涨价！稀土永磁涨停潮 2025业绩预测高增长股一览

东方财富研究中心07-12

受北方稀土、包钢股份提价刺激，稀土永磁板块7月11日掀起涨停潮，北方稀土、包钢股份、中国稀土、盛和资源等11股涨停。消息面上，7月10日晚间，北方稀土和包钢股份分别发布公告称，将公司2025年第三季度稀土精矿交易价格调整为不含税19109元/吨，环比上涨1.51%。至此，稀土精矿交易价格已连续四个季度环比上涨。此外，龙头股较好的业绩表现，也提振了稀土永磁板块。比如周五盘后发布2025中报业绩预告的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2550994788?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-12 16:15","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2550994788","market":"sh","top_or_hot":-1,"title":"涨价！稀土永磁涨停潮 2025业绩预测高增长股一览","media":"东方财富研究中心","content":"<div>\n<p>受北方稀土、包钢股份提价刺激，稀土永磁板块7月11日掀起涨停潮，北方稀土、包钢股份、中国稀土、盛和资源等11股涨停。消息面上，7月10日晚间，北方稀土和包钢股份分别发布公告称，将公司2025年第三季度稀土精矿交易价格调整为不含税19109元/吨，环比上涨1.51%。至此，稀土精矿交易价格已连续四个季度环比上涨。此外，龙头股较好的业绩表现，也提振了稀土永磁板块。比如周五盘后发布2025中报业绩预告的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071216214597a348f1&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>涨价！稀土永磁涨停潮 2025业绩预测高增长股一览</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n涨价！稀土永磁涨停潮 2025业绩预测高增长股一览\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-12 16:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071216214597a348f1&s=b><strong>东方财富研究中心</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>受北方稀土、包钢股份提价刺激，稀土永磁板块7月11日掀起涨停潮，北方稀土、包钢股份、中国稀土、盛和资源等11股涨停。消息面上，7月10日晚间，北方稀土和包钢股份分别发布公告称，将公司2025年第三季度稀土精矿交易价格调整为不含税19109元/吨，环比上涨1.51%。至此，稀土精矿交易价格已连续四个季度环比上涨。此外，龙头股较好的业绩表现，也提振了稀土永磁板块。比如周五盘后发布2025中报业绩预告的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071216214597a348f1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0012","symbol_name":"证金概念","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071216214597a348f1&s=b","article_id":"2550994788","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071216214597a348f1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2550994788","pubTimestamp":1752308102,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"受北方稀土、包钢股份提价刺激，稀土永磁板块7月11日掀起涨停潮，北方稀土、包钢股份、中国稀土、盛和资源等11股涨停。比如周五盘后发布2025中报业绩预告的广晟有色，上半年预计实现归母净利润7000万元～8500万元，业绩实现扭亏。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159715":"稀土","600010":"包钢股份","600111":"北方稀土","BK0012":"证金概念","BK0188":"融资融券","BK0196":"行业龙头","BK0212":"黑色加工","BK0201":"可转债","BK0000":"一带一路","BK0028":"国家队","BK0183":"MSCI概念"},"translate_title":"Price increase! Rare earth permanent magnet daily limit tide 2025 performance forecast list of high growth stocks","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159715":1,"600010":0.9,"600111":0.9},"content_text":"受北方稀土、包钢股份提价刺激，稀土永磁板块7月11日掀起涨停潮，北方稀土、包钢股份、中国稀土、盛和资源等11股涨停。消息面上，7月10日晚间，北方稀土和包钢股份分别发布公告称，将公司2025年第三季度稀土精矿交易价格调整为不含税19109元/吨，环比上涨1.51%。至此，稀土精矿交易价格已连续四个季度环比上涨。此外，龙头股较好的业绩表现，也提振了稀土永磁板块。比如周五盘后发布2025中报业绩预告的广晟有色，上半年预计实现归母净利润7000万元～8500万元，业绩实现扭亏。而周三发布业绩预告的北方稀土，预计上半年实现归母净利润9亿元～9.6亿元，同比增1883%～2015%。还有金田股份、焦作万方两家稀土永磁概念，预告的上半年业绩同样亮眼。有机构表示，在“类供改”政策催化叠加“大国利器”地位的共同催化下，稀土永磁概念业绩景气度值得期待。从机构的业绩预测来看，不少个股2025年全年业绩有望高增长，比如中科三环2025年业绩预计增长1341%；包钢股份业绩预计增长475%；盛和资源、正海磁材、中国稀土、广晟有色、宁波韵升、北方稀土2025年全年业绩同样有望翻倍。东方证券表示，中国对稀土实施合理管控是为了维护国家安全、推动产业升级和保护环境，中长期来看，稀土供给侧企业持续向两大稀土集团集中，稀土供给有望建立数量有序、价格温和上涨的格局，建议从战略角度看待稀土板块的配置机会。(文章来源：东方财富研究中心)","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2550994788","isCrawlerRequest":true}