周一盘中,美国稀土生产商MP Materials Corp.股价大涨5.05%,引发市场广泛关注。这一显著涨幅源于公司与美国国防部(DoD)达成的重大合作协议。
据悉,MP Materials已与美国国防部签署了一项价值数十亿美元的公私合作伙伴关系协议。该协议旨在建立稀土磁体的国内供应链,减少美国对外国来源的依赖。作为交易的一部分,美国国防部将成为MP Materials的最大股东,此前已收购了该公司价值4亿美元的优先股。
作为扩张计划的一部分,MP Materials计划建造第二家磁铁制造厂,名为"10X 工厂",预计将于2028年投入使用。此外,公司还将升级其位于加州的Mountain Pass矿,提升重稀土分离能力。这一战略合作正值美国急需打造从矿山到磁铁的完整供应链之际,尤其是在中国今年4月决定限制稀土出口后,美国建立更具韧性的工业基础的需求更加迫切。
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