[hot stocks] rare earth permanent magnet plate continues to rise in the north rare earth, Yahua Group and other stocks rare earth prices ushered in a rising tide?

Published: Jul 5, 2021 16:03

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[rare earth permanent magnet plate continues to rise in the north rare earths, Yahua Group and other stocks limit rare earth prices ushered in a rising tide? Today, the rare earth permanent magnet plate rose again. By the close of the day, the shares of Northern rare Earth, Shengxin Lithium Energy, Yahua Group and Jiuwu Hi-Tech rose by the daily limit, while Zhenghai Magnetic Materials, Ke Heng shares and Minmetals rare Earth rose one after another, with a strong trend.

Today, the rare earth permanent magnet plate rose again, as of the day's close, North rare earths, Shengxin Lithium Energy, Yahua Group, Jiuwu Hi-Tech shares rose by the daily limit, Zhenghai Magnetic Materials, Ke Heng shares, Minmetals rare earths and so on rose one after another, rising strongly.

The price of rare earths has continued to rise in recent days. The spot price of SMM praseodymium and neodymium oxide averaged 497500 yuan per ton on July 5, and has risen by 31000 yuan per ton since it began to rise on June 22. SMM holmium oxide rose 32500 yuan per ton today, and SMM praseodymium-neodymium metal rose 6000 yuan per ton today.

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At present, the rapid development of the new energy vehicle industry has driven the demand for magnetic materials. in addition, countries around the world pay more attention to rare earth resources and vigorously develop rare earth related projects, all of which play a role in promoting the further rise of rare earths.

Tianfeng Securities pointed out that the structural inflection point of supply and demand is coming, the demand for high-end magnetic materials is increasing, and the profit space of the rare earth industry chain is opened. In the long run, new energy vehicles around the world maintain a high growth rate, and it is expected that with the increase in permeability, the demand for high-performance NdFeB will pull more than 60,000 tons (by 2025), consumer electronics will stabilize, and leading magnetic material factories will continue to expand. the linked rise in prices of light and rare earths brought about by replenishment demand is expected to continue, and the gross profit margin of the industrial chain will fully return.

Zhongtai Securities pointed out that from the supply side, the full production of overseas mines is inflexible, the domestic implementation of total index control, since 2017, there has been no disturbance of the black rare earth industry chain; From the demand side, the permeability of new energy vehicles has increased rapidly, from 500000 vehicles to 5 million vehicles. The pull of rare earth demand can not be ignored. Rare earth demand is expected to enter the medium-and long-term economic cycle. The next three years will be in short supply.

Rare earths output demand quotations

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