中信证券指出7月10日MP Materials宣布与美国国防部建立合作关系认为其签订的协议反映出美国高度重视稀土永磁供给

智通财经
14 Jul
中信证券指出7月10日MP Materials宣布与美国国防部建立合作关系认为其签订的协议反映出美国高度重视稀土永磁供给的独立性以及美国本土生产镨钕金属的高成本进一步凸显出稀土资源战略价值。需求方面新能源汽车、空调、工业机器人等需求持续增长人形机器人商业化进程加速有望打开稀土永磁远期需求增长空间。此外出口逐步恢复叠加东南亚雨季下供给刚性提升稀土价格有望稳中有进进而带动产业链公司盈利能力持续提升持续推荐稀土产业链战略配置价值。

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