由于美中贸易紧张局势和中国的新稀土出口规则,MP材料股价在2025年10月升了20%,这增加了对美国替代品的需求. MP Materials stock soared 20% in October 2025 as U.S.-China trade tensions and China’s new rare earth export rules boosted demand for American alternatives.

2025年10月, MP材料股份猛增20%以上, 在美国-中国贸易紧张以及中国新出口规则要求为来自中国技术或利用中国技术加工的稀土中含有0.1%以上稀土的产品发放许可证的情况下, MP Materials shares surged over 20% in October 2025, hitting new highs amid U.S.-China trade tensions and China’s new export rules requiring licenses for goods containing more than 0.1% rare earths sourced from or processed using Chinese technology. 这些限制从12月1日起生效,旨在加强中国对关键矿物的控制,提高全球对替代供应商的兴趣。 The restrictions, effective December 1, aim to strengthen China’s control over critical minerals, boosting global interest in alternative suppliers. 作为北美唯一的大型稀土生产国,MP材料受益于对安全供应链需求的增加,得到4亿美元的美国国防部投资、5亿美元的苹果伙伴关系以及到2027年建立德克萨斯磁铁设施和回收磁铁生产的计划的支持。 As North America’s only large-scale rare earth producer, MP Materials benefits from increased demand for secure supply chains, supported by a $400 million U.S. Department of Defense investment, a $500 million Apple partnership, and plans for a Texas magnet facility and recycled magnet production by 2027. 这些事态发展促使自7月以来的存量上升了135%,并凸显了减少对中国稀土的依赖的努力。 These developments have driven a 135% stock rise since July and underscore efforts to reduce reliance on Chinese rare earths.