[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio625031ae":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio625031ae","美国正输掉与中国机器人的竞赛：尤其在人形机器人领域","\u002Fdoc\u002Fdcio625031ae","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">由于美国无法以合理成本、大规模制造人形机器人所需的关键材料，中国实际上掌握着美国机器人硬件供应链的“断电开关（\u003C\u002Fspan>kill switch\u003Cspan style=\"font-family: DengXian;\">）”。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">如果中国真的按下这个“开关”，整个美国机器人产业扩张都会被拖慢，因为中国对机器人“身体”部分（执行器、减速器、冶金材料）以及制造人形机器人所需原材料拥有压倒性的控制力。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">因此，美国机器人公司目前不得不大量依赖中国制造商来采购人形机器人零部件，才能以足够低的成本制造像\u003C\u002Fspan> Optimus \u003Cspan style=\"font-family: DengXian;\">这样的机器人。不过，美国企业仍试图把“机器人大脑”（\u003C\u002Fspan>AI \u003Cspan style=\"font-family: DengXian;\">和软件）留在美国本土。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">如果你观察全球顶级机器人运动控制\u003C\u002Fspan>\u002F\u003Cspan style=\"font-family: DengXian;\">执行系统供应商，会发现几乎没有美国公司：\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Leaderdrive\u003Cspan style=\"font-family: DengXian;\">（中国）：谐波减速器\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Harmonic Drive\u003Cspan style=\"font-family: DengXian;\">（日本）：谐波减速器\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Nabtesco\u003Cspan style=\"font-family: DengXian;\">（日本）：\u003C\u002Fspan>RV \u003Cspan style=\"font-family: DengXian;\">减速器\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Sanhua Intelligent\u003Cspan style=\"font-family: DengXian;\">（三花智控，中国）：线性执行器组件\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Shuanghuan Driveline\u003Cspan style=\"font-family: DengXian;\">（双环传动，中国）：\u003C\u002Fspan>RV \u003Cspan style=\"font-family: DengXian;\">减速器\u003C\u002Fspan> \u002F \u003Cspan style=\"font-family: DengXian;\">齿轮\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Shenzhen Inovance\u003Cspan style=\"font-family: DengXian;\">（汇川技术，中国）：伺服系统\u003C\u002Fspan> \u002F \u003Cspan style=\"font-family: DengXian;\">滚珠丝杠\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">造成这种局面的核心问题只有一个：中国目前控制着全球近\u003C\u002Fspan> 70% \u003Cspan style=\"font-family: DengXian;\">的稀土开采。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">美股投资网研究发现，更关键的是，中国掌握了全球\u003C\u002Fspan> 85%-90% \u003Cspan style=\"font-family: DengXian;\">的稀土精炼与分离能力，并控制着超过\u003C\u002Fspan> 90% \u003Cspan style=\"font-family: DengXian;\">的成品稀土磁体制造能力。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">而真正的风险在于：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">中国对美国机器人产业拥有“结构性出口管制威胁”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">北京此前已经在其他国家（例如日本）身上展示过，愿意把这种资源垄断“武器化”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">如果美国希望摆脱对中国机器人与\u003C\u002Fspan> Optimus \u003Cspan style=\"font-family: DengXian;\">供应链的依赖，并确保机器人革命能够在本土持续发展，\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">西方资本就必须流向那些正在重建机器人稀土生态系统的企业，包括：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">上游矿产开采\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">中游分离与金属化加工\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">下游磁体制造\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">根据\u003C\u002Fspan> Morgan Stanley \u003Cspan style=\"font-family: DengXian;\">的模型预测，如果到\u003C\u002Fspan> 2050 \u003Cspan style=\"font-family: DengXian;\">年全球人形机器人数量达到\u003C\u002Fspan> 10 \u003Cspan style=\"font-family: DengXian;\">亿台（基准情景），那么将需要：\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">40 \u003Cspan style=\"font-family: DengXian;\">万吨钕（\u003C\u002Fspan>Neodymium\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">8 \u003Cspan style=\"font-family: DengXian;\">万吨镝（\u003C\u002Fspan>Dysprosium\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">1.6 \u003Cspan style=\"font-family: DengXian;\">万吨铽（\u003C\u002Fspan>Terbium\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">这相当于：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">全球已知钕储量的\u003C\u002Fspan> 15%\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">全球镝储量的\u003C\u002Fspan> 25%\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">全球铽储量的\u003C\u002Fspan> 30%\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">换句话说：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">中国实际上掌控着美国机器人硬件供应链。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">现在，美国正处于一个关键历史节点，必须投资建立自己的供应链，才能确保在与中国的机器人竞赛中获胜。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">而核心，就在于稀土产业。