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港股異動丨稀土概念股拉昇 金力永磁大漲超12% 中國稀土漲2.6%
格隆匯 02-19 10:44

港股稀土概念股大幅拉昇,其中,金力永磁大漲超12%,中國稀土漲2.6%。消息上,此前特朗普政府提議烏克蘭用50%稀土礦償還援助,據媒體稱,烏克蘭拒絕美國擁有其50%的稀土礦產。國泰君安日前研報稱,近年緬甸稀土產量增長迅速,已成爲我國第一大進口來源國,但受制於政局動亂、資源稟賦透支風險,供給或形成較強約束,而需求端國內“兩新”政策加碼強化終端景氣週期,稀土價格有望呈現穩步上漲,稀土板塊第二階段反轉或逐步開啓。此外,金力永磁此前在互動平臺表示,人形機器人是未來高性能釹鐵硼磁材重要需求增長點之一,公司把握時代的潮流,正積極配合世界知名客戶的人形機器人用磁組件的研發,並且陸續有小批量的交付。(格隆匯)

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