SMM: data show that as of December 7, the price of magnesium ingots in the main domestic producing areas was 15000 yuan / ton, a monthly increase of 9%, a new high in nearly nine months. According to estimates by Pacific (3.99-1.72%, diagnosis stock) securities, the average gross margin of magnesium in China in the first week of December was 20 yuan / ton, the first time it has become a regular employee since May.
The sharp rise in magnesium prices is driven by many factors. In terms of cost, the main raw materials coal and ferrosilicon continue to rise. On the demand side, the global car market continues to pick up, under the trend of lightweight cars, the demand for magnesium alloys has increased greatly. In addition, in the field of construction, magnesium alloy is also expected to partially replace aluminum alloy building formwork. According to Wu Xuan of Great Wall Securities (13.38-2.12%, clinic stock), there is expected to be a gap in the supply of raw magnesium from 2022, and magnesium prices may usher in a long-term upward trend.
Relevant listed companies:
Yunhai Metal (12.64 + 4.20%, diagnosis unit): the original magnesium and magnesium alloy production capacity ranks first in the country;
Sanxiang New Materials (16.67-2.34%, diagnosis Unit): jointly invest in magnesium-aluminum alloy projects with Ningde Times (261.46 + 4.70%, diagnosis Unit) and Jiangsu Wanshun Motor to promote the application of magnesium alloy structures in the lightweight field of new energy vehicles.
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