焦点板块及个股 | 稀土行业;长和;特斯拉;奈飞;Doosan Enerbility

中信证券财富管...
28 Jul

稀土行业 - 博弈硬通货,反内卷优等生稀土行业供给侧改革自2015年拉开帷幕,行业集中度持续提升,反内卷成效显著。此外,中欧或达成升级版稀土出口机制,我们认为稀土或为中美第三轮贸易谈判重点领域之一。需求方面,新能源汽车、空调、工业机器人等需求持续增长,人形机器人商业化进程加速有望打开稀土永磁远期需求增长空间。此外,出口逐步恢复叠加东南亚供给扰动,稀土价格有望稳中有进,进而带动产业链公司盈利能力持续...

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