7月29日，MP Materials盘中下跌5.12%，报39.165美元/股，成交额9193.57万美元，延续前一交易日跌势。
消息面上，最新行业报告指出美国稀土供应缺口高达4.77万吨，而MP Materials在得克萨斯州为五角大楼建设的磁铁工厂预计要到2028年才能投产，短期产能爬坡远不及市场预期。距离国防供应链全面禁止采购外国产关键矿物的最后期限仅剩五个月，美国本土年产能预计年底仅能达到5000吨，供需矛盾短期难以弥合。
板块方面，同属多种金属与采矿行业的USA Rare Earth同日下跌5.41%，必和必拓跌1.42%，泰克资源跌2.64%，板块整体承压明显。此外，德意志银行此前已将MP Materials目标价由70美元下调至61美元，公司CEO近两个月内累计减持超百万股亦持续压制市场情绪。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.