港股异动 | 中国稀土(00769)涨超6% 将适时推进内外部稀土资产整合重组

智通财经
13 Nov 2024

智通财经APP获悉,中国稀土(00769)涨超6%,截至发稿,涨6.59%,报0.485港元,成交额377.01万港元。

消息面上,近日,中国稀土接受机构调研时表示,公司作为中国稀土集团的核心上市平台,将坚定不移落实高质量发展目标,积极契合稀土行业整合与绿色转型发展的有利时机,充分发挥自身在稀土产业运营与上市平台优势,适时推进内外部稀土资产整合重组,为推动稀土行业持续健康发展做出积极努力。后续,公司如有资产注入、并购等相关安排,且符合披露标准,公司将严格按照相会规定及时履行信息披露的义务。

据悉,多家龙头企业并购整合步伐也在加快。其中,中国稀土集团已全面完成中重稀土资源整合,北方稀土盛和资源也相继加大了产业链投资整合力度。有业内人士认为,稀土作为我国全球优势产业,在全球地缘政治环境波动的背景下战略价值有望进一步提升,行业景气有望继续恢复。中长期看,政策叠加效益逐渐显现,稀土行业秩序将进一步规范,产品市场价格或将回归平稳区间。

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