稀土永磁板塊拉昇 金力永磁(300748.SZ)漲超8%
格隆匯3月4日丨稀土永磁板塊逆市拉昇,金力永磁漲超8%,廣晟有色漲超7%,包鋼股份、大地熊漲超6%,正海磁材、銀河磁體、五礦稀土等紛紛拉昇。3月1日上午,工信部部長肖亞慶表示,中國是稀土大國,資源量最多,實際我們的產量和出口量也是最多。但是有一個現象值得我們關注,“我們現在稀土沒賣出‘稀’的價格,賣出了‘土’的價格,這是惡性競爭,競相壓價,使得這種寶貴的資源浪費掉。”此外,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。

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