节点:下游(终端消费/应用)位置:下游情绪:利好参考度:4/10


美国首席贸易顾问纳瓦罗暗示,特朗普政府与中国的往来是以时间换稀土,强调美国工业突破将提升国内稀土产量,消除中国在该领域的市场主导地位。他指出中国虽认为拥有垄断地位,但这只是时间问题,达成协议是暂时策略,期间需通过外交手段应对。国际能源署数据显示,中国占全球90%以上稀土和永磁体提炼产能,马来西亚以4%居次。

为减少西方对中国关键矿产依赖,美国已与日本、韩国、新加坡等八个盟国在能源、关键矿产、半...关税,称中国可能向欧洲、墨西哥倾销商品。

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