北爱尔兰与韩国企业携手，共谱稀土合作新篇章

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

北爱尔兰与韩国企业携手，共谱稀土合作新篇章

2025-02-21 09:19:58 来源：北方有色网责任编辑：管理员

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一、合作背景与主体

近期，稀土行业迎来一则重磅消息。2 月 13 日，来自北爱尔兰的艾昂尼克稀土公司（Ionic Rare Earths）积极布局国际市场，迈出关键一步，与韩国 DNA Link 公司正式签署谅解备忘录。艾昂尼克稀土公司在稀土回收及冶炼领域技术积淀深厚，致力于开拓全球业务版图；而韩国 DNA Link 公司身处世界第三大永磁市场 —— 韩国，拥有地缘与市场优势，双方强强联合，开启深度合作篇章。

二、合作内容详述

韩国本土供应链构建

双方首要目标聚焦于在韩国本土打造一条完备且具特色的稀土供应链。计划携手于韩国建设集安全、可持续、可追溯特性于一体的稀土供应体系，不仅涵盖从源头的稀土回收环节，还着眼于后续全流程把控，保障供应链稳定高效运行。

协议明确艾昂尼克公司将利用其贝尔法斯特设施，专业处理来自 DNA Link 公司的碎屑，通过先进回收工艺转化为可再利用资源。回收所得稀土氧化物，将精准供应给 DNA Link 公司位于韩国礼山、预计 2025 年底投产的永磁厂，实现内部循环供应，减少对外依赖。

国际拓展布局

跨洋合作不止步于韩国本土，双方将视野拓宽至美国。借助艾昂尼克公司独有的专利回收技术，拟在美国合力搭建永磁供应链，挖掘美国本土稀土资源回收利用潜力，适配当地日益增长的稀土需求，尤其迎合如新能源汽车等新兴产业蓬勃发展带来的强劲需求。

探索在韩国成立合资企业，专项深耕废旧永磁回收领域。整合双方资金、技术、市场渠道等优势资源，力求最大化废旧永磁回收效益，为全球稀土资源循环利用树立标杆。

重视与韩国政府及国际机构协同合作，积极争取政策支持与资源倾斜，全方位培育自主稀土供应链能力，提升应对国际市场波动与行业竞争的韧性。

三、行业影响深远

市场供需格局重塑

从供应端看，艾昂尼克公司贝尔法斯特商业规模回收厂预计 2026 年底投产，加之与韩国合作落地实施，将显著扩充全球稀土回收供应量，一定程度缓解原生稀土开采压力，优化供应结构。

需求端受全球汽车产业变革驱动，电动汽车迅猛发展，永磁作为关键材料需求飙升。此次合作精准对接产业需求，保障永磁厂原料供应，稳固供需匹配节奏，为行业稳健发展注入强心剂。

政策导向呼应

美国宣称 2027 年前禁止国防行业进口中国稀土氧化物，欧盟强制要求 2030 年前实现 25% 稀土永磁消费来自回收，政策风向标的转变促使企业加速调整战略布局。艾昂尼克与 DNA Link 公司合作恰逢其时，通过技术创新驱动回收利用，顺应国际政策潮流，为全球稀土企业应对政策规制提供示范样本。

四、未来展望

艾昂尼克公司凭借此次与 DNA Link 公司成功携手，进一步夯实其全球稀土回收和冶炼领导者地位。随着后续合作项目逐步落地实施，有望在全球稀土行业掀起创新变革浪潮，引领行业走向资源高效利用、供应链自主可控的全新发展阶段，为世界新能源、国防等诸多关键领域持续赋能。

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北爱尔兰与韩国企业携手，共谱稀土合作新篇章

一、合作背景与主体

二、合作内容详述

韩国本土供应链构建

国际拓展布局

探索在韩国成立合资企业，专项深耕废旧永磁回收领域。整合双方资金、技术、市场渠道等优势资源，力求最大化废旧永磁回收效益，为全球稀土资源循环利用树立标杆。

重视与韩国政府及国际机构协同合作，积极争取政策支持与资源倾斜，全方位培育自主稀土供应链能力，提升应对国际市场波动与行业竞争的韧性。

三、行业影响深远

市场供需格局重塑

从供应端看，艾昂尼克公司贝尔法斯特商业规模回收厂预计 2026 年底投产，加之与韩国合作落地实施，将显著扩充全球稀土回收供应量，一定程度缓解原生稀土开采压力，优化供应结构。

需求端受全球汽车产业变革驱动，电动汽车迅猛发展，永磁作为关键材料需求飙升。此次合作精准对接产业需求，保障永磁厂原料供应，稳固供需匹配节奏，为行业稳健发展注入强心剂。

政策导向呼应

四、未来展望

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