国金证券近日发布有色金属行业小金属双周报：稀土：氧化镨钕本期价格为74.87万元/吨，环比上涨11.03%。氧化镝本期价格133.0万元/吨，环比下降10.74%；氧化铽本期价格610.0万元/吨，环比下降4.98%。近期价格持续新高，我们认为或与2024-2025年发布的供给侧文件相关性较大，行业供改持续推进。以下为研究报告摘要：本期（1.19-1.30，下同）本期申万小金属指数收...
Source Link国金证券近日发布有色金属行业小金属双周报：稀土：氧化镨钕本期价格为74.87万元/吨，环比上涨11.03%。氧化镝本期价格133.0万元/吨，环比下降10.74%；氧化铽本期价格610.0万元/吨，环比下降4.98%。近期价格持续新高，我们认为或与2024-2025年发布的供给侧文件相关性较大，行业供改持续推进。以下为研究报告摘要：本期（1.19-1.30，下同）本期申万小金属指数收...
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