鋰業及稀土股H股隨A股炒上 贛鋒(01772.HK)天齊(09696.HK)漲14%至17% 金力永磁(06680.HK)升6%
本港上市鋰業股H股及稀土股今早(24日)隨A股同業炒高。贛鋒鋰業(01772.HK)今日高開0.36%,最高見32.2元,突破52周高位,兼創逾一年半高。近中午收市最新報31.8元,升13.98%,成交7.76億元。
天齊鋰業(09696.HK)今早高見41.5元,突破52周高位,兼創逾一年高。現報40.65元,升16.98%,成交5.06億元。
金力永磁(06680.HK)現報20.6元,升5.97%,成交6.26億元。
龍磁科技(300835.SZ)盤中升見63.58元人民幣創新高,半日收升14.4%,報60.58元人民幣。包鋼股份(600010.SH)、中科三環(000970.SZ)漲停,廣晟有色(600259.SH)升近9%。
機構表示,在供應邊際增量有限的背景下,出口及國內需求預期改善或推動國內稀土價格整體回升。考慮到逆全球化背景下,全球稀土供應格局正在經歷深刻重塑,國內稀土和磁材企業,以及海外稀土產業鏈相關公司有望迎來重估。
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