A股異動 | 稀土概念大漲 部分稀土品種價格走強
格隆匯2月1日丨稀土概念大漲,中色股份、三祥新材、東方鋯業漲停,中國稀土漲超6%、北方稀土漲4%。消息面上,昨日,國內部分稀土氧化物價格上漲。其中,氧化鐠、氧化鐠釹、氧化鈥較30日價格分別上漲1萬元/噸、1.5萬元/噸、1萬元/噸,報價分別為71.5萬元/噸、74.25萬元/噸、95萬元/噸。中信證券指,2022年四季度以來,下游需求逐步回暖,稀土價格穩中有進。近期商務部發布《關於修訂公開徵求意見的通知》,未來我國有望將稀土產業鏈相關技術明確納入禁止出口目錄,進一步從政策面鞏固我國稀土行業技術優勢,供需與政策有望共振,持續推薦稀土全產業鏈戰略配置價值。
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