研报掘金丨国信证券:首予中国稀土“优于大市”评级,后续有较为明确的整合预期

格隆汇资讯
Jun 12, 2025

国信证券研报指出,中国稀土是中稀集团核心上市平台,业绩与稀土价格相关性强。2024年稀土价格跌幅较大,公司全年归母净利润-2.87亿元(-168.69%);2025Q1归母净利润0.73亿元(同环比扭亏)。公司于2025年5月的公告中也表示正积极配合集团开展解决同业竞争问题的工作,择机开展并购重组。目前集团有中稀江西(原赣州稀土)等多个下属子公司与公司存在同业竞争问题,公司后续有较为明确的整合预期...

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