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稀土永磁板塊走強 盛和資源漲超6%
格隆匯 04-01 11:20
格隆匯4月1日丨稀土永磁板塊走強,盛和資源漲超6%,橫店東磁漲近6%,領益智造、金力永磁漲超4%,有研新材、五礦稀土等跟漲。昨日海外稀土生產商Lynas Corp表示,將遵照馬來西亞政府的命令,將工廠關閉時間延長兩週至4月14日,以遏制冠狀病毒的蔓延。據悉,Lynas是中國以外全球最大的稀土生產商,其在3月23日預計停工將持續到3月31日。中信證券分析稱,稀土行業上游資源供給端收縮預期提升,稀土產業鏈整體庫存水平較低,基本面拐點或將到來,稀土價格有望反彈。
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