【东方有色钢铁】周观点 | 如何理解当前稀土板块的行情

金属洋流
Aug 24, 2025

团队成员:刘洋 | 李一涛 | 黄雨韵核心观点部分投资者的观点:主要从供需角度理解稀土板块行情。市场对于上周稀土板块行情,大多从供给与需求端分析产业景气度,通过每日稀土产品报价测算企业盈利与估值,而没有更深入地理解稀土板块行情的本质。我们不同的观点:稀土等战略金属板块行情来自于国家治理能力提升。打击稀土走私是我国多年以来的一贯方针,但在过去取得的成效并不十分显著。随着国家治理能力提升,今年以来打击...

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