Industry of permanent magnetism of rare 2022 earth considers to report

QiAir Compressor

2 years ago

Permanent magnetism of 1 rare earth: Performance is outstanding, perspective is wide

Rare earth magnetically hard material is the applied field with the greatest value of the travel expense below rare earth

Natural resources of global rare land distributings to be spent centrally taller, china is occupied than nearly 4 into. According to bureau of American geology investigation (USGS) announce data to show, total reserve of natural resources of global rare land is 120 million tons about, among them Chinese reserves is 44 million tons, occupy than about 36.7% , vietnam reserves 22 million tons, occupy it is than making an appointment with 18.3% , brazilian reserves 21 million tons, occupy than 17.5% , russia reserves 12 million tons, occupy than 10.0% , shikoku is aggregate 80% what exceed global total reserve, resource distributings to be spent centrally taller.

Consumption of global rare earth 35% come from rare earth magnetically hard material, hold the consumptive value of 91% about. The high speed of the domain such as car of new energy resources of benefit from benefit from of magnetically hard material and electronic industry develops rare land, occupy in consumption of global rare earth than highest, for 35% ; Catalytic material basically is used at car tail gas to purify wait for a domain, consumption is occupied than about 26% ; The others basically consumes a domain to have batteries alloy, pottery and porcelain / painty / etc of pink of polish of frit, glass and additive, fluorescent material. Rare earth although magnetically hard material holds the consumption of 35% only, but have the consumptive value that is as high as 91% however, it is the domain with highest value of rare earth consumption.

The magnetically hard material in consumption of Chinese rare earth takes otherer than outclass field, exceed 40% . Basis wisdom grinds advisory data shows, the magnetically hard material in structure of consumption of Chinese rare earth was occupied 2019 than exceeding 40% , smelt and machinery, petro-chemical reach vitreous ceramics to be occupied respectively than be 12% , 9% with 8% , chu Qing material and glow material are occupied each 7% , catalytic material, polishing material and agriculture spin each gently to occupy 5% . From China crop of rare earth permanent magnetism looks, boracic magnet of agglomeration neodymium iron is exclusive the material of rare earth function that an implementation output is growing, gao Jing of industry of high-powered magnetism lumber enrages confirm action the product structural adjustment at upper reaches.

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Performance of neodymium iron boracic permanent magnet is superior, energy-saving effect is good

Rare earth magnetically hard material is opposite metal and performance of ferrite magnetically hard material are superior, nd-Fe-B is so far the magnetically hard material with the strongest magnetism, application is most wide. Permanent magnet is the magnetic body that can keep for a long time magnetic after magnetization, can divide it is 3 kinds big: Metallic magnetically hard material, ferrite magnetically hard material and rare earth magnetically hard material. Although metallic magnetically hard material and ferrite magnetically hard material have the advantage with low-cost, enough raw material, but their the biggest magnetism can be accumulated (B · H)max is less than 100 KJ/m3 normally, magnetic and opposite poorer, because this is progressively by rare earth place of magnetically hard material is replaced. Magnetically hard material is developing rare land in, experienced generation SmCo5, the 2nd acting SM2Co17, the 3rd acting Nd2Fe14B the development of these 3 phase, at present nitrogen of the 4th acting iron (carbon) permanent magnet still is in phase of research and development, distance industrialization still has certain space.

Boron of agglomeration neodymium iron is the neodymium iron boron with the widest application magnetism material. Basis of neodymium iron boracic material of workmanship different, can divide for felt neodymium boron of iron of neodymium of Tie Peng, agglomeration is mixed iron of hot pressing neodymium is boracic 3 kinds. Boron of agglomeration neodymium iron is the magnetic body with current supreme integral performance, also be the data of neodymium iron boron with the most extensive application. Function of boracic magnetism of felt neodymium iron not as good as agglomeration neodymium iron is boracic, applied limits suffers be restricted, what occupy market share to be less than 10% ; The technology of boron of iron of hot pressing neodymium that make is sophisticated, finished cost is high, raw material price exceeds finished product value even, batch production difficulty is great, output is at present less, applied domain is confined to the domain such as small electrical micro-machine.

