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民生证券4月22日发布研报称,维持厦门钨业(600549.SH)推荐评级。评级理由主要包括:1)钨钼板块:光伏钨丝持续放量,钨价上涨增厚矿端利润;3)能源新材料板块:2023年盈利大幅下滑;4)稀土板块:磁材销量增长,板块盈利下滑;5)2024Q1光伏钨丝继续放量。(每日经济新闻)

Minsheng Securities released a research report on April 22 stating that it maintains the Xiamen Tungsten Industry (600549.SH) recommendation rating. The main reasons for the rating include: 1) tungsten and molybdenum sector: photovoltaic tungsten wire con

Zhitong Finance ·  Apr 23 09:34
Minsheng Securities released a research report on April 22 stating that it maintains the Xiamen Tungsten Industry (600549.SH) recommendation rating. The main reasons for the rating include: 1) tungsten and molybdenum sector: photovoltaic tungsten wire continues to be released; 3) new energy materials sector: profit declined sharply in 2023; 4) rare earth sector: sales of magnetic materials increased, sector profits declined; 5) 2024Q1 photovoltaic tungsten wire continued to be released. (Mainichi Keizai Shimbun)

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