Feb 07, 2022 10:29 AM (GMT+8) · EqualOcean
Zhongtai Securities pointed out that the rare earth leader is expected to grow from the cycle. The market still regards rare earth leaders as cyclical stocks, and is worried about the sustainability of high rare earth prices. In our opinion, the reason why the cycle is called the cycle lies in the periodic fluctuation of demand and supply. The downstream transmission of rare earth demand side is smooth, the downstream consumption of new energy vehicles, industrial motors, wind power and so on has broken out, the supply and demand pattern of rare earth resources has undergone qualitative changes, and the price is expected to realize weak periodic fluctuation and truly return to the value of "rare earth", The leader of rare earth industry chain will usher in the "simultaneous rise of volume and price" and continue to benefit.

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