中国稀土出口反弹 + 格陵兰巨型矿段发现：全球稀土博弈新变局
你手机的摄像头防抖功能、家里的电动车，都离不开稀土——每部智能手机约含0.2克稀土，电动车则需要5-8公斤。最近，全球稀土市场接连爆出大消息：2025年7月，中国出口量飙到半年来最高，格陵兰岛更是发现了厚度达65米的稀土矿段。这背后，是中美之间的资源博弈，还是新能源产业的新机遇？我们特地给Mining.com上的两篇文章配上中文译文来带你了解稀土现状。
China’s rare earth exports jump to highest since January
中国稀土出口量升至1月以来最高水平
August 18, 2025 2025年8月18日
China’s exports of rare earth products surged in July to levels not seen since January, underscoring Beijing’s easing of export restrictions and tensions with the US. Volumes rose 69% to 6,422 tonnes, according to customs data compiled by Bloomberg.
彭博社整理的海关数据显示，7月中国稀土产品出口量飙升至1月以来的最高水平，这既凸显出中国政府正在放宽出口限制，也反映出中美之间的紧张局势。出口量增长69%，至 6422吨。
The rebound comes after China introduced sweeping export controls during April-May in response to US tariff measures, prompting concerns of a global supply squeeze on rare earth products, particularly permanent magnets, which are crucial for advanced technologies such as electric vehicles, wind turbines and defense systems.
此前，为应对美国的关税措施，中国在4-5月实施了全面的出口管制，引发了全球对稀土产品（尤其是永磁体）供应紧张的担忧——永磁体对电动汽车、风力涡轮机和国防系统等先进技术而言至关重要，此次出口反弹正是在这之后出现的。
Industries that rely heavily on these magnets, from automakers in Europe and India to electronics manufacturers, were severely impacted by the supply disruptions, as China controls about 90% of the global production.
由于中国控制着全球约90%的稀土产量，那些严重依赖这些磁体的行业——从欧洲和印度的汽车制造商到电子制造商——都受到了供应中断的严重影响。
However, shipments have begun to recover following a recent trade truce between Washington and Beijing. US Trade Representative Jamieson Greer said earlier this month that China was “about halfway there” in restoring magnet supply to pre-control levels.
不过，在美国和中国近期达成贸易休战后，出货量已开始回升。美国贸易代表贾米森・格里尔本月早些时候表示，中国将磁体供应恢复至管制前水平的工作“大约完成了一半”。
According to Bloomberg, detailed data on specific product categories and export destinations are expected later this week.
彭博社称，特定产品类别和出口目的地的详细数据预计将于本周晚些时候公布。
For years, the US has relied on China for its supply of rare earths—which the Asian country used to its advantage in the trade war. Since the supply disruptions earlier this year, the US government has unveiled plans to boost domestic output of rare earths and magnets, including a sizeable investment in MP Materials, the nation’s only rare earth miner.
多年来，美国在稀土供应上一直依赖中国，而中国在贸易战中利用了这一优势。自今年早些时候出现供应中断以来，美国政府已公布了增加国内稀土和磁体产量的计划，包括对美国唯一的稀土矿商MP Materials 进行大额投资。
Tanbreez rare earths project in Greenland boasts hits of “strategic value”
格陵兰岛Tanbreez 稀土项目取得具有“战略价值”的重要发现
August 18, 2025 2025年8月18日
Critical Metals (Nasdaq: CRML) has returned results as thick as 65 metres grading 0.55% total rare earth oxides (TREO) from surface at Tanbreez, one of the largest undeveloped heavy rare earth deposits outside China.
Critical Metals（纳斯达克代码：CRML）公布，位于格陵兰南部的Tanbreez项目在地表钻探中取得显著成果：Fjord矿床DDH-C-24钻孔揭示矿段厚度达65米，总稀土氧化物（TREO）品位为0.55%。Tanbreez被认为是中国以外规模最大的未开发重稀土矿床之一。
That result in hole DDH-C-24 at the Fjord deposit in southern Greenland is top-tier and important for showing continuity in a bulk target that could support long-life production. The Tanbreez hole included 25.5% heavy rare earth oxides (HREO) and 90 parts per million (ppm) gallium oxide (Ga2O3), an important energy transition metal for its use in semiconductors, LED lights and solar panels.
