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稀土永磁板塊拉昇 龍磁科技(300835.SZ)封漲停
格隆匯 07-23 10:09
格隆匯7月23日丨稀土永磁板塊異動拉昇,龍磁科技封漲停,盛和資源、五礦稀土、金力永磁漲超4%,銀河磁體、廣晟有色、英洛華等跟漲。

華創證券指出,行業方面,22日氧化鏑價格小幅上調。據瞭解,商家表示氧化鏑市場逐漸活躍,詢單積極,大廠報價開始上調,傳言市場有收貨行為,拉漲氧化鏑,價格止跌上調。鐠釹和鋱價格持穩為主,商家報價堅挺,價格下調可能性不大。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。

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