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稀土永磁概念股集體上漲 橫店東磁(002056.SZ)漲停
格隆匯 02-18 10:39
格隆匯2月18日丨稀土永磁概念股集體上漲,橫店東磁漲停,金力永磁、英洛華漲超7%,銀河磁體、正海磁體、北礦科技、廣晟有色等跟漲。消息面上,17日氧化鈥、氧化釔、氧化鋱等多種稀土品種的價格有所上漲,幅度在3%-5%不等。下游釹鐵硼產業處於陸續開工中,採購需求增加,稀土價格或將進一步上漲。華創證券認為,氧化鐠釹等稀土產品現貨市場供給緊張,江西等小金屬生產重鎮復工顯著延後,預計短期小金屬市場供需錯配仍將持續。
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