Indeed, we can see that this year can be said to be the year of rare metals. After half a year's silence, the non-ferrous metal plate index rose more than 60% in just two months.
In the non-ferrous metal sector, the stock represented by Tianqi Lithium Industry (002466) rose as high as 268%, which can be said to be the prosperity of the rare metal sector.
From lithium to molybdenum, to nickel, to tin and so on. Rare metal elements in the periodic table are fired round after round. Are there any rare metals that have not been excavated and there is room for appreciation?
Rhenium, a rare metal element that was neglected in the early stage and is about to explode.
What is rhenium?
Rhenium is a rare metal element with high melting point, and it is the main high-temperature instrument material. The periodic table of elements ranks 75th.
Why is rhenium the next explosion point?
1, with small reserves and high value.
The content of rhenium in the earth's crust is smaller than all rare earth elements and more difficult to obtain than diamonds. Things are rare, and its price is similar to platinum, about two or three hundred yuan a gram.
2. Unique application market-indispensable.
Rhenium is mainly used to manufacture heat-resistant parts of aero-engines, and about 80% of rhenium in the world is used to produce aero-engines. At the same time, rhenium is used as a high-temperature coating on rockets, missiles and spacecraft. China is the only country in the world that can manufacture its own turbofan engine with large bypass ratio, large thrust and high performance. The unique application market and unique demand make rhenium irreplaceable.
3. The only remaining elements in the periodic table that have not been hyped.
The jingle that everyone summed up is not groundless. After a bear market accumulation in the commodity market, from June 1 to August 3 1 this year, Shanghai copper futures rose 16.5%. Shanghai aluminum futures rose by 20%, Shanghai zinc futures rose by 16.9%, Shanghai nickel futures rose by about 28.4%, and Shanghai lead futures rose by 2 1.7% during the same period. Shanghai tin futures performed the most amazing. This round of gains started from 20 15 to 12, during which the monthly line closed for eight consecutive years and has risen by 69% so far. In the same period, iron ore futures of Dashang Institute rose by 34.8%, and ferrosilicon futures of Zhengshang Institute rose by 28.5%. Only rhenium has not been deeply explored by the market.
The explosive combination has been found for everyone, so which listed companies related to rhenium are worth lurking? The complete portfolio has found a stock with great potential for everyone from the bottom up.
First of all, from the downstream demand: about 80% of rhenium in the world is used to produce aero-engines, and the core component of engines is single crystal blades. Chengdu Aerospace is the only company whose single crystal blade production has reached the international advanced level and realized rhenium purification. The target company we chose is officially the controlling shareholder of Chengdu Aerospace.
Secondly, the company found rhenium in its subordinate molybdenum mines, with a reserve of 176 tons, accounting for about 7% of the global reserves, second only to Chile, the United States, Russia and Kazakhstan.
Thirdly, with the development of aviation industry in recent years, the average annual growth rate of rhenium consumption is 3%. Although expensive, it has been in a state of short supply.