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p;   证券日报网讯 4月19日,力源信息发布2026年第一季度报告称,公司2026年第一季度实现营业收入2,835,270,604.16元,同比增长52.01%;归属于上市公司股东的净利润137,321,738.46元,同比增长240.58%。(文章来源:证券日报)

化镨钕价格单日大涨7.59%,今年以来累计涨幅已达34%,金属镨钕同日上涨6.27%。供给端方面,政策管控与现货紧缺形成强力支撑,上游持货商低价出货意愿较低,包钢股份与北方稀土一季度稀土精矿交易价格环比上涨2.4%。需求端则受益于新能源车、机器人等新兴领域的强劲拉动,下游磁材企业已从刚需采购转向主动备货采购。华源证券分析指出,稀土品种正进入“易涨难跌”的运行通道,其价值重估逻辑已从单一供需平衡转向

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