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稀土永磁板块盘中持续走强 正海磁材等快速拉升

2017-09-01 11:01:19   新华网

新华网北京9月1日电 1日盘中,稀土永磁板块持续走强,其中正海磁材、江粉磁材、盛和资源涨近6%,英洛华涨超4%,北方稀土、广晟有色、中科三环、包钢股份等个股均走势造好。

目前,由工信部、国家发改委、科技部、财政部联合下发的《新材料产业发展指南》中明确指出,加快实现稀土永磁材料及应用器件产业化,大力发展稀土永磁节能电机及配套稀土永磁材料、高温多空材料等,为我国生活安全、生产安全、生产效率提供保障。中国工程院院士、中国稀土行业协会会长干勇认为,目前已经把高端新材料核心技术全面突破作为一个主要任务,下一个、两个五年规划中新材料发展将非常迅速。

中国稀土行业协会秘书长马荣璋介绍,截至2016年底,以六大稀土集团中铝、五矿、北方稀土、南方稀土、广东稀土、厦门钨业为核心的稀土产业整合全部完成,六大集团产能占行业产能的62.2%。2016年12月,由工信部牵头的打非治违稀土专项整治行动,由过去的运动式转变为常态化技术性治理。从市场看,2017年上半年取得明显成效。稀土行业严格遵照总量控制计划运行,稀土市场供大于求的局面出现“政策性”逆转趋向。马荣璋认为,下半年国内稀土供应将出现“政策性”不足,难以满足稀土永磁产业的需求,预计进口矿产品数量可能出现较大幅度增长。

中国有稀土,稀土在包头。占有世界38%、中国83%稀土储量的包头,是世界最大的稀土研发应用基地。包头市委副书记、政府代市长赵江涛介绍,近年来包头积极推进稀土科技成果转化,努力探求稀土资源转化的办法,不断提高综合利用率和产业精深加工,为稀土产业更好的发展奠定了坚实的基础。

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