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快速上行，截至2025年8月29日，国内稀土价格指数为225.1，相较于年初上涨37.4%。渤海证券表示，9月是传统消费旺季，若整体需求表现较好，短期稀土价格或仍有增长潜力。　　湘财证券认为，公司在新能源及节能环保领域具备领先地位优势，受益于产能利用充分及新产能释放增量，叠加稀土原料端收缩带来产品价格的回升，整体业绩有望维持向好态势，布局人形机器人及低空飞行等前沿领域，具备一定规模化产能且有小批量

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