高性能钕铁硼磁性材料

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厦门钨业:公司权属企业包头金龙建设的5000吨(首期)高性能钕铁硼磁性材料项目已逐步投产
Mei Ri Jing Ji Xin Wen· 2025-09-25 11:48
(文章来源:每日经济新闻) 厦门钨业(600549.SH)9月25日在投资者互动平台表示,公司权属企业包头金龙建设的5000吨(首 期)高性能钕铁硼磁性材料项目已逐步投产,项目全面达产后公司磁性材料业务的毛坯产能将增加至 20000吨。参股业务情况请以参股公司官方发布为准。 每经AI快讯,有投资者在投资者互动平台提问:请问公司2025年高性能钕铁硼磁性材料产能是多少? 前端矿山开采及冶炼分离环节公司主要通过战略参股方式,目前产能是多少? ...
【私募调研记录】谢诺辰阳调研北方稀土
Zheng Quan Zhi Xing· 2025-07-08 00:09
Group 1 - The core viewpoint of the news is that Northern Rare Earth has outlined its production plans and market strategies in response to regulatory changes and market conditions [1] - Northern Rare Earth will strictly adhere to the total control indicators for rare earth production set by the government, with annual production plans to be followed [1] - The company has a relatively low export revenue proportion, indicating minimal impact from export controls [1] Group 2 - The company has a smelting and separation capacity of 210,000 tons per year and a magnetic material capacity of 100,000 tons per year [1] - Key projects under construction include a 50,000-ton high-performance neodymium-iron-boron rapid solidification alloy project and a 5,000-ton per year rare earth permanent magnet industrialization project [1] - The company plans to achieve a rare earth waste recycling capacity at the ton level and is collaborating with multiple enterprises [1] Group 3 - The market activity for rare earths in the first quarter of 2025 is reported to be better than the same period last year, with prices rising due to policy influences [1] - Northern Rare Earth has established a "Market Value Management Method" with qualitative requirements for market value management assessments [1]