1, Hesheng resources: colored leading stocks. The company has established long-term and stable cooperative relations with well-known research institutes in rare earth industry such as Beijing Nonferrous Metals Research Institute, and maintained the leading edge in technology in the industry.
2. Zijin Mining: colored leading stocks. The general leader of non-ferrous metals has mastered the global core mining assets, and economic recovery and inflation expectations have begun to rise. One of the "magic weapons" for large-scale mining enterprises is to continuously acquire assets. Throughout the development history of Zijin Mining, it can also be summed up as "buying while buying". The company has one of the largest gold, copper and zinc reserves in China, ranking 18 in the global mining industry.
3. Other non-ferrous stocks include Shenhuo, Dongfang Zirconium, Yunnan Aluminum, Qiu Yi Resources, Hongda, Electrical Alloy, China Aluminum, Changaluminum, Ji Xiang, Luxiang Tungsten, Northern Rare Earth and Tin.
1. Hesheng Resources: At present, the actual resources are about 50,000 tons of rare earth oxides, accounting for about 20%. The company continues to increase its global layout. In 20 17, the company strategically invested in American Mt Pass rare earth resources, and will promote the development and utilization of Greenland rare earth mine projects in the next 3-5 years.
2. Northern Rare Earth: The company is the world's leading light rare earth enterprise. At present, the company's smelting and separation capacity is 80,000 tons/year, the rare earth metal capacity is 1 10,000 tons/year, and the rare earth raw material capacity ranks first in the world; Among rare earth functional materials, the magnetic material alloy is 30,000 tons/year, and the production capacity ranks first in the world!
3. Rare earths in Minmetals: the reserves of light rare earths are 6.5438+0.4 million tons, and the reserves of medium and heavy rare earths are 6.5438+0.0 million tons!
4. Guangsheng Nonferrous Metals Co., Ltd.: a heavy rare earth giant, with smelting and separation capacity of10.4 million tons and revenue accounting for 74.93%.
5. JPMorgan Chase's latest viewpoint: A new round of commodity supercycle has just begun, and commodity prices will be driven by many factors such as economic recovery after the COVID-19 outbreak, ultra-loose monetary and fiscal policies, weak dollar, rising inflation and environmental policies. At present, the non-ferrous resources sector has great opportunities in this year's bull market. Last year, leading stocks in sub-sectors came out. Here, the leading stocks in eight sub-sectors such as lithium, cobalt, copper, tin, rare earth, tungsten, nickel and aluminum are sorted out and shared with you!