港股异动 | 中国稀土(00769)涨超4% 北方稀土上调挂牌价有望提振行业信心
中国稀土(00769)涨超4%，截至发稿，涨4.23%，报0.37港元，成交额102.31万港元。
消息面上，北方稀土日前发布2024年5月稀土产品挂牌价格，多稀土产品价格环比均上涨。其中，氧化镨钕报393200元/吨，较2024年4月环比上涨7.52%；氧化钕报401500元/吨，较2024年4月环比上涨7.35%；金属镨钕报488000元/吨，较2024年4月环比上涨7.25%；金属钕报498000元/吨，较2024年4月环比上涨7.1%。
国金证券指出，北方稀土作为轻稀土龙头，其挂牌价往往具有一定指导意义。此次上调为23年11月以来首次，对于增厚行业信心具有重要意义。该行认为，随着新能源车、空调等传统领域景气延续，“设备更新”和“以旧换新”有望带来超预期需求增量，经济复苏下中低端需求回升；供应端国内配额增速放缓，进口矿持续走弱，继续看好稀土价格反转。
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