公司表示，该钻探结果属于顶级发现，凸显了这一大规模矿化体的连续性，显示出支撑长期稳定生产的潜力。该矿段中含有25.5%的重稀土氧化物（HREO），同时检测出90ppm的氧化镓（Ga2O3）——这一关键能源转型金属在半导体、LED照明及太阳能电池板中具有重要应用价值。
“These incredible results underscore the strategic value of Tanbreez as a rare earth elements and gallium project with scale, grade, and a high proportion of critical heavy rare earths,” Critical Metals CEO and executive chair Tony Sage said in a release on Monday.
Critical Metals首席执行官兼执行董事长Tony Sage周一在一份声明中表示：“这些令人瞩目的成果凸显了Tanbreez项目的战略价值。该项目不仅具备规模和品位优势，还拥有较高比例的关键重稀土，同时蕴含镓资源。”
“With China’s total control over the rare earth market globally, securing sources of these critical minerals has become paramount for US defence capabilities and national security.”
他补充说：“鉴于中国几乎完全掌控全球稀土市场，确保这些关键矿产的供应来源，对美国的国防实力和国家安全已至关重要。”
Rare earth tailwinds稀土利好因素
The results come just over a month after the United States’Department of Defense (DoD) struck a key partnership to spur domestic production of rare earths. The deal with MP Materials (NYSE: MP) made the Pentagon the largest shareholder in MP, which operates the Mountain Pass rare earths mine in California, and set a price floor of $110 per kilogram for neodymium-praseodymium (NdPr) materials.
距美国国防部（DoD）签署一项关键合作协议以推动国内稀土生产，刚刚过去一个多月。根据该协议，美国国防部成为MP Materials（纽交所代码：MP）的最大股东。MP Materials运营着位于加利福尼亚州的Mountain Pass稀土矿，并与国防部约定为钕镨（NdPr）材料设定每公斤110美元的价格下限。
Critical Metals shares fell 6.9% to $5.43 apiece on Monday morning in New York, for a market capitalization of $534.4 million. The stock has traded in a 12-month range of $1.23 to $10.15.
周一上午，在纽约市场，Critical Metals 的股价下跌 6.9%，至每股5.43 美元，市值为 5.344 亿美元。该股过去 12 个月的交易区间为1.23美元至10.15美元。
While the Tanbreez assay is much less than the 17% TREO surface channels samples found at US Critical Materials’(OTC: USCMF) Sheep Creek project in Montana or Steenkampskraal Holdings’ 14% TREO in South Africa, it’s in line with bulk, low-to-mid grade, very large-scale rare earth projects such as nearby Kvanefjeld held by Energy Transition Minerals (ASX: ETM) and Norra Kärr in Sweden held by Leading Edge Materials, TSXV: LEM).
虽然Tanbreez的检测结果显著低于美国Critical Materials公司（OTC: USCMF）在蒙大拿州Sheep Creek项目取得的17% TREO地表矿样，以及南非Steenkampskraal Holdings公司14%的TREO含量，但其品位水平与部分中低品位、超大型稀土项目相当。例如，邻近由Energy Transition Minerals公司（ASX: ETM）持有的Kvanefjeld项目，以及瑞典由Leading Edge Materials公司（TSXV: LEM）掌控的Norra Kärr项目。
High-grade HREO高品位重稀土氧化物
Another noteworthy Tanbreez result, hole DDH-B-24 cut 61.3 metres grading 0.5% TREO, 26% HREO and 100 ppm Ga2O3; while hole DDH-A2-24 intersected 41 metres at 0.52% TREO, 26.9% HREO and 95 ppm Ga2O3.
