稀土永磁板塊走強 國內輕稀土價格上漲
格隆匯8月5日丨稀土永磁板塊午後走強,北礦科技拉昇封板,北方稀土漲超6%,中鋼天源、金力永磁漲超4%,五礦稀土、廈門鎢業等紛紛跟漲。8月3日,生意社數據顯示,國內輕稀土市場部分價格上漲,金屬鐠釹價格上漲4000元/噸至380000元/噸,鐠釹氧化物價格上漲3000元/噸至299500元/噸,氧化釹價格上漲3000元/噸至318000元/噸,金屬釹價格上漲2500元/噸至402500元/噸,氧化鐠價格為297500元/噸。中信證券表示,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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