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港股異動丨稀土概念股逆勢上升 券商指中重稀土出口管制重視板塊配置價值
格隆匯 04-07 10:40
港股稀土概念股逆勢上升,其中,金力永磁繼續上升5.4%,3日連升近20%,中國稀土升2.5%。消息上,繼稀土進口礦納入管控後,我國對稀土的出口管控也在加強。4月4日,商務部會同海關總署發佈關於對釤、釓、鋱、鏑、鑥、鈧、釔等7類中重稀土相關物項實施出口管制措施的公吿,並於發佈之日起正式實施。據公吿,實施出口管制措施的7類中重稀土相關物項涵蓋金屬、合金、靶材、氧化物、化合物等多種形態。華泰證券研報指,本次管制可能使國內外價格體系割裂,海外價格或高於國內,且上升概率較大。國內中期價格走勢主要由2025年國內配額和需求的景氣度決定。稀土作為對抗關税擾動的出口替代品種,其戰略地位不言而喻,重視板塊配置價值。此外,本次管制主要針對中重稀土及含有中重稀土的釹鐵硼材料,建議關注中重稀土相關標的。(格隆匯)

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