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稀土永磁板塊大幅拉昇 稀土行業上半年業績喜報頻傳
格隆匯7月15日丨稀土板塊午後大幅拉昇,盛和資源拉昇漲停,五礦稀土大漲超8%,廣晟有色、廈門鎢業、北方稀土、金力永磁等紛紛跟漲。截至7月14日,已有多家稀土產業鏈上市公司預吿上半年業績情況,其中包鋼股份、金力永磁、安泰科技上半年盈利均趕超去年全年水平,訂單充足、價格上漲、行業景氣度向好等成為其盈利大增的關鍵詞。機構普遍認為,受益於新能源車、空調、3C等下游領域需求走強,稀土價格有望於三四季度持續上行。此外,《稀土管理條例(徵求意見稿)》或將於下半年正式推出,稀土板塊有望進入“週期+成長”的新時代。

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