节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
美国政府在现任任期进入第二年之际，已将关键矿产列为政策、投资与安全领域的核心优先选项。政策走向、新型公私融资工具及对关键矿产依赖度的担忧升级，推动开采、选冶与制造业形成新的优先方向与机遇。联邦政府相关活动呈现两条主线：一是加大对高风险矿产的支持力度，二是重新聚焦国内矿产加工技术革新。2026年，美国联邦政府对关键矿产的投资将突破稀土范畴，扩展至锑、钨等其他高风险矿产。这类材料此前未获稀土同等关注度，但却是美国供应链中最脆弱的环节之一，高度依赖进口，其对外依赖程度已对国防、能源、半导体及工业制造等关键领域构成不可容忍的风险。
与稀土投资逻辑一致，联邦政府将重点投向这些矿产的加工能力建设，仅靠开采无法保障供应链安全。政府注意力将集中于突破传统冶炼与精炼等百年技术瓶颈，推动可长...
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