金力永磁(06680)今日盘中大涨5.38%,股价报10.36港元,成交额近4000万港元。公司作为钨磁材料龙头企业,受益于稀土供需格局改善以及下游钨磁材料应用需求增长,股价出现大涨表现。
近期,中国加大了对钨等稀土金属的出口管制力度,在全球供给紧缺的背景下,国内钨等稀有金属价格有望持续走高。与此同时,新能源汽车、家电、机器人等下游应用领域对永磁材料需求快速增长,为钨永磁材料带来了长期发展契机。
分析师指出,稀土磁材行业于2025年有望重塑新周期。尽管目前整体供给紧缺局面难有根本性改善,但随着国内稀土矿开采不断加码以及钨磁材料高端应用场景需求不断拓展,行业景气度仍有望进一步上升。作为钨磁材料龙头企业,金力永磁在技术优势和业务规模上均占据区域领先地位,将充分受益于行业发展机遇。
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