【中信建投：旺季预期有望助力稀土价格向上】中信建投证券研报认为，7月稀土各品种表现差异明显，氧化镨钕先扬后抑，氧化铽跳涨后回调，氧化镝整体平稳。供给端，由于废料厂原料紧张问题导致产量明显下滑。SMM数据显示，7月氧化镨钕产量环比下降11%，8月或有边际改善，但总体产量仍被压制。高温假期导致下游电机厂开工下滑，需求回落，8月仍处淡季。“金九银十”是传统消费旺季，市场对需求启动预期依然较强。8月中下旬有望重启下游备库，打破供需双弱格局，推动价格企稳向上。
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