节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
Molymet与Maritime House于2025年11月12日宣布签署谅解备忘录（MoU），拟成立一家50:50的合资企业（JV），专注于铼基材料回收业务。该合作针对航空航天领域对铼日益增长的需求。合资企业初期将利用智利或加拿大现有加工设施，若原料量超出当前产能，双方后续可能评估新建北美铼加工厂。该回收项目将处理镍基高温合金废料、二元合金废料等材料，生产高铼酸铵（APR）和金属铼。合资企业还将销售高铼酸铵、铼粒及铼粉等铼产品，并与原始设备制造商（OEM）合作，提供综合回收及初级供应解决方案。
铼回收合作的战略市场影响铼价当前处于十...
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