北方稀土下跌3.01% 政策扰动与资金流出共振

智选洞察2025-08-01

北方稀土股价大幅下跌，最新价36.37元/股，下跌3.01%。资金博弈与政策扰动共振北方稀土近期股价波动加剧，资金面呈现剧烈博弈特征。截至7月30日，主力资金连续两日累计净流出18.6亿元，其中单日最高净流出达11.6亿元，反映机构在高估值区域存在显著分歧。动态市盈率攀升至103.50倍，远超行业中枢水平，触发部分获利盘兑现需求。政策面上，稀土出口管制与安全管理政策密集出台，供给收缩预期推升市场...

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