位置：中游情绪：中性参考度：1/10
越南国会11日表决通过修订法案，明确限制精炼稀土出口，并再次重申禁止稀土矿石出口，此举旨在扶持该国本土稀土产业发展。越南拥有全球名列前茅的稀土矿藏，但数十年来其稀土产业开发进程滞缓，相关政策的出台或为推动产业突破滞缓局面的重要举措。
根据美国地质调查局数据，越南稀土储量此前被估算为2...00万吨，今年早些时候该机构已将这一数字大幅下调至350万吨，不过其储量规模仍位居全球前列。当前越南几乎不具备稀土精炼产能，因此此次出口限制短期内不会产生实际影响。越南至少自2021年起就已禁止稀土矿石出口，但长期以来监管层面的障碍，一直制约着本土企业及外国合作伙伴对其稀土资源的开发利用。
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