Panoramic combing of the industrial chain of the magnetic materials industry and regional heat map

Panoramic combing of the magnetic material industry chain: mainly used in new energy and power equipment.

The upstream of China's magnetic material industry chain is mainly rare earth ore mining, separation and smelting, the midstream is the intensive processing of NdFeB, and the downstream is traditional application fields such as consumer electronics and basic industry, as well as emerging application fields such as new energy, energy conservation and environmental protection. The raw materials of rare earth permanent magnet materials are rare earth metals and rare earth oxides, which are also the main application fields in the downstream of the rare earth industry chain.

On the whole, the industrial concentration of China's rare earth permanent magnet material industry is low, and the polarization of enterprises is serious. At present, there are more than 200 NdFeB permanent magnet production enterprises in China, most of which have small production scale, weak research and development capabilities, and low-end products, which are not competitive. From the perspective of the production scale, market influence and technical research and development strength of high-performance rare earth permanent magnet materials, Zhongke Sanhuan, Galaxy Magnet (14.590, -0.02, -0.14%), Earth Bear, Zhenghai Magnet (10.510, -0.08, -0.76%), Jinli Permanent Magnet, Ningbo Yunsheng, etc. have strong competitiveness in the field of high-performance rare earth permanent magnet materials and belong to the industry advantage enterprises.

Regional heat map of magnetic material industry chain: Anhui and Zhejiang have the advantage of enterprise concentration.

From the perspective of the distribution of representative enterprises, listed companies are mainly concentrated in the Yangtze River Delta in China, Anhui and Zhejiang have more location advantages in the magnetic materials industry, and Anhui, Zhejiang and Beijing also have obvious scale advantages in terms of revenue and enterprise competition.

The capacity/output of representative enterprises in the magnetic materials industry.

According to the output statistics of various sub-sectors of permanent magnet and soft magnetic materials in China's magnetic materials, the overall output scale of China's magnetic materials industry is obtained, from the trend point of view, China's magnetic materials production in 2018 and later ushered in a relatively obvious growth, and in 2021, China's magnetic materials production scale will reach 1.129 million tons, which has a large growth trend compared with the level of the same period last year.

In 2021, China's magnetic materials industry will remain stable overall, magnetic materials are divided into permanent magnet materials and soft magnetic materials, permanent magnet materials, ferrite and rare earth permanent magnets are the two main subdivision products, and soft magnetic materials, soft ferrite occupies the vast majority of the production scale, and other soft magnetic materials such as nanocrystalline soft magnetism Although the volume is small, the industry has grown rapidly in recent years and has good market prospects. According to the preliminary statistics of the Magnetic Materials and Devices Branch of the China Electronic Components Industry Association, the output of China's permanent magnet materials in 2021 will be 768,000 tons, accounting for 68.05% of China's magnetic materials, and the output of soft magnetic materials in 2021 will be 361,000 tons, accounting for 31.99%.

The latest investment trends of representative companies in the magnetic materials industry

From the perspective of investment, financing and M&A events in the industry, the current trend of M&A in the industry is the horizontal M&A integration of large enterprises to small and medium-sized enterprises, the scale and business scope of the acquirer are further expanding, and the overall concentration in the industry is increasing.

The above data refer to the "China Magnetic Materials Industry Market Prospect and Investment Strategic Planning Analysis Report" of the Prospective Industry Research Institute, and the Prospective Industry Research Institute also provides solutions such as industrial big data, industrial research, industrial chain consulting, industrial mapping, industrial planning, park planning, industrial investment promotion, IPO fundraising and investment feasibility study, IPO business and technical writing, and IPO working paper consulting.