A股異動 | 稀土概念股普遍上漲,券商指磁材板塊配置價值凸顯
格隆匯1月6日丨稀土概念股普遍上漲,科力遠漲停、安泰科技漲逾9%、華伍股份漲5.4%,龍磁科技、鋼研納克、華宏科技漲4%。數據顯示,1月5日國內部分稀土品種價格走強,其中,金屬鐠釹價格上漲1.5萬元/噸,鐠釹氧化物價格上漲1.5萬元/噸,氧化釹價格上漲2萬元/噸,氧化釓價格上漲2500元/噸。中金公司認為,2022年稀土價格有望維持高位,磁材單噸盈利有望迎來趨勢性上行,磁材公司有望迎來量價齊升的業績大年,A股磁材板塊配置價值凸顯。

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