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A股異動 | 稀土永磁板塊普漲 稀土價格指數續創歷史新高
格隆匯 02-23 14:48
格隆匯2月23日丨稀土永磁板塊普漲,有研新材、寧波韻升、天通股份均漲超5%,宇晶股份、京運通漲超4%,方邦股份、英洛華、龍磁科技等跟漲。據中國稀土行業協會,2月22日稀土價格指數為431.0,續創歷史新高。今年以來,國內稀土氧化物市場價格維持高位。市場人士認為,此輪稀土價格上漲與供需錯配有關。中泰證券曾發研報指,稀土龍頭有望從週期走向成長。供給端,中國稀土集團成立,繼續實行總量指標控制,海外礦供應則中長週期見頂;需求端下游傳導順利,新能源汽車、工業電機、風電等下游消費爆發,稀土資源供需格局已經發生質的變化,價格有望實現弱週期波動,真正回到“稀”的價值,而稀土產業鏈龍頭則會迎來“量價齊升”,持續受益。

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