小摩：MP Materials(MP.US)近期将受到稀土精矿停止出口冲击但长期或有利

智通财经网2025-04-22

MP Materials(MP.US)在周一收盘下跌12%，此前该公司上周发表声明，停止向中国出口稀土精矿，以回应中国关税和出口管制。该公司表示，随着下游钕镨氧化物产量的增加，将继续生产和储存稀土氧化物精矿，管理层正在寻求加快重稀土分离的速度，同时也在其新的Ft. Worth工厂增加磁铁产量。摩根大通分析师Bill Peterson表示，由于MP Materials的中游和下游业务仍在增长，短期内...

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小摩：MP Materials(MP.US)近期将受到稀土精矿停止出口冲击 但长期或有利

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小摩：MP Materials(MP.US)近期将受到稀土精矿停止出口冲击但长期或有利