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">只有建立完整的稀土体系，美国才能以接近中国竞争对手的成本制造人形机器人硬件。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">美国政府需要重点关注以下领域：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">磁性金属（用于无框力矩电机）\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">钕（\u003C\u002Fspan>Nd\u003Cspan style=\"font-family: DengXian;\">）与镨（\u003C\u002Fspan>Pr\u003Cspan style=\"font-family: DengXian;\">）：\u003C\u002Fspan>NdFeB \u003Cspan style=\"font-family: DengXian;\">磁铁核心原料\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">镝（\u003C\u002Fspan>Dy\u003Cspan style=\"font-family: DengXian;\">）与铽（\u003C\u002Fspan>Tb\u003Cspan style=\"font-family: DengXian;\">）：用于增强磁铁性能\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">钐（\u003C\u002Fspan>Sm\u003Cspan style=\"font-family: DengXian;\">）与钴（\u003C\u002Fspan>Co\u003Cspan style=\"font-family: DengXian;\">）：用于制造\u003C\u002Fspan> SmCo \u003Cspan style=\"font-family: DengXian;\">磁铁\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">硼（\u003C\u002Fspan>B\u003Cspan style=\"font-family: DengXian;\">）与铁（\u003C\u002Fspan>Fe\u003Cspan style=\"font-family: DengXian;\">）：\u003C\u002Fspan>NdFeB \u003Cspan style=\"font-family: DengXian;\">磁铁的重要稳定材料\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">结构冶金（用于谐波减速器与行星滚柱丝杠）\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">钛（\u003C\u002Fspan>Ti\u003Cspan style=\"font-family: DengXian;\">）、钒（\u003C\u002Fspan>V\u003Cspan style=\"font-family: DengXian;\">）、钼（\u003C\u002Fspan>Mo\u003Cspan style=\"font-family: DengXian;\">）：用于减速器齿轮与滚柱丝杠轴体\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">铌（\u003C\u002Fspan>Nb\u003Cspan style=\"font-family: DengXian;\">）、铬（\u003C\u002Fspan>Cr\u003Cspan style=\"font-family: DengXian;\">）、镍（\u003C\u002Fspan>Ni\u003Cspan style=\"font-family: DengXian;\">）、锰（\u003C\u002Fspan>Mn\u003Cspan style=\"font-family: DengXian;\">）：增强钢材韧性、防腐蚀并减轻机器人关节重量\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">铈（\u003C\u002Fspan>Ce\u003Cspan style=\"font-family: DengXian;\">）与镧（\u003C\u002Fspan>La\u003Cspan style=\"font-family: DengXian;\">）：防止齿轮过早失效\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">计算、感知与能源（机器人的“大脑、眼睛和电池”）\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">镓（\u003C\u002Fspan>Ga\u003Cspan style=\"font-family: DengXian;\">）与锗（\u003C\u002Fspan>Ge\u003Cspan style=\"font-family: DengXian;\">）：用于先进半导体、\u003C\u002Fspan>LiDAR \u003Cspan style=\"font-family: DengXian;\">与高频通信芯片\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">锂（\u003C\u002Fspan>Li\u003Cspan style=\"font-family: DengXian;\">）、石墨（\u003C\u002Fspan>C\u003Cspan style=\"font-family: DengXian;\">）与铜：一台全尺寸人形机器人大约需要：\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">2 \u003Cspan style=\"font-family: DengXian;\">公斤锂\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">3 \u003Cspan style=\"font-family: DengXian;\">公斤石墨\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">6.5 \u003Cspan style=\"font-family: DengXian;\">公斤铜\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">根据美股大数据\u003C\u002Fspan> StockWe.com \u003Cspan style=\"font-family: DengXian;\">以下是美国最关键的相关公司：\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">磁性金属（\u003C\u002Fspan>Nd\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Pr\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Dy\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Tb\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Sm\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Gd\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">UUUU\u003Cspan style=\"font-family: DengXian;\">：将独居石砂加工成高纯度钕\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">MP\u003Cspan style=\"font-family: DengXian;\">：开采\u003C\u002Fspan> Mountain Pass \u003Cspan style=\"font-family: DengXian;\">稀土矿，并垂直整合\u003C\u002Fspan> NdFeB \u003Cspan style=\"font-family: DengXian;\">磁铁制造\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">ALOY\u003Cspan style=\"font-family: DengXian;\">：将重稀土氧化物转化为军工级合金与高温金属\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">USAR\u003Cspan style=\"font-family: DengXian;\">：加工重稀土并制造烧结\u003C\u002Fspan> NdFeB \u003Cspan style=\"font-family: DengXian;\">磁铁\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">LYSDY\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>Lynas\u003Cspan style=\"font-family: