中信建投:我国具备稀土全产业链优势 未来关注钕铁硼材料需求拉动领域

智通财经
Nov 16, 2025

智通财经APP获悉,中信建投发布研报称,中国是全球最大的稀土资源国、矿/冶生产国、消费国,具备稀土全产业链优势。其中,据USGS数据,中国稀土资源储量约占全球40%,且南重北轻,拥有较为丰富的、战略价值更高的中重稀土资源。稀土永磁是稀土消费最大的领域,保持高速增长。新能源汽车是高性能钕铁硼材料需求拉动最明显的领域,未来需求占比约50%。由于新能源汽车、节能电机、风力发电等领域的快速增长,预计...

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