北方稀土(600111.SH)盤中衝擊漲停 股價創新高
格隆匯8月30日丨稀土永磁板塊再度走強,北方稀土盤中一度衝擊漲停,股價高至53.61元刷新歷史新高,現漲幅回落近8%。受行業龍頭大漲提振,包鋼股份、盛新鋰能、銀河磁體、金力永磁、五礦稀土等紛紛跟漲。稀土板塊上市公司半年報逐漸披露,北方稀土上半年淨利潤20.36億元,同比增長500.52%,公司主要稀土產品銷量增加、銷售價格上漲;包鋼股份上半年淨利潤27.64億元,同比增長3188.14%;盛和資源上半年淨利潤同比增長1195.58%。機構認為,短期看,需求端稀土進入金九銀十旺季,下游需求環比有望大幅改善;供給端下半年供應緊張或加劇。長遠來説,稀土正處於供需重塑的新時代起點,估值體系有望重構。業內指出,《稀土管理條例》雖然還在徵求意見階段,但是今年肯定會發出來,實際上會對行業的整體秩序迴歸是有根本性的扭轉的。從三個月的維度來看:整個稀土產業供需基本面的緊平衡狀態會推動基礎價格中樞持續走高。


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