稀土告急，印度汽车业催政府联系中国

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

稀土告急，印度汽车业催政府联系中国

2025-06-10 18:02:53 来源：产业前言责任编辑：潘利军

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印媒称，印度已经采取了一些措施，以改变当前的供应情况。今年1月，印度政府批准投资1630亿卢比（约合人民币136.8亿元）用于发展关键矿产行业的计划，3月又向私营部门开放了稀土勘探的许可。路透社本月援引知情人士的消息称，印度正与企业进行谈判，希望通过提供财政激励措施，建立稀土磁铁长期库存。然而《铸币报》提到，这些远远不够，印度进出口银行的一份报告指出，印度的炼油和加工能力有限，限制了对国内储备的挖掘。

综合印度“Republicworld”网站、印度《金融快报》报道，由于稀土磁铁短缺，印度汽车制造商可能叫停电动汽车生产，或导致新电动汽车交付延迟。巴贾杰汽车公司执行董事拉凯什·夏尔马坦言，供应和库存正在逐渐耗尽，如果情况得不到缓解，7月的生产将受到严重影响。印度第一大汽车制造商马鲁蒂铃木公司则表示，汽车生产并未立即受到影响，但由于供应链面临挑战，一款车型面临生产中断问题。标普全球移动出行印度轻型汽车产量预测副总监高拉夫·万加尔表示，目前形势保持稳定，部分电动汽车供应受到影响，但仍在可控范围内。

《印度时报》援引德勤印度负责汽车行业的拉贾特·马哈詹的分析称，受到中方管制的几种磁铁在高温下具有高磁能量存储能力和低矫顽力，“到目前为止，其他磁性材料尚未在电动汽车生产等领域中实现大规模商业化应用。”马哈詹表示，可供回收的稀土磁铁无法满足当前电动汽车的生产需求，汽车制造商也很难迅速转向不同的动力系统或替代材料。

对此，马哈詹表示：“希望这种情况能够通过外交渠道得到解决。”《印度时报》提到，上周早些时候，马鲁蒂铃木公司高级执行官拉胡尔·巴蒂透露，印度业界正与政府进行讨论。另据《金融快报》报道，印度汽车制造商协会也已与政府联系，希望其通过外交途径介入，寻求稀土磁铁的供应许可。

印媒称，印度已开始与越南、印度尼西亚、日本、美国和俄罗斯等就稀土磁铁的供应进行讨论。《印度时报》援引专家分析称，尽管汽车制造商正在探索减少对中国供应依赖的方法，但仍然很难找到直接的替代品。

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稀土告急，印度汽车业催政府联系中国

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