节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10


印度扩大稀土磁体激励计划以强化供应链
印度将把其稀土磁体激励计划规模扩大至约7.88亿美元（700亿卢比） ，规模为原先三倍。此举标志着一项重大政策推进，旨在在长期由中国主导的市场中建立本土产能。彭博社报道，该计划尚待内阁批准，最终确定前仍可能变动。新方案大幅增加了此前2.9亿美元计划的资金，原计划针对电动汽车、可再生能源及国防领域的关键材料。

全球对关键矿产的竞争日益激烈。中国4月实施出口限制后，日本、美国和澳大利亚等国纷纷寻求更稳固的稀土磁体供应链。目前中国加工全球约90% 的稀土产量，其出口限制已扰乱全球汽车和清洁能源行业。

稀土磁体激励计划：印度从依赖中国转向的战略之举
印度总理纳伦德拉·莫迪强调稳定且多元化供ź..

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