A股異動 | 稀土概念大漲 券商預計稀土價格未來將持續走強
格隆匯7月19日丨稀土概念走強,中炬高新、中科三環漲停,廈門鎢業漲7%,英洛華、銀河磁體漲4.8%。消息面上,中國6月份稀土及其製品出口9945噸,同比增9.7%;年累計稀土及其製品出口58343噸,同比增13.2%。中郵證券指,中長期看,上游稀土企業產能穩定,產量增加有限,供應偏緊張;伴隨下游需求修復以及支持性政策的落地,新能源、風力發電、工業機器等行業有望持續快速發展,拉動釹鐵硼需求不斷攀升,由此對稀土及稀土永磁板塊形成強有力支撐,產業價值凸顯,預計稀土價格未來將持續走強。

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