港股異動丨稀土股走強 機構稱稀土價格上行通道已開啟
格隆匯1月9日丨港股市場中國稀土漲超7%,金力永磁漲約4%;A股市場科恆股份漲逾12%,華宏科技漲停。中金公司最新研報稱,在中國稀土大集團第二輪整合深入推進之際,國內稀土供應格局持續優化,海外稀土開發總體進度緩慢,“萬物電驅”時代背景下,需求高速增長有望驅動稀土供需延續偏緊格局。站在當前時點,稀土價格的政策底已明確,2023年國內稀土指標增速或將放緩,在需求有望迎來全面復甦的背景下,稀土價格上行通道已開啟。建議關注產能成長性高的公司,積極佈局稀土&磁材板塊的輪動。


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