异动解读 | 金力永磁(06680)盘中大涨5%,受益于需求端及出口管制政策利好

异动解读
06 Feb

港股资讯,金力永磁(06680)今日盘中大涨5.02%,引起了市场关注。这主要受益于以下两个利好因素:

一方面,稀土等战略金属价格近年来有较大上涨,国内需求端受到"两新"政策加码强化终端景气周期的推动,预计稀土价格有望呈现稳步上涨态势。作为行业龙头的金力永磁,业绩将随之有所增长。

另一方面,商务部近日发布公告,对仲钨酸铵等25种稀有金属产品及其技术实施出口管制。这有助于维护稀有金属的供给安全,抑制原材料外流,将直接利好相关企业的发展。金力永磁近期还宣布拟投资建设年产2万吨高性能稀土永磁材料绿色智造项目,可以获益于此政策红利。

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