金力永磁本周累涨逾30%！公司全年有望实现量价双增，稀土出口管制影响可控
6月5日，金力永磁再飙10%，本周累涨逾30%！公司全年有望实现量价双增，稀土出口管制影响可控。
金力永磁此前发布业绩，一季度公司收入17.54亿元，同比增加14.19%；归母净利润1.61亿，同比增加57.85%。国证国际指出，公司2022-2024年的收入分别为71.66/66.87/67.63亿元，归母净利润分别为7.02/5.63/2.91亿元，而今年一季度公司的归母净利润就达到1.61亿元，今年的利润同比有望实现高速增长。往年的净利率受到影响主要是受到上游原材料价格的影响比较大，今年来看原材料价格较为稳定，这有利于公司的生产经营以及毛利率恢复。另外公司今年的产量也预期会有20-30%的上升，实现量利双增的逻辑。
该行指出，市场可能担忧中国对于稀土出口管制的影响，出口的中重稀土材料需要获得审批。虽然这对于公司的出口效率会有一定影响，但是公司也在积极的申请出口令，并不会影响中长期的需求。该行指出，目前价格港股相对A股仍有35%的折价，相对吸引，建议投资者关注。
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