NdFeB rare earth prices stabilize rising short-chain is expected to recover

RE prices stabilize prices, NdFeB short-chain is expected to recover. Recent national intensive regulation of rare earth, light rare earth prices have gradually stabilized, heavy rare earth prices rose slightly. Steadily rising prices of raw materials in favor of the middle reaches of the industrial chain profitability improvement, otherwise it will generate financial costs. Due to the strong ability to shift the cost of NdFeB enterprises, cost-plus pricing can be cut more profit from bigger cake. From a historical analysis of the share price performance during the rare-earth prices, NdFeB company stock usually follow rose.

Q3 2014 four major listed companies to pick up gradually stabilized, we judge with the rare-earth prices and recovery in downstream demand, is expected to reflect the performance of the inflection point in 2015.

With air conditioning, as the representative of the energy saving industry demand has picked up, or will become the mid-than-expected factors. NdFeB fell sharply after experiencing now relatively ferrites have a comparative advantage once again, the air conditioning industry has a price basis reuse NdFeB; In addition, as in 2013 the new inverter air conditioner energy efficiency standards, the inverter air conditioner compressor neodymium iron boron has become a necessary condition, demand basis NdFeB reproduce, 2015 inverter air conditioner compressor will greatly boost recycling NdFeB incremental demand, or will lead to super-anticipated demand.

New energy vehicles, high-speed growth, boost NdFeB industry long-term prosperity. The main application of high-performance NdFeB downstream VCM market has become saturated, the future long-term space-core power from the automotive market. Especially the new energy vehicles are immense boost demand for neodymium, in 2020 the global demand for new energy vehicles will NdFeB It is estimated more than 50,000 tons, with an average annual growth rate is expected to exceed 60%, the new energy automotive industry will generate disruptive influence. Besides the demand for high-end NdFeB material Industry 4.0 will usher in an era of explosive growth. NdFeB industry or will usher in the golden age of the long-term.

Industry, "eight" structure appears, quality companies continue to strengthen competitive advantage. Since 2014, a continuation of last year's downturn in the overall magnetics business, but the difference between enterprises started to increase, high-end products show a "rainbow night", 20% of the company at full capacity to deal with the continuous release of high demand, 80% of enterprises closed or out of business, so the magnetics industry to capacity curtain went up on the quality of listed companies will continue to strengthen competitive advantage.


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