投资建议近期,在国内外稀土供需割裂的背景下,我们专门针对国内主流轻稀土产品氧化镨钕的供需平衡表进行了重修。我们认为,国内氧化镨钕供需有望逐步收紧,价格有望温和上涨。稀土上游建议关注资源属性强,产量成长性好的龙头公司,包括北方稀土,广晟有色;产业链相关公司包括盛和资源(未覆盖)和中国稀土(未覆盖),及海外的MP Materials(未覆盖)、USA Rare Earth(未覆盖)、Lynas(未覆盖...
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