智通财经APP获悉，稀美资源(09936)午后涨超10%。截至发稿，涨10.52%，报14.5港元，成交额1339.51万港元。
消息面上，2026年1月和3月，刚果(金)鲁巴亚钶钽矿区因强降雨和山体滑坡两次严重塌方，导致全面停产。该矿区产量占全球供应15%以上，直接引发市场对供给收缩的担忧。钽铁矿价格随后出现脉冲式上涨，2月环比飙升46%，3月进一步大涨87%。这一供给冲击的余波仍在影响产业链。
国投证券国际发布研报称，上半年稀美资源收入、毛利、净利润、EPS均创上市以来新高。业绩驱动来自：全球钽原料供给扰动，钽产品价格上行；AI半导体、光通信、航空航天、超导等高景气下游拉动销量增长；高附加值产品占比持续抬升，产品结构优化驱动毛利率改善。该行表示，看好公司作为全球钽铌冶炼龙头之一，充分受益算力、光模块、超导、航空航天的结构性需求红利
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