里昂研究报告指，国际车厂希望中国加速稀土磁铁出口，反映中国稀土磁铁的主导地位；目前稀土磁铁出口谈判突显了上游供应紧张的局面。该行认为，由于市场仍然缺乏中国以外的产能，因此中国制造的稀土磁铁被取代的威胁仍然较低。另外，5月内地的电池数据仍然具韧性，产量及销售额分别按年升46%及56%，今年首五个月分别累计升51%及55%。5月电池出口按年增长38%，今年首5个月累计出口增长40%。该行于稀土行业的...
Source Link里昂研究报告指，国际车厂希望中国加速稀土磁铁出口，反映中国稀土磁铁的主导地位；目前稀土磁铁出口谈判突显了上游供应紧张的局面。该行认为，由于市场仍然缺乏中国以外的产能，因此中国制造的稀土磁铁被取代的威胁仍然较低。另外，5月内地的电池数据仍然具韧性，产量及销售额分别按年升46%及56%，今年首五个月分别累计升51%及55%。5月电池出口按年增长38%，今年首5个月累计出口增长40%。该行于稀土行业的...
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