A股市场稀土股继续活跃,其中,科恒股份涨10%,广晟有色涨近8%,盛和资源涨3%,龙磁科技、大地熊涨超2%。广晟有色此前已连续2日涨停,公司是中重稀土主要生产企业,拥有全产业链的产业优势。
彭博引述专家分析认为,关于中美围绕芯片和稀土的对峙,中方似乎愈来愈占据优势。全球近70%的稀土都由中国生产,这些金属对制造战斗机、核反应炉控制棒等关键技术至关重要。美国想要摆脱对中国稀土的依赖还需要10年时间。尽管美国可以与中国以外最大的稀土生产商澳洲莱纳斯稀土公司合作,巴西、南非、日本和越南的稀土产能也正在建设中,但他们都无法立即为美企提供解决方案。另外,美国在重稀土分离提纯技术上落后中国20年。
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