北方稀土股价下跌3.12% 短期资金博弈加剧估值压力显现

智选洞察2025-07-30

北方稀土股价大幅下跌，最新价38.20元/股，跌幅3.12%。短期波动逻辑拆解北方稀土净流入受多重短期因素共振。业绩爆发成为核心驱动力，公司2025年上半年净利润预增18-20倍至9.6亿元，第二季度环比增速达9.1%-23.0%，超预期业绩直接提振市场情绪。稀土价格持续上行提供基本面支撑，截至7月28日，镨钕氧化物年内涨幅达12.42%，成本传导逻辑强化盈利修复预期。政策面上，稀土出口管制与安全...

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