氧化铒年内价格大幅上涨 8月以来多数稀土概念股获资金加仓

智通财经
Aug 07
【氧化铒年内价格大幅上涨 8月以来多数稀土概念股获资金加仓】7月下旬以来,稀土主流品种仍处于下跌趋势。不过,中重稀土氧化铒价格上涨比较明显,且7月以来价格加速上涨。数据显示,氧化铒最新价格为62.75万元/吨,7月以来累计上涨33.14%,年内累计上涨77.11%。掺铒光纤放大器需求激增,进而推动稀土氧化铒的需求。虽然稀土主流品种价格目前仍处于下降通道中,但机构纷纷看好下半年稀土价格回暖。由于今年稀土价格相比去年整体抬高,稀土永磁板块上半年业绩非常亮眼,已公布业绩的14家公司中,13家公司均为预增或扭亏,其中有5家公司净利润同比翻倍式增长。从8月以来融资资金买入看,多数稀土概念股获得资金加仓,厦门钨业、北方稀土、中国稀土、龙磁科技获净买入金额超1亿元。其中,厦门钨业金额最高,达到4.12亿元。

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