据知情人士透露，科技巨头苹果公司将于15日宣布向美国唯一稀土矿运营商MP材料公司注资5亿美元。这项战略性投资旨在强化苹果供应链关键原材料保障能力。
位于加利福尼亚州的MP材料公司运营着全美规模最大的稀土开采与加工基地，其芒廷帕斯矿场供应着全球15%的稀土资源。此次注资将助力该公司扩建得克萨斯州精炼工厂，实现从矿石开采到磁铁制造的全产业链整合。
行业分析师指出，该合作标志着消费电子巨头首次深度介入稀土供应链上游。稀土元素作为永磁电机核心材料，对苹果产品线中的iPhone震动马达、AirPods耳机及未来电动汽车项目具有不可替代性。在当前地缘政治背景下，此举凸显科技企业构建多元化供应链的战略转向。
截至发稿前，苹果与MP材料公司均未就具体合作条款发表官方声明。二级市场反应迅速，MP材料股价在盘前交易时段跃升7.2%，苹果股价则维持平盘震荡格局。
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