核心观点稀土:海外MP Materials利好不断,国内稀土价格持续走高。近两周,氧化镨钕上涨7.29%至47.85万元/吨,氧化镝上涨2.44%至168万元/吨,氧化铽上涨0.84%至718万元/吨。海外方面,五角大楼同意斥资4亿美元购入MP Materials优先股成为其最大股东;美国国防部为MP Materials两种最常用稀土——钕和镨,设定了每公斤110美元的采购价;MP ...
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