金吾财讯 | 金力永磁(06680)午后拉升，一度涨逾3%，最新报19.16港元，涨幅2.24%，成交额8299.38万港元。国泰海通新近研究指，上周整体市场交投偏冷清，稀土价格呈现震荡偏弱态势。中长期展望来看，持续看好稀土作为关键战略资源的投资价值。国盛证券此前研究认为，公司磁材业务稳健爬产扩产，预计2027年底公司磁材产能有望达到6万吨/年；预计Q2起随电车销售回暖，公司出货量环比好转。预计2026-2028年归母净利润9.2/11.6/13.2亿元，对应PE为50/40/35x，维持“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.