【稀土利好消息频发 高估值仍待进一步消化】金十数据5月15日讯，今日早盘，稀土永磁概念再度飙升。值得注意的是，外围稀土股的表现非常强势。消息面上，据昨晚的公告，在美国稀土生产商MP Materials暂停向中国出口稀土精矿后，其在中国的独家经销商盛和资源加速布局海外稀土资源。另外，中国稀土表示，现阶段，公司正积极配合中国稀土集团开展解决同业竞争问题的相关工作，择机开展并购重组。沙特公共投资基金（PIF）持股的沙特矿业公司宣布同美国稀土生产商MPMaterials签署协议，共同探索建立全面整合的端到端稀土供应链的机会。有分析认为，部分产品近期价格较前期有所上涨，矿商惜售意愿增强，导致出货积极性降低。另外，受终端需求疲软影响，下游磁性材料企业对高价金属的接受度较低，导致磁性材料市场价格涨幅有限，市场观望情绪再次升温。
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