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稀土永磁板塊走強 國資委推進稀土領域專業化整合
稀土永磁板塊集體上漲,其中川能動力,北方稀土漲6%,五礦稀土漲4%,天通股份,盛和資源,廣晟有色漲3%,華宏科技,廈門鎢業,中國鋁業漲2%。

國務院國資委新聞發言人彭華崗20日表示,將通過無償劃轉、有償收購、股份制合作等方式,大力推進稀土、物流等領域專業化整合,通過資源優化配置切實增強企業競爭力,打造具有全球競爭力的世界一流企業。
中信證券稱,下游需求旺季來臨,稀土價格或穩中有進,稀土板塊有望開啟長牛,稀土產業鏈相關公司利潤或將長期可持續增長,稀土商品價格與股票走勢背離的情況有望緩解,建議持續關注稀土全產業鏈戰略配置價值。
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