International Energy Network News: Rising prices of rare earths, energy-saving Huimin subsidies canceled, all kinds of raw materials remained high, air-conditioning companies no longer gritted their teeth, some air-conditioning prices to cope with rising costs.
Rare earth is the raw material of compressors for air conditioning core components. In recent years, the government has strengthened the management and control of rare earths, and rare earth companies have reduced production according to government production directives. Rare earth prices have soared. Now compared to the beginning of this year, some rare earth metals Even up 10 times.
At the same time, the national “energy-saving products Huimin Project†subsidies for fixed-speed air-conditioning were formally cancelled in June, coupled with high raw material prices and labor costs since the beginning of the year, in the face of increasing cost pressures, Gree, large Air conditioning companies such as gold have adjusted their prices to cope with the situation.
According to Ovid Consulting's forecast, the overall air-conditioning market sales in 2011 will reach 40 million units, of which inverter air conditioners are expected to sell 15 million units.
The proportion of rare earth cost in the compressor has doubled. In recent years, the state's regulation of rare earths has increased significantly. It is clearly required to further improve the understanding of the importance of effective protection and rational use of rare earth resources, and take effective measures to effectively strengthen the management of rare earth industries, speed up the transformation of rare earth industry development methods, and promote the sustainable and healthy development of rare earth industries.
In an opinion issued by the National Development and Reform Commission in May this year, it was pointed out that the levy of rare earth resources tax should be greatly increased to curb profits from resource exploitation. We will reform the price formation mechanism of rare earth products, intensify policy control, and gradually realize the unity of rare earth values ​​and prices.
The soaring price of rare earths is out of control. Since July 2010, China’s rare earth prices have started to rise sharply, rising by more than 200% since the beginning of the year, and prices of some varieties have risen more than 6-10 times.
NdFeB permanent magnet frequency conversion motors using rare earth materials are the core components of DC inverter air conditioner compressors. Neodymium iron boron permanent magnetic materials as an essential material for air-conditioning compressors, according to data from Shanghai Nonferrous Metals Network, its main raw material yttrium oxide prices at the beginning of the year about 23 million yuan a ton, now quoted 1.1 million -1.15 million tons, another material metal At the beginning of the year, the quotation was 32 million tons, and now it is 175-180 million tons.
It is understood that the increase in rare earth prices will increase the cost of rare earth motor inverter compressors by more than 30%. Prior to this, rare earths accounted for less than 10% of the total cost of inverter compressors, but now they have been increased to 20%, and they are still rise. The unit price without tax will increase by at least 100 yuan.
As a result, air-conditioning compressors are significantly increasing prices. At present, many air-conditioning manufacturers have received price increases from compressor companies, ranging from 20% to 40%. According to industry sources, inverter compressors can even account for 50% of the cost of some inverter air conditioners.
"If the market does not adjust the selling price any more, the more you produce, the more you will lose." The head of an air-conditioning company said.
Air conditioning prices "up"
As for the soaring costs, air-conditioning companies have also had to put off the price war banner and switched to raising prices.
According to AVC data, the average retail price of on-hook fixed-frequency air conditioners rose by 3.8% in May, the average retail price of on-hook fixed-frequency energy-conserving air conditioners was 2,052 yuan per unit, up by 5.9% from the previous month, and fixed-frequency fixed by two. The average retail price of air-conditioned air conditioners rose by 3.0% from the previous month, and the average retail price of air-conditioning of Grade 3 air-conditioning increased by 6.1%.
Monitoring shows that the air-conditioning retail price has slightly increased in June, and the air-conditioning retail price will be fully raised in July after the channel low-cost inventory is gradually digested.
Each air-conditioning manufacturer has already taken action and “rising†to cope with rising costs.
According to sources, Shenzhen Gree Air Conditioning Sales Co., Ltd. issued a price adjustment notice to dealers in the Shenzhen area recently, requesting that the retail price of air conditioners be adjusted from July 5. The price increase was very large. A single inverter air conditioner selling 3,399 yuan rose to 4,480 yuan after the price adjustment.
Daikin's full range of air-conditioning products also began to increase prices from July 11th, a rate of more than 10%.
