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民生证券4月27日发布研报称,给予中矿资源(002738.SZ)推荐评级。评级理由主要包括:1)锂盐:Bikita锂矿项目投产,自有矿产量大幅提升;2)铯铷:量价齐升,原料垄断保障业绩持续增长;3)锂盐降成本:锂矿原料结构转变+电力成本降低,2024Q1降本效果初步显现。(每日经济新闻)

Minsheng Securities released a research report on April 27 stating that it gave China Mining Resources (002738.SZ) a recommended rating. The main reasons for the rating include: 1) lithium salt: the Bikita lithium project has been put into operation, and

Zhitong Finance ·  Apr 28 08:21
Minsheng Securities released a research report on April 27 stating that it gave China Mining Resources (002738.SZ) a recommended rating. The main reasons for the rating include: 1) lithium salt: the Bikita lithium project has been put into operation, and the production of its own mine has increased dramatically; 2) cesium rubidium: volume and price have risen sharply, and raw material monopoly guarantee performance continues to grow; 3) lithium salt cost reduction: structural transformation of lithium ore raw materials + reduction in electricity costs, and the 2024Q1 cost reduction effect is initially evident. (Mainichi Keizai Shimbun)

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