稀土永磁板塊大漲 稀土總量控制指標較去年提高
格隆匯2月22日丨稀土永磁板塊大漲,北方稀土拉昇漲停,五礦稀土、金力永磁、廣晟有色等個股大幅跟漲。工信部、自然資源部19日下達2021年第一批稀土開採總量控制指標,共84000噸,較去年首批的6.6萬噸有所提高。華創證券指出,新能源汽車、風電等新興產業快速發展,使稀土需求大幅增加,增加國產礦配額指標符合市場預期。新增供給由海外礦轉向國產礦,有利於上游企業提升市場佔有率並降低成本,業績彈性有望增加。

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