稀有金属多品种价格飙升，供应瓶颈凸显经济与战略价值！

工银瑞信02-11

稀有金属市场近日迎来春节前的交易高峰，多个品种价格创下阶段性新高，其中，钨、钽、稀土领跑，也带动稀有金属板块整体表现强劲。SMM数据显示，截至2月11日，黑钨精矿价格逼近70万元/吨大关，仲钨酸铵价格突破100万元/吨，均创下历史新高。钽锭报价三个月内涨幅近59%，稀土产品紧随其后，氧化镨钕站上85万元/吨高位。具体来看，钨价近期快速拉涨，成为引人注目的焦点。作为“工业牙齿”和“战争之王”，钨是...

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