A股稀土永磁概念盘初走强，京运通涨停走出2连板，奔朗新材涨超6%，九菱科技、北方稀土、包钢股份等个股跟涨。日前，北方稀土、包钢股份宣布上调稀土精矿价格为不含税19109元/吨，环比上涨1.5%；国投证券认为，伴随出口逐步恢复，国内外中重稀土价差有望收敛，看好国内氧化镝、氧化铽价格上涨。

Group 1 - The A-share rare earth permanent magnet concept stocks showed strength at the beginning of trading, with Jingyuntong hitting the daily limit for the second consecutive day, and Benlang New Materials rising over 6% [1] - Northern Rare Earth and Baotou Steel announced an increase in the price of rare earth concentrate to 19,109 yuan/ton excluding tax, a month-on-month increase of 1.5% [1] - Guotou Securities believes that with the gradual recovery of exports, the price gap between domestic and foreign medium and heavy rare earths is expected to narrow, and is optimistic about the price increase of domestic dysprosium oxide and terbium oxide [1]