Perspective of application of boracic future of high-powered neodymium iron is wide

Neodymium iron boron is low end and high end according to cent of difference of downstream product requirement two kinds. The low Tie Peng that carry neodymium basically applies at bag of magnetism adsorption, magnetic separation, dynamoelectric bicycle, box to buckle, the domain such as door catch, toy, and the electric machinery that boron of high-powered neodymium iron basically uses at all sorts of model in hi-tech camp domain, generate electricity in force of zephyr of home appliance of car of new energy resources, frequency conversion, energy-saving elevator wait for domain application perspective is wide. Doorsill of boracic technology of the low iron that carry neodymium is low, the industry is produced can dispersive, the product is coessential change serious, the market does not have foreword malign competition, excess supply, the performance of boron of high-end neodymium iron is more superior, have doorsill of admittance of higher technology, capital, prospective development space is vast.

2 demand inflection point: Multiply ” double carbon ” east wind, downstream demand or add high continuously

Growth of boracic demand of high-powered neodymium iron will be pulled quickly change rare earth requirement. According to Chinese rare earth guild data, boron of global neodymium iron was occupied in downstream consumption 2019 than the biggest is straight drive electric machinery occupy 14.1% , automobile industry is occupied than adding up to 13.5% , among them car of new energy resources is occupied 6.9% , EPS turns to a system to occupy 6.6% , it is fair iron is occupied next than 12.1% , dynamoelectric bicycle, wind-force generates electricity, equipment of industrial electric machinery, medical treatment and intelligent robot take consumption of global neodymium Tie Peng respectively 10.9% , 9.2% , 8.6% , 7.8% , 7.7% . As development of global new energy resources and policy of each country environmental protection carry out, especially China ” carbolic Da Feng ” with ” carbon is counteracted ” drive below, report of car of new energy resources, wind is energy-saving industry or will welcome high speed development, hopeful of boracic demand of high-powered neodymium iron releases tremendous potential.

Car of new energy resources: Long-term drive, high speed grows

60% what rare earth permanent magnet occupies rare earth of industry of automobile of new energy resources to apply about. relatively at traditional fuel car, car of new energy resources uses more than 140 small-sized electric machinery about, because electric machinery makes dosage increases, bicycle promotes considerably with quantity of rare earth permanent magnetism. The bitter fleabane break out of industry of automobile of new energy resources exhibits the structure that is product of permanent magnetism of Chinese rare earth to optimize offerred good opportunity. Anew the circumstance of rare earth consumption of industry of automobile of the sources of energy can see, new energy resources basically involves rare earth permanent magnet and material of rare earth Chu Qing in automobile industry, occupy respectively than 64% with 36% . Car, pure to mixing motivation electric car and be in start the fuel cell car of level, permanent magnetism electric machinery is one of indispensable core parts of an apparatus.

Carbon counteracts setting to fall, multinomial policy interest is very new outside China car of the sources of energy develops. China: Of print and distribute of the State Council ” industry of automobile of new energy resources develops a program (2021-2035 year) ” put forward, about 20% what sale of new car of car of Chinese new energy resources achieved car new car to sell gross 2025. Abroad: American the White House is compared at putting forward sales volume of car of new 2030 energy resources to occupy on August 5, 2021 amount to 40-50% , increase the support of industries of pair of automobile of new energy resources; The European Union put forward to began to ban car of carry out fuel in European Union area 2035 in July 2021, among them Ireland, Sweden, Denmark, Dutch bans time of car of carry out fuel to will antedate 2035.

