稀土永磁板塊走強 重稀土單月上漲近14%
格隆匯12月17日丨稀土永磁板塊走強,中科三環漲近6%,五礦稀土、廣晟有色、科恆股份漲超3%,中鋼天源、盛和資源、正海磁材等跟漲。據統計,截止12月12日,氧化鏑價格為172萬元/噸,月漲幅為13.52%;鏑鐵合金價格為167萬元/噸,月漲幅為11.55%;國內部分輕稀土市場價格也有所上漲,截止12日氧化釹價格報價為293500元/噸,月漲幅為2.8%;鐠釹合金價格為366500元/噸,漲幅為1.55%;鐠釹氧化物價格為291500元/噸,月漲幅為2.82%。此外,近期工業和信息化部、自然資源部聯合發出通知,下達2019年度稀土開採、冶煉分離總量控制指標及鎢礦開採總量控制指標,中國工信部公佈2019年稀土開採、冶煉分離總量分別是132000噸和127000噸,而2018年稀土開採的配額是120000噸,增加了12000噸,而且2019年這個數據是自2014年以來最高的一年。
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