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稀土永磁板開盤走強 稀土價格或將持續上行
格隆匯 11-26 09:34
格隆匯11月26日丨稀土永磁板開盤走強,大洋電機漲停,正海磁材漲超6%,金力永磁、北方稀土廣晟有色等跟漲。11月以來,輕、重稀土價格持續走高。輕稀土主要產品中,氧化鐠釹最低交易價格為38.9萬元/噸,同比上漲43.01%,預計2021年價格或將突破60萬元/噸;重稀土主要產品中,氧化鋱最低交易價格599.5萬元/噸,同比上漲79.22%,預計2021年價格或將突破800萬元/噸。中信證券研報指出,隨着全球疫情形勢持續轉好,下游需求或將持續回暖,上游供給收縮態勢預計維持不變,稀土價格有望持續走高。建議持續關注新形勢下稀土板塊的戰略配置價值。天風證券認為,短期稀土彈性更強,長期看磁材龍頭結構優化。考慮新能源用高端磁材認證週期較長,龍頭企業伴隨結構改善增速強於行業增速,主題機會有望成為趨勢機會。

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