韓國LS Eco Energy斥資1900萬美元，劍指越南稀土挑戰中國霸權
韓國LS Eco Energy投資1900萬美元開發越南稀土資源，旨在建立獨立於中國的供應鏈，以應對電動車與高科技產業的需求。分析此舉對全球供應鏈的影響。
全球稀土供應鏈版圖正在改寫。韓國LS Eco Energy宣布計畫投資1900萬美元於越南的稀土元素，為電動車（EV）到機器人等高科技產品，建立一條繞開中國的供應鏈。這場圍繞關鍵礦產的競逐，已進入短兵相接的階段。
擺脫中國控制的戰略佈局
LS Eco Energy此舉意圖明確，旨在打破全球高科技產業在稀土供應上對中國的長期依賴。該公司的計畫是透過在越南的精煉廠，為電動車馬達和高階磁鐵等產品打造一條獨立自主的供應鏈。在中國頻頻祭出稀土出口管制的背景下，這項投資是西方及其盟友確保戰略資源安全的具體行動。
為何是越南？潛力與機遇
越南正迅速成為稀土供應的潛力新星。根據美國地質調查局（USGS）的數據，越南擁有全球第六大的稀土儲量。其地理位置雖與中國相鄰，但近年來積極強化與美國的夥伴關係，使其成為全球企業實踐供應鏈多元化的理想地點。這筆投資案也顯示，全球「中國加一」（China+1）戰略，正從製造業轉移，深化至上游的關鍵資源爭奪。
投資者應注意，稀土等大宗商品的投資與地緣政治風險及價格波動高度相關。供應鏈重組是一項長期工程，無法保證短期獲利。
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