包钢股份涨5.26% 稀土精矿连续提价叠加资金热捧

智选洞察2025-07-14

包钢股份早盘股价大幅上涨，最新价2.20元，涨幅达5.26%。产品调价与资金共振推升热度包钢股份近日净流入与稀土精矿连续调价直接相关。2025年第三季度稀土精矿价格环比上调1.5%至1.91万元/吨，自2024年第四季度以来已连续四个季度提价，量价齐升逻辑强化市场预期。下游客户北方稀土2025年上半年扣非净利预增超55倍，进一步催化稀土板块热度。截至7月11日，主力资金单日净流入7.04亿元，量...

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