站内搜索：瑞银会议纪要：中国稀土主导全球供应链格局难以撼动
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瑞银会议纪要：中国稀土主导全球供应链格局难以撼动
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拓荒牛
2025-10-22
![](https://img2.tuohuangzu.com/uninf/images/202510/2025102213025720553.png"></div></div><h3><b><span><span><span><span>长期来看</span></span></span></span></b><b><span><span><span><span>稀土价格</span></span></span></span></b><b><span><span><span><span>将保持</span></span></span></span></b><b><span><span><span><span>稳中有升</span></span></span></span></b></h3><p><span><span>会议纪要认为，</span></span><span><span>从供应链全环节看，中国</span></span><span><span>在稀土的</span></span><span><span>主导地位不仅体现在上游采矿，更</span></span><span><span>体现</span></span><span><span>在核心的精炼分离环节</span></span><span><span>所</span></span><span><span>形成</span></span><span><span>的</span></span><span><span>“护城河”</span></span><span><span>。</span></span><span><span>叠加结构性需求驱动，</span></span><span><span>长期来看，</span></span><span><span>稀土价格有望</span></span><span><span>保持</span></span><span><span>稳中有升。</span></span></p><h3><b><span><span><span><span>1、</span></span></span></span></b><b><span><span><span><span>供应端：采矿占</span></span></span><span><span><span>60-70%，精炼</span></span></span></span></b><b><span><span><span><span>占</span></span></span></span></b><b><span><span><span><span>90%</span></span></span></span></b></h3><p><span><span>瑞银</span></span><span><span>专家指出，中国当前贡献全球</span></span><span><span>)
