观点聚焦投资建议我们认为，在供应边际增量有限的背景下，出口及国内需求预期改善或推动国内稀土价格整体回升。考虑到逆全球化背景下，全球稀土供应格局正在经历深刻重塑，国内稀土和磁材企业，以及海外稀土产业链相关公司有望迎来重估。理由2024 年稀土价格同比回落，海内外稀土企业业绩分化。一是2024 年氧化镨钕、氧化铽、钕铁硼50H均价同比分别-26%/-37%/-23%，于2Q24 起逐步企稳。二是国内...
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