The ultra-hard new material industry chain fosters investment opportunities. The NdFeB industrial chain is a successful investment case from 2009 to 2010. The upstream price hike, the global production capacity of the midstream to China, and the explosive growth of downstream demand, have led to investment opportunities in the entire industry chain. We believe that the development of different new materials sub-sectors has common characteristics. At present, the development of the super-hard material industry chain has approached the state before the outbreak of NdFeB, which gave birth to investment opportunities. Go upstream to the oligopoly and look at "price increases." The upstream of the superhard material is diamond; the upstream of the neodymium iron boron is rare earth. Both of them are gradually moving towards oligopoly in supply, and there is steady high growth in demand. Although diamond prices will not show a sharp increase similar to rare earths, the future trend will continue to be “bullishâ€, which is good for companies with diamond business. The midstream has made China's quality and sees “overseas market expansionâ€. The midstream of superhard materials is a composite sheet, which we believe is similar in development to NdFeB around 2003. At that time, the performance of domestic products broke through 360kJ/m3, which broke into the international mainstream market and prompted the global production capacity to gradually shift to China. At present, China's leading super-hard materials companies are striving to enter the international mainstream market on blades and oil tablets. If successful, it will also promote the transfer of composite production to China. The downstream demand is growing, look at "high-end product development." The rise of NdFeB is closely related to the development of new energy vehicles, wind power equipment and energy-saving motors in the past two years. The downstream of superhard materials is also growing rapidly. In terms of the amount of demand, the replacement of traditional abrasives and tools such as cutters, drill bits and saw blades is the main factor, and the compound growth rate is expected to be 25%. In terms of economic benefits, China's diamond wire saws, high-precision high-speed grinding wheels, high-end professional saw blades, single-crystal wire drawing dies, single-crystal turning tools and other new super-hard tools are far from the development level of foreign countries, and investment opportunities are more obvious. .
Related companies face rapid growth opportunities and have investment value. At present, the entire super-hard material industry chain faces opportunities for rapid growth. Listed companies such as Sifangda (300179), Yu Diamond (300064), Huanghe Cyclone (600172), and Boshen Tools (002282) have financing advantages compared with competitors, which can achieve faster development and have investment value.
Related companies face rapid growth opportunities and have investment value. At present, the entire super-hard material industry chain faces opportunities for rapid growth. Listed companies such as Sifangda (300179), Yu Diamond (300064), Huanghe Cyclone (600172), and Boshen Tools (002282) have financing advantages compared with competitors, which can achieve faster development and have investment value.
Iron Shot And Grit,Sand Blasting Sand ,Bead Blaster ,Sandblasting Media
Abrasive Grains Co., Ltd. , http://www.nbfusedalumina.com