节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
美国地质调查局更新的关键矿物清单涵盖60种材料，占全球开采商品的80%左右，均被认定为对国家安全、经济稳定及供应链弹性至关重要。这些矿物中既有铜、镍等传统工业投入，也包含稀土元素及镓、锗等小众金属，其应用场景的拓展正推动一场金属使用的无声革命。
“香料金属”虽用量小但影响显著：镓与锗可指数级提升半导体芯片容量，钯、砷等则用于芯片电镀与包装；氮化镓芯片增强雷达及无人机干扰能力，成为美军防御重点。动力金属如锂、钴、镍、锰是减碳进程核心，锂因特斯拉Roadster车型普及跃升为清洁技术关键投入，稀土永磁体则广泛应用于...
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