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稀土板塊持續強勢 北方稀土(600111.SH)漲超5%續刷新高 市值突破2000億元
格隆匯8月31日丨稀土板塊持續強勢,北方稀土漲超5%,盤中股價繼續刷新歷史新高,總市值突破2000億元關口,年初至今累計漲超320%;包鋼股份封漲停,盛和資源、五礦稀土跟漲,此三家公司今年以來股價漲幅均超200%。近期稀土股半年報逐漸披露,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。

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