俄美重启对话路径明确稀土合作成潜在突破口

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

俄美重启对话路径明确稀土合作成潜在突破口

2025-02-26 09:33:19 来源：北方有色网责任编辑：管理员

分享到：

打印

复制链接

当地时间 2 月 25 日，俄罗斯总统新闻秘书佩斯科夫在莫斯科表示，俄美两国领导人已展现推动双边合作的政治意愿，双方将分阶段恢复对话机制。这一表态标志着两国关系在经历长期冰封后，首次释放出实质性缓和信号。

对话重启分三阶段推进

根据佩斯科夫的阐述，俄美关系正常化将遵循 "外交恢复 - 冲突调解 - 经贸合作" 的递进路径。首先需实现两国外交部门工作机制正常化，包括恢复领事服务、签证办理等基础职能。在此基础上，双方将聚焦乌克兰问题的政治解决，俄方强调必须消除冲突根源，而非简单停火。最终议程才会涉及经贸投资合作，其中稀土资源开发被列为重点领域。

这一时间表与俄外长拉夫罗夫此前表态形成呼应。拉夫罗夫 24 日在安卡拉透露，两国已就各领域对话渠道恢复达成共识。同一天，美国总统特朗普在 CPAC 会议上直言 "俄罗斯拥有美国急需的稀土资源"，暗示合作可能成为缓解俄乌僵局的筹码。

稀土合作凸显战略互补性

俄罗斯最新公布的 2850 万吨稀土储量（含雅库特矿带的重稀土），与美国 90% 的稀土进口依赖形成鲜明互补。普京 24 日主持召开的稀土产业会议明确，将在 2030 年前构建从开采到深加工的完整产业链，目标产量翻番。目前俄加工技术集中于 3N 级（99.9%），与中国 6N 级技术存在代差，但正通过 "新材料与化学" 国家项目推动技术升级。

美方数据显示，其 2024 年从中国进口稀土占比仍达 82%，芒廷帕斯矿复产仅满足 15% 需求。特朗普政府近期推动《国防生产法案》专项拨款，计划 5 年内突破分离提纯技术瓶颈。分析指出，俄罗斯若能引入美方资金技术，或可缩短产业链建设周期，同时帮助美国实现供应链多元化。

乌克兰问题仍是关键变量

尽管双方释放合作意愿，但乌克兰问题仍是绕不开的核心障碍。俄方明确表示，任何经贸合作都需以冲突解决为前提。佩斯科夫强调："若乌克兰问题未得到妥善处理，其他议题将缺乏实施基础。"

当前美乌围绕 "稀土换援助" 协议的博弈，折射出俄美战略角力的复杂性。特朗普要求乌克兰提供稀土、石油等资源作为援助条件，但泽连斯基 23 日表示 "不会签署让后代买单的协议"，坚持将安全保障纳入条款。相比之下，俄罗斯抛出的合作框架更具吸引力 —— 无需附加军事条件，且资源储量远超乌克兰已知的 230 万吨。

地缘经济格局面临重构

此次俄美接触正值全球稀土供应链深度调整期。中国通过《稀土管理条例》强化出口管控，日本、欧盟加速布局非洲资源，而俄罗斯的介入为美国提供了新选项。不过，双方合作仍面临多重挑战：美国国内对俄制裁尚未解除，技术转让存在法律障碍；俄罗斯远东地区基础设施薄弱，开发成本高昂；欧盟对俄美走近保持警惕，英国首相斯塔默 21 日警告 "不要削弱对乌支持"。

业内人士指出，若俄美能在技术授权、联合开发等领域取得突破，或形成 "俄资源 + 美技术" 的互补模式，从而打破中国在高端稀土材料领域的垄断。但短期内，双方仍需在乌克兰停火机制、安全保障等政治议题上取得实质进展，才能为经济合作铺平道路。

