Tiger Brokers

稀土龙头一季报营利双增，稀土ETF易方达（159715）标的指数涨超4%

中金财经
Apr 29

　　截至10:48，中证稀土产业指数上涨4.0%，成份股中，丰元股份、华宏科技、北方稀土涨停，中国稀土涨近10%。消息面上，4月28日，北方稀土发布公告，2026年第一季度实现营业收入118.59亿元，同比增长27.69%；归属于上市公司股东的净利润为9.18亿元，同比增长113.12%。业绩变动主要系报告期内，公司以镨钕产品为代表的主要稀土产品一季度均价同比升高，毛利同比增加。业内机构分析指出，镨钕金属自2026年一季度起持续走高，核心支撑来自三个方面。供给端国内稀土冶炼严格控量、环保与指标约束压制生产，再生料补给有限，叠加海外稀土矿进口缩减，整体供需保持紧平衡；出口端政策优化、原料涨价拉动海外订单回升，出口稳步回暖、内外价差收敛，进一步托举国内价格；需求端二季度新能源汽车、工业电机进入补库旺季，需求持续改善，供需偏紧格局下稀土价格走势强劲，相关企业库存增值、产能利用率提升，盈利环比有望修复。中证稀土产业指数选取不超过50只涉及稀土开采、稀土加工、稀土贸易和稀土应用等业务相关的股票为指数样本，聚焦国家战略资源。稀土ETF易方达(159715)跟踪该指数，管理费率+托管费率合计仅0.20%/年，可助力投资者低成本把握稀土产业投资机会。

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