廠家挺價備貨助推稀土價格,概念股逆勢上漲
5月14日A股,在早盤低開,市場走弱之下稀土永磁板塊逆勢走強,其中有研新材,德宏股份拉昇漲停,寧波韻升,金力永磁漲幅均超4%。

消息面上,近期,部分稀土品種價格出現連續上漲。上海有色網數據顯示,鐠釹氧化物、鐠釹金屬連續四日上漲,5月13日的報價分別為27萬元/噸、33.95萬元/噸,月漲幅達到2.47%、2.72%。除此之外,氧化鈥、氧化釓、氧化釹、鈥鐵等均有不同程度的漲價。
根據南方稀土最新中重稀土氧化物掛牌價格,部分品種價格上調,氧化釓掛牌價15.7萬元/噸,較上期上漲0.4萬元/噸;氧化鈥掛牌價36萬元/噸,較上期上漲0.5萬元/噸。

稀土漲價主要原因有兩點:
中國作為稀土儲量全球第一,是世界上唯一能夠大量供應稀土各種品級、規格產品的國家,佔據國際市場87%左右的份額。國內稀土一直處於供過於求的局面,又是不可再生的戰略資源。自2019年下半年稀土價格處於下跌趨勢,現階段接近成本線,那麼廠家惜售、挺價的意願強烈。
另一塊疫情之後政府出台一系列政策刺激經濟,致使新能源汽車市場回暖,那麼下游稀土廠家備貨需求增多,鐠釹氧化物的景氣也帶動了氧化釓、氧化鈥等材料價格的上漲。
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