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稀土永磁板塊走強 中重主流稀土品種價格大幅上調
格隆匯 03-03 09:56
格隆匯3月3日丨稀土永磁板塊走強,五礦稀土漲超5%,廣晟有色漲超4%,大地熊、北方稀土、中鋼天源、銀河磁體等跟漲。在下游需求推動下,中重主流稀土品種持續漲價。南方稀土集團3月2日公佈的稀土氧化物掛牌指導價顯示,氧化鋱報價為970萬元/噸至980萬元/噸,較前一週掛牌價上漲90萬元/噸;氧化鏑報價為300萬元/噸至305萬元/噸,較前一週掛牌價上漲50萬元/噸至53萬元/噸。有機構稱,本輪稀土價格持續上漲的核心邏輯是需求支撐,而非炒作或政策收儲因素,這和過去的價格上漲有本質的區別。目前,按照氧化鐠釹和氧化鏑鋱需求折算到ROE,根據現在的礦產、進口和回收能力,預計2021年將出現供不應求的局面。

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