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A股異動|稀土永磁概念股普漲中方將對美加徵關税採取反制措施
格隆匯 08-16 09:47
格隆匯8月16日丨A股市場稀土永磁概念股普漲,銀河磁體(300127.SZ)漲逾7%領漲。昨日下午,針對美國貿易代表辦公室宣佈將對約3000億美元自華進口商品加徵10%關税,國務院關税税則委員會有關負責人表示,美方此舉嚴重違背中美兩國元首阿根廷會晤共識和大阪會晤共識,背離了磋商解決分歧的正確軌道。中方將不得不採取必要的反制措施。多家機構認為,稀土作為我國較獨特的資源,戰略地位將提升,關注供需基本面改善的中重稀土板塊。我國重稀土產量佔全球比重超過90%,並且建立了從稀土採礦-冶煉分離-稀土永磁等材料的完整產業鏈,是具備全球競爭力的核心資產。在國家政策驅動下,稀土及下游磁材有望重現景氣週期,並且特斯拉上海超級工廠預計年底投產,高端釹鐵硼應用將迎新機遇。(行情來源:富途證券)
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