北方稀土涨3.00% 受业绩超预期与稀土提价共振推动_老虎社区_美港股上老虎

北方稀土涨3.00% 受业绩超预期与稀土提价共振推动

智选洞察2025-07-21

北方稀土股价大幅上涨，最新价33.95元/股，涨跌幅为3.00%。多重利好共振推动股价波动北方稀土近期净流出受业绩超预期与资源品提价逻辑双重驱动。2025年半年度净利润预增18-20倍至9.6亿元，其中第二季度环比增速达9.1%-23.0%，显著超出市场预期。叠加第三季度稀土精矿交易价格年内累计上调14.1%至19109元/吨，成本传导逻辑强化刺激市场情绪。截至7月18日，该股单日融资净买入额达...

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