随着联合国安理会 24 日通过涉乌停火决议，国际社会对和平进程的期待升温。俄美稀土合作能否从愿景转化为现实，将成为观察大国关系演变的重要风向标。

免责声明
北方有色网提供的信息仅供参考，不作为决策建议，客户需自主判断决策，并自行承担相关后果。本报告版权归北方有色网所有，仅限客户自身使用。如需引用，须联系申请授权；未经书面许可，任何机构或个人不得以任何形式传播、发布、篡改本报告。北方有色网保留追究任何侵权行为法律责任的权利。

基本文件流程错误 SQL 调试

/websites/wwwroot/cmcc/public/index.php ( 0.75 KB )
/websites/wwwroot/cmcc/thinkphp/start.php ( 0.72 KB )
/websites/wwwroot/cmcc/thinkphp/base.php ( 2.60 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Loader.php ( 21.07 KB )
/websites/wwwroot/cmcc/vendor/composer/autoload_static.php ( 3.95 KB )
/websites/wwwroot/cmcc/vendor/symfony/polyfill-mbstring/bootstrap.php ( 8.26 KB )
/websites/wwwroot/cmcc/vendor/ezyang/htmlpurifier/library/HTMLPurifier.composer.php ( 0.10 KB )
/websites/wwwroot/cmcc/vendor/topthink/think-captcha/src/helper.php ( 1.94 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Route.php ( 60.23 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Config.php ( 6.38 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Validate.php ( 41.63 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Error.php ( 3.75 KB )
/websites/wwwroot/cmcc/thinkphp/convention.php ( 10.37 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/App.php ( 21.51 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Request.php ( 49.78 KB )
/websites/wwwroot/cmcc/application/config.php ( 10.17 KB )
/websites/wwwroot/cmcc/application/database.php ( 1.96 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Hook.php ( 4.71 KB )
/websites/wwwroot/cmcc/application/tags.php ( 0.96 KB )
/websites/wwwroot/cmcc/application/common.php ( 37.25 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Env.php ( 1.21 KB )
/websites/wwwroot/cmcc/thinkphp/helper.php ( 17.30 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Lang.php ( 7.41 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Log.php ( 6.05 KB )
/websites/wwwroot/cmcc/thinkphp/lang/zh-cn.php ( 11.81 KB )
/websites/wwwroot/cmcc/application/route.php ( 4.08 KB )
/websites/wwwroot/cmcc/application/index/controller/News.php ( 30.40 KB )
/websites/wwwroot/cmcc/application/index/controller/Base.php ( 3.86 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Controller.php ( 6.07 KB )
/websites/wwwroot/cmcc/thinkphp/library/traits/controller/Jump.php ( 4.90 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/View.php ( 6.77 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/view/driver/Think.php ( 5.64 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Template.php ( 44.90 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/template/driver/File.php ( 2.24 KB )
/websites/wwwroot/cmcc/application/common/library/RedisUtil.php ( 0.83 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Cache.php ( 6.10 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/cache/driver/Redis.php ( 5.37 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/cache/Driver.php ( 5.98 KB )
/websites/wwwroot/cmcc/application/admin/model/Para.php ( 0.09 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Model.php ( 69.14 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Db.php ( 6.67 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/connector/Mysql.php ( 3.89 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Connection.php ( 29.97 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Query.php ( 96.74 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/builder/Mysql.php ( 4.53 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Builder.php ( 31.55 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Debug.php ( 7.13 KB )
/websites/wwwroot/cmcc/application/admin/model/News.php ( 3.74 KB )
/websites/wwwroot/cmcc/application/admin/model/Cate.php ( 0.59 KB )
/websites/wwwroot/cmcc/application/admin/model/Admin.php ( 0.09 KB )
/websites/wwwroot/cmcc/application/common/consts/NewsConst.php ( 0.28 KB )
/websites/wwwroot/cmcc/application/admin/model/IndexCate.php ( 0.45 KB )
/websites/wwwroot/cmcc/application/common/consts/CommonConst.php ( 0.71 KB )
/websites/wwwroot/cmcc/runtime/temp/ae754a079b49dad486f0fa457bc10d5b.php ( 139.96 KB )
/websites/wwwroot/cmcc/application/common/consts/CacheConst.php ( 0.26 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Url.php ( 12.72 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Response.php ( 8.28 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/debug/Html.php ( 4.17 KB )

