稀土行业:受益供给侧管理强化 稀土景气度将持续回升

第一创业
22 Jul

核心观点自中国将关键矿物出口管制作为应对美国对中国高科技限制的应对手段以来,中国已对镓、锗、锑、钨、中重稀土等中国在全球供应中占比较大的矿物进行了出口管制。目前看,稀土管制对美国对华贸易政策的影响最大,中美伦敦贸易会谈中,美方将中国加大稀土出口作为谈判的一个重要条件,并且伦敦会谈后在中国放宽部分对美稀土出口后,美国也在7 月中旬取消了Nvida 产H20 和AMD 产AI 芯片对华出口限制,以及...

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