Q4 performance increased month-on-month, rare earth dragon head has a significant advantage [institutional research report]

Published: Apr 18, 2022 08:36

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[Minsheng Securities gives a recommended rating to rare earths in the north] Minsheng Securities issued a research report on April 17, giving a recommended rating to rare earths in the north. The reasons for the rating mainly include: the year-on-year increase in net profit or the rise in volume and prices of major products during the reporting period; as a leading enterprise in the rare earth industry, the company has more bright spots.

Minsheng Securities issued a research report on April 17, saying that it recommended rating for rare earths in the north.

The main reasons for rating include:

1) the year-on-year increase in net profit may be due to the increase in volume and price of major products during the reporting period.

2) as the leading enterprise in the rare earth industry, the company has many bright spots.

Risk tips: downstream demand is lower than expected, indicators are growing too fast, and the progress of overseas mining projects is higher than expected.

Rare earth elements

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