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中泰证券05月18日发布研报称，给予北方稀土（600111.SH，最新价：24.69元）增持评级。评级理由主要包括：1）2022年创年度最好业绩；2）稀土价格下行+精矿成本上行，23Q1业绩承压；3）费用管控能力加强；4）北方稀土获得指标份额持续提升，稀土龙头具备高成长性；5）稀土价格短期有望筑底，中长期景气度无忧。风险提示：与包钢股份稀土精矿采购价格变动风险、产业政策变动风险、供给端超预期释放风险、需求不及预期风险、研究报告使用的公开资料存在更新不及时的风险、需求测算偏差风险等。
AI点评：北方稀土近一个月获得5份券商研报关注，买入2家，增持2家，平均目标价为30.58元，与最新价24.69元相比，高5.89元，目标均价涨幅23.86%。
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