近日,稀土材料生产商MP Materials Corp(简称MP)公布了2024年的生产数据和运营进展,引发了市场对其前景的乐观预期,公司股价当日盘中一度大涨7.47%。
数据显示,在2024年里,MP的稀土精矿产量达45455吨,其中包括1294吨镨钕氧化物。这表明公司在稀土关键矿产的产能持续提升。更值得关注的是,MP已在2025年第一季度开始实现镨钕金属的商业化生产,此前一直仅生产稀土氧化物。
镨钕金属是制造永磁体等高科技产品的关键原材料,市场需求巨大。MP打入金属一级产品市场,有望进一步提升盈利能力。未来公司还计划在2026年将年产稀土氧化物产量提高至6万吨,持续推进"上游战略",巩固其在美国乃至全球稀土供应链中的领先地位。
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