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稀土概念股集體大漲:正海磁材、英洛華漲停
格隆匯11月23日丨正海磁材漲20%漲停,銀河磁體和大地熊漲超14%,金力永磁漲超10%,英洛華漲10%漲停,包鋼股份、華宏科技、寧波韻達逼近漲停,北方稀土、中科三環、五礦稀土等跟漲。近日中國海關發佈最新統計數據顯示,10月份稀土及其製品出口9017噸,同比增52.9%。另外,中信證券最新研報指出,隨着新能源汽車需求持續爆發,碳中和下風電、節能變頻空調等下游需求穩中有進,稀土下游需求有望持續向好;預計“十四五”期間國內稀土供給仍將受到開採總量指標的限制,打黑、環保等供給側高壓政策仍將繼續,未來5年海外供給增量相對有限,全球稀土供需或將長期處於緊平衡狀態。預計2022年稀土價格或將穩中有進,稀土產業鏈相關公司利潤有望長期可持續增長。


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