【行业研究报告】-全球能源转型:钕镨价格的上行空间有限-磁铁制造商持续利好

类型: 其他投资策略

机构: 海通国际

发表时间: 2023-11-16 00:00:00

更新时间: 2023-11-16 15:12:14

PositiveGlobalLNGOutlook;SurprisinglyGoodUSOffshoreWindReturns;MoreFocuson
Lithium(6Nov2023)
TotalEnergies(TTEFP):BeatDrivenbyUpstreamandPower(26Oct2023)
Robustoilservicegrowthandmargins;GlobalEnergyM&AgoodforUSoilservices(25Oct
2023)
2023)
GlobalEnergyM&Ahighlightssectorvalueandanelevatedlongtermoilprice(24Oct
2023)
EUSupportforWindIndustry;PositiveforVestas(24Oct2023)
BuyLivent,JGC,NextrackerandPlugintotheresultsandbemorecautiousonVestas,
ClearwayEnergy,MPMaterials,EnphaseandRENOVA(17Oct2023)
GlobalIdeasacrosstheoldandnewenergyvaluechain(16Oct2023)
PositioningacrosstheGlobal'oldenergy'and'newenergy'valuechain(16Oct2023)
ImprovementinNdPrOxidePrices,butChallengingEarningsEnvironment;LowMagnet
MarginsPersisting(16Oct2023)
EVBatteryProducersLikelytoOutperformNewEnergySub-sectors;DownsideRisksfor
LithiumPrices(16Oct2023)
IncreasinglytightGlobalLNGmarket;PotentialforHigherLNGprices;PositiveforLNG
Producers/Contractors(11Oct2023)
USHydrogenDevelopmentAccelerating;BuyPlug,BloomEnergyandBallard(11Oct2023)
全球稀土企业每年盈利增长约30%
本周的《全球能源转型报告》重点介绍了近期数据更新后整个稀土
价值链的月度趋势。我们的主要结论是,我们仍然看好海外稀土生
产商,如莱纳斯和MPMaterials(评级均为“优于大盘”)。相比之