欧洲终于造了一座“史上最大”永磁体工厂，结果一看产能只有 2000 吨，而 2030 年预计要 4.5 万吨。说实话，这更像是象征意义大于现实意义。毕竟从矿到磁体，中国依然掌握 90%+ 的关键环节。纳尔瓦是第一步，但想撼动一条完整的中国主导链？这场比赛大概还没真正开打。 Europe built its “biggest-ever” magnet plant—2000 tons output vs a 45,000-ton demand by 2030. Symbolic, not game-changing. China still holds 90%+ of the rare earth chain end-to-end. Narva is step one, but challenging a fully integrated Chinese ecosystem? The match hasn’t even started.
