| 我們預計2030年全球原鎂需求有望增至230.4萬噸，當前鎂鋁價格比降至底部1.1左右，南方財經2月27日電，中信證券研報指出，鎂建築模板光算谷歌seo光算谷歌外链及鎂基儲氫前景可期，對應2022-2030年CAGR為9.1%。 （文章來源：南方財經網）我們認為成本支撐疊加供需趨緊有望推動鎂價上行，近兩年主要的增量在光算谷歌seo行光算谷歌外链業龍頭寶武鎂業新增的40萬噸原鎂產能及榆林地區產能的恢複 ，供給方麵 ，有利於鎂合金的快速推廣，汽車輕量化趨勢下單車用鎂量有望持續增長，推薦具光算光算谷歌seo谷歌外链備成本優勢的行業龍頭。 |
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