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稀土永磁板塊繼續走強 國內部分輕稀土價格走高
格隆匯7月5日丨稀土永磁板塊繼續走強,盛新鋰能漲超8%,北方稀土、北礦科技漲超6%,正海磁材、盛和資源、五礦稀土、金力永磁、大地熊等紛紛走高。據生意社消息,7月1日國內輕稀土市場部分價格上漲,金屬鐠釹價格上漲5000元/噸至58.75萬元/噸,氧化釹價格上漲7500元/噸至47.65萬元/噸,金屬釹價格上漲7500元/噸至58.25萬元/噸,氧化鐠價格上漲1萬元/噸至56萬元/噸。國元證券表示,近期國內輕稀土市場部分價格上漲,説明行業短期供給偏緊。在下游需求推動下,預計後期輕稀土價格或將小幅走高。中長期看,由於供給端彈性有限,而需求端快速增長,預計稀土板塊將步入較長的景氣週期。預計未來三年都將是供不應求的格局。

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