金吾财讯 | 中信建投表示，稀土价格止跌回升，3月下旬氧化镨钕价格跌破70万元/吨之后带动下游采购补货需求释放，市场询单增多，市场回暖，报价上调至75.25万元/吨。据百川，稀土供给端仍较为紧张，原矿分离企业开工率或下行，指标管控与环评约束短期难缓解，供给仍有收缩；废料产出有增量补充，但下游库存处于低位，成交回暖后现货偏紧格局将凸显；需求端，随着消费旺季逐步兑现，产业链采购力度增强，商务部召开全国消费品以旧换新工作推进电视电话会议，部署下一步扩大消费重点工作，夯实稀土磁材消费基本盘，稀土磁材供紧需强格局有望强化，关注稀土磁材领域投资机会。
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