供应紧张,政策调控加码稀土市场供应端面临多重制约。现货供应量增长难度较大。高温降雨天气偏多,叠加环保政策持续趋严,导致多数稀土制造商产能释放速度较缓。海外稀土供应呈现趋紧态势,且价格维持高位,不利于我国扩大稀土制品进口规模。缅甸地震导致中重稀土进口中断,中国对7类中重稀土实施出口管制,全球80%中重稀土供应受限。政策层面,国内稀土开采配额增速放缓(2025年同比仅增长5%),指标未对外公开,进一步...
Source Link供应紧张,政策调控加码稀土市场供应端面临多重制约。现货供应量增长难度较大。高温降雨天气偏多,叠加环保政策持续趋严,导致多数稀土制造商产能释放速度较缓。海外稀土供应呈现趋紧态势,且价格维持高位,不利于我国扩大稀土制品进口规模。缅甸地震导致中重稀土进口中断,中国对7类中重稀土实施出口管制,全球80%中重稀土供应受限。政策层面,国内稀土开采配额增速放缓(2025年同比仅增长5%),指标未对外公开,进一步...
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