$MP Materi_老虎社区_美港股上老虎

沙漠追光大海逐风
07-16

$MP Materials Corp.(MP)$镨钕按6000吨/年，价格保底11万，成本未来4万，单吨净利未来能做到6万，只算镨钕就3.6亿利润；磁体1万吨，公司说厂子EBITDA至少达到1.4亿，应该不包含镨钕的利润；所以MP在2028~2030年可实现5亿美金的利润，100亿美金以上的估值比较合理，比咱们内地的便宜。

# 苹果押注！MP再拉20%，还能上车吗？

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