金吾财讯 | 中信证券研报称，政策层面，商务部联合海关总署等部门发布多项出口管制政策，稀土资源战略属性再凸显。指标约束叠加进口下滑背景下稀土供给刚性持续加强，需求支撑叠加出口逐步恢复为稀土价格提供有力支撑。该机构表示，新能源汽车、消费电子、变频空调、风电等需求有望持续提升，机器人、低空经济和工业电机等新兴领域有望打开远期需求成长空间，稀土行业供需格局有望迎来拐点，持续推荐稀土产业链战略配置价值。
金吾财讯 | 中信证券研报称，政策层面，商务部联合海关总署等部门发布多项出口管制政策，稀土资源战略属性再凸显。指标约束叠加进口下滑背景下稀土供给刚性持续加强，需求支撑叠加出口逐步恢复为稀土价格提供有力支撑。该机构表示，新能源汽车、消费电子、变频空调、风电等需求有望持续提升，机器人、低空经济和工业电机等新兴领域有望打开远期需求成长空间，稀土行业供需格局有望迎来拐点，持续推荐稀土产业链战略配置价值。
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