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稀土永磁板塊走強 工信部發文疊加需求增長 稀土價格或將持續上行
格隆匯 01-20 10:58
格隆匯1月20日丨稀土永磁板塊走強,五礦稀土拉昇封板,盛和資源大漲超8%,北方稀土、大地熊漲超6%,廣晟有色、龍磁科技、英洛華、正海磁材等跟漲。1月15日,工信部發布《稀土管理條例(徵求意見稿)》,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。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。中信證券指出,近期輕重稀土價格持續齊漲,隨着新能源汽車等下游需求持續高增,疊加政策端對上游供給的持續嚴控,稀土行業基本面或持續向好,供需、政策有望共振,稀土價格或將持續上行,新形勢下持續堅定推薦稀土板塊戰略配置價值。

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