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稀土永磁板塊拉昇 稀土價格持續上漲 上市公司首季業績或超預期
格隆匯 03-30 10:50
格隆匯3月30日丨稀土永磁板塊拉昇走強,盛和資源拉昇漲停,北方稀土漲超6%,廣晟有色漲超5%,五礦稀土、廈門鎢業、金力永磁等跟漲。稀土價格持續上漲,南方稀土集團昨日公佈稀土氧化物掛牌價,其中氧化釓報價23-23.5萬元/噸,環比上漲0.3萬元/噸,增幅1.31%;氧化鏑報價308-313萬元/噸,環比上漲1萬元/噸,漲幅0.32%。中信證券認為,稀土產業鏈相關上市公司一季度業績或超預期。“十四五”期間預計國內稀土供給仍將受到開採總量指標的限制,打黑、環保等供給側高壓政策將是常態,未來三至五年海外供給增量相對有限,預計全球稀土供應尤其是重稀土供給,或將維持緊縮態勢,預計一季度稀土價格或持續上行。

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