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稀土永磁板塊逆勢走高 金力永磁大漲超11%
格隆匯6月29日丨稀土永磁板塊逆勢走高,金力永磁大漲超11%,大地熊漲超5%,龍磁科技漲近5%,廈門鎢業、正海磁材、銀河磁體、盛和資源、北方稀土等紛紛上揚。2021年4月初以來,國內稀土指數從高點回落調整已經有20%左右。本次需求端之一的汽車芯片缺芯傳導到汽車產量降低,再傳導到稀土需求降低是最直接的影響因素。但值得注意的是,新能源汽車已重回增長軌道,5月新能源汽車銷21萬輛、同比增長159.7%,單月銷量再度創下5月曆史新高。

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