机械设备行业点评报告:稀土出口管制再升级,提升国产电机产业链全球优势

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Oct 19, 2025

(以下内容从开源证券《机械设备行业点评报告:稀土出口管制再升级,提升国产电机产业链全球优势》研报附件原文摘录)稀土“资源+技术”全链条管控,强化全球产业重构2025年10月9日商务部公告明确,稀土管制覆盖开采、冶炼分离、金属冶炼、磁材制造及二次资源回收全链条,且将磁材制造核心技术纳入许可管理。通过“资源+技术”双重卡位,进一步巩固我国在全球稀土产业链主导权,重塑新能源汽车、风电、工业自动化、人形...

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