산업

Rare Earth Permanent Magnets

Rare Earth Permanent Magnets 산업의 모든 리포트 — 총 1건.

35/100 Watch JL MAG Rare-Earth (300748) Zen Horizon Framework Deep Dive: A Global Rare-Earth Permanent Magnet Leader, With a V-Shaped Earnings Rebound Meeting a Rich Valuation and a Robotics Narrative JL MAG Rare-Earth is the clear A-share leader in rare-earth permanent magnets, focused on high-performance NdFeB materials for NEVs, inverter air conditioners, wind power, and robotics. The core thesis is a V-shaped earnings rebound, with 2024 attributable net profit of CNY 290 million rising to CNY 706 million in 2025, driven mainly by higher praseodymium-neodymium prices and EV volume growth. Report rating Watch: a high-quality cyclical leader whose good news and unproven robotics option are already largely prepaid in the share price. JL MAG Rare-Earth Co., Ltd.300748 · 선전Rare Earth Permanent Magnets2026년 6월 5일