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稀土永磁板塊走強 環保督查劍指稀土 部分稀土價格上漲
格隆匯 03-25 09:53
格隆匯3月25日丨稀土永磁板塊走強,龍磁科技拉昇漲超8%,大地熊漲超4%,北方稀土漲近4%,廈門鎢業、包鋼股份、金力永磁均漲超3%。有消息稱,環保督察組即將進駐贛州,一些當地的稀土冶煉分離企業已經提前停產,稀土現貨緊缺情況料加劇。價格方面,3月23日國內部分稀土價格已經有所上漲,其中鐠釹氧化物價格上漲4000元/噸至58.45萬元/噸,屬鏑價格上漲5萬元/噸至380萬元/噸。此前,稀土已經在緬甸局勢動盪、國內政策預期及工信部負責人講話的預期下出現連續上漲走勢,而環保督查的發力,無疑為稀土又增加了一個向上的強預期。

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