中国稀土早盘涨超11% 机构指供需格局有望显著改善

新浪港股03-14

中国稀土（00769）早盘涨幅持续扩大，上涨11.11%，现报0.35港元，成交额306.21万港元。　　国金证券认为，2024年全球稀土供需格局有望得到显著改善；中长期来看，随着海外矿供应面临瓶颈，国内配额增速有望放缓，新能源车叠加机器人、工业电机需求接力释放，稀土价格中枢有望逐步上行。　　该行指出，上游资源端和中游磁材环节均有望充分受益于稀土涨价。磁材环节受益标的：资源端建议关注中国稀土（...

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