现代汽车:稀土库存能用一年

SMM稀土
Jun 10, 2025

一位参加现代汽车投资者电话会议的人士表示,现代汽车的稀土库存可供使用约一年,预计中国出口限制造成的全球供应链中断不会在短期内产生任何影响。中国四月份决定限制多种稀土及相关磁铁的出口,此举导致全球汽车制造商、航空航天制造商、半导体公司和军事承包商的核心供应链陷入瘫痪。现代汽车及其关联公司起亚公司是全球第三大汽车制造商,现代汽车的囤货行为表明,现代汽车比许多竞争对手更有能力抵御已经影响福特和宝马等公司...

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