异动解读｜MP Materials盘中下跌5.41%，稀土板块集体走弱叠加产能落地时间远超预期

行情直击07-28

7月28日，MP Materials盘中下跌5.41%，报40.13美元/股，成交额6592.05万美元。

消息面上，最新行业报告指出美国稀土供应缺口高达4.77万吨，而MP Materials在得克萨斯州为五角大楼建设的磁铁工厂预计要到2028年才能投产，短期产能爬坡远不及市场预期。此前德意志银行已将其目标价由70美元下调至61美元。同时，公司董事长兼CEO James Litinsky自4月以来累计减持超百万股，持续压制市场情绪。板块方面，同属多种金属与采矿行业的USA Rare Earth同日下跌8.98%，力拓跌1.84%，必和必拓跌1.95%，泰克资源跌3.67%，HudBay Minerals跌6.15%，板块整体承压明显。

MP Materials Corp.是西半球最大的稀土材料生产商，拥有并经营Mountain Pass稀土矿及加工设施，为北美唯一活跃的大规模稀土采矿和加工场地。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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