Predict output of car of abroad 2030 new energy resources achieves twenty-five million seven hundred and eighty-four thousand, it is 13.8 times 2020 about. Output of car of abroad 2020 new energy resources achieves 1.87 million, grow 63% compared to the same period. Negotiable securities of the letter in the basis studies ministry automobile group is forecasted, output of car of abroad 2025 new energy resources will achieve 10.13 million, 2021-2025 year CAGR is 36.1% , predict output of car of new 2021 energy resources is 2.95 million, crop was 4.22 million 2022, crop achieved twenty-five million seven hundred and eighty-four thousand 2030. Hypothesis is pure dynamoelectric by multiply with car, other new energy resources with the car (mixture motivation is multiplied with the car) , except by the other new energy resources outside using a car car (commercial vehicle) bicycle uses neodymium Tie Peng is measured it is 3.4 Kg, 2.6 Kg, 10 Kg respectively, the consumption of magnetically hard material of neodymium Tie Peng that output of car of abroad 2030 new energy resources predicts to will bring 78 thousand tons.

Quantity of produce and sale of car of Chinese new energy resources keeps driving continuously. 2020, output of car of Chinese new energy resources is 1.37 million, promote compared to the same period 13.3% , we predict 2021/2022/2023 year will break through 348/480/590 10 thousand, 2021~2025 year output of car of Chinese new energy resources will maintain 39.0% right-and-left CAGR, forecast output of car of Chinese new energy resources will achieve 13 million 2025, achieved 19.5 million 2030. According to pure dynamoelectric multiply multiply with car, other new energy resources with the car (mixture motivation is multiplied with the car) , except by the other new energy resources outside using a car car (commercial vehicle) bicycle uses neodymium Tie Peng is measured part to be calculated with 3.4 Kg, 2.6 Kg, 10 Kg likewise, the consumption of magnetically hard material of neodymium Tie Peng that predicts output of car of Chinese new energy resources will bring 60 thousand tons 2030.

Industrial electric machinery: Policy is propped up, demand explodes newly dot

Below policy drive, the permeability hopeful of electric machinery of rare earth permanent magnetism promotes ceaselessly. Industry letter ministry, market superintends total bureau to will be released jointly on November 22 this year ” electric function effect promotes a plan (2021-2023 year) ” , encourage the energy-saving electric machinery that makes electric machinery of permanent magnetism of rare earth of in order to is a representing, the green supply that enlarges efficient and energy-saving electric machinery, put forward 2023, efficient and energy-saving electric machinery produces per year a quantity to will achieve 170 million kilowatt, in battle efficient and energy-saving electric machinery is occupied than achieving 20% above, realize year of section n 49 billion kilowatt hour, be equivalent to year of managing standard coal 15 million tons, the carbon dioxide that decrease a platoon 28 million tons.

Those who advance efficient and energy-saving electric machinery replace will thrust moves China to reduce specific power consumption, resource conservation. Ministry of the letter that occupy class ” industry is energy-saving 2013 as special as green development operation implements plan ” data, electric machinery is the terminal with the oldest power consumption of Chinese industry domain, power consumption of Chinese industry electric machinery was occupied 2013 industrial 75% of electric gross, and moving efficiency under foreign advanced level more than 10 percent. If promote a percent electric function effect, annual but managing 26 billion degrees of report. Believe ministry estimation according to labour, system of countrywide electric machinery is annual section phone latent capacity 1300 ～ 230 billion degrees, be equivalent to 2~3 about electricenergy production of 3 gorge power station.

Hopeful of future of industrial electric machinery becomes rare earth permanent magnetism domain of the 2nd big downstream application. According to rare earth guild data, permeability of electric machinery of permanent magnetism of rare 2018 earth is about only 4.33% . 2019 with all calculated according to the permeability of 4% 2020, respectively correspondence uses up neodymium iron boron about 0.82 mix 9100 tons. Hypothesis 2023/2024/2025 year permeability of electric machinery of rare earth permanent magnetism is achieved respectively 10% , 15% , 20% , only waste time of neodymium iron boron presses 700 Kg/MW computation, part corresponding 2.4/3.6/4.8 boracic consumption of iron of 10 thousand tons of neodymium.

