中信证券：海外钇和钪短缺加剧强烈看好氧化锆厂商

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智通财经APP获悉，中信证券发布研报称，航天和半导体公司的供应商当前正面临日益严重的稀土短缺，短缺主要集中在钇和钪这两类稀土元素上。中国氧化锆粉体厂商加速出海扩大市场份额，氧化锆厂商的客户(例如齿科氧化锆瓷块厂商)国产同行亦有望受益。海外稀土元素钇和钪短缺加剧，利好中国相关下游产品厂商，重点推荐氧化锆厂商，建议关注滤波器厂商和半导体靶材厂商。中信证券主要观点如下：海外稀土元素短缺加剧，钇和钪严重...

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href=http://www.zhitongcaijing.com/content/detail/1408776.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中信证券发布研报称，航天和半导体公司的供应商当前正面临日益严重的稀土短缺，短缺主要集中在钇和钪这两类稀土元素上。中国氧化锆粉体厂商加速出海扩大市场份额，氧化锆厂商的客户(例如齿科氧化锆瓷块厂商)国产同行亦有望受益。海外稀土元素钇和钪短缺加剧，利好中国相关下游产品厂商，重点推荐氧化锆厂商，建议关注滤波器厂商和半导体靶材厂商。中信证券主要观点如下：海外稀土元素短缺加剧，钇和钪严重...</p>\n\n<a 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Patel表示，除了钇之外，美国半导体制造商所需的钪也即将耗尽，Patel指出，美国主要的半导体制造商都依赖钪来制造芯片组件，这些组件“基本上用于每一部5G智能手机和基站”。氧化钇价格飙升，氧化锆产业链价格传导在即根据财联社，自去年11月以来，国际市场上钇价已累计上涨了约60%，目前的价格约是一年前的69倍。将氧化钇掺杂到氧化锆中形成的钇稳定氧化锆是一种具有高离子电导率、优异的热稳定性、机械强度和耐腐蚀性的高端陶瓷材料，可广泛应用于医疗与牙科植入物领域，根据该行测算，基准价格情况下氧化钇占氧化锆粉体成本的5%，考虑到海外氧化钇的涨价幅度，该行预计海外氧化锆粉体成本已经增长3倍以上，“海外氧化钇涨价→海外氧化锆粉体涨价→氧化锆瓷块涨价→国内氧化锆瓷块单位利润增加”的传导路径加速演绎。看好中国氧化锆厂商抓住战略机遇期扩大市场份额如果日本氧化锆粉体厂商大幅涨价，直接利好中国氧化锆粉体厂商加速出海扩大市场份额，同时日本氧化锆厂商的客户(例如齿科氧化锆瓷块厂商)也将受到影响，利好对应的中国同行获取市场份额。钪在射频前段模块、半导体靶材等领域应用广泛根据芯智讯，钪广泛应用于智能手机、Wi-Fi模块与基站中的射频前段模块，氮化铝钪是高性能滤波器的关键，例如体声波(BAW)滤波器。当钪以约10%~40%的比例掺杂至氮化铝中后，ScAlN可展现更高的压电反应与机电耦合系数，对提升高频电信应用中的信号强度、频宽与能效相当重要。根据鑫康新材料，钪能够改善薄膜的结晶质量与电学性能，可用于AlSc、FeSc、MgSc合金溅射靶。风险因素：稀土出口管制执行力度不及预期;海外氧化钇价格下滑;相关公司新产品推广不及预期;相关公司新产能释放不及预期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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中信证券：海外钇和钪短缺加剧 强烈看好氧化锆厂商

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中信证券：海外钇和钪短缺加剧强烈看好氧化锆厂商