轻稀土的供求关系与价格预期

稀土化合物与应用
Jan 28

点击蓝字·关注我们投资的核心逻辑,在于在周期底部布局、周期顶部兑现;而周期拐点的研判,本质上是对供需关系的量化测算。为精准研判北方稀土、包钢股份的股价走势,有必要对2026年及中长期轻稀土的供需格局与价格趋势展开深度研判。本文主要基于中信证券研报《稀土盛世,永磁春天:2026年投资策略》,并结合上市公司财报及公开披露信息,为稀土永磁板块个股投资提供决策参考。一、全球稀土供给情况根据公开资料,...

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