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德邦证券4月26日发布研报称,给予宝武镁业(002182.SZ)买入评级。评级理由主要包括:1)事件:公司披露2023年年年报及2024年一季度报,23年业绩承压,24年一季度业绩同比有所改善;2)2023年全球镁供需双弱,镁价大幅下跌;3)镁需求领域广泛,公司持续推进各领域需求开拓,未来镁需求可期。(每日经济新闻)

Debon Securities released a research report on April 26 stating that Baowu Magnesium (002182.SZ) was given a buy rating. The main reasons for the rating include: 1) incident: the company disclosed the 2023 annual report and the first quarter report of 202

Zhitong Finance ·  Apr 26 19:33
Debon Securities released a research report on April 26 stating that Baowu Magnesium (002182.SZ) was given a buy rating. The main reasons for the rating include: 1) incident: the company disclosed the 2023 annual report and the first quarter report of 2024. The results for the first quarter of '23 were under pressure, and the results for the first quarter of '24 improved year-on-year; 2) global magnesium supply and demand in 2023 were weak, and magnesium prices fell sharply; 3) there is a wide range of magnesium demand fields. The company continues to develop demand in various fields, and future magnesium demand can be expected. (Mainichi Keizai Shimbun)

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