港股異動 | 多重利好疊加 中國稀土(0769.HK)盤中一度漲超5%
格隆匯12月24日丨中國稀土(0769.HK)盤中漲超5%,月內升幅近30%。最高報1港元有望刷新階段高價,總市值23億港元。近日,公司與北方稀土簽署戰略合作框架協議,雙方擬在互惠互利基礎上,發揮各自資源、資本及平台優勢合作整合,將能在很大程度上穩固我國稀土的主導地位。中信證券預計,“十四五”期間國內稀土供給仍將受到開採總量指標的限制,稀土產業鏈公司利潤有望長期可持續增長。另外,中國稀土集團有限公司正式成立,在我國稀土行業發展史上具有里程碑意義。

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