供需失衡催化小金属牛市,钨、钴、稀土价格有望继续上涨 | 投研报告

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Jul 28, 2025

中邮证券近日发布有色金属行业报告:轻稀土价格继续上涨,供需边际改善,本周轻稀土价格上涨6.97%,市场调高对轻稀土价格预期,供给端由于5-6月东南亚雨季导致进口矿受阻,6月环比下滑28.32%,短期主流稀土供应端相对紧张。中邮证券近日发布有色金属行业报告:轻稀土价格继续上涨,供需边际改善。本周轻稀土价格上涨6.97%,市场调高对轻稀土价格预期,供给端由于5-6月东南亚雨季导致进口矿受阻,6月环比...

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