A股異動丨稀土股強勢,雅化集團、盛和資源漲停,中國6月對美稀土磁體出口環比激增660%
A股市場稀土永磁板塊繼續強勢,其中,雅化集團、盛和資源漲停,華宏科技逼近漲停,東方鋯業漲超8%,焦作萬方漲超6%,北方稀土、中色股份漲超5%。外媒近來緊盯中國稀土出口管制。路透社7月20日報道注意到,中國6月對美國的稀土磁體出口量激增至5月的七倍以上。這標誌着在中美達成貿易協議後,電動汽車和風力渦輪機所需關鍵礦產供應強勁恢復。報道援引中國海關總署20日發佈的數據稱,作爲全球最大稀土磁體生產國的中國,6月對美國的稀土磁體出口量飆升至353噸,比5月增長660%。總體來看,中國6月向全球出口了3188噸稀土磁體,比5月的1238噸增長157.5%,但與2024年同期相比仍下降了38.1%。

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