异动解读 | USA Rare Earth盘前大跌10.81%,中国暂停稀土出口管制或影响公司业务

异动解读
Nov 07

USA Rare Earth Inc.(股票代码:USAR)今日盘前大跌10.81%,引起市场广泛关注。该公司股价在盘前交易中大幅下挫,截至发稿时报价为14.7美元。

此次股价下跌可能与最新的政策变动有关。据报道,中国有关部门宣布暂停实施多项出口管制公告,涉及稀土、锂电池和人造石墨负极材料等。作为一家垂直整合的美国本地稀土磁铁供应链企业,USA Rare Earth Inc.的业务可能受到这一政策变化的直接影响。该公司正在美国开发钕铁硼磁体制造厂,并建立国内稀土和关键矿物供应、提取和加工能力。中国放松稀土出口管制可能会增加全球稀土供应,从而对USA Rare Earth Inc.的竞争优势和市场地位产生潜在影响,这可能是导致投资者信心下降和股价大跌的主要原因。

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