稀土股拉昇 廣晟有色(600259.SH)封漲停板
格隆匯9月9日丨稀土股盤中拉昇,其中,以中重稀土為主業的廣晟有色封漲停板,華宏科技、北方稀土、盛和資源、五礦稀土明顯跟漲。日前緬甸局勢突然惡化,可能會影響到全球重稀土的供應。有數據顯示,2020年緬甸稀土產量3萬噸、佔全球總產量的比重為12%,排名世界第三(僅次於中國和美國)。我國國內進口稀土礦主要通過兩大渠道,輕稀土礦大部分從美國進口,中重稀土礦大部分從緬甸進口。業內人士指出,隨着緬甸形勢驟然升級,緬甸礦進口受阻,後市中重稀土產品價格有上調趨勢。

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