钇、钪严重短缺致使部分美国航天供应商“无力接单”，稀土板块应声大涨

财闻02-27

2月27日，稀土板块高开大涨，截至发稿，中稀有色（600259.SH）涨停，中国稀土（000831.SZ）、盛和资源（600392.SH）、北方稀土（600111.SH）涨超5%。消息面上，据行业知情人士对媒体透露，美国航空航天和半导体公司的供应商当前正面临日益严重的稀土短缺。短缺主要集中在钇和钪这两类稀土元素上。其中的一个关键痛点是钇——其被用于防止发动机和涡轮机在高温下熔化的涂层。如果没有定期...

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