Wind-force generates electricity: “Double carbon ” hair force, demand again sailing

Wind-force generates electricity the wind- driven dynamo that the most important part in the system regards core as namely, rare earth permanent magnetism regards straight drive permanent magnetism as the crucial metallic raw material of the dynamo, the demand below drive will be counteracted to promote ceaselessly in carbon. Dynamo of permanent magnetism wind-force adopts fan impeller direct drive dynamo rotates, compare dynamo of traditional turbine type wind-force, cancelled transmission system and gear-box, avoided relevant equipment to be mixed in the breakdown in moving safeguard. In the meantime, dynamo of permanent magnetism wind-force does not have excitation winding, there also are collector ring and brush on rotor, the structure is simple, move reliable.

Frequency conversion air conditioning: Can effect standard promotion, permeability year after year goes tall

Permeability of frequency conversion air conditioning promotes continuously, pull the Tie Peng that move neodymium to consume further. China began to carry out on July 1, 2020 ” room air conditioner can effect demarcate value and can effect grade ” (GB 21455-2019) , the 3 class below original standard decide frequency and part can the 3 class frequency conversion with poorer effect be faced with fall into disuse. According to the industry online data, crop of air conditioning of Chinese frequency conversion was eighty-three million three hundred and sixty-four thousand 2020, crop of family expenses air conditioning holds the whole world continuously 80% above portion. The place of air conditioning of every frequency conversion that by rare earth guild announces needs magnetism ability capacity to be 0.1 kilogram computation, air conditioning of manufacturing frequency conversion needed altogether 2020 use up rare earth magnetically hard material makes an appointment with 8300 tons. 2013-2020 year the CAGR of crop of frequency conversion air conditioning is 12.78% , the proportion that its hold air conditioning total output also comes from the 32.65% promotion 2013 57.53% 2020. Air conditioning of frequency conversion of 1~10 month whole nation and crop of family expenses air conditioning were respectively 2021 9011 with one hundred and thirty million five hundred and twenty thousand, frequency conversion air conditioning is occupied it is than making an appointment with 7 into. The CAGR of crop of air conditioning of predicting 2021/2022/2023 family expenses will be maintained in 4% the left and right sides, frequency conversion air conditioning is occupied than will amounting to 70%/80%/90% , crop will amount to 1.1/1.3/1.5 100 million, demand of magnetically hard material will obtain rare land respectively 1.10/1.30/1.52 10 thousand tons.

Energy-saving elevator: Permeability promotion, global demand or exceed 10 thousand tons

High-powered rare earth magnetically hard material is component of energy-saving elevator core. As the development that the city changes, elevator demand is bigger and bigger, in the statistic of investigation of the circumstance that use phone that waiting to guesthouse, office building, elevator occupies the 25% above of 17% ～ that always use n with n. The traction machine that elevator place uses basically is electric machinery of permanent magnetism synchronism and traditional asynchronous electric machinery, the VVVF elevator that uses lead plane of permanent magnetism synchronism can include class A to fasten, the transmission efficiency of electric machinery of permanent magnetism synchronism tall, specific power consumption is low, and the core component that magnetically hard material of high-powered neodymium Tie Peng is energy-saving elevator traction machine.

Energy-saving elevator development drives demand of magnetically hard material of neodymium Tie Peng. Show according to Chinese elevator association, china held the whole world to exceed the elevator of 70% to make professional work 2019, elevator crop was estimation whole world about 2019 1.68 million. The data of net of elevator invite applications for a job shows, the proportion that crop of Chinese energy-saving elevator holds elevator total output has arrived from the 30% growth 2006 2020 85% the left and right sides. Hypothesis 2021/2022/2023 year Chinese elevator crop is added compared to the same period fast it is 15%/5%/5% respectively, energy-saving elevator occupies score to not be 86%/87%/88% , occupy global proportion to be about 70% , energy-saving elevator will use up predicting whole world quantity of neodymium iron boron is 1.14/1.21/1.28 10 thousand tons.

