节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
美国12种关键矿产净进口依存度达100%美国白宫披露数据显示，截至2024年，美国有12种关键矿产的净进口依存度达到100%，另有29种关键矿产的净进口依存度不低于50%。这一数据直观反映出美国在关键矿产资源供应端存在显著的对外依赖风险，其供应链稳定性面临严峻挑战。
值得关注的是，即便部分关键矿..钴、镍、稀土元素）在美国境内具备开采能力，但由于国内加工产能不足，美国仍需依赖下游产品进口
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