DengXian;\">）：中国以外唯一商业化重稀土分离生产商\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">NEO\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>TSX\u003Cspan style=\"font-family: DengXian;\">）：目前西方唯一大规模商业化生产\u003C\u002Fspan> NdFeB \u003Cspan style=\"font-family: DengXian;\">磁粉与合金的企业\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">ILU\u003Cspan style=\"font-family: DengXian;\">：澳大利亚稀土精炼厂\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">ARU\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>ASX\u003Cspan style=\"font-family: DengXian;\">）：建设“矿石到氧化物”的\u003C\u002Fspan> NdPr \u003Cspan style=\"font-family: DengXian;\">设施\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">结构冶金（铌、钒、钛、铍）\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">ATI\u003Cspan style=\"font-family: DengXian;\">：美国高性能钛合金与特种合金龙头\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">CRS\u003Cspan style=\"font-family: DengXian;\">：美国特种结构合金供应商\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">FCX\u003Cspan style=\"font-family: DengXian;\">：全球最大钼生产商\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">NB\u003Cspan style=\"font-family: DengXian;\">：开发美国内布拉斯加\u003C\u002Fspan> Elk Creek \u003Cspan style=\"font-family: DengXian;\">项目，供应铌、钪、钛\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">MTRN\u003Cspan style=\"font-family: DengXian;\">：全球主要铍加工企业\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">LGO\u003Cspan style=\"font-family: DengXian;\">：领先钒加工企业\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">计算、感知与能源（金属与电池材料）\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">BMM\u003Cspan style=\"font-family: DengXian;\">：美国本土锗与镓供应\u003C\u002Fspan>\u002F\u003Cspan style=\"font-family: DengXian;\">加工\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">VNP\u003Cspan style=\"font-family: DengXian;\">：生产镓、锗、铟等先进传感器材料\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">TECK\u003Cspan style=\"font-family: DengXian;\">：中国以外最重要的锗生产商\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">ALB\u003Cspan style=\"font-family: DengXian;\">：锂资源开采\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">EAF\u003Cspan style=\"font-family: DengXian;\">：高纯石墨负极材料\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">ALTM\u003Cspan style=\"font-family: DengXian;\">：西方锂资源供应商\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">SYR\u003Cspan style=\"font-family: DengXian;\">：\u003C\u002Fspan>Balama \u003Cspan style=\"font-family: DengXian;\">石墨矿\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">FCX\u003Cspan style=\"font-family: DengXian;\">：人形机器人需要大量铜\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AW1\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>ASX\u003Cspan style=\"font-family: DengXian;\">）：推进美国犹他州高品位镓和铟项目\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">例如：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">机器人关节本质上是永磁电机。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">而这需要完整的钕磁铁供应链：\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Neo Performance Materials\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>TSX: NEO\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">MP Materials\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>MP\u003Cspan style=\"font-family: DengXian;\">）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">UUUU \u003Cspan style=\"font-family: DengXian;\">——\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">意外地已经开始把独居石精矿加工成\u003C\u002Fspan> NdPr \u003Cspan style=\"font-family: DengXian;\">氧化物\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">美国政府应该逐项拆解机器人供应链\u003C\u002Fspan> BOM\u003Cspan style=\"font-family: DengXian;\">（物料清单），并大规模投资关键原材料加工能力。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">因为目前制造人形机器人所需的执行系统，以及背后的全球制造基础设施，几乎全部集中在中国。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">美国在实体机器人供应链上极度脆弱。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">确保本土金属供应与中游加工能力，是美国与中国竞争的关键。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">美国必须从今天开始，大规模投资关键材料供应链，才能在未来机器人产业中维持长期主导地位。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">想获取完全机器人产业链个股，添加小编微信号\u003C\u002Fspan> MaxFund\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAI\u002FAI.jpg","2026-05-12T00:10:36","2026.05.12","2026\u002F05\u002F12",59203,[22],"AI","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]