金吾财讯 | 金力永磁(06680)股价震荡上行，截至发稿，涨9.67%，报15.2港元，成交额2.84亿港元。另外，A股金力永磁(300748)同步扬升，惟涨势略逊，暂涨6.25%，报21.75元人民币，成交额10.77亿元人民币。据报道，自中国4月4日宣布对7类中重稀土相关物项实施出口管制后，稀土金属价格在数周内达到了创纪录的高位。截至5月1日，欧洲镝价已自4月初以来上涨两倍，达到每公斤850美元(约6180.6元人民币)。铽价则从每公斤965美元(约7016.9元人民币)上涨至3000美元(约21814.1元人民币)。此前平安证券研报指出，随着稀土永磁需求快速增长，公司各新增项目落地，公司业绩将有望持续增长。由于稀土价格呈现较大波动，调整公司2025-2027 年归母净利润预测6.33、8.02、9.87 亿元（原2025-2026 预测值为5.62、7.68 亿元）。对应PE 为43.9、34.7、28.2 倍，公司产品技术行业领先，高端产品市场份额有望持续提升，维持“推荐”评级。
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