节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
日澳稀土公司（JARE）与莱纳斯公司（Lynas）扩大稀土供应协议，强化全球钕镨（NdPr）及重稀土氧化物的供应保障，确保日本生产商至2038年的稳定供应。JARE承诺每年至少采购5000吨NdPr氧化物，底价110美元/公斤，同时采购莱纳斯至少50%的重稀土产量。协议扩展了此前约定，提升供应可预测性；莱纳斯还将分享NdPr价格超过150美元/公斤部分的30%上行收益，年度封顶1000万美元。
莱纳斯计划在协议期内供应至多7200吨/年NdPr氧化物及75%...
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