In terms of application, rare earth permanent magnet materials are indispensable materials in consumer electronics, industrial motors, nuclear magnetic resonance, traditional automobiles, electronic computers and other industries. Their wide range of application fields are rare earth permanent magnets. The industry maintains solid support for steady growth. In recent years, the energy-saving and environmental protection industries represented by new energy vehicles, direct-drive permanent magnet wind power, and variable frequency home appliances have developed more and more rapidly. The rapid development of these industries in the future will significantly increase the demand for rare earth permanent magnet materials, thus driving the rapid development of the industry. , causing the market’s value expectations for rare earth permanent magnet concept stocks to increase significantly.
Baotou Steel Rare Earth (600111): Affected by the "Opinions of the State Council on Promoting Enterprise Mergers and Reorganizations" issued by the State Council, rare earth integration has begun. Rare earth will be merged and reorganized, and it will be promoted to the national strategy for the first time. Baotou Steel Rare Earth has currently completed the construction of 6 rare earth reserve warehouses, of which the minimum reserve volume is 5,000-6,000 tons. They are mainly used to reserve rare earth raw materials and rare earth products to promote the return of rare earth ores to real prices. Yesterday, when the stock index plunged sharply, Baotou Steel Rare Earth (600111) performed outstandingly and rose 7.54 against the market trend. It was highly sought after by major funds. You can continue to pay attention to the market outlook.
Guangsheng Nonferrous Metal (600259): As a company with rich rare earths A listed company of resources, the company has been repeatedly sought after by the market recently, and yesterday it once again shrunk its volume and hit the daily limit. The prices of major rare earth oxides have increased to varying degrees this year, and a series of rare earth policies issued by the country have further raised the market's expectations for rare earth prices. Under the dual effects of rising prices and policy expectations, it is expected that the stock will still have room for upside in the future.
The second is to pay attention to listed companies related to the processing and application of rare earth permanent magnet materials, such as Zhongke Sanhuan (000970) , Beikang Magnetic Materials (600980), Taiyuan Corundum (000795) and other future opportunities are worthy of attention.
Zhongke Sanhuan (000970): The company is mainly engaged in the research and development and production transformation of rare earth permanent magnets and new magnetic materials and their application products. The main products are magnetic products and electric bicycles. Among them, the production capacity of sintered NdFeB and bonded NdFeB is 10,000 tons and 1,500 tons respectively. The total production capacity ranks first in China and second in the world. Recently, the company and Minmetals Nonferrous Metals signed a "Strategic Cooperation Framework Agreement" to cooperate in the procurement of rare earth permanent magnet raw materials. Based on this, we can look forward to the follow-up benefits of the company's development of rare earth permanent magnet materials. It is expected that there will still be large room for upward momentum and potential in the market outlook, and it is recommended to pay active attention.
Beikang Magnetic Materials (600980): The company is mainly engaged in the research and development, production and sales of magnetic materials and magnetic devices. It is the world’s largest manufacturer of permanent magnet ferrite pre-sintered materials. The company’s products occupy the largest share in the domestic market. It has a high rate of development, possesses 29 national and ministerial-level scientific and technological achievements and 15 patents. Its technical strength is in a leading position in the industry and it has a high reputation. Due to the recent popularity of the concept of rare earth permanent magnets, the stock's cumulative increase in just a few trading days has reached more than 30%. The stock's upward trend has not changed at present, and the market outlook should be paid close attention to.
Taiyuan Corundum (000795): The company's leading industry, neodymium iron boron magnetic materials, is a new material industry that complies with national industrial policies and is supported by local governments. It is the basic material that supports the development of the modern electronic information industry and is closely related to people's Life is interconnected. With the continuous development of high-definition electronic products, automobiles, communications and other fields, the application fields of magnetic materials are becoming wider and wider, the market demand is increasing, and it has good development prospects. In the secondary market, the stock's trading volume showed a breakthrough trend, and there is still room for growth in the short term.