Consume an electron: Stand-alone dosage is little, total shipment amount is large

Neodymium iron boracic material applies extensively at consuming electronic product. Magnetically hard material of neodymium Tie Peng has tall magnetism to be able to be accumulated, the characteristic such as density of tall squeezing ramming, magnetism performance is superior, quantify the miniaturization that accords with consumptive electron product, gently, frivolous the development tide that turn, be applied extensively at phonic group electric machinery (VCM) , shake electric machinery, photograph loudhailer, blue like microphone of head, miniature, miniature tooth earphone, sensor application and wireless charge wait for parts of an apparatus of mobile phone function. The only waste time in computer of mobile phone, notebook is neodymium iron boracic material about 2.5g and 3g. Predicting 2021/2022/2023 year, smartphone and volume of notebook computer shipment are achieved respectively 13.2, 13.5, 1.37 billion are mixed 2.2, 2.4, 260 million, boracic demand of aggregate neodymium iron will amount to both 0.4, 0.41, 4200 tons.

Total demand calculates: Boracic demand of global neodymium iron will amount to 360 thousand tons of above 2030

Will integratedly look, generate electricity in car of new energy resources, wind-force, of the other sphere such as electron of electric machinery of industrial permanent magnetism and frequency conversion air conditioning, consumption drive, predict boracic demand of global neodymium iron will amount to 360 thousand tons of above 2030. The neodymium iron boron of 1 Kg parts corresponding: =0.28*1.22 Kg of oxidation praseodymium neodymium, oxidation dysprosium =0.02 Kg, oxidation Terbium =0.0126 Kg. Part to be occupied in rare earth oxide according to Terbium of dysprosium of oxidation praseodymium neodymium, oxidation, oxidation than 21% , 4% , 1% computation, and suppose this scale is basic before 2030 maintain changeless, predict 10 thousand tons to to rare earth oxide demand amounted to 18.3~71.1 2030.

3 supply inflection point: Show at the beginning of pattern, upper reaches is spent centrally or promote continuously

From the point of global supply, be like Sitesha according to notting the data of benefit article, global rare earth magnetically hard material total 2020 output two hundred and seventeen thousand four hundred tons, among them agglomeration neodymium iron is boracic two hundred and five thousand five hundred tons, occupy than be as high as 94.5% . Predict 2025, total output of magnetically hard material and boracic crop of agglomeration neodymium iron will obtain rare land respectively 31.02 mix two hundred and ninety-six thousand seven hundred tons, 2020~2025 year all compound increase rate is respectively 7.4% with 7.6% . The whole world is high-powered the crop of finished product of neodymium iron boracic permanent magnetism reachs 66 thousand tons of 2020 from 35 thousand tons of growth 2015, year all compound increase rate is amounted to 13.4% . If benefit article forecasts Sitesha,not, to 2025, the crop of finished product of boracic permanent magnetism of high-powered neodymium iron will reach the whole world 130 thousand tons, 2020~2025 year all compound increase rate is amounted to 14.4% .

Rare earth is shown at the beginning of permanent magnetism pattern, total output promotes steadily

Output of permanent magnetism of Chinese rare earth grows steadily, 2015~2020 year all compound increase rate is amounted to 7.8% . Current, industry of rare earth permanent magnetism had formed China to could there be with Zhejiang the industrial group that area of ferry of wave, Beijing, Shanxi, Baotou and city of another name for Jiangxi Province give priority to. According to if the data of benefit article shows Sitesha,notting, total output of magnetically hard material amounted to Chinese rare earth 2020 one hundred and ninety-six thousand two hundred tons, among them boracic magnet of agglomeration neodymium iron one hundred and eighty-five thousand five hundred tons, occupy than be as high as 94.5% . Be like Sitesha according to notting of benefit article forecast, crop of permanent magnetism of Chinese rare earth will achieve two hundred and eighty-four thousand two hundred tons 2025, 2020~2025 year all compound increase rate 7.7% . Crop of finished product of permanent magnetism of high-powered rare earth is in China to achieved forty-six thousand two hundred tons 2020, predict to achieved one hundred and five thousand one hundred tons 2025.

