投资要点:中国稀土 :中稀集团核心上市平台,资源冶炼完善布局成长可期。公司实控人为中稀集团,截至2025年4月24日持有公司28.56%股份。2024年公司稀土矿产量2384吨REO,仅占集团指标2.93%。中稀集团2022年承诺五年内通过委托管理、资产重组、股权置换/转让、业务调整等方式解决同业竞争问题。依托中国稀土集团丰富的稀土矿山及冶炼分离资源,公司未来成长可期。(1)稀土矿:目前在产核心...
Source Link投资要点:中国稀土 :中稀集团核心上市平台,资源冶炼完善布局成长可期。公司实控人为中稀集团,截至2025年4月24日持有公司28.56%股份。2024年公司稀土矿产量2384吨REO,仅占集团指标2.93%。中稀集团2022年承诺五年内通过委托管理、资产重组、股权置换/转让、业务调整等方式解决同业竞争问题。依托中国稀土集团丰富的稀土矿山及冶炼分离资源,公司未来成长可期。(1)稀土矿:目前在产核心...
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