节点：下游（终端消费/应用）位置：下游情绪：利好参考度：4/10
自然资源部公布新一轮找矿突破战略行动成果，我国在四川冕宁、甘肃宕昌两地探明稀土、萤石、重晶石、锑四类战略性矿产新储量，覆盖新能源、高端制造、国防军工等关键领域，为产业链供应链安全筑牢资源根基。
四川冕宁县牦牛坪矿区贡献三大核心矿种，其中稀土矿探明稀土氧化物资源量966.56万吨，远超50万吨大型轻稀土矿床门槛，属国内超大型矿床，规模居全国前列，相当于我国现有稀土保有储量两成以上。稀土为永磁材料核心原料，广泛应用于新能源汽车电机、风力发电机、航空航天制导系统等领域，是全球科技竞争核心战略资源。
同矿区萤石矿资源量达2713.54万吨，远超100万吨大型矿床门槛，属超大型矿床，可大幅补充氟化工原料储备。萤石被称为“第二稀土”，是氟...
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