[新聞] 美中貿易暫時停戰稀土礦商股價下跌

原文標題： Rare earth miners fall after US-China truce to pause tariffs, export curbs 原文連結： https://www.aol.com/articles/rare-earth-miners-fall-us-103950377.html 發布時間：Mon, October 27, 2025 at 6:39 PM GMT+8 記者署名：(Reporting by Katha Kalia in Bengaluru; Editing by Sriraj Kalluvila) 原文內容： (Reuters) — Shares of U.S.-listed rare earth miners fell as much as 8% before the bell on Monday after Washington and Beijing reached a framework for a trade deal that could pause planned U.S. tariffs and Chinese export controls on critical minerals, easing fears of supply disruptions that had boosted the sector this year. （路透社）—— 週一盤前交易中，美國掛牌的稀土礦業公司股價一度下跌達 8%，因為華盛頓與北京達成一項貿易協議框架，可能暫停原定的美方關稅與中方對關鍵礦物的出口管制。這項進展緩解了市場對供應鏈中斷的擔憂，而該擔憂曾推高該產業股價。 The rare earths truce marks a pause in one of the most strategic fronts of U.S .-China trade tensions. 這項「稀土休戰」象徵美中貿易緊張中最具戰略意義的戰線之一暫時停止。 China processes more than 90% of the world's rare earths and magnets and recently expanded export curbs, including new elements to its control list and tightened oversight of foreign producers that rely on Chinese materials. 中國負責全球超過 90% 的稀土與磁材加工，並且近期擴大出口限制，新增受控礦物種類，且加強對依賴中國原料的外國企業的監督。 The U.S., by contrast, has one operational rare earth mine and is racing to secure minerals vital for electric vehicles, defense systems and advanced manufacturing. 相較之下，美國僅有一座稀土礦場仍在運作，正加緊腳步確保取得對電動車、國防系統及先進製造至關重要的礦物供應。 U.S. President Donald Trump had proposed 100% tariffs on Chinese imports, which were due to take effect on November 1 after the latest restrictions. 美國總統唐納德·川普曾提議對中國進口商品徵收 100% 關稅，原定於 11 月 1 日、在中方最新出口限制生效後同步實施。 The preliminary deal is expected to be reviewed by Trump and Chinese President Xi Jinping later this week at the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju, South Korea. 這項初步協議預計將在本週稍晚於韓國慶州舉行的亞太經合會（APEC）峰會上，由川普與中國國家主席習近平共同審議。 With supply risks receding, investors unwound some bets that U.S. miners would gain from an extended trade standoff. 隨著供應風險消退，投資人解除部分此前押注「美國礦商將因持續貿易對峙而受益」的投機部位。 Shares of Critical Metals slumped nearly 8%, Ramaco Resources fell 5.7%, and NioCorp Developments dropped 5.4%. Critical Metals 股價暴跌近 8%，Ramaco Resources 下跌 5.7%，NioCorp Developments 下滑 5.4%。 MP Materials, USA Rare Earth and Trilogy Metals each fell more than 6.5%. MP Materials、USA Rare Earth 與 Trilogy Metals 各自下跌超過 6.5%。 Several U.S. rare earth miners such as MP Materials, Critical Metals, Lithium Americas and USA Rare Earth also gained as the Trump administration picked up stakes and signed supply-chain deals to cut dependence on China. 同時，美國多家稀土企業（如 MP Materials、Critical Metals、Lithium Americas 與 USA Rare Earth）也先前因川普政府入股並簽署供應鏈協議、以減少對中國依賴而受益。心得/評論：中方：將「稀土」作為談判籌碼，一旦美方再度施壓，仍可恢復出口限制。藉機展示「中國願合作但有底線」的形象，在國際上重塑穩定供應者地位。美方戰略：雖暫時停火，但仍加速國內開採、回收技術與供應鏈多元化。川普政府可能將協議當作「談判成果」展示，同時暗中推進礦業自給與盟國合作（特別是澳洲、加拿大）。 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 150.117.197.145 (臺灣) ※ 文章網址: https://webptt.cc/bbs/Stock/M.1761563316.A.C07.html

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