-- 日経新聞は金曜日、ウルバック(東証:6728)が、輸出規制強化を受け、希土類磁石製造装置の生産拠点を中国から日本へ移転する計画だと報じた。 真空焼結炉と溶解炉の市場を独占する同社は、これまでこれらの生産拠点をすべて中国に置いていた。報道によると、輸出規制の可能性に対する懸念が移転の動機となったという。 ウルバックは今夏、神奈川県茅ヶ崎工場に溶解炉を増設し、年間最大12基の生産能力を確保する。この増設により、主に電気自動車やデータセンターで使用されるネオジム磁石など、年間約2万4000トンの磁石生産が可能になると同紙は伝えている。 ウルバックは、希土類磁石の世界需要が2030年までに40万トンを超えると予測しており、今回の増