金力永磁AH股均漲超4% 大摩料其銷量及盈利能力會有高增長
格隆匯6月10日丨金力永磁(6680.HK)現漲4.73%報23.25港元,最新市值194億港元;金力永磁(300748.SZ)亦漲近5%,報32.99元。消息面上,5月國內稀土中氧化釹價格為96.5萬元/噸,漲幅為9.04%;金屬釹價格為118.5萬元/噸,價格上漲8.22%;氧化鐠價格為95.5萬元/噸,價格漲幅10.4%;鐠釹氧化物價格為94.65萬元/噸,價格上漲11.68%。稀土價格繼續回升,隨着全面復工復產即將到來,供給端甚至有所縮減,短期供需緊張難緩解。此外,大摩近日發研報首次覆蓋金力永磁,予其“增持”評級,目標價28.4港元。該行表示,高性能的釹磁鐵料可受惠於新能源車、變頻交流電和風力渦輪機的需求增長,相信作為釹磁鐵生產商金力永磁的銷量及盈利能力會有高增長。大摩提到,金力永磁計劃將產能由去年的1.5萬噸,增至2025年的4萬噸,年均複合增長率為28%,預計集團的市場佔有率可由2019年的12%,提升至2025年的19%。


Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.