Wave motion of rare land price rises wash out low end product and small company, improve product composition, add outstanding achievement of large trade bibcock. When upper reaches rare land price rises considerably, cost of small company operation rises considerably, profit space is compressed, at the same time boracic product of the low iron that carry neodymium can replace a gender stronger, the price carries litre make market demand way changes the magnetic material such as ferrite to substitute, add raw material to purchase difficulty is increased and the downstream ability that raise price loses, small company exits the market gradually. The raw material of benefit from benefit from of industry bibcock enterprise with bargain strong capability rises in price, through carrying product value conducts the elevatory Tie Peng that carry neodymium to downstream enterprise, profit hopeful promotion is added thick.

Hopeful of rare earth quota promotes, supply situation to good progress

Reform of side of supply of upriver rare earth is advanced steadily, adjusting control of output index of make known to lower levels furnishs. 2017 up to now, labour believes ministry and rich ministry to begin to control gross of rare land mine, hit black rare ground, close stop small-sized rare land mine, standard rare earth extracts. Chinese rare earth extracted 2021 index 168 thousand tons, smelt depart index 162 thousand tons, the group of 6 large rare tract such as rare earth of rare earth of course of study of tungsten of rare earth of China of total share admeasure, north rare earth, Xiamen, south, Guangdong. Current and abroad increment of supply of rare earth upper reaches basically originates the United States, Burmese with Australia, crop added up to 2020 85 thousand tons (fold rare earth oxide) , because abroad project development cycle is long, predict short-term increment is finite. In downstream demand ceaseless promotion falls, assume mine of Chinese rare land, smelt departed 2022 quota increase rate and kept balance 2021 (+ 20% ) , index of depart of predicting exploitation, smelt can amount to 202 thousand tons with 194 thousand tons, alleviate further rare earth supplies tight situation.

Enlarge of bibcock of rare earth permanent magnetism is produced, the industry is spent centrally or promote continuously

Current, industry of lumber of magnetism of Chinese rare earth was formed medium the division is 3 annulus, peaceful wave charm rises, industry of copper of bear of sea magnetism material, Yingluohua, earth, Jin Tian, galactic magnet, Antaike ability, , remove galactic magnetic body among them advocate outside boron of iron of battalion felt neodymium, the others company basically all produces boracic product of agglomeration neodymium iron. Xiamen tungsten course of study has capacity of smelt of exploitation of rare earth upper reaches, already sortie is downstream high-powered rare earth business of magnetically hard material, the north rare earth that regards upper reaches as manufacturer of smelt of rare land mine likewise and wide Cheng coloured also active position oneself is downstream magnetic data business.

Produce can with crop: Have material of boracic magnetism of high-powered neodymium iron to produce can 90 thousand tons of above

Current industry of rare earth permanent magnetism has material of boracic magnetism of high-powered neodymium iron to produce in all can 90 thousand tons of above, 2020 finished product crop 36 thousand tons of above. According to each company declared magnetism material is produced can plan, predict 2025, semifinished product of material of boracic magnetism of high-powered neodymium iron always is produced can or exceed 190 thousand tons, make up for demand breach further.

