智通财经APP获悉,太平洋证券发布研报称,近期,稀土指数进20日上涨16%,明显跑赢沪深300指数。政策进一步强化中国稀土产业链的战略资源定位。稀土永磁是稀土最大的下游,新能源汽车为其重要增长点。中国稀土永磁技术全球领先,产能和产量均为全球第一,中国稀土永磁出口在全球产业链中具有重要的地位。国内企业凭借资源和技术优势,深耕稀土行业,打造了完整的产业链,领先优势明显。太平洋证券主要观点如下:稀土矿产...
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