You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
中信建投:建議關注稀土磁材板塊投資機會
中信建投研報稱,近日中美關稅談判原則上達成協議框架,稀土出口管制階段性放鬆,部分稀土磁材企業獲得出口許可證。含鏑鋱等中重稀土的釹鐵硼稀土磁材是新能源汽車電機的關鍵材料,中國掌控着全球約70%的稀土礦供給、超90%的冶煉分離產能和超90%的釹鐵硼磁材產能,4月以來磁材出口下降幅度超50%,海外新能源汽車原料庫存岌岌可危,部分企業面臨停產風險。中國稀土管控並非全面放鬆,僅在民用領域階段性放寬,稀土磁材板塊依然可以維持高估值判斷;海外稀土磁材較高補庫需求下,出口恢復意味着內外價差收斂,海外高價傳導至國內,磁材企業利潤修復。建議積極關注稀土磁材板塊投資機會。
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.