稀土股价值重估正当时?

21世纪经济报道
Oct 14, 2025

经过今年9月的集体回调,稀土板块节后再度爆发。10月13日,Wind稀土板块涨幅达9.49%,位列所有热门概念板块首位,其中包钢股份、北方稀土和中国稀土等多只成分股涨停。有卖方机构表示,“需求端稀土传统旺季渐行渐近,供需格局或持续向好,稀土价格或稳中有进,持续推荐稀土产业链战略配置价值。”今年受稀土产品战略价值提升的刺激,上述样本公司此前已经积累了非常可观的涨幅,并获得二级市场的估值溢价。以...

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