稀有金属概念股走高，北方稀土涨超6%，中国稀土涨超4%，中矿资源涨超3%，华友钴业、盐湖股份涨超2%。受盘面影响，稀有金属相关ETF涨近3%。在券商看来，战略小金属储量有限、开采难度大且供给弹性不足，同时新能源、半导体、军工等下游需求快速增长，供需矛盾加剧。在资源稀缺性持续凸显、需求结构升级及政策调控下，未来稀有金属价格有望延续上行趋势，具备资源储量优势、技术壁垒及合规出口渠道的企业将持续受益。
Source Link稀有金属概念股走高，北方稀土涨超6%，中国稀土涨超4%，中矿资源涨超3%，华友钴业、盐湖股份涨超2%。受盘面影响，稀有金属相关ETF涨近3%。在券商看来，战略小金属储量有限、开采难度大且供给弹性不足，同时新能源、半导体、军工等下游需求快速增长，供需矛盾加剧。在资源稀缺性持续凸显、需求结构升级及政策调控下，未来稀有金属价格有望延续上行趋势，具备资源储量优势、技术壁垒及合规出口渠道的企业将持续受益。
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