A股異動丨稀土股表現活躍 稀土價格持續飆升
格隆匯1月25日丨稀土股持續活躍,華宏科技和盛新鋰能漲停,北方稀土漲4.54%。自12月中旬以來,稀土價格持續飆升,目前稀土現貨市場詢盤活躍度轉淡,具體來看,輕稀土中,氧化鐠、氧化釹、以及鐠釹氧化物價格較周初相比有所上抬,中重稀土中,鋱漲勢延續,鏑略有企穩。隨着下游需求的拉動國內主要釹鐵硼均有擴展計劃以提升產能,永磁材料需求或迎來爆發增長。
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