稀土价格底线

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澳股异动丨澳洲政府考虑设定稀土底价 稀土矿商股应声上涨
Xin Lang Cai Jing· 2025-08-05 03:55
Group 1 - The Australian government has implemented measures to set a price floor for rare earths, leading to a rise in the stock prices of Australian rare earth miners [1] - Lynas Rare Earths saw an increase of 7.1%, reaching its highest level since March 2012 [1] - Aluka Resources rose by 8.9%, reaching 5.795 AUD, the highest since November 2024 [1] Group 2 - Luke Winchester, portfolio manager at Merewether Capital, indicated that the government's involvement has led the market to view rare earth mining and processing companies as strategic assets [1]