中信建投:稀土開採配額增速大幅放緩 板塊底部格局改善
中信建投證券研報認為,近日2024年第二批稀土開採、冶煉分離總量控制指標公佈,其中輕稀土125990噸,中重稀土9010噸,冶煉分離127000噸,至此2024年前兩批總指標分別為輕稀土稀土250850噸,中重稀土19150噸,冶煉分離254000噸。中重稀土的開採配額近幾年一直持平於19150噸,輕稀土開採配額較2023年僅同比增長6.4%,增速較2021—2023年的23.2%、28.2%、23.6%有大幅放緩。近期稀土價格穩中上行。下游旺季臨近,訂單增加,成交好轉,供需兩端對價格支撐作用漸強。當前稀土處於底部區間,隨最新稀土配額出爐,行業格局將逐步改善,關注稀土磁材板塊底部向上機會。
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