CITIC Securities: Shortage of overseas yttrium and scandium intensifies, optimistic about zirconium dioxide manufacturers.

date
02/03/2026
The research report of CITIC Securities pointed out that the shortage of overseas rare earth elements yttrium and scandium has intensified, benefiting Chinese downstream product manufacturers. It specifically recommends zirconium oxide manufacturers, and advises to pay attention to filter manufacturers and semiconductor target material manufacturers.