產品價格持續上漲 稀土股集體走強 廣晟有色和英洛華漲停
格隆匯11月26日丨稀土股集體上漲,廣晟有色和英洛華漲停,盛和資源漲超8%,包鋼股份、中科三環、中色股份、北方稀土和盛新鋰能漲超4%。據生意社監測顯示,國內稀土市場價格指數持續上漲,近期國內鐠釹系稀土市場大幅上漲,重稀土市場嫡系價格維持高位。國內稀土市場產品走勢上漲,一方面是政策利好,冬季電煤供應緊張,近日工信部印發《電機能效提升計劃》,鼓勵發展節能稀土電機替代傳統工業電機,響應節能減排號召。場內看漲情緒濃厚,持貨商家多不報價,場內價格不斷走高。另一方面供需結構性變化不大,高端磁材需求正常,國內家電變頻空調佔比釹鐵硼滲透率持續提升,需求端有所增加。加之永磁需求大幅增加,新能源行業快速發展,帶動了多個行業的發展,上游材料稀土永磁也搭上了“快車”。新能源汽車銷售正常,對於稀土需求處於高位,稀土氧化物價格大幅上漲。

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