跌5.6%）等。这反映了整个稀土行业对中美贸易关系改善的敏感反应。考虑到中国生产全球90%以上的加工稀土和稀土磁铁，而美国只有一个稀土矿，贸易关系的任何变化都可能对该行业产生重大影响。
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