天風證券:稀土永磁市場活躍度提升 稀土價格上行
天風證券研報表示,稀土永磁市場活躍度提升,稀土價格上行。綜合來看,供應端變化不大,少量金屬廠減產影響較小;需求側仍處淡季,新增訂單有限,磁材企業多數維持穩定生產,並未出現集中採購。最新一週稀土價格上行更多體現出情緒層面的向好轉變,後續旺季來臨價格有望進一步上行。建議關注:北方稀土,正海磁材。
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