Rare earth prices reproduce structural differences

Our view: Last week a whole continued to rise slightly colored plates, rare earth mixed plate. We think up rare earth prices may still rise, but the relevant performance of the company is unlikely to rise sharply. Currently we maintain medium-term strategy report view magnetics and lithium resource sector but also have long-term investment value. Most of the company's future growth path Magnets clear; lithium resources sector in the upstream supply orderly, steady growth in downstream demand in the case, can grow to digest the valuation, the proposed focus of these two dominant sector companies, such as Zhong Ke San Huan (unrated), Ningbo Yunsheng (unrated), Tianqi Lithium Industries (unrated), Jiang motor (unrated). In addition, in the dawn of the mid-year report, proposes a focus on the higher part of the performance increase certainty varieties, such as Hailiang shares (holdings), Liyuan Aluminum (bid), Yunnan germanium industry (buying), East zirconium industry (holdings) and so on.


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