The rare earth industry opened the integration curtain and focused on 5 stocks

Minister of Industry and Information Technology Miao Wei said at the National People's Congress on March 11 that in order to cherish China's precious rare earth resources and sustainable use, the national rare earth enterprises will be integrated into two or three large enterprises. Stimulated by this news, the rare earth permanent magnet plate strengthened against the market yesterday, ranking second in the two cities.

“Is the rare earth plate that was eye-catching last year able to return to the king? Can it still catch up?”

Related company stock trends

Baotou Steel Rare Earth 66.66+2.714.24% China National Color Stocks 24.30+0.984.20% Tibet Development 19.84+0.422.16% China Aluminum Industry 7.50+0.060.81% Fenghua Hi-Tech 8.47+0.040.47% of QQ Shares, The market opportunity and operational strategy of the rare earth plate have become the most concerned topics for netizens. In this regard, Shenyin Wanguo He Ting and Li Yu two experts on duty said that industry consolidation is expected to be the main reason for the strong upside of the sector, investors can pay attention to the five stocks of the sector.

Rare earth permanent magnet counterforce

It is understood that the Minister of Industry and Information Technology, Miao Wei, said that after the successful establishment of rare earth production enterprises in the future, only two or three large-scale rare earth enterprises will be retained. "The integration plan is not necessarily divided by province." He said that the purpose of integration is to cherish resources. Miao Wei said that at present, Inner Mongolia has set up a large-scale rare earth enterprise, namely Baotou Steel Rare Earth. As for the location of other rare earth enterprises, and how much time has been set up, there is “no timetable, it is difficult to say when to complete”.

Affected by the above news, the rare earth permanent magnet plate was reluctant against the trend yesterday. The data shows that the rare earth permanent magnet plate ranked third in the two cities' gains yesterday with a gain of 1.59%, second only to the two sectors of medicine and Tibet. Among the 25 stocks in the sector, except for Fenghua Hi-Tech, the increase was more than 4%.

The market outlook can focus on five shares on dips

“Rare earth has emerged as a basic material widely used in cutting-edge electronic military industry. Since 2010, the Chinese government has imposed a quota system on rare earth exports and strictly controlled it, which has triggered a strong rebound in other Western demand countries. This shows that. He said that the position of the Minister of Industry and Information Technology has brought good integration expectations to the secondary market. He Ting suggested that investors focus on Baotou Steel's rare earth. At present, these two stocks have respectively reached the annual line, and the trend is in a shocking pattern, which can be appropriately paid attention when adjusting back to the annual line.

“Industry integration expectations have spurred a strong upside, but the Minister of Industry and Information also said that there is no timetable for the integration plan.” Li Yu said that the cumulative increase in the rare earth sector in this round of the market has been large, from the perspective of valuation, The margin of safety is not large enough, although investors may be inflated in the short term, but investors should pay attention to the risk of shock in the sector. From the perspective of the operation of individual stocks in this sector, we can pay attention to the current small-cap stocks with relatively small gains, as well as stocks such as Chinalco and Tibet.

Global hardware network

Concerned about surprises

Label: rare earth permanent magnet integration scheme rare earth industry rare earth resources rare earth production

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