金力永磁(300748.SZ):堅定看好風電市場對釹鐵硼磁材需求
格隆匯7月18日丨金力永磁(300748.SZ)在接受機構調研時表示,目前全球前五大風電整機廠商中有四家是公司的客户,公司目前正加大對海外市場的拓展。公司堅定看好風電市場對釹鐵硼磁材需求,儘管某些國內大客户的技術路線有所改變而導致風電磁鋼短期需求有所波動,但是海外客户的風電訂單仍然增長,而且永磁風機的技術路線在海上風電和大容量機型上也具有優勢,特別是後期維護成本比較低的優勢會逐漸顯現。另外,稀土價格的理性迴歸,也有利於風電領域稀土永磁材料需求的增長。
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