稀土永磁板塊持續拉昇 8月北方稀土大幅上調產品價格
格隆匯8月11日丨稀土永磁板塊午後持續拉昇,大洋電機、寧波韻升漲停,五礦稀土逼近漲停,正海磁材漲超8%,北方稀土漲近5%,盛和資源、中鋼天源、廈門鎢業等跟漲。北方稀土昨日公佈8月稀土產品掛牌價格,其中氧化鐠釹63.32萬元/噸,漲幅17.5%,氧化釹64.15萬元,漲幅超19%,金屬鐠釹77.5萬元,漲幅超17%,金屬釹78.5萬元,漲幅達18.58%。機構稱,本輪稀土板塊長牛共擁有五大核心邏輯:流動性合理充裕、新能源等下游需求驅動、漲價順週期配置策略、國家政策扶持、業績與估值的戴維斯雙擊。其預計2021年氧化鐠釹、氧化鏑、氧化鋱價格或將突破80萬元/噸、400萬元/噸、1500萬元/噸,稀土價格有望開啟長牛。

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