稀土板塊走強 正海磁材(300224.SZ)拉昇封板
格隆匯7月20日丨稀土板塊走強,正海磁材拉昇封板,銀河磁體大漲超8%,北礦科技、北方稀土、英洛華等大幅跟漲。

在近期現貨市場上,稀土的價格在不斷回升,尤其是輕稀土的價格,頻頻出現異動。
華創證券表示,近期國內輕稀土市場價格走勢上漲,下游按需採購為主,商家採購情緒有所提升,預計後期價格或持續上漲。同時,隨着海外下游企業逐步復工復產,出口市場有望復甦。
中信證券認為,我國稀土資源儲量全球第一,稀土的下游應用持續往精深加工方向發展的趨勢已經形成,在政策的引導促進下,我國有望建成全球最完整、最全面的稀土產業鏈,稀土價格有望迎來長牛。
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