稀土板塊大漲，領漲股為何是包鋼股份？
本文來自：上海證券報，作者：陳雨康
5月7日，沉寂了一段時間的稀土板塊再現異動。截至收盤，包鋼股份漲停，北方稀土、盛和資源漲逾5%。H股中國稀土漲超10%。
消息面上，英國《每日電訊報》5月5日發文稱，英國正探索建立稀土和戰略金屬國家儲備，以保障英國獲取鋰、鈷、稀土等新能源汽車產業的關鍵原材料。而此前，多個西方國家也有類似表態。
海關總署日前發佈的數據顯示，1月至4月，中國稀土出口量同比增加1.9%至15642.3 噸。
領漲稀土板塊的為啥是它？
打開行情軟件的稀土概念股，領漲的不是傳統意義上的稀土股，而是包鋼股份。
作為一家老牌鋼企，包鋼股份搭上稀土概念絕不是空穴來風。
據該公司披露，其控股股東包鋼集團擁有的白雲鄂博礦稀土折氧化物儲量3500萬噸，居世界第一；公司擁有的白雲鄂博礦尾礦庫，稀土折氧化物儲量約1382萬噸，居世界第二。
包鋼股份在今年一季度實現歸母淨利潤7.34億元，上年同期為淨虧損3.24億元，實現了扭虧為盈。對於一季度業績，包鋼股份表示，一季度利潤總額中稀土業務約佔50%。該公司稱，從過去幾年的利潤、收入情況看，鋼鐵銷售收入佔比在90%以上，但稀土的業績貢獻率超過50%。
作為靠稀土吃飯的上市公司，股價卻“跌到土裏去了”，投資者們紛紛表示不解。
對此，包鋼股份表示，儘管公司稀土業務的業績貢獻率比較高，但市場仍把他當做鋼鐵行業對待，対公司資源開發的業績、發展、前景尚有待市場逐步接受。
各國邁入金屬資源“大保障時代”
稀土被稱作“工業維生素”，是不可再生的戰略資源，中國的儲量全球第一。公開資料顯示，中國稀土主要產品有400多種近千個規格，是世界上唯一能夠大量供應稀土各種品級、規格產品的國家。
面向未來，稀土也是新能源產業中不可替代的關鍵資源，這從我國稀土出口中可見一斑。
5月6日，內蒙古滿洲里海關對外通報稱，今年一季度內蒙古稀土出口4578.6噸，同比增加51.5%。
滿洲里海關表示，國際下游市場需求旺盛，尤其是歐洲新能源汽車市場發展迅猛，稀土需求量提高。一些國家稀土的開採量已達上限。對日本、美國、荷蘭和法國四國的稀土出口佔一季度出口總量的近九成。
正如若干年前各國提出“保障石油資源”一樣，現在，稀土、鈷、鋰、鎳等綠色能源產業所需的關鍵資源正越來越受到重視。
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