* 成为大国博弈焦点之一的中国股市稀土板块周二走强，中证稀土产业指数.CSI930598最多涨3.8%。券商预计稀土价格有望中枢上移。
* 盛新锂能002240.SZ涨停，中国稀土000831.SZ升逾8%。
* 国盛证券近期研报称，中国具备从矿-分离-深加工全产业链布局，把控产品定价权。需求端，“万物电驱”大势所趋，下游磁材或长期受益于电动车、机器人等应用场景增长。在稀土管控全面提级下，资源稀缺性与进一步凸显，稀土价格有望中枢上移。
* 在人工智能$(AI)$热潮及去年同期关税战扰动造成的低基数影响下，中国5月对美国贸易总额增至去年3月“抢出口”以来最高，同比劲增超30%，增速创下五年多最高。
5月中国稀土出口量为5,490.4吨，较前月增长3.4%，但规模和历史同期相比，为三年最低，同比下滑6.4%。当月稀土出口金额的大增（同比增长237.5%）主要归因于价格的同比大涨（+260.5%）。（完）
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(发稿 宿泱韫；审校 吴云凌)
((jenny.su@thomsonreuters.com))
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