A股異動 | 稀土永磁板塊走高 稀土價格指數續創歷史新高
格隆匯2月14日丨稀土永磁板塊走高,英洛華(000795.SZ)漲停,宇晶股份漲超5%,正海磁材、寧波韻升、北方稀土等紛紛走高。節後一週,稀土價格不斷上漲,以輕稀土主力品種—氧化鐠釹為例,價格已經突破百萬關口。中國稀土行業協會消息稱,2月11日稀土價格指數為403.5,續創歷史新高。1月份,稀土價格指數緩慢上揚,整體保持在高位。太平洋證券研報指出,新能源汽車、風電等新興領域需求旺盛,大型磁材企業訂單增加明顯,普遍接滿。供給增量有限,供需矛盾突出,產業鏈漲價預期濃厚。該行指出,稀土的定位是國家戰略資源,國之重器。未來三年,稀土大概率是新能源上游供需格局最健康的品種。稀土的基本面並沒有改變,反而愈來愈好。當下審視板塊,發現新的邏輯和預期差正在形成,有望成為下一波行情新的催化劑。

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