稀土永磁板塊走高 戰略金屬儲備有望寫入十四五規劃
格隆匯9月14日丨稀土永磁板塊走高,正海磁材漲近12%,中科三環漲停,科力遠、橫店東磁、銀河磁體等跟漲。據媒體稱,參與制定十四五規劃的人士稱,我國計劃把加強能源、戰略金屬和糧食儲備,寫入正在制定的十四五規劃,確保重要資源物資儲備充足,不會因供應緊缺而影響經濟和社會穩定。機構分析認為,近年來美國、歐盟、日本等幾大經濟體相繼出台政策將稀土納入國家戰略資源儲備,隨着貿易保護主義抬頭,作為未來高科技發展所必須的稀缺礦產資源,稀土資源的戰略價值有望大幅提升。

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