金力永磁(06680)早盘涨超8%,截至发稿,股价上涨8.11%,现报20.66港元,成交额2.22亿港元。
近日,国盛证券指出,公司2万吨新建产能稳步推进,预计2027年底磁材产能达6万吨,产能规模扩容持续摊薄固定成本,量价共振下盈利空间有望进一步打开;公司与北方稀土、中国稀土达成长期合作,叠加控股银海新材切入稀土回收领域,完善上游资源布局,在原料供给偏紧环境中稳定原料采购与成本水平;机器人及高端伺服电机等高附加值产品营收占比稳步提升,产品结构持续优化带动单吨盈利改善。
责任编辑:卢昱君
金力永磁(06680)早盘涨超8%,截至发稿,股价上涨8.11%,现报20.66港元,成交额2.22亿港元。
近日,国盛证券指出,公司2万吨新建产能稳步推进,预计2027年底磁材产能达6万吨,产能规模扩容持续摊薄固定成本,量价共振下盈利空间有望进一步打开;公司与北方稀土、中国稀土达成长期合作,叠加控股银海新材切入稀土回收领域,完善上游资源布局,在原料供给偏紧环境中稳定原料采购与成本水平;机器人及高端伺服电机等高附加值产品营收占比稳步提升,产品结构持续优化带动单吨盈利改善。
责任编辑:卢昱君
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