港股异动 | 金力永磁(06680)一度涨超9% 供需格局改善稀土行业景气有望回升

智通财经11:23

智通财经APP获悉，金力永磁(06680)一度涨超9%，截至发稿，涨7.6%，报18.83港元，成交额9732.96万港元。

消息面上，国盛证券指出，供给端，在国内稀土供应监管全面提级的背景下，该行假设国内稀土指标发放维持5%稳健增速；海外增量项目预计逐步落地。在高价刺激下，预计废料回收供应将实现较高增速。需求端，新能源汽车电机需求增长预计降速，具身机器人贡献远期增量。综合来看，2026-2028年预计国内氧化镨钕供应为11.8/12.6/13.5万吨，需求为12.5/13.8/15.4 万吨，国内氧化镨钕供需整体维持紧平衡格局，供需差收窄使边际弹性下降，在需求持续增长背景下，镨钕价格中枢有望保持高位震荡运行。

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