节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
Blue Moon Metals收购Apex矿强化美国关键矿产供应
Blue Moon Metals将从泰克资源（Teck Resources）收购犹他州的Apex矿。该交易扩充了Blue Moon的关键矿产组合，涵盖锗、镓及铜，助力国内供应链建设。2026年2月签署的买卖协议将于同年3月完成。Blue Moon将获得26项已专利及9项未专利矿权，覆盖250公顷土地，同时向泰克发行7,031,959股普通股，占已发行股份的8%。泰克将获得0.5%的净冶炼收益特许权使用费及100万美元（加币137万）的 capped特许权使用费。
协同效应方面，Blue Moon将加州矿的锌精矿送往泰克Trail运营厂加工。公司计划重启Apex矿开发，保障国内锗和镓供应，契合美国关键矿产倡议。Blue Moon还..
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