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稀土永磁板塊逆市走強 稀土價格持續上行 戰略價值或將持續提升
格隆匯 08-07 13:24
格隆匯8月7日丨稀土永磁板塊逆市走強,金力永磁漲停,銀河磁體漲5%,龍磁科技、北礦科技、英洛華漲超3%。中國稀土行業協會公佈的稀土價格指數8月5日報146.6點,較上月同期上漲4.12%,較年初上漲9.98%。進入8月以來,輕稀土中鐠、釹價格維持上漲態勢,中重稀土中釓、鋱等價格有所上行。國信證券認為,國內稀土面臨國際市場競爭,近期中美關係再度緊張,戰略資源稀土配置價值再受重視。中信證券分析師李超表示,近期,2020年稀土生產指標下達,供給端嚴控持續,疊加中美貿易摩擦、環保高壓、收儲預期等因素影響,預計稀土供給將會持續受限,供需基本面有望逐步改善,稀土資源的戰略價值或將持續提升。

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