金吾财讯 | 稀土概念股盘初走强，截至发稿，中国稀土(00769)涨5.49%，金力永磁(06680)涨2.18%。消息面上，日前，受缅甸稀土供给情况、行业政策以及下游需求影响，稀土行业正加速回暖。北方稀土的稀土产品挂牌价格已连续3个月上调。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。国金证券指出，稀土行业可谓央国企改革的典范行业，历经多年整合，已形成“北轻南重”以及盛和资源为首的国资体系。《管理条例》的落地，该行认为，对于资质、技术和行业地位处于绝对领先的稀土集团或为直接利好。此外，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，行业基本面亦处底部回升阶段。
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