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Rare Earth Skyrocketing Caused Wind Power Enterprises Under Pressure?

2011/7/30 10:31:00 31

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Rare Earth Soaring Wind Power Enterprises

The mainstream of domestic wind turbine includes two types of doubly fed asynchronous motor and direct drive permanent magnet, and only the latter needs a lot of rare earth permanent magnet materials.

At present, more than 85% of the global wind turbines are gearboxes.

rare earth

Price has become a hot topic in the market.

Yesterday, the reporter learned from the market that as of July 21st, the metal neodymium was 1 million 750 thousand -180 yuan / ton, which is more than 5 times the quoted price of about 320 thousand yuan / ton earlier this year, and other rare earth products such as neodymium oxide and praseodymium oxide are also similar.

"In the short term, rare earth may fluctuate.

In the long run, the trend of price rise will not change, but the increase may not be so exaggerated as before.

Yan Ping, an information analyst, told reporters that "for downstream industries, they will face greater cost pressures."

In fact, according to our statistics, many enterprises have slowed down the pace of purchasing. "

Among the affected enterprises, there are many wind power enterprises.

Not long ago, CICC released a research report that, as raw material for wind turbines, the spot price of permanent magnet materials increased from 100 yuan per kilogram to 700 yuan, equivalent to 400 yuan per kilowatt 1.5MW per unit of kilowatt hour for each type of permanent magnet direct drive.

Last week, Xiang electric shares (600416) also made a clear statement.

Material Science

The price is too high and the production of its whole machine is out of production. This aggravates the worries about the future of wind turbine manufacturers.

However, in the press survey, some enterprises expressed different views.

"Rare earths

Price

The change has little impact on the cost of the enterprise. "

Sinovel wind (601558) said, "it produces a doubly fed fan with a gearbox and does not use rare earth."

It is reported that the current domestic wind power main stream includes two types of doubly fed asynchronous motor and direct drive permanent magnet, and only the latter needs a large number of rare earth permanent magnet materials.

Another data shows that the current doubly fed gearbox technology is more popular in the wind turbine market, and more than 85% of the global wind turbines are gearbox models.

An industry insider told the international finance Daily yesterday that only ten of the wind turbine manufacturers in China are currently using direct drive permanent magnet technology, and only 002202 of them are direct drive permanent magnet technology.

But this kind of voice may have some adverse effects on the development of the whole wind power industry.

Lin Boqiang, director of the China Energy Economics Research Center of Xiamen University, stressed that "even if we do not develop new industries, we must ensure that China's rare earth prices return to normal levels.

After all, the latter is even about national security.