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稀土永磁板塊持續拉昇 盛和資源封漲停
格隆匯7月16日丨稀土永磁板塊午後持續拉昇,盛和資源封漲停,五礦稀土大漲超8%,盛新鋰能、金力永磁、廣晟有色等跟漲。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。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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