稀土永磁板塊逆勢拉昇 供應緊張 重稀土價格再次上漲
格隆匯3月19日丨稀土永磁板塊逆勢拉昇,金力永磁大漲超7%,大地熊、正海磁材漲超3%,龍磁科技、銀河磁體、北方稀土等跟漲。供應方面,緬甸方面仍禁止出口,緬甸方面對於國內重稀土市場產品影響較大,進口貨源大幅減少,國內重稀土市場供需矛盾尖鋭,導致重稀土價格走高。截止3月18日氧化鏑價格為295.5萬元/噸;鏑鐵合金價格為294萬元/噸,金屬鏑價格在355萬元/噸,國內鋱系價格更是居高不下,18日國內氧化鋱價格為990萬元/噸,金屬鋱價格為1245萬元/噸,上述品種年後漲幅均在50%左右。

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