稀土永磁板塊再度走強 新能源汽車帶來稀土需求持續放量
格隆匯2月3日丨稀土永磁板塊再度走強,大洋電機漲停,盛和資源大漲近9%,北方稀土、五礦稀土、廣晟有色、銀河磁體等紛紛跟漲。中泰證券指出,在新能源汽車驅動下,高性能釹鐵硼磁材需求高增長,而供給端較為剛性,預計2020-2022年稀土(氧化鐠釹)進入供不應求週期,行業景氣度也將不斷改善。釹鐵硼的供應也將遇到瓶頸,其也將受益於稀土價格上行。更為重要的,稀土產業鏈屬性也將從供給端帶來的高波動轉向需求端推動的持續高增長,是時候重塑對稀土的認識。

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