When reporters visited various stores in Guangzhou, they also learned that many brands of air-conditioner prices have risen by a certain extent, or about 100-200 yuan.
However, not all companies have taken the road to rising prices.
“Rare-earth price increases have a significant impact on the cost of air-conditioning,†said Wang Jinliang, vice president of China Refrigeration Appliance Group's China Business Division. “But we don’t increase prices, and Midea’s 10 million-unit frequency conversion plan this year will remain unchanged.â€
Luo Qingqi, a senior director of Pare Consultancy, believes that air-conditioning companies need capital turnover. Otherwise, there will be no more profits on the books. “The cost of living for the people is also rising. The air-conditioner price is set high, and consumers don’t buy it. ."
Related news This year, rare earth export quotas decreased slightly year-on-year. The Ministry of Commerce recently issued the 2011 second batch of rare earth export quotas for general trade, amounting to 15,738 tons, together with the previous batch of export quotas, a total of 30,246 tons (including rare earth alloys), compared with 2010 total. Reduce 74 tons. Yao Jian, spokesman of the Ministry of Commerce, said that the determination of the quantity of China's rare earth quotas has taken into consideration the protection of domestic resources, production and consumption as well as the demand in the international market, and adopted the same policies for domestic and overseas companies.
The reporter noted that compared with the first batch of quotas, the number of enterprises that obtained quotas was slightly reduced. Among them, Baosteel Group Corporation and Minmetals Corporation received quotas of 3,220 tons and 1,327 tons respectively.
Yao Jian also stressed that with the adjustment of rare earth management policies and changes in the international market, the price of rare earth has continued to rise in recent years, and does not rule out some of the factors of speculation. The Ministry of Commerce will further regulate the order of export of rare earths, promote the balance and coordination of domestic production, consumption, and exports of rare earth industries and crack down on the export of illegal rare earths.
Rare earth is a collective name of 17 elements and is considered as a key raw material for the metallurgy, machinery, petroleum, and military industries. In the past 15 years, China has provided more than 90% of rare earth output to the world. Since last year, Japan, the United States, and Europe have accused China of restricting rare earth exports.
Rare earth is the raw material of compressors for air conditioning core components. In recent years, the government has strengthened the management and control of rare earths, and rare earth companies have reduced production according to government production directives. Rare earth prices have soared. Now compared to the beginning of this year, some rare earth metals Even up 10 times.
At the same time, the national “energy-saving products Huimin Project†subsidies for fixed-speed air-conditioning were formally cancelled in June, coupled with high raw material prices and labor costs since the beginning of the year, in the face of increasing cost pressures, Gree, large Air conditioning companies such as gold have adjusted their prices to cope with the situation.
According to Ovid Consulting's forecast, the overall air-conditioning market sales in 2011 will reach 40 million units, of which inverter air conditioners are expected to sell 15 million units.
The proportion of rare earth cost in the compressor has doubled. In recent years, the state's regulation of rare earths has increased significantly. It is clearly required to further improve the understanding of the importance of effective protection and rational use of rare earth resources, and take effective measures to effectively strengthen the management of rare earth industries, speed up the transformation of rare earth industry development methods, and promote the sustainable and healthy development of rare earth industries.
In an opinion issued by the National Development and Reform Commission in May this year, it was pointed out that the levy of rare earth resources tax should be greatly increased to curb profits from resource exploitation. We will reform the price formation mechanism of rare earth products, intensify policy control, and gradually realize the unity of rare earth values ​​and prices.
The soaring price of rare earths is out of control. Since July 2010, China’s rare earth prices have started to rise sharply, rising by more than 200% since the beginning of the year, and prices of some varieties have risen more than 6-10 times.
NdFeB permanent magnet frequency conversion motors using rare earth materials are the core components of DC inverter air conditioner compressors. Neodymium iron boron permanent magnetic materials as an essential material for air-conditioning compressors, according to data from Shanghai Nonferrous Metals Network, its main raw material yttrium oxide prices at the beginning of the year about 23 million yuan a ton, now quoted 1.1 million -1.15 million tons, another material metal At the beginning of the year, the quotation was 32 million tons, and now it is 175-180 million tons.