Battalion closes with profit: Cost conducts ability strong, gain is firm in have litre

Price of large magnetism material manufacturer conducts ability stronger, since be at the beginning of 2021, rare land price rises considerably below, still maintain gain level firm in have litre. Battalion of company of magnetism lumber industry closed to predict with profit performance 2021 Yuan Chao 2020 level. Before 2021 3 quarters, before business income and profit of net putting in a mother ‘s charge 3 (do not include An Taike ability and have grind new material) the division in be respectively 3 annulus / Jin Liyong magnetism / Yingluohua (49.1/29.2/26.0 100 million yuan) .

In light of the wool interest rate from before 2021 3 quarters and net interest rate (do not include Antaike ability and have grind new material) , galactic magnetism posture is listed the first, wool interest rate and net interest rate are as high as 35% with 24% , peaceful wave charm rises, golden force permanent magnetism is ranked 2, 3, wool interest rate and net interest rate are 27%/23% and 14%/12% respectively. Look only from business of rare earth permanent magnetism, charm of permanent magnetism of force of 3 annulus, gold, peaceful wave raises the 2021 families in first half of the year before a row business income and wool profit 3, it is 44.28/5.70 respectively 100 million yuan, 22.89/5.55 100 million yuan, 20.33/4.61 100 million yuan; Before charm of permanent magnetism of force of galactic magnet, gold, peaceful wave rises a row gross profit to lead 3, it is respectively 34.47% , 24.24% , 22.66% .

The yield that considers the company inside industry of rare earth permanent magnetism can reach his to plan, part to was mixed pair 2020 of before 2021 3 quarters ton produce benefit of can corresponding net putting in a mother ‘s charge to have consideration, can discover, benefit from benefit from is downstream the promotion of demand, the gain level of company of industry of lumber of magnetism of before 2021 3 quarters gets apparent promotion. The yield that joins each company can plan, to its the level of benefit of net putting in a mother ‘s charge to 2025 undertook flexibility calculate 2022, charm of sea magnetism material, peaceful wave rises will sufficient benefit from benefit from to produce can outspread, predict 100 million yuan to put in parent net profit ‘s charge to will achieve 4.4~7.3, 2.7~7.5 respectively 2025.

Research and development and technology: Highlight heavy rare native to decrease quantity technology, reduce cost ceaselessly

Magnetism material machines the company inside the industry to have more powerful technology to accumulate, devote oneself to to reduce neodymium Tie Peng weighs rare earth dosage inside magnetism material, reduce raw material cost ceaselessly. From effective and patent amount and TOP5 patent value looks, ying Luohua all is in the rank inside the industry the first (Jin Liyong magnetism and earth ursine of short duration do not have data of TOP5 patent value) , it is 911 respectively with 90.75 million yuan. From research and development investment looks, charm of peaceful wave of before 2021 3 quarters rises with defray of research and development of sea magnetism material and amount of defray of research and development occupy business income scale all the front row inside line line of business, it is 1.7/1.4 respectively 100 million yuan with 6.5%/5.9% . From the point of personnel of research and development and scale of personnel of research and development, charm of Ying Luohua, peaceful wave rises, number of research and development of row of Jin Liyong magnetic potential 3, it is respectively 436, 393 with 357; charm of sea magnetism material, peaceful wave rises, before galactic magnetism posture lists scale of personnel of research and development 3, it is respectively 15% , 13% with 12% .

Product structure: Wind report, car, industry is given priority to

Will integratedly look, product of material of magnetism of the company inside the industry is downstream demand is given priority to with wind report, car, industry. In division the magnetism material product that 3 annulus use at electric machinery of car of new energy resources is occupied than for 25% ; Peaceful wave charm rises in industrial application, consumption electron, cloud is calculated and the battalion of car of big data, new energy resources closes occupy score to be 46% , 33% , 14% , 7% (battalion closed 2020 occupy than) ; the market occupies the in the product car of sea magnetism material to be become than exceeding 5 (among them energy-saving occupy with car of new energy resources become than exceeding 3) ; Downstream application is occupied in magnetism material product of Ying Luohua bigger it is wind report domain respectively (it is about 30% ) , high-grade acoustics and intelligent home appliance (it is about respectively 10% ) ; The earth rebukes product application domain is: Industrial electric machinery (45% ) , wind-force generates electricity (11% ) , auto industry (21% , among them car of new energy resources 8% ) , consume kind of electron (19% ) , other occupy than about 4% ; Galactic magnet car is occupied with magnetic body sales revenue it is than making an appointment with 50% ; Business of lumber of magnetism of the science and technology that install peaceful involves a car to hold the application such as electric machinery of magnetic body, industry and high-end consumption electron; Have grind business of lumber of new material magnetism is dedicated at electroacoustic domain.

