金力永磁(300748.SZ):新能源汽車及汽車零部件領域主要客户訂單和需求保持穩定
格隆匯7月5日丨金力永磁(300748.SZ)近日在接待機構投資者調研時表示,公司新能源汽車及汽車零部件領域主要客户的訂單和需求保持穩定,公司產品被全球前十大新能源汽車生產商用於生產驅動電機。
2024年3月,國務院印發《推動大規模設備更新和消費品以舊換新行動方案》,提出實施設備更新、消費品以舊換新、回收循環利用、標準提升四大行動。到2027年報廢汽車回收量較2023年增加約一倍,二手車交易量較2023年增長45%,廢舊家電回收量較2023年增長30%。稀土永磁材料在推動智能製造和綠色製造等高質量發展過程中,有着不可或缺的核心地位。
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