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稀土、鎢礦板塊集體下跌 北方稀土和廣晟有色跌超5%
格隆匯10月12日丨五礦稀土跌超6%,北方稀土和廣晟有色跌超5%,包鋼股份跌超4%,廈門鎢業和盛和資源跌超3%,翔鷺鎢業和洛陽鉬業跌超2%。消息面上,自然資源部近日發出通知,下達2021年度稀土礦、鎢礦實行開採總量控制指標。2021年度全國稀土礦(稀土氧化物REO)開採總量控制指標為168000噸,其中巖礦型稀土礦(以輕稀土為主)指標148850噸,離子型稀土礦(以中重稀土為主)指標19150噸。全國鎢精礦(三氧化鎢含量65%)開採總量控制指標為108000噸,其中主採指標80820噸,綜合利用指標27180噸。北方稀土在互動易平台表示,公司2021年度獲得礦產品(折稀土氧化物)指標100350噸;冶煉分離產品(折稀土氧化物)指標89634噸。

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