Tanbreez的另一项值得关注的结果是：DDH-B-24钻孔发现61.3米矿段，TREO品位0.5%、HREO占比26%、Ga2O3含量100ppm；而DDH-A2-24钻孔则见矿 41 米，TREO品位0.52%、HREO占比 26.9%、Ga2O3含量95ppm。
DDH-A1-24 cut 40 metres grading 0.48% TREO, 27.1% HREO and 100 ppm Ga2O3, with mineralization remaining open at the bottom of all holes, the company said.
该公司表示，DDH-A1-24 钻孔见矿40米，TREO品位 0.48%、HREO占比27.1%、氧化镓含量100ppm，且所有钻孔底部的矿化均未封闭（仍有延伸空间）。
The holes are part of an ongoing resource upgrade program for Fjord, with more than 1,500 metres drilled so far this year and additional assays pending.
这些钻孔属于Fjord矿床正在推进的资源升级计划的一部分。今年以来已完成超过1500米的钻探工作，更多检测结果尚待公布。
The project has an estimated net present value of about $3.04 billion, or about $2.8 billion to $3.6 billion at discount rates of 15% and 12.5%, respectively, before tax; with an internal rate of return of 180%, according to a preliminary economic assessment from March.
根据今年3月发布的初步经济评估，Tanbreez项目的税前净现值（NPV）约为30.4亿美元；在分别采用15%和12.5%贴现率的情况下，对应区间约为28亿至36亿美元，项目的内部收益率（IRR）高达180%。
Tanbreez, made up of the Fjord and Hill zone deposits, hosts 25.4 million indicated tonnes grading 0.37% TREO and 19.5 million inferred tonnes at 0.39% TREO.
Tanbreez项目由Fjord和Hill两个矿床组成，目前资源量估算包括：控制资源量2540万吨，平均品位为0.37% TREO；以及推断资源量1950万吨，平均品位为0.39% TREO。
从中国稀土出口的反弹信号，到格陵兰岛Tanbreez 项目65米巨型矿段的震撼发现，全球稀土市场正迎来一场关乎资源布局、技术竞争与国际协作的深刻变革。无论是中美贸易博弈中的供应调整，还是重稀土、氧化镓等关键资源的勘探突破，都在重塑着产业链的全球版图。
在这场资源与技术的角力中，精准的跨语言沟通始终是打通信息壁垒、推动项目落地的关键。从矿山勘探报告中的TREO品位分析，到贸易协议里的关税条款解读，从永磁体技术参数的传递，到净现值、内部收益率等经济指标的精准转换，专业的矿业翻译不仅是语言的桥梁，更是技术对接、商业合作的“隐形基石”。
作为深耕矿业领域的翻译服务伙伴，阳光创译始终聚焦稀土、矿产资源等核心赛道，以对行业术语的精准把握、对跨国项目的深刻理解，助力企业穿越语言屏障，在全球资源博弈中抢占先机。未来，随着更多矿业项目的跨国推进与技术迭代，我们也将持续以专业翻译能力，为全球矿业人搭建更高效的沟通桥梁，共赴资源与机遇的新征程。
公司介绍
北京阳光创译语言翻译有限公司（Suntrans）成立于 2008 年 2 月。公司总部设立在北京，在美国纽约设有分公司，并在乌干达和巴基斯设有办事处。在董事长吕国博士的带领下，历时15年，阳光创译由最初只有6人的翻译团队发展至今成为拥有50 余名全职管理人员、 1024 名兼职译员和 68 名核心译审人员的专业队伍。
阳光创译是中国领先的专业领域多语服务提供商，是中国专业地质矿业语言服务领军品牌。目前是中国翻译协会成员、中国语言服务产业技术创新联盟成员和中国矿业联合会全球地质信息共享委员会理事会成员。阳光创译致力于为中国地质、矿业以及石油领域企业国际化和本地化提供整体语言解决方案，主要从语言翻译服务、人才培养和咨询服务三方面推进企业的国际化进程。