A股異動 | 稀土永磁板塊走強 部分稀土產品價格創半年新高
格隆匯12月27日丨稀土永磁板塊走強,大地熊漲5%,宇晶股份漲近4%,中國稀土、中科三環、湘電股份漲2%,銀河磁體、廈門鎢業、廣晟有色、中國鋁業漲1%。中國稀土行業協會數據顯示,稀土價格指數12月26日報295.2,環比上月同期漲8%,處於近4個月的高點。具體品種中,氧化鏑、氧化鋱等創下了近6個月新高。信證券研報指出,隨着新能源汽車、工業電機、工業機器人、風力發電等下游需求高速增長,稀土價格或將高位運行,產業結構有望持續優化,稀土永磁行業集中度或進一步提升。供需、政策的有力支撐下,預計今年四季度至明年一季度產業鏈營利或穩中有進,2023年稀土價格中樞或繼續穩步抬升,產業鏈利潤有望持續釋放。近期回調後板塊估值進入合理區間,當前時點建議重點關注稀土全產業鏈戰略配置價值。

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