It is understood that the increase in rare earth prices will increase the cost of rare earth motor inverter compressors by more than 30%. Prior to this, rare earths accounted for less than 10% of the total cost of inverter compressors, but now they have been increased to 20%, and they are still rise. The unit price without tax will increase by at least 100 yuan.
As a result, air-conditioning compressors are significantly increasing prices. At present, many air-conditioning manufacturers have received price increases from compressor companies, ranging from 20% to 40%. According to industry sources, inverter compressors can even account for 50% of the cost of some inverter air conditioners.
"If the market does not adjust the selling price any more, the more you produce, the more you will lose." The head of an air-conditioning company said.
Air conditioning prices "up"
As for the soaring costs, air-conditioning companies have also had to put off the price war banner and switched to raising prices.
According to AVC data, the average retail price of on-hook fixed-frequency air conditioners rose by 3.8% in May, the average retail price of on-hook fixed-frequency energy-conserving air conditioners was 2,052 yuan per unit, up by 5.9% from the previous month, and fixed-frequency fixed by two. The average retail price of air-conditioned air conditioners rose by 3.0% from the previous month, and the average retail price of air-conditioning of Grade 3 air-conditioning increased by 6.1%.
Monitoring shows that the air-conditioning retail price has slightly increased in June, and the air-conditioning retail price will be fully raised in July after the channel low-cost inventory is gradually digested.
Each air-conditioning manufacturer has already taken action and “rising†to cope with rising costs.
According to sources, Shenzhen Gree Air Conditioning Sales Co., Ltd. issued a price adjustment notice to dealers in the Shenzhen area recently, requesting that the retail price of air conditioners be adjusted from July 5. The price increase was very large. A single inverter air conditioner selling 3,399 yuan rose to 4,480 yuan after the price adjustment.
Daikin's full range of air-conditioning products also began to increase prices from July 11th, a rate of more than 10%.
When reporters visited various stores in Guangzhou, they also learned that many brands of air-conditioner prices have risen by a certain extent, or about 100-200 yuan.
However, not all companies have taken the road to rising prices.
“Rare-earth price increases have a significant impact on the cost of air-conditioning,†said Wang Jinliang, vice president of China Refrigeration Appliance Group's China Business Division. “But we don’t increase prices, and Midea’s 10 million-unit frequency conversion plan this year will remain unchanged.â€
Luo Qingqi, a senior director of Pare Consultancy, believes that air-conditioning companies need capital turnover. Otherwise, there will be no more profits on the books. “The cost of living for the people is also rising. The air-conditioner price is set high, and consumers don’t buy it. ."
Related news This year, rare earth export quotas decreased slightly year-on-year. The Ministry of Commerce recently issued the 2011 second batch of rare earth export quotas for general trade, amounting to 15,738 tons, together with the previous batch of export quotas, a total of 30,246 tons (including rare earth alloys), compared with 2010 total. Reduce 74 tons. Yao Jian, spokesman of the Ministry of Commerce, said that the determination of the quantity of China's rare earth quotas has taken into consideration the protection of domestic resources, production and consumption as well as the demand in the international market, and adopted the same policies for domestic and overseas companies.
The reporter noted that compared with the first batch of quotas, the number of enterprises that obtained quotas was slightly reduced. Among them, Baosteel Group Corporation and Minmetals Corporation received quotas of 3,220 tons and 1,327 tons respectively.
Yao Jian also stressed that with the adjustment of rare earth management policies and changes in the international market, the price of rare earth has continued to rise in recent years, and does not rule out some of the factors of speculation. The Ministry of Commerce will further regulate the order of export of rare earths, promote the balance and coordination of domestic production, consumption, and exports of rare earth industries and crack down on the export of illegal rare earths.
Rare earth is a collective name of 17 elements and is considered as a key raw material for the metallurgy, machinery, petroleum, and military industries. In the past 15 years, China has provided more than 90% of rare earth output to the world. Since last year, Japan, the United States, and Europe have accused China of restricting rare earth exports.
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