中信建投:战略资源价值重估,稀土产业链迎戴维斯双击

中信建投证券研究
Nov 26, 2025

稀土磁材:地缘冲突强化战略金属定位,戴维斯双击凸显板块投资价值。战略资源价值重估,新兴产业及国防科技不可或缺的“维生素”中国是全球唯一具备稀土全产业链生产的国家,四大稀缺性奠定战略地位。稀土元素在地壳中丰度并不稀少,部分元素丰度甚至高于钨、锡、钼、钴等金属,例如铈丰度排名25,与铜接近。但稀土具备四大稀缺性凸显其战略地位。具有工业价值的矿床少。稀土元素往往与其他元素共生,难以单独成矿,因此具有工业...

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