[ DB ] CONNECT:[ UseTime:0.000493s ] mysql:host=127.0.0.1;port=3306;dbname=ysscdb;charset=utf8mb4
[ SQL ] SHOW COLUMNS FROM `tb_para` [ RunTime:0.000922s ]
[ SQL ] SELECT * FROM `tb_para` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000529s ]
[ SQL ] SHOW COLUMNS FROM `tb_news` [ RunTime:0.000633s ]
[ SQL ] SELECT * FROM `tb_news` WHERE `id` = 838 LIMIT 1 [ RunTime:0.000519s ]
[ SQL ] SHOW COLUMNS FROM `tb_cate` [ RunTime:0.000511s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 101 LIMIT 1 [ RunTime:0.000325s ]
[ SQL ] SHOW COLUMNS FROM `tb_admin` [ RunTime:0.000557s ]
[ SQL ] SELECT * FROM `tb_admin` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000332s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 15 LIMIT 1 [ RunTime:0.000311s ]
[ SQL ] SELECT `id`,`title`,`url` FROM `tb_news` WHERE `cate_id` = 98 ORDER BY `submit_date` DESC LIMIT 10 [ RunTime:0.006777s ]
[ SQL ] SHOW COLUMNS FROM `tb_index_cate` [ RunTime:0.000590s ]
[ SQL ] SELECT * FROM `tb_index_cate` WHERE `cate_aid` = 1 ORDER BY `sortid` ASC [ RunTime:0.000405s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=10 and cate_cid=27 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=113 and mode02=-1 and mode03=941 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.204717s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 10 LIMIT 1 [ RunTime:0.000382s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=11 and cate_cid=38 and area_aid=1 and area_bid=14 and area_cid=91 and mode01=184 and mode02=621 and mode03=1095 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.192888s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 11 LIMIT 1 [ RunTime:0.000453s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=12 and cate_cid=46 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=325 and mode02=-1 and mode03=1231 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.295927s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 12 LIMIT 1 [ RunTime:0.000448s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=13 and cate_cid=49 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=377 and mode02=696 and mode03=1275 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.249980s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 13 LIMIT 1 [ RunTime:0.000330s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=14 and cate_cid=54 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=419 and mode02=-1 and mode03=1400 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.204841s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 14 LIMIT 1 [ RunTime:0.000360s ]
[ SQL ] SHOW COLUMNS FROM `tb_advert` [ RunTime:0.000699s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000352s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 10 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC LIMIT 8 [ RunTime:0.001598s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 11 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC LIMIT 8 [ RunTime:0.001420s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 2 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC LIMIT 6 [ RunTime:0.001332s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 12 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC LIMIT 5 [ RunTime:0.001397s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 13 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC LIMIT 5 [ RunTime:0.002030s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC LIMIT 6 [ RunTime:0.001315s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3246 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001385s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3248 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001292s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3245 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001333s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 10 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001362s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 11 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001548s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 12 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001558s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 13 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001324s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 14 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001607s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 19 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001323s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 15 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001326s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 16 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001315s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 17 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001366s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001309s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 48 LIMIT 1 [ RunTime:0.000402s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 49 LIMIT 1 [ RunTime:0.000374s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 50 LIMIT 1 [ RunTime:0.000371s ]
[ SQL ] SELECT * FROM `tb_para` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000462s ]

俄美重启对话路径明确 稀土合作成潜在突破口

对话重启分三阶段推进

稀土合作凸显战略互补性

乌克兰问题仍是关键变量

地缘经济格局面临重构

有色金属报告推荐

俄美重启对话路径明确稀土合作成潜在突破口