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午后,稀土永磁概念板块盘中快速拉升,截止发稿,正海磁材涨4.2%,盛和资源涨4%,江西铜业,安泰科技,江粉磁材,天通股份,中钢天源,北方稀土,有研新材等股均有不同程度拉升。
近期,以镨钕为代表的稀土氧化物及金属价格上涨较快,引起各方关注。工信部原材料司稀土处相关负责人最近对中国稀土行业协会进行了工作调研。调研过程中提到了稀土上涨过快等问题,稀土行业协会方面建议适量增加总量控制指标。
有分析认为,在稀土价格大幅上涨时,适量增加总量控制指标,有助于产业更平稳发展,龙头企业有望更受益。可关注:厦门钨业、盛和资源、北方稀土、五矿发展、中钢天源等。
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