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稀土永磁板塊異動拉昇 北方稀土大漲超8%
格隆匯7月27日丨稀土永磁板塊異動拉昇,北方稀土大漲超8%,有研新材、寧波韻升、五礦稀土等紛紛跟漲。本週稀土價格繼續上漲,氧化鐠釹上漲3.54%至58.5萬元/噸,氧化鏑/氧化鋱上漲3.95%/12.95%至每噸262.5/785萬元,供需抽緊邏輯逐步兑現。中信證券表示,稀土全產業鏈配置時點已經到來,稀土板塊或迎來業績與估值的戴維斯雙擊,稀土資源戰略價值重估進行時。

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