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橫店東磁(002056.SZ):無稀土電機在商用車裏已有所應用和放量,其推進對公司磁性材料產業有一定正面影響
格隆匯 04-27 13:40

格隆匯4月27日丨橫店東磁(002056.SZ)於2023年4月25日接受機構調研,就“如何看待無稀土電機對鐵氧體磁性材料的影響?”,公司表示,有新能源汽車生產企業提出下一代汽車計劃使用無稀土電機,主要是因為近兩年稀土價格較高,對下游產生較大成本壓力,同時,隨着新能源汽車的滲透率提升,其需求量還會增加,疊加稀土是國家的戰略儲備材料,使得其供應量和供應價格的波動會比較大。無稀土電機在技術方案上是可行的,新能源汽車電機除了稀土電機外,還可用磁阻電機或傳統的感應電機優化來替代。無稀土電機在商用車裏已有所應用和放量。公司作為磁性材料行業的龍頭企業,具備鐵氧體永磁、鐵氧體軟磁、金屬磁粉芯、非晶納米晶、塑磁等全系列的產品供應,無稀土電機的開發會用到鐵氧體永磁、軟磁、納米晶等其他磁性材料,故無稀土電機的推進對公司磁性材料產業有一定正面影響。

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