A股異動丨稀土永磁概念股全線走強,多家公司上調稀土精礦價格
繼北方稀土業績亮眼助推稀土永磁板塊走勢後,該板塊再迎利好消息,多家公司上調稀土精礦價格,刺激稀土永磁股今日再度集體走強。其中,奔朗新材漲24%,三川智慧、九菱科技漲超15%,中科磁業漲超12%,西磁科技漲超11%,包鋼股份、京運通10CM漲停,北方稀土漲超8%,盛和資源漲7%,大地熊、臥龍新能、英洛華、正海磁材、廣晟有色漲超5%。消息面上,北方稀土、包鋼股份宣佈上調稀土精礦價格爲不含稅19109元/噸,環比上漲1.5%。此外,北方稀土日前宣佈預計上半年扣非淨利預增超55倍。廣發證券認爲,在關稅政策不確定性背景下,中國稀土開採指標有望加強管理,稀土永磁的戰略價值仍將持續發酵。業績方面,從兩家及以上機構一致預測來看,機構對於稀土永磁股2025年經營表現普遍看好。14只稀土永磁股2025年有望實現淨利潤10%以上增長或扭虧爲盈。機構預計7股業績實現翻倍。此外,機構一致預測盛新鋰能、中國稀土和廣晟有色2025年業績有望實現扭虧爲盈。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.