稀土永磁板塊繼續走強 北方稀土(600111.SH)封漲停
格隆匯7月8日丨稀土永磁板塊繼續走強,科恆股份、北方稀土拉昇觸板,盛和資源、五礦稀土漲超7%,廈門鎢業、廣晟有色、盛新鋰能、包鋼股份等跟漲。百川盈孚數據顯示,昨日,釹鐵硼價格出現反彈,N35/H35系列漲幅分別達4%、3%左右。受稀土原材料金屬鐠釹價格上漲,供應偏緊局勢下,下游釹鐵硼企業詢單積極。中金公司認為,稀土磁性材料(釹鐵硼)是電動車驅動電機核心功能材料,未來電動車需求的加速增長有望驅動稀土上游鐠釹供需迎來轉折點,稀土及磁材行業有望迎來供需結構優化和估值提升的新時代,行業戰略性配置機遇凸顯。

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