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A股異動 | 五礦稀土(000831.SZ)漲6.48% 聖工寨稀土礦開發利用方案已通過自然資源部評審
格隆匯 02-16 10:34
格隆匯2月16日丨五礦稀土(000831.SZ)漲6.48%,報36.81元,總市值361億元。該公司昨日在投資者互動平台表示, 聖工寨稀土礦開發利用方案已通過自然資源部組織的評審,並已完成網上的公司。此外,據中國稀土行業協會,2月14日稀土價格指數為420.6,較上週五漲17.1點,續創歷史新高。東北證券研報指,從主題投資到產業變革,應重視稀土板塊估值體系重構的歷史性機遇。1)長期看,產業變革下稀土板塊估值體系或迎重構。當前稀土可類比2015-2016年的鋰和2018年的鈷,新能源上游材料屬性正逐步強化,未來有望復刻歷史上鋰鈷需求高增的邏輯,同時,政策嚴控+行業高集中的特性使得稀土的供給端甚至要比鋰鈷還要更優異,未來穿越週期的能力或更強,稀土板塊的估值體系正迎重構。2)中期看,未來三年供不應求,行業景氣度有望持續提升。下游電動車賽道長坡厚雪,同時風電、空調等領域亦多點開花,將充分打開稀土需求空間,而國內外供給彈性均較弱,預計未來三年稀土鐠釹供需緊張態勢延續,行業景氣度有望不斷提升。

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