2月11日，稀土概念板块涨幅居前，金力永磁涨超6%，稀土价格持续攀升，机构称板块将演化估值业绩双升。
消息面上，据包头稀土产品交易所消息，2月10日稀土主流产品价格整体上行。氧化镨钕均价85.02万元/吨，上涨5.14万元/吨；金属镨钕均价101.60万元/吨，上涨3.97万元/吨；氧化镝均价141.22万元/吨，上涨1.14万元/吨；氧化铽均价623.43万元/吨，上涨2.00万元/吨。
国投证券近期指出，1月以来稀土持续上涨。预计白名单和配额指标刚性制约26年供给，预计内外需求稳定增长，新一轮补库周期可能启动，看好26年稀土中枢价格上涨。稀土市场受宏观情绪影响较小，后续关注板块配置机会。国金证券认为，稀土板块将继续演化估值业绩双升，2026年亦为重点标的同业竞争解决的关键一年。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
