稀土永磁板塊高開 稀土管理條例發佈 價格或將持續上行
格隆匯1月18日丨稀土永磁板塊高開,盛和資源、五礦稀土、廣晟有色漲停,北方稀土大漲超8%,銀河磁體、正海磁材、廈門鎢業等集體高開。1月15日工業和信息化部就《稀土管理條例(徵求意見稿)》,向社會公開徵求意見。明確稀土管理職責分工,加強稀土全產業鏈管理,規定稀土產品進出口企業應當遵守對外貿易、出口管制等法律法規。國家層面立法規範稀土產業高質量可持續發展,將稀土行業提高到前所未有的戰略高度,凸顯戰略地位重要性。條例的發佈,使得稀土供給更加規範,在當前稀土下游需求旺盛情況下,稀土價格或將持續上行。浙商證券認為,此次條例的出台是稀土行業的歷史性事件,對行業的影響是趨勢性和戰略性的。

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