稀土永磁主线强势领跑！北方稀土作为行业绝对龙头，或成资金抢筹对象

粒场2025-07-13

近期行业利好密集释放，供需格局持续优化，超跌后的反弹动能正在积聚！市场主线轮换中，稀土永磁赛道性价比凸显，北方稀土调整到位，新一轮拉升行情可期！核心逻辑如下：手握白云鄂博矿独家资源，轻稀土配额占比近70%，行业垄断地位无可撼动。下游新能源车、风电、机器人需求爆发，2025年磁材需求预计增30%+，业绩增长有强支撑。技术面已现底部信号，量能逐步放大，启动特征明显。作为国企龙头，叠加政策红利与定价权...

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