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稀美资源午前涨逾3% 机构好看公司将深度受益周期红利_蜘蛛资讯网

金鹿奖

p;    稀美资源(09936)午前涨超3%,截至发稿,股价上涨2.75%,现报12.69港元,成交额1174.89万港元。  国海证券研报指出,2026年初至今,全球钽供应持续趋紧、矿价快速上行。经该行测算,冶炼环节利润增幅显著高于矿端,中游盈利弹性有望充分释放,稀美资源作为钽铌冶炼龙头将深度受益于周期红利。2025年,公司多项核心产品实现突破,推动产品结构向电子元器件、超

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