港股异动 | 金力永磁(06680)涨超5% 出口管制致海外稀土价格大涨 机构建议关注稀土战略地位

智通财经
May 14, 2025

智通财经APP获悉,金力永磁(06680)涨超5%,截至发稿,涨5.27%,报15.18港元,成交额1.02亿港元。

消息面上,中信建投指出,自4月4日我国对部分中重稀土出口管制以来,海外稀土供给偏紧,部分产品大幅上涨。4月上旬海外稀土惜售不出,下旬开始出现现货交易,价格远高于国内市场,欧洲镝、铽、钇和钆产品价格大幅上涨。尽管当前受需求、出口影响,国内镝、铽、钇、镨钕等产品价格自4月以来出现不同程度下跌,但参考此前我国对锗、镓、锑、钨等产品出口管制之后,国内价格短暂下跌后均出现大幅上涨,因此国内稀土价格后续有望止跌反弹,大幅补涨海外。建议持续关注稀土板块。

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