过往三年，受制于新能源增速逐步放缓、传统需求相对疲软叠加国内供给配额强势释放的三重压力，稀土价格累计下跌近 70%，代表品种氧化镨钕价格一度最低跌至 35 万元/吨，触及行业成本线，众多企业盈利转负。2025年初以来，尽管人形机器人量产加速预期叠加中美贸易摩擦下的战略反制属性推动国内稀土价格有所上涨，但整体幅度相对有限。截至2025年7 月14日，氧化镨钕、氧化镝、氧化铽的5年价格分位仅约49%、...
Source Link过往三年，受制于新能源增速逐步放缓、传统需求相对疲软叠加国内供给配额强势释放的三重压力，稀土价格累计下跌近 70%，代表品种氧化镨钕价格一度最低跌至 35 万元/吨，触及行业成本线，众多企业盈利转负。2025年初以来，尽管人形机器人量产加速预期叠加中美贸易摩擦下的战略反制属性推动国内稀土价格有所上涨，但整体幅度相对有限。截至2025年7 月14日，氧化镨钕、氧化镝、氧化铽的5年价格分位仅约49%、...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.