盛和资源下跌5.03% 稀土价格波动与资金流出压制估值

智选洞察2025-07-30

盛和资源股价大幅下跌，最新价22.85元，跌幅5.03%。价格博弈与资金流动共振稀土产业链价格波动成为近期净流入的核心驱动因素。2025年三季度稀土精矿价格上调1.5%的消息于7月25日落地后，市场对产业链盈利改善的预期快速升温。叠加公司2025年半年度归母净利润预盈3.05亿-3.85亿元，同比实现扭亏，吸引主力资金加速布局，7月25日单日净流入达7895万元。杠杆资金同步活跃，7月10日融资...

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