【干货】2024年粉末冶金产业链全景梳理及区域热力地图

Core Insights - The powder metallurgy industry is experiencing significant growth due to increasing demand for non-ferrous metal powder materials such as nickel, copper, cobalt, and alloy powders, which are widely used in various sectors including home appliances, motorcycles, electric tools, and the automotive industry [1][3]. Industry Chain Overview - The powder metallurgy industry chain consists of three main segments: upstream (raw materials and equipment), midstream (production of powder metallurgy products), and downstream (applications in automotive, new energy infrastructure, aerospace, medical devices, and engineering machinery) [1]. - The industry is characterized as a typical intermediate processing manufacturing sector [1]. Leading Companies - Key players in the upstream raw materials segment include Yuyuan New Materials, Srey New Materials, and Boqian New Materials. Midstream companies include Antai Technology and Dongmu Co., Ltd. Notably, Antai Technology has the capability to produce both midstream and upstream products, indicating a trend towards industry chain integration [3]. Regional Distribution - The majority of powder metallurgy companies in China are concentrated in Hebei Province, with significant presence also in Shandong, Jiangsu, and Zhejiang provinces [5]. - The eastern region of China, particularly the Yangtze River Delta centered in Zhejiang Province, hosts a wide distribution of representative powder metallurgy enterprises [7]. Investment Trends - Recent investments in the powder metallurgy sector focus on capacity expansion and exploration of emerging fields. For instance, Shanxi Dongmu Magnetic Electric plans to invest in a new project for magnetic-sensitive materials with a capacity of 60,000 tons by 2025, targeting applications in new energy vehicle motors and IoT devices [10][12]. - Jinli Permanent Magnet aims to reach a production capacity of 38,000 tons for high-performance rare earth permanent magnet materials by 2024, with plans for an additional 40,000 tons by 2025 [10][12]. - Jiuling Technology is investing in a production line for high-precision parts, targeting the new energy vehicle sector, with equipment installation expected to be completed by the end of 2024 [10][12].