近日,中投证券调研了云海金属,通过调研认为,公司目前两大业务发展良好,镁合金下游需求逐步恢复、铝合金产品销售顺畅,公司未来业绩有望稳步增长。并且随着新能源汽车的逐步推广,公司镁合金业务有望显著受益,公司未来2年镁合金产能释放存在超预期增长的可能。 Recently, CIC Securities research sea of ​​clouds, through research that the company’s current business development of the two good, the gradual recovery of downstream demand for magnesium alloy, aluminum alloy products sold smoothly, the company’s future performance is expected to grow steadily. And with the gradual promotion of new energy vehicles, the company magnesium alloy business is expected to benefit significantly, the company the next 2 years there is the possibility of over-expected magnesium alloy capacity growth.