当前稀土供给侧持续优化,尤其是分离厂纳入管理已明确有法可依,供给端加速整合在逐步实现,往后更要重视稀土整体价格端弹性(无论是供需角度的紧缺,还是出口管制下的稀缺性等);更重要的是,往后无论是稀土矿生产亦或是分离厂名单都由工业和信息化部会同自然资源部确定,换言之将会需要核准,因此要充分重视大集团的特殊定位。建议以中长期视角去看待稀土上游公司,建议关注北方稀土、中国稀土、广晟有色等。事件:《稀土开采和...
Source Link当前稀土供给侧持续优化,尤其是分离厂纳入管理已明确有法可依,供给端加速整合在逐步实现,往后更要重视稀土整体价格端弹性(无论是供需角度的紧缺,还是出口管制下的稀缺性等);更重要的是,往后无论是稀土矿生产亦或是分离厂名单都由工业和信息化部会同自然资源部确定,换言之将会需要核准,因此要充分重视大集团的特殊定位。建议以中长期视角去看待稀土上游公司,建议关注北方稀土、中国稀土、广晟有色等。事件:《稀土开采和...
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