港股异动 | 金力永磁(06680)涨超4% 稀土主流产品价格显著上涨 机构看好板块估值业绩双升

智通财经
Feb 25

智通财经APP获悉,金力永磁(06680)涨超4%,截至发稿,涨4.4%,报23.26港元,成交额1.22亿港元。

消息面上,根据包头稀土产品交易所数据,截至2月24日,氧化镨钕均价88.20万元/吨,较节前上涨4.16万元/吨;金属镨钕均价103.67万元/吨,较节前上涨3.17万元/吨;氧化镝均价162.29万元/吨,较节前上涨17.00万元/吨;氧化铽均价643.80万元/吨,较节前上涨11.80万元/吨。

国金证券研报指出,12月我国稀土永磁出口量环比/同比分别-3%/+7%,单月出口量创历史同期新高;2025年全年同比-1%,表明海外仍有较大补库需求。稀土板块将继续演化估值业绩双升,2026年亦为重点标的同业竞争解决的关键一年。

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