11月8日,稀土矿业公司MP Materials Corp.(MP)盘中大跌5.05%,引起了市场的广泛关注。
虽然公司第三季度亏损低于预期,主要受益于电池稀土产量和销量的增加,但稀土产品部分传统需求疲软以及整体产能放缓,成为暂时拖累股价的主要因素。
分析人士表示,目前MP主导产品钕铁硼的现货价格约为55-60美元/千克,价格自年初以来已趋于稳定。但在电动汽车和永磁电机等传统应用领域,钕铁硼的需求仍处于一个疲软阶段。同时上游开采和中游冶炼的产量也可能在未来一段时间内持平或略有下降。
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