港股異動丨稀土概念股走高,金力永磁大漲超17%,連漲4日
港股稀土概念股持續走高,其中,金力永磁大漲超17%,4日連漲達40%,中國稀土漲2.44%。消息上,彭博引述專家分析認爲,關於中美圍繞芯片和稀土的對峙,中方似乎愈來愈佔據優勢。全球近70%的稀土都由中國生產,這些金屬對製造戰鬥機、核反應爐控制棒等關鍵技術至關重要。美國想要擺脫對中國稀土的依賴還需要10年時間。國泰海通證券指出,中國實施中重稀土出口管制後,海外中重稀土價格大幅上漲,國內外價差快速拉大。國內出口許可證已經逐步下發,該行認爲國外漲價有望逐步向國內傳導。考慮當前國內礦端已進入去庫節奏,隨着出口管制刺激海外補庫需求,稀土供需或加速錯配。據悉,2025年一季度金力永磁的出口銷售佔總收入的17%,當中對美國出口大概佔7%。(格隆匯)

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