“华西研究”小程序全面升级！专业研值，一镜到底！华西有色金属投资建议：美国政府积极重建本国稀土产业链，但短期看，考虑到海外稀土产业链相关产能释放仍需时间及我国新增产能规模，中国仍主导全球稀土供给。此外，我国仍是全球唯一具备稀土全产业链各类产品生产能力的国家，且美西方稀土产业链的整体规模远低于我国，其产业链均不完整并存在明显短板。且10 月9 日，商务部发布61 号、62 号公告，商务部、海关总署...
Source Link“华西研究”小程序全面升级！专业研值，一镜到底！华西有色金属投资建议：美国政府积极重建本国稀土产业链，但短期看，考虑到海外稀土产业链相关产能释放仍需时间及我国新增产能规模，中国仍主导全球稀土供给。此外，我国仍是全球唯一具备稀土全产业链各类产品生产能力的国家，且美西方稀土产业链的整体规模远低于我国，其产业链均不完整并存在明显短板。且10 月9 日，商务部发布61 号、62 号公告，商务部、海关总署...
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