Stock image. China’s threats this week to restrict rare earths exports to Japan could harm the Japanese economy and manufacturers, which heavily depend on China for supplies of the critical minerals.China’s Ministry of Commerce announced Tuesday a ban on the export to Japan of dual-use items that have civilian and military applications, the state-run China Daily reported.But Beijing is also considering curbs on export permits for some rare earth-related products, according to the Daily.The move appears to b ...

To a hammer, every problem is a nail. If your most potent means of geopolitical leverage is threatening supplies of high-strength magnets, rare-earth elements will always be the solution. That’s the latest approach Beijing is taking in its dispute with Tokyo sparked by comments from Japanese Prime Minister Sanae Takaichi about the possibility of military conflict over Taiwan. Exports of all items with potential military applications to Japan will be immediately banned, China’s Ministry of Commerce said Tues ...

公司概况与业务独特性 - Energy Fuels Inc (UUUU) 是一家独特的公司 它是美国唯一运营的传统铀精炼厂 同时也是稀土领域快速崛起的参与者 [1] - 公司股票在过去一段时间内经历了超过180%的惊人涨幅 [1] 作者背景与分析方法 - 文章作者为独立股票交易员及持牌金融顾问 专注于发掘被忽视领域的高潜力机会 特别是小盘股、能源、大宗商品及特殊情境 [1] - 投资策略基于CAN SLIM框架 并进一步结合基本面动量（如每股收益、净资产收益率、营收）、价量确认以及宏观筛选 [1] - 运用GARCH和格兰杰因果等计量经济学工具来理解风险、波动性以及宏观数据如何影响市场周期 [1] - 分析不依赖单一信号 而是综合技术分析、基本面和催化剂来建立投资信念 [1]

格隆汇1月7日｜Critical Metals涨超10%，MP Materials涨超3%，USA Rare Earth涨超2%。 ...

A股三大指数集体上涨，截至午间收盘，沪指涨0.29%报4095.54点，深成指涨0.35%，创业板指涨0.41% 续创2022年1月5日以来盘中新高，北证50指数涨0.91%。沪深京三市半日成交额18536亿元，较上日放 量575亿元，全市场超2500只个股上涨。盘面上，存储芯片股持续强势，兆易创新、普冉股份等多股创 历史新高；消息称中方正研究收紧对日稀土出口许可审查，刺激稀土永磁板块上涨；有色金属、可控核 聚变板块涨幅居前。国际油价大跌，拖累油气股表现。 ...

Key Points The company could conceivably feed its production facility with materials from Venezuela, and receive investment from the U.S. government in the future. The share price rises in recent days are driven by speculation. 10 stocks we like better than USA Rare Earth › Another day and another double-digit share price for USA Rare Earth (NASDAQ: USAR). The stock rose by as much as 11% by 2 p.m. today. There are two reasons behind the move today. Venezuela Ongoing speculation that events in Ven ...

2025年4月4日，根据《中华人民共和国出口管制法》等有关法律法规，商务部会同海关总署发布关于对 钐、钆、铽、镝、镥、钪、钇等7类中重稀土相关物项实施出口管制措施的公告，并于发布之日起正式 实施。 周二，MP Materials(MP.US)股价盘前走高，截至发稿，该股涨超3%，报60.54美元。消息面上，据可靠 消息人士称，鉴于日本近期恶劣表现，中国政府正考虑针对性收紧2025年4月4日列管的中重稀土相关物 项出口许可审查。 ...

Key Takeaways MP stock surged 168.7% in a year, far outpacing the industry, sector and the broader market's returns.MP Materials secured Apple and DoW partnerships to strengthen a U.S. rare earth supply chain.MP Materials hit record NdPr output and expects return to profitability in 2026.MP Materials (MP) is trading at a forward 12-month price/sales multiple of 22.93X, a significant premium to the industry’s 1.44X. It has a Value Score of F, which suggests that the stock appears expensive and reflects a str ...

行业概述 - 稀土元素广泛应用于从日常家电到高端国防科技和清洁能源的众多产品中 例如喷气式战斗机、潜艇、手机、电动汽车、风力涡轮机和仿人机器人 [1] - 中国在稀土产业链的采矿、加工/分离以及磁体/组件环节占据主导市场份额 [1] - 全球范围内公开上市的稀土公司数量很少 美国尤其稀少 这些公司通常规模很小 仅能覆盖价值链的一小部分 [1] 市场表现与规模 - 由于供应有限而需求巨大 稀土价格出现上涨 截至12月17日 MP Materials、Lynas Rare Earths和USA Rare Earth的股价年内分别上涨234%、106%和18% [2] - 交易所交易基金VanEck Rare Earth/Strategic Metals和Sprott Critical Materials年内分别上涨84%和85% [2] - 伯恩斯坦公司估计 前20种稀土元素的总市场规模约为150亿美元 低于百思买的市值 [4] 关键性与应用 - 稀土的重要性在于其提供的竞争优势 体现在使组件和产品更好、更强、更快、更轻、更高效 特别是在恶劣环境下具有高功率、高灵敏度和高韧性 [3] - 最重要的产品是永磁体 对维持民用产品优势和军事技术优势至关重要 [3] - 尽管美国政府担忧供应安全 但用于军事应用的稀土数量与民用市场相比微不足道 且可由非中国生产来满足 [3] 产业特性与挑战 - 稀土元素在地壳中并不稀有 但使用量很少 且开采和加工过程资本密集、设施建设周期长、工艺复杂 [4] - 在自由、无补贴的市场中 投资激励非常低 这解释了为何中国能占据压倒性的市场份额 [4] 关键稀土元素 - 美国政府认定的五种关键稀土元素按市场规模从大到小排列为：钕、镝、镨、铈、镧 [5] - 钕主要用于永磁体 是最重要的稀土元素 [5] - 镝用于永磁体、照明、激光器、核反应堆 [6] - 镨用于超强磁体、金属合金、特种玻璃、激光器 [6] - 铈用于平板显示器和汽车催化转换器 [6] - 镧用于光学玻璃和镍氢电池 [6]

Rare earths are back in focus because supply chain control, not just demand, is now driving the investment story. China accounts for nearly 70% of the world’s rare earth mining and roughly 90% of global rare earth processing, keeping a tight grip on materials used in everything from EVs to consumer electronics, so even a “delay” can move markets. However, China’s promise to delay its newest rare earth export restrictions for a year has created a narrow window for the U.S. and allies to build alternatives f ...