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A股異動丨稀土概念股漲幅擴大 風電和工業電機需求爆發 稀土價格創新高
格隆匯11月8日丨稀土概念股漲幅擴大,龍磁科技漲逾13%,中國寶安漲停,創興資源和久吾高科漲約8%。截至2021年11月4日,鐠釹氧化物現貨價格為75萬元/噸,周度、月度漲幅分別高達4%、25%。稀土價格大幅超過2021年初和2021年9月份的兩次高點,逼近歷史新高。期貨方面,氧化鐠釹期貨價格逼近80萬元/噸,周度價格漲幅為12%。期貨價格上漲較現貨更加迅速,且短期呈現加速上漲趨勢。東吳證券研報稱,除了電動車需求景氣以外,風電和工業電機均為稀土需求提供了新增量,這是近期價格上漲的原因之一,且這部分需求具有良好的持續性。

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