Investment Rating - The report does not explicitly state an investment rating for the rare earth aluminum alloy industry Core Insights - The market size of the rare earth aluminum alloy industry is projected to grow from 2,231.91 billion yuan in 2022 to 2,369.63 billion yuan in 2024, reflecting a growth rate of 6.2% [20] - The average price of rare earth products is expected to increase from 653.94 yuan/kg in 2022 to 686.64 yuan/kg in 2023, indicating a growth rate of 5% [22] - The aluminum ingot price is forecasted to decrease from 18,700 yuan/ton in 2022 to 17,204 yuan/ton in 2023, a decline of 8% [24] - The production of rare earth aluminum alloys is anticipated to rise from 7,141,708 tons in 2022 to 7,794,460 tons in 2024, with a growth rate of 9.2% [40] Market Size - The market size of the rare earth aluminum alloy industry from 2017 to 2027 is as follows: - 2017: 1,042.1 billion yuan - 2018: 974.37 billion yuan - 2019: 1,184.56 billion yuan - 2020: 1,550.34 billion yuan - 2021: 2,289.99 billion yuan - 2022: 2,231.91 billion yuan - 2024E: 2,369.63 billion yuan - 2025E: 2,456.22 billion yuan - 2026E: 2,546.31 billion yuan - 2027E: 2,640.07 billion yuan - The growth rates for these years vary, with the highest growth rate of 47.71% observed in 2021 [20] Price Trends - The price of rare earth aluminum alloys from 2017 to 2027 is as follows: - 2017: 23,718.46 yuan/ton - 2018: 21,396 yuan/ton - 2019: 22,112.18 yuan/ton - 2020: 25,525.29 yuan/ton - 2021: 34,318.43 yuan/ton - 2022: 31,251.71 yuan/ton - 2024E: 30,401.46 yuan/ton - 2025E: 30,911.46 yuan/ton - 2026E: 31,436.87 yuan/ton - 2027E: 31,978.34 yuan/ton - The highest growth rate of 34.45% occurred in 2021 [28] Production Data - The production of rare earth aluminum alloys from 2017 to 2027 is as follows: - 2017: 4,393,620 tons - 2018: 4,554,000 tons - 2019: 5,357,040 tons - 2020: 6,073,729 tons - 2021: 6,672,765 tons - 2022: 7,141,708 tons - 2024E: 7,794,460 tons - 2025E: 7,945,978 tons - 2026E: 8,099,748 tons - 2027E: 8,255,798 tons - The production growth rate peaked at 17.63% in 2019 [40] Cost Analysis - The cost of rare earth aluminum alloy materials from 2017 to 2027 is as follows: - 2017: 16,602.93 yuan/ton - 2018: 14,977.2 yuan/ton - 2019: 15,478.53 yuan/ton - 2020: 17,867.7 yuan/ton - 2021: 24,022.9 yuan/ton - 2022: 21,876.2 yuan/ton - 2024E: 21,281.02 yuan/ton - 2025E: 21,638.02 yuan/ton - 2026E: 22,005.81 yuan/ton - 2027E: 22,384.84 yuan/ton - The highest growth rate of 34.45% was recorded in 2021 [26]
中国稀土铝合金行业市场规模测算逻辑模型 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-11-01 12:32