金吾财讯 | 稀土概念股普遍走强，五矿资源(01208)涨9.78%，江西铜业股份(00358)涨8.16%，金力永磁(06680)涨7.89%，中铝国际(02068)涨6.67%，新疆新鑫矿业(03833)涨6.13%，金风科技(02208)涨5.01%，中国宝力科技(00164)涨5.00%，中国铝业(02600)涨4.65%。消息面上，据中国能源报，近期四川发现全球第二大轻稀土矿，占我国轻稀土储量的约13%，北方多轻稀土、南方多重稀土的“北轻南重”格局或将被打破。另据国际能源署统计，从2015年到2024年，全球对钕、镨、镝等稀土元素的需求量10年间几乎翻了一番。市场数据还显示，我国是全球重要的稀土开采和加工国，稀土氧化物储量约4400万吨，占全球总储量的48.89%，居世界第一。国金证券表示，从年初至今来看，价格中枢不断上抬，该机构认为或与2024-2025年发布的供给侧文件相关性较大，行业供改持续推进。2025年出口全年同比-1%、2026年初至今出口增加显著，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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