一、市場熱點 稀土(tu):首批(pi)(pi)配額下發(fa),供(gong)(gong)需(xu)(xu)格(ge)局好轉 ◇事件:2024年2月6日盤后,工(gong)信部、自然資源部下達2024年第(di)(di)一批(pi)(pi)稀土(tu)配額。 ◇配額分析:2024年第(di)(di)一批(pi)(pi)稀土(tu)開采(cai)、冶煉(lian)分離總量控制(zhi)指(zhi)標分別為13.5萬噸、12.7萬噸,同(tong)(tong)(tong)比12.5%、10.4%,對比2022-2023年開采(cai)同(tong)(tong)(tong)比增(zeng)速(su)(su)20%/19%,分離指(zhi)標同(tong)(tong)(tong)比增(zeng)速(su)(su) 20%/18%,低于往年水平。 ◇供(gong)(gong)需(xu)(xu)格(ge)局:中國稀土(tu)供(gong)(gong)給占全球65%-70%,機構預計(ji)2024年我國配額增(zeng)速(su)(su)12%或為供(gong)(gong)需(xu)(xu)平衡點,如果(guo) 2024 年第(di)(di)二(er)批(pi)(pi)指(zhi)標與本(ben)批(pi)(pi)相同(tong)(tong)(tong)、且(qie)不發(fa)布第(di)(di)