[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio35888bd8":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio35888bd8","MP-Materials(MP)Q4财报扭亏，牵手神秘车企斩获“大单”，美国稀土本土化狂飙","\u002Fdoc\u002Fdcio35888bd8","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，稀土企业MP Materials(MP)日前与一家未具名汽车制造商签署了一份\"巨额\"稀土供应协议，并正为其计划在得克萨斯州建设的磁材工厂寻求更多类似交易。同时，MP Materials周四公布，受惠于与美国政府的价格支持协议及磁材销售，公司第四季度实现扭亏为盈，业绩超越分析师预期。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">截至12月31日的第四季度，MP Materials营收为5269万美元，同比下降14%，未达市场平均预期;实现净利润940万美元，合每股收益5美分，相较于去年同期净亏损2230万美元(每股亏损14美分)显著改善，超出市场平均预期。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">去年，美国政府为MP Materials的稀土设定了每公斤110美元的底价保障;过去七个月中，稀土价格已大约翻番，远高于这一底价。公司业绩中包含了来自美国政府5100万美元的价格保护协议收入。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">剔除股权激励费用及一次性项目后，公司每股收益为9美分。根据LSEG的IBES数据，按此口径计算，分析师此前预期为盈亏平衡。截至发稿，盘后交易中，该公司股价下跌2.67%，至58.40美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">稀土是由17种金属组成的矿物，用于制造将电力转化为动力的磁铁。该行业目前由中国主导，美国于2025年与MP Materials达成的协议旨在打破中国在制造武器、电动汽车及众多电子产品所需材料上的掌控。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">MP Materials掌控着北美唯一的稀土矿，并在加利福尼亚州加工这些关键矿物，同时在得克萨斯州建有磁材工厂。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">MP Materials已于去年停止向中国发运稀土进行加工，切断了一项主要收入来源，并持续提升加利福尼亚州的加工能力。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">过去一年中，MP Materials一直在推进得克萨斯州磁材工厂的投产进程。本季度，公司录得磁材业务收入1990万美元，调整后磁材利润840万美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">公司周四同时宣布，根据与美国国防部的协议，将建设第二座磁材工厂，以实现年产1万吨磁铁的目标。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">与神秘车企签下大单\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">这家美国唯一的稀土矿物生产商周四披露，与神秘汽车制造商签署的这份协议将供应制造电机所需的关键材料——钕镨氧化物，但未透露合同规模的具体细节。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">这项交易标志着企业界正竞相锁定对汽车、消费电子及国防技术至关重要的稀土材料供应。作为特朗普政府推动关键矿物本土化生产的重大举措之一，MP Materials去年已获得五角大楼4亿美元的股权投资以扩大产能。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">该公司在投资者电话会议中将签约车企描述为\"美国领先的工业与科技企业之一\"。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">首席执行官詹姆斯·利廷斯基在接受采访时表示，公司正与多家企业洽谈，计划从其拟于2028年投产的得克萨斯州10X稀土磁材工厂供应产品。\"当前供应链参与热情极高，我们正在进行大量磋商。\"利廷斯基表示，\"可以预见10X工厂将达成多笔交易。\"\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">目前MP Materials已与通用汽车签订稀土材料、合金及成品磁铁的供应协议。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]