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稀土板塊拉昇 五礦稀土(000831.SZ)漲超8%
格隆匯8月20日丨五礦稀土漲超7%,廣晟有色、北方稀土跟漲。統計局數據顯示,中國7月份稀土及其製品出口9327噸,同比增90.5%。另外,中信證券研報指:需求旺季漸行漸近,稀土價格或穩中有進。8月以來稀土主要產品價格小幅波動,同比持續上行,受到新能源等下游需求的強勢拉動,今年稀土下游淡季不淡,受到雨季和疫情影響,緬甸稀土供給擾動仍在,此外近期部分地區限電影響下冶煉分離廠仍有減產情況,隨着四季度稀土傳統需求旺季漸行漸近,供需基本面對稀土價格的支持有望持續。

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