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I66新剔除股票从60下降到88名涨升空间有所下降是厦门钨业被剔除出I66的主要原因。分析师给出的最新12个月综合目标价为51.94元,涨升空间仅为27.21%。行业需求刚性,供给集中度提高钨行业下游需求分散,需求存在刚性;而供给方面,中国占据2/3的钨资源,而五矿又掌控国内超50%的资源,行业集中度高。伴随钨行业集中度的提高,国家原有钨供给限制政策将发挥作用;此外由于钨被提高至国家战略金属,钨作为一种战略资源,国家早在2002年开
I66 new excluding stocks fell from 60 to 88, a slight decline in space is removed from Xiamen Tungsten I66 the main reason. Analysts given the latest 12-month consolidated target price of 51.94 yuan, up only 27.21% space. Industry demand rigidity, supply concentration to improve downstream demand scattered tungsten industry, the demand exists rigidity; and supply, China accounted for 2/3 of tungsten resources, and Minmetals and control over 50% of domestic resources, industry concentration is high. With the increase of concentration in the tungsten industry, the country’s existing tungsten supply restriction policy will play a role. In addition, as tungsten is raised to the national strategic metals, tungsten as a strategic resource, the state as early as 2002 open