稀土永磁板塊走強 廈門鎢業率先封板
格隆匯8月24日丨稀土永磁板塊衝高,廈門鎢業率先封板,盛新鋰能漲近8%,北方稀土大漲6%,包鋼股份、廣晟有色、正海磁材、盛和資源等跟漲。國金證券指出,覆盤我國稀土價格三波上漲行情,均為政策短期驅動,缺少長期增長邏輯。今年以來,稀土迎來第四波上漲行情,此次上漲主要因下游需求旺盛,稀土材料有明確性的中長期需求增量,疊加供給剛性作用,稀土供需結構重塑。稀土近年來受益新能源汽車、風電和變頻空調等領域對永磁材料需求的持增長,疊加供給端受到產能指標的限制,供需結構有望持續優化,行業迎來下一波景氣週期,價值有待重估。

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