节点:下游(终端消费/应用)位置:下游情绪:利好参考度:10/10
据矿业周刊(Miningweekly)报道,澳交所上市企业莱纳斯稀土公司(Lynas Rare Earths)2026财年第三季度(截至3月31日)的稀土氧化物(REO)产量增至3200吨,为公司创收2.65亿澳元。
该澳大利亚稀土矿商拥有两处核心生产基地:西澳州韦尔德山(Mount Weld)采选厂及马来西亚关丹市莱纳斯高级材料厂(Lynas Advanced Materials Plant),形成从采矿到材料加工的完整产业链。
对比历史数据,莱纳斯公司2025财年第三季度REO产量为1911吨,本财年第二季度产量为2383吨,本季度产量同比增长67.4%,环比增长34.3%,呈现显著上升趋势。
本季度产量构成中,镝铽氧化物产量为8吨。值得关注的是ϼ..首次实现钐的商业化生产,钐因在电子、航空航天领域高性能磁体及光学、催化剂、医疗等应用场景的广泛需求,市场价值突出。此举使莱纳斯成为同时具备轻稀土与重稀土规模化生产及供应能力的企业。
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