节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
美国政府执政第二年，联邦层面正进一步聚焦关键矿产领域，政策、投资与安全考量形成协同，推动供应链风险管控从稀土向更广泛领域延伸，为开采、加工及制造全环节带来新的发展重点与机遇。当前联邦举措呈现两大核心趋势：一是高风险矿产支持范围扩大，二是国内加工先进技术关注度升温。
到2026年，联邦关键矿产投资将从稀土扩展至锑、钨等高风险品种。这类矿产此前未获同等关注，但属美国脆弱供应链核心组成，如锑供应高度依赖中国、塔吉克斯坦及俄罗斯，对国防、能源、半导体等行业构成可持续性挑战，其应用覆盖合金、弹药及阻燃材料等关键场景。与稀土类似，投资重点将落在加工能力建设，仅开采无法保障供应链安全。
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