稀土永磁概念股走強 廣晟有色(600259.SH)封漲停
格隆匯12月27日丨稀土永磁概念股走強,廣晟有色(600259.SH)封漲停,橫店東磁漲7%,威華股份、五礦稀土、北方稀土、中色股份等紛紛上漲。報道稱,12月緬甸至中國的離子型稀土礦進口關口再次關停。此次主因或為在緬甸開採稀土沒有合法的採礦證,盜採盜挖對當地環境造成破壞,關停時間有望持續。天風證券指出,經過長期打黑和督察以及環保影響,2017年以來南方中重稀土礦開採受阻開始進口的大量補充,2018年緬甸進口混合碳酸稀土2.6萬噸,佔國內中重稀土需求近半。2019年以來受關停預期影響中重稀土價格上漲,5月底緬甸進口關停之後,2019年1-10月進口混合碳酸稀土同比下滑52%,而伴隨近期封關2020年離子礦原料或出現持續緊張。
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