听风辩势∣稀土永磁--有望迎来业绩、估值双击

国金证券第5小时2025-07-14

稀土永磁--有望迎来业绩估值双击●●●缘起●●●北方稀土中报预增5538.33%到5922.76%；北方稀土、包钢股份两大巨头宣布稀土提价；隔夜美股稀土概念股集体大涨。背景逻辑出口管制放缓推动国内价格补涨4月4日，我国对部分中重稀土相关物项实施出口管制，导致海外稀土价随之迎来大涨。随着我国已对部分民用稀土许可适度放松，海外市场有望出现激进的补库行为，或推动国内价格向海外价格靠拢上行。中长期供需...

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