Keywords: northern rare earth scrap recycling, media virtual person
summary: launch Tianjiao Qingmei annual output 9000 tons of rare earth polishing powder reconstruction (expansion) project; orderly promote the green smelting upgrade and reconstruction project; complete the Gansu rare earth extraction line reconstruction project and the main engineering construction of the Zibo Ganoderma lucidum relocation and reconstruction project; complete the construction of the Baotou Rare Earth Museum with high quality and create a new cultural landmark of the Baotou rare earth industry.
northern rare earth start Tianjiao Qingmei annual output 9000 tons of rare earth polishing powder reconstruction (expansion) project; orderly promote the green smelting upgrade and reconstruction project; complete the Gansu rare earth extraction line reconstruction project and the main engineering construction of the Zibo Ganoderma lucidum relocation and reconstruction project; complete the construction of the Baotou Rare Earth Museum with high quality and create a new cultural landmark of the rare earth industry in Baotou City. Promote the implementation of joint venture and cooperation projects, and accelerate the "increasing, replenishing and strengthening of industrial chains". Established a joint venture with Qingdao Sino-Canada to build a rare earth permanent magnet high-efficiency motor project to promote the transformation of rare earth praseodymium and neodymium products into terminal high value-added applications, extend the magnetic materials industry chain, and enhance the market competitiveness of rare earth permanent magnets. Xinfeng Xinli acquired the rare earth waste assets of Donghe Magnetic Industry to expand its waste recycling production capacity. Huaxing Rare Earth absorbs and merges Keri Rare Earth to further strengthen resource integration, improve upstream industry concentration and asset operation efficiency. Accelerate the automation and intelligent transformation and upgrading of the production site, and accelerate the construction of the group's information management and control platform. Promote the substitution of machines for operating positions and effectively improve the level of numerical control of key processes. The automatic weighing and packaging projects of smelting 2# tunnel kiln, carbon sedimentation 1# line, and Huaxing rare earth automatic loading and unloading projects have entered the debugging stage; the construction of information systems such as equipment assets and engineering project system platforms, Huamei MES, supply chain, intelligent warehousing system, etc. have entered the preliminary preparation stage.
Media sector opinions and recommended targets: 1) Games: The current sector valuation is at a historical bottom. It is recommended to pay attention to Pico and the VR main line target [ Kaiying Network ] and the core game targets [Sanqi Interactive Entertainment, Perfect World , gigabit ]; 2) Metaverse and subdivided industries: The current sector valuation has been adjusted back to a low level, focus on The implementation of industries in VRAR/virtual human and other directions and the realization of corporate financial reports, key targets [ Fengshang Culture , Fengyuzhu, City Media, Luoman Holdings, Lisheng Sports], etc.; 3) Hong Kong stocks: focus on cost reduction and efficiency increase to promote narrowing of losses platform enterprises [Kuaishou], trendy entertainment related to the progress of epidemic recovery Box leader [Bubble Mart], [Fubo Group], which is about to explode in the industry; 4) [Wanda Film, China Film, Focus Media, Holley Technology, Zhaoxun Media], etc., which are the main line of epidemic recovery.