Abroad enlarge produces: Japanese Germany is given priority to, beautiful Europe plan is extended

Current and abroad Tokyo of the Chinese metal that rare earth permanent magnetism produces can main concentration to be in Japan, Japan is electric (TDK) , the vacuum fusion company that the letter jumps over chemistry and Germany (VAC) in the hand. Be like Sitesha according to notting the statistic of benefit article, crop of magnetically hard material held Chinese rare ground 2020 the 90% above of global total output, the others crop is divided up by afore-mentioned abroad bibcock. In recent years, the enterprise of Europe and Japan is in China ceaselessly layout, be like 2015 Chinese metal and in division 3 annulus are joint-stock establish ” Chinese metal material of 3 annulus magnetism (Nantong) production factory ” , the letter jumped over chemistry to be established in Fujian 2012 ” the letter is jumped over (long low) production factory of science and technology ” (produce per year permanent magnet of 3000 tons of rare earth) , make neodymium iron of the whole world boracic produce almost can all concentration to be in China and Japan. End at present, japan is the whole world have neodymium iron boron the country with patent maximum amount, and the Chinese metal that headquarters is located in Tokyo is neodymium iron boron more the whole world of technology of permanent magnetism production is advanced enterprise, the boracic patent of agglomeration neodymium iron that its own exceeds 600.

The United States and Europe plan extends his material of rare earth magnetism is produced can, in order to reduce the dependence to China. American MP Materials is produced per year at announcing to will be built at the United States on December 9, 2021 can 1000 tons magnetism timber plant, sign supply agreement with general motors, will provide power for 500 thousand electric cars, predict 2023 put into production. General motors also plans to build a new magnetism timber plant at will announcing to be in the United States with German VAC on December 9 at the same time, predict 2024 put into production. In the meantime, neo Performance Materials of business of production of timber of magnetism of felt rare earth also plans to be built in Estonia produce per year can 1000 tons magnetism timber plant. Will integratedly look, abroad rare earth the yield of magnetically hard material can increment is lesser, and source of heavy rare native accepts an obligation, cost competition ability is poorer, development resistance is greater.

4 investment are analysed

Rare earth is cannot renewable resources, it is high-tech domain the crucial element of a variety of functional sex material, be Chinese country is heavy implement, strategic upland. Volume of reserves of Chinese rare earth, crop, export, consumption all the whole world is banner, own the chain of rare homebred line of business with the wholest whole world. In recent years, situation of rare earth supply is optimized ceaselessly, the field requirement such as downstream and magnetic material, Chu Qing material, catalysis material promotes ceaselessly. Among them rare earth permanent magnetism serves as occupy downstream than the biggest field, will not in the demand such as electric machinery of report of car of new energy resources, wind, industry pull move below, magnetism lumber industry will be entered new round produce can outspread cycle. Bibcock enterprise hopeful depends on resource of oneself upper reaches or cost advantage dilate is produced can, promote the gain of the industry capability.

Pattern of competition of rare earth upper reaches or will optimize ceaselessly, magnetically hard material regards rare earth as the industry downstream consumption value is occupied in catenary than the biggest field, did not come to those who wait for a domain in electric machinery of car of new energy resources, industry, wind-force to generate electricity pull continuously move below, downstream demand or will add high continuously.