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稀土永磁板塊繼續走高 北方稀土大漲超9%
格隆匯 07-21 13:30
格隆匯7月21日丨稀土永磁板塊午後繼續走高,包鋼股份、盛新鋰能漲停,北方稀土大漲超9%,五礦稀土、盛和資源漲超6%,廈門鎢業、金力永磁等跟漲。海關總署上週末公佈了中國6月份稀土及其製品出口數據,出口額達到9071噸,同比增49.4%;出口金額20.27億元,同比增長75.5%。近期工信部稱將推動《稀土管理條例》儘快出臺,稀土行業有望迎來高質量發展的新時代,稀土價格或將開啓長牛,稀土產業鏈相關公司業績有望長期可持續增長。中信證券表示,稀土全產業鏈配置時點已經到來,稀土板塊或迎來業績與估值的戴維斯雙擊,稀土資源戰略價值重估進行時,持續堅定推薦稀土全產業鏈戰略配置價值。

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