实施稀土出口管制！相关概念拉升，中国稀土涨逾18%
2月4日，商务部、海关总署联合发布公告称，为维护国家安全和利益、履行防扩散等国际义务，经国务院批准，决定对钨、碲、铋、钼、铟相关物项实施出口管制。
公告显示，出口经营者出口上述物项应当依照《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》的相关规定向国务院商务主管部门申请许可。本公告自发布之日起正式实施。《中华人民共和国两用物项出口管制清单》同步予以更新。
受消息刺激，午后，中国稀土（00769.HK）股价大幅拉升，一度涨逾18.4%，截至发稿前，涨幅为11.84%。金力永磁（06680.HK）由跌转涨,截至发稿前小幅上扬0.98%。
稀土是现代工业中不可或缺的重要元素，也是我国关键的战略资源。从需求端来看，稀土在家电、新能源汽车、储能、风电等领域应用广泛。
中信证券研报曾指出，我国对于关键金属资源的出口管制有望提升其战略地位，对于维护国家安全和利益具有重要战略意义。该行认为不排除后续出口管制政策或将延续至钨、稀土等战略金属品种的可能性，建议关注相关金属的投资机会。
银河证券此前亦指出，在可能面临新一轮贸易战的情况下，稀土作为我国优势金属，或将被市场预期成为政策上可选择的反制工具，迎来更多的政策支持。
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.
Most Discussed
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10