节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
美国军方要求矿企协助扩大13种关键矿产国内供应，相关矿产用于半导体、武器等产品制造。该项要求于2月27日美以军事打击伊朗前提出，系华盛顿近期强化军用材料保障的最新举措。路透社获取的文件显示，五角大楼已要求国防工业基地联盟（DIBC，含1500余家企业、大学及军火供应商）在3月20日前提交13种指定矿产的开采、加工或回收项目建议。
涉及的13种矿产包括钒、镍、铋、钨、锆、铪、钐、钆、镱、钇、锗、砷及石墨，美国当前对这些矿产的消费高度依赖进口，部分矿产如锗、石墨、钇面临进口中断风险。其中，钇作为稀土元素之一，用于发动机、涡轮机高温防护涂层，其短缺已对航天航空工业构成警示；镍作为大宗贸易矿产，虽印尼为全球...
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