据生意社消息，12月2日国内钆铕钇系市场价格走势暂稳，氧化钆价格为18.5万元/吨，氧化铕价格为18 万元/吨，钆铁合金价格为18万元/吨，氧化钇价格为49000元/吨，国内轻稀土市场价格走势上涨，但是 下游仍处于按需采购阶段，短期之内价格震荡为主。 金力永磁：公司是高性能稀土永磁材料的领先供应商。 英洛华：公司主要从事钕铁硼磁性材料、微特电机产品、健康器材产品以及电子声学产品的生产和销 售。目前公司的电机和减速器产品目前有少量应用于工业机器人。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 华西证券表示，短期看全球稀土永磁体生产仍高度集中于中国，且考虑到海外产能释放仍需时间且我国 新增产能规模，我国仍是全球唯一具备稀土全产业链各类产品生产能力的国家，且美西方稀土产业链的 整体规模远低于我国，其产业链均不完整并存在明显短板。 国金证券指出，步入12月冶炼厂或因政策和原料原因大批量停产；10月我国磁材出口量同比、环比分别 +16%、-5%；结合往后出口更加宽松的预期，我们对后续需求更加高看一眼；外部抢出口叠加供给侧 改革持续推进，稀土供需共振可期，稀土板块将继续演化估值业绩双 ...

Core Viewpoint - Yingluohua (000795) is a leading domestic manufacturer of magnetic materials, specializing in rare earth permanent magnetic materials and devices, with products widely used in high-growth sectors such as new energy vehicles, wind power generation, and energy-efficient home appliances [1][2]. Group 1: Company Overview - The company has been recognized as a national "specialized and innovative" small giant enterprise, indicating its strong position in the industry [1]. - Yingluohua's main business includes the research, production, and sales of sintered and bonded NdFeB permanent magnetic materials, motor series products, health equipment, and electronic acoustic products [2]. - The company has a production capacity of approximately 13,000 tons of magnetic materials, with a utilization rate of around 80% [2][3]. Group 2: Financial Performance - In 2024, the company achieved sales of over 6,200 tons of magnetic materials, maintaining a significant market position [2]. - The company's total revenue was 1.734 billion yuan, showing a year-on-year decline of 14.73%, while net profit reached 144 million yuan, reflecting a slight increase of 0.52% [2]. Group 3: Market Position and Strategy - Yingluohua has established long-term partnerships with leading suppliers such as Northern Rare Earth and China Rare Earth, employing a combination of long-term agreements and flexible procurement strategies to manage raw material costs [3]. - The company has a strong export presence, with 60-70% of its motor products exported, primarily to Europe and Asia, and has begun to receive export licenses for European clients [3][6]. Group 4: Product Applications and Innovations - The company's magnetic materials are utilized in various applications, including smart consumer electronics, wind power generation, smart home appliances, new energy vehicles, industrial robots, and critical components in UPS systems and server hard drives [5][6]. - Yingluohua is also expanding into the humanoid robot sector, with ongoing development and testing of joint modules and small-scale applications of its reducers in industrial robots [5].