Short Supply, Low Inventory And Strong Expectation Of Price Rise in Rare Earth Industry Chain

There is strong demand in emerging fields such as new energy vehicles, wind power, industrial motors and variable frequency air conditioning. Orders of large magnetic material enterprises have increased significantly and are generally full. The supply increment is limited, the contradiction between supply and demand is prominent, and the price rise expectation of the industrial chain is strong, showing that the downstream inventory is not high and the upstream is reluctant to sell. The price rise trend has been formed and is difficult to reverse. Industry inventory is at an all-time low. Institutional analysis pointed out that low-carbon demand for new energy vehicles, industrial energy-saving motors and wind power generation has been fully opened, and the demand has increased rapidly. The supply and demand pattern was reshaped, and the tight balance promoted the rare earth price to maintain a high level.