港股异动 | 金力永磁(06680)涨超4% 两大稀土巨头宣布涨价 机构看好板块行情回升

智通财经
Jan 12

智通财经APP获悉,金力永磁(06680)涨超4%,截至发稿,涨4.27%,报22港元,成交额3.32亿港元。

消息面上,1月9日盘后,北方稀土包钢股份发布公告,拟将2026年第一季度稀土精矿关联交易价格调整为不含税26834元/吨(干量,REO=50%),环比上涨2.4%。REO(稀土氧化物)每增减1%、不含税价格增减536.68元/吨。自2024年三季度起,稀土精矿交易价格实现连续6次上调。

此外,金力永磁近期发布公告,该集团预计截至2025年12月31日止年度取得归属于上市公司股东的净利润盈利人民币6.6亿元-人民币7.6亿元,同比增长127%-161%。湘财证券指出,稀土出口管制加强支撑短期价格进一步强势,板块行情有望持续回升。

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