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稀土永磁板塊高開 稀土價格或將開啟長牛
格隆匯7月12日丨稀土永磁板塊高開,廣晟有色漲超8%,北方稀土漲超7%,盛新鋰能漲近7%,包鋼股份、廈門鎢業等紛紛高開。上週,工信部副部長王江平在工業和信息化系統產業政策與法規工作視頻會議上表示,着力優化行業企業發展環境,加快推進電信法立法,推動《稀土條例》儘快出台。此外,近期稀土價格迎來連續多日回升。繼2021年6月階段性觸底之後,稀土價格開始連漲節奏。業內人士表示,隨着行業供需結構持續優化,下半年稀土價格中樞有望持續上移,行業龍頭業績有望超預期。下半年《稀土條例》等政策或將逐步推出,有望保障稀土行業中長期高質量發展,稀土價格或將開啟長牛。

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