稀土永磁板塊再度走高 行業高景氣度延續
格隆匯5月10日丨稀土永磁板塊今日再度走高,包鋼股份漲超7%,盛新鋰能漲超4%,中色股份、大洋機電、廣晟有色、五礦稀土等跟漲。5月6日,作為內蒙古稀土數據發佈的權威部門--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%。內蒙古是我國的稀土大省,公開資料顯示,內蒙古稀土儲量佔全國的83.7%。滿洲里海關對於內蒙古一季度出口量大幅增加給出兩條理由,其一是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;其二是一些國家稀土的開採量已達上限。開源證券研報指,鑑於稀土行業下游領域需求有望持續向好,21年或出現供不應求格局,行業高景氣度延續,稀土價格有望持續上行。

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