北方稀土(600111.SH)拉昇漲近6% 大幅上調3月輕稀土掛牌價
格隆匯3月11日丨北方稀土(600111.SH)拉昇漲近6%報21.63元,市值786億元;五礦稀土、廈門鎢業、盛和資源等跟漲。北方稀土官網昨晚公佈3月輕稀土氧化物掛牌價,氧化鑭掛牌價1.08萬元/噸;氧化鈰掛牌價1.08萬元/噸;氧化鐠釹掛牌價58.32萬元/噸;氧化釹掛牌價69.58萬元/噸;金屬鐠釹掛牌價71.5萬元/噸;金屬釹掛牌價85萬元/噸。相比2月份的掛牌價,氧化鐠釹、金屬鐠釹、氧化釹等數個品類的環比漲幅巨大,在25-33%之間。業內人士表示,稀土下游一直在擴張中,新能源汽車產能擴張帶來稀土需求的持續增長,疊加去庫存完成,未來價格有望持續上漲。

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