2025 年 9 月 11 日,瑞银证券发布《中国可持续发展——中国稀土专家会议纪要》。会议邀请了拥有十几年稀土永磁行业经验的资深专家,深入剖析中国稀土市场格局及全球供应链影响。会议纪要最终结论:中国在稀土储量、精炼环节的全球主导地位短期难以撼动。长期来看稀土价格将保持稳中有升会议纪要认为,从供应链全环节看,中国在稀土的主导地位不仅体现在上游采矿,更体现在核心的精炼分离环节所形成的“护城河”。叠加...
Source Link2025 年 9 月 11 日,瑞银证券发布《中国可持续发展——中国稀土专家会议纪要》。会议邀请了拥有十几年稀土永磁行业经验的资深专家,深入剖析中国稀土市场格局及全球供应链影响。会议纪要最终结论:中国在稀土储量、精炼环节的全球主导地位短期难以撼动。长期来看稀土价格将保持稳中有升会议纪要认为,从供应链全环节看,中国在稀土的主导地位不仅体现在上游采矿,更体现在核心的精炼分离环节所形成的“护城河”。叠加...
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