MP Materials宣布發行5億美元普通股，緊隨與蘋果簽訂供應協議
美國稀土礦業公司MP Materials於週三宣布，將發行價值5億美元的普通股。此舉發生在該公司日前剛剛與蘋果公司達成供應協議之後。
該公司股價在盤後交易中下跌5.8%，不過今年以來股價已飆升275%，目前市值達到95.7億美元。
與蘋果達成的5億美元供應協議，可謂MP Materials的一大勝利。這也是少有的科技公司直接投資於減少稀土磁鐵供應風險的案例。
這家總部位於拉斯維加斯的公司，上週亦與美國國防部簽署了一份數十億美元的合同，反映出美國政府希望減少對中國稀土資源的依賴。今年4月，中國因應當時美國總統特朗普施加的關稅，限制了稀土出口。儘管美中在6月達成協議，解決了部分稀土爭端，但兩國之間的貿易緊張局勢仍持續，令非中國供應來源的需求進一步提升。
值得注意的是，與五角大樓的合同並未要求MP Materials向公眾發行股票。
MP Materials表示，將利用此次股票發行的淨收益用於公司擴張及一般企業用途。
公司同時授予承銷商30天的選擇權，可以額外購買最多15%的股票。
此次股票發行由摩根大通和高盛擔任聯合主承銷商，摩根士丹利則作為另一承銷商。
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評論與啟示
MP Materials這次的股票發行及與蘋果的合作，反映出稀土材料在全球科技供應鏈中的戰略重要性日益提升。蘋果作為全球頂尖科技企業，選擇與MP Materials合作，顯示其對稀土供應鏈安全的高度重視。這不僅是蘋果為避免依賴中國供應鏈風險所做的實際行動，也反映出美國國內稀土產業的重要性逐步被重視。
美國政府與國防部的多億美元訂單，進一步凸顯稀土資源在國家安全層面的關鍵角色。過去數年中國在稀土出口上的限制，已促使美國加快本土稀土產業鏈的建設。MP Materials作為少數具備大規模開採及加工能力的公司，正處於這場供應鏈重組的風口浪尖。
然而，MP Materials股價近期雖然大幅上升，但此次發行股票可能會短期壓低股價，市場投資者需留意資金用途是否能有效轉化為未來增長動力。從長遠看，隨着全球對稀土需求持續增長，尤其是在電動車、綠色能源及高科技產業，MP Materials若能把握住供應鏈重構的機遇，將有望成為未來市場的贏家。
總括而言，這次事件不僅揭示了稀土材料的戰略價值，也提醒我們科技企業和政府在供應鏈安全上的合作趨勢，值得業界和投資者密切關注。
以上文章由特價GPT API KEY所翻譯及撰寫。
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