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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

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存周度环比小幅上涨，成品库存维持去库状态；纱厂负荷维持稳定，坯布负荷周度环比小幅下降。旺季已过半，订单不足难以有效提振市场信心。　　➢ 考虑到节前市场避险情绪增加，预计节前价格偏弱运行为主。　　周度行情展望：　　CF01偏弱运行责任编辑：赵思远

nbsp;   　　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

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