稀土股拉昇 五礦稀土(000831.SZ)封漲停板
格隆匯7月6日丨五礦稀土直線拉昇封漲停,北方稀土、盛和資源、廣晟有色跟漲。業內人士認為,新能源汽車滲透率快速提升,對稀土需求端拉動已不可忽視,稀土需求有望步入中長期景氣週期。短中期而言,隨着新能效標準執行,國內家電變頻空調佔比/釹鐵硼滲透率持續提升,2021年-2022年空調用磁材年化增速有望超60%,稀土永磁供需結構性大拐點來臨,高端磁材需求放量,稀土產業鏈利潤空間打開。


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