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A股異動丨正海磁材大漲超8% 緬甸再次對稀土出口封關
格隆匯 12-18 13:11
格隆匯12月18日丨正海磁材(300224.SZ)大漲超8%,報9.17元,總市值75億元。

12月17日,鏑鋱報價上調,氧化鏑報價在172萬元-174萬元/噸,氧化鋱349萬元-352萬元/噸。11月以來,氧化鏑已經累計上漲15%。據報道,目前緬甸至中國的離子型稀土礦進口關口再次關停。此次為緬甸方面進行的封關舉措,主要因為緬甸政府認為部分開採企業在緬甸地區沒有合法的採礦證,盜採盜挖對當地環境造成破壞。目前瞭解到的信息是緬甸方面或將無限期延遲封關時間。正海磁材是國內高性能釹鐵硼永磁材料行業的主要企業,主營產品作為國家重點鼓勵和支持發展的新材料和高新技術產品,可廣泛應用於風力發電、節能電梯、節能環保空調、新能源汽車、EPS和節能石油抽油機等新能源和節能環保領域。
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