國泰海通證券:在政策、情緒、供需催化下,稀土磁材板塊行情有望迎來加速
國泰海通證券研報表示,美國對等關税落地後,國內適時推出中重稀土出口管制,有望發揮我國稀土產業戰略優勢,海外相關產業或開啟提前補庫,助推價格上升,在政策、情緒、供需催化下,稀土磁材板塊行情有望迎來加速。
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