National Business Daily AI Express: On November 19, Huayuan Securities released a research report giving Zhongkuang Resources (002738.SZ, latest price: 39.52 yuan) an overweight rating. The rating reasons mainly include: 1) Company Overview: The company has gradually transformed from an early exploration company through mergers and acquisitions into a mineral resource development and utilization company integrating cesium, rubidium, lithium, and copper; 2) Lithium: The self-sufficiency rate of lithium ore has increased, and lithium salts have achieved higher volume with lower cost; 3) Cesium and Rubidium: The global leading producer of cesium and rubidium salts, with strong and stable profitability; 4) Copper: Completed the acquisition of the Kitumba copper mine, creating a new growth curve; 5) Geological Survey Advantage: The company's fundamental core competitiveness, with mining rights development providing front-end resource security. Risk warnings: Project progress may not meet expectations; New energy vehicle demand growth may fall short of expectations; Continuous decline in lithium prices.
AI Comment: Over the past month, Zhongkuang Resources has been the focus of 6 brokerage research reports, with 3 recommending buy and 1 recommending overweight. The average target price is 48.24 yuan, which is 8.72 yuan higher than the latest price of 39.52 yuan, with an average target price increase of 22.06%.
National Business Daily Headlines (nbdtoutiao) — Prices have plummeted, breaking below companies' cost lines, causing widespread losses in the industry! Industry leaders: You can sleep in and take it easy, but tomorrow and the day after, breakfast will no longer be yours.
(Reporter: Wang Xiaobo)
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