8月3日早盘,稀土板块走强,截至午间收盘,中证稀土产业指数上涨1.4%,中证石化产业指数上涨0.1%。
中信建投证券指出,稀土供给端因废料厂原料紧张导致产量下滑,需求端“金九银十”旺季备库预期较强,有望打破供需双弱格局推动价格企稳向上。
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