<p>毫无疑问，中国目前在稀土金属行业中占据主导地位。但如果你对此有任何疑虑，这里有一个令人警醒的数字：到 2024 年，中国约占其提取量的 70%。</p>
<p>这种控制力使得像 <strong>MP Materials</strong>(MP -9.00%) 这样的美国公司在美国重新掌控稀有金属供应链的竞赛中成为真正的瑰宝。尽管这只工业股在 2025 年已经经历了爆炸性的增长，但新的地缘政治紧张局势正为其带来更多动力。</p>
<h2>美中紧张关系正在给 MP 带来巨大的推动力</h2>
<p>几个月以来，美国和中国一直在贸易上争斗。无论是关税还是报复性关税，双方似乎都不愿意让步，尤其是在稀土金属等战略矿物方面。</p>
<p>在十月初，中国再次出手，宣布对稀土金属出口美国实施限制。尽管这并不是中国第一次威胁对其金属实施出口管制，但这一举动在华盛顿引发了明显的震动。</p>
<p>MP Materials 应运而生。MP 目前运营着美国仅有的稀土金属矿山和加工设施之一。其位于加利福尼亚的 Mountain Pass 矿山生产用于制造强力磁铁的矿物浓缩物，这些磁铁被广泛应用于电动车、消费电子和无人机中。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY5NDYvbXAtbWF0ZXJpYWxzLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY5NDYvbXAtbWF0ZXJpYWxzLmpwZyZ3PTcwMA"/></p>
<p>MP Materials 的 Independence 设施中电解槽的详细视图，突显了在稀土金属还原中使用的先进技术。图片来源：MP Materials。</p>
<p>白宫已经对 MP 产生了兴趣。早在七月，国防部就对 MP 进行了 4 亿美元的投资，成为其最大股东。大约一周后，MP 还与科技巨头 <strong>苹果</strong> 宣布了一项 5 亿美元的长期协议。</p>
<p>所有这些好消息使得股票飙升。到目前为止，股价已经在今年上涨了约 480%，自十月初以来更是上涨了 42%。</p>
<p>无论这场中美争斗如何发展，MP 都是在唐纳德·特朗普总统第二任期内值得关注的股票。很少有矿业公司能像这家公司一样在地缘政治风险中占据如此有利的位置。</p>

苹果

<p>MP Materials 被认为是顶尖的工业股票，因为它在美国稀土金属供应链中扮演着关键角色，尤其是在美中紧张局势加剧的背景下。中国控制着 70% 的稀土开采，而 MP 的 Mountain Pass 矿对于生产电动车和电子产品所需的材料至关重要。美国国防部已向 MP 投资 4 亿美元，与苹果的 5 亿美元交易进一步提升了其前景。今年该股票上涨了 480%，使其成为当前地缘政治格局中值得关注的关键参与者</p>

<p>There's little doubt that China currently dominates the rare-earth metal industry. But if ever you did have doubts, here's a sobering figure: China accounted for about 70% of their extraction in 2024.</p>
<div class="lb-trans"><p>毫无疑问，中国目前在稀土金属行业中占据主导地位。但如果你对此有任何疑虑，这里有一个令人警醒的数字：到 2024 年，中国约占其提取量的 70%。</p>
</div><p>That chokehold has made U.S. companies like <strong>MP Materials</strong>(MP -9.00%) a true gem in America's race to regain control over its rare-metal supply chain. And while this industrials stock has already had an explosive run in 2025, new geopolitical tensions are giving it even more momentum.</p>
<div class="lb-trans"><p>这种控制力使得像 <strong>MP Materials</strong>(MP -9.00%) 这样的美国公司在美国重新掌控稀有金属供应链的竞赛中成为真正的瑰宝。尽管这只工业股在 2025 年已经经历了爆炸性的增长，但新的地缘政治紧张局势正为其带来更多动力。</p>
</div><h2>U.S.-China tensions are giving MP a huge lift</h2>
<div class="lb-trans"><h2>美中紧张关系正在给 MP 带来巨大的推动力</h2>
</div><p>For months now, the U.S. and China have been tussling over trade. Between tariffs and retaliatory tariffs, neither country seems willing to give the other an inch -- especially not when it comes to strategic minerals like rare-earth metals.</p>
<div class="lb-trans"><p>几个月以来，美国和中国一直在贸易上争斗。无论是关税还是报复性关税，双方似乎都不愿意让步，尤其是在稀土金属等战略矿物方面。</p>
</div><p>In early October, China threw another punch when it announced a restriction on rare-earth metal exports to the U.S. Although this isn't the first time China has threatened export controls on its metals, it sent a clear jolt through Washington.</p>
<div class="lb-trans"><p>在十月初，中国再次出手，宣布对稀土金属出口美国实施限制。尽管这并不是中国第一次威胁对其金属实施出口管制，但这一举动在华盛顿引发了明显的震动。</p>
</div><p>Enter MP Materials. MP currently operates one of the only rare-earth metal mines and processing facilities in the U.S. Its Mountain Pass mine in California produces mineral concentrates that are used to make powerful magnets, which are used in electric vehicles, consumer electronics, and drones.</p>
<div class="lb-trans"><p>MP Materials 应运而生。MP 目前运营着美国仅有的稀土金属矿山和加工设施之一。其位于加利福尼亚的 Mountain Pass 矿山生产用于制造强力磁铁的矿物浓缩物，这些磁铁被广泛应用于电动车、消费电子和无人机中。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY5NDYvbXAtbWF0ZXJpYWxzLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F836946%2Fmp-materials.jpg&amp;op=resize&amp;w=700"/></p>
<p>A detailed view of electrolysis cells at MP Materials' Independence facility, highlighting the advanced technology used in rare-earth metal reduction. Image source: MP Materials.</p>
<div class="lb-trans"><p>MP Materials 的 Independence 设施中电解槽的详细视图，突显了在稀土金属还原中使用的先进技术。图片来源：MP Materials。</p>
</div><p>The White House has already taken an interest in MP. Back in July, the Department of Defense took a $400 million stake in MP, becoming its largest shareholder. About a week later, MP also announced a $500 million long-term agreement with tech giant <strong>Apple</strong>.</p>
<div class="lb-trans"><p>白宫已经对 MP 产生了兴趣。早在七月，国防部就对 MP 进行了 4 亿美元的投资，成为其最大股东。大约一周后，MP 还与科技巨头 <strong>苹果</strong> 宣布了一项 5 亿美元的长期协议。</p>
</div><p>All this good news has sent the stock soaring. Already, it has vaulted about 480% on the year, with a 42% gain just since the beginning of October.</p>
<div class="lb-trans"><p>所有这些好消息使得股票飙升。到目前为止，股价已经在今年上涨了约 480%，自十月初以来更是上涨了 42%。</p>
</div><p>Regardless of how this particular China-U.S. tussle plays out, MP is a stock to watch during President Donald Trump's second term. Few mining companies are as well-positioned to gain from geopolitical risks as this one.</p>
<div class="lb-trans"><p>无论这场中美争斗如何发展，MP 都是在唐纳德·特朗普总统第二任期内值得关注的股票。很少有矿业公司能像这家公司一样在地缘政治风险中占据如此有利的位置。</p>
</div>

What Is One of the Best Industrials Stocks to Buy Now?

- 中国在稀土金属行业占据主导地位，2024 年提取量约占 70%。  
- 美国公司 MP Materials 在稀土供应链中扮演重要角色，股价已上涨 480%。  
- 中美贸易紧张局势推动 MP 的增长，白宫已对其表现出兴趣。  

目前值得购买的最佳工业股票之一是什么？