What alchemy lies behind producers of rare earth elements? The thimble-sized universe of listed companies — dominated by MP Materials and Lynas — has gained about $17bn in market value this year to reach $24bn. That’s pretty impressive given they operate in a market with an annual turnover of $6.5bn, according to Goldman Sachs, and which is dominated by Chinese players.
稀土元素生產商背后藏著怎樣的“煉金術”？這個如頂針般小的上市公司世界——由MP Materials和萊納斯(Lynas)主導——今年市值累計增加約170億美元，至240億美元。考慮到據高盛(Goldman Sachs)稱，他們所在的市場年成交額僅約65億美元，且由中國企業主導，這樣的表現已相當亮眼。
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