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In the afternoon, rare earth permanent magnet quickly pulled stocks, as of press time, Sheng and resources rose 7.41%, the Milky Way magnet, Minmetals rare earth, sea magnets, innuovo, northern rare earth, rising nonferrous metals, Xiamen tungsten, Kohand shares, JPMF shares rose over 2%.
Kaiyuan securities analysts believe that the supply structure of the policy to follow up, the downstream replenishment or facing the market: the supply side, the Baotou government use of fiscal subsidies to encourage industrial upgrading and downstream material industry development, in the control of the total rare earth plan under the certain amount and structure of supply will continue to be improved. On the demand side, the lower reaches of the fourth quarter of last year are more and more, with the return of rare earth prices in place, the downstream is expected to begin to supplement the library and increase the demand. From the development of new main demand and new energy vehicles, every industry capital has stepped into the new energy vehicle industry, which will increase the demand for rare earth permanent magnet materials. Therefore, we are looking for the return of rare earth and the investment opportunity brought by the downstream replenishment.
The main line of industry investment is: (1) production and smelting of high quota, basically completed the industrial integration, and vigorously promoting the upgrading of the industry; (2) the annual report has improved greatly. Focus: the North rare earth, Sheng and resources, Xiamen tungsten industry, three rings.
Warm hint: all the information content of the securities times network is only for reference, and does not constitute the investment proposal. There is a risk in the stock market, and the investment needs to be cautious.
(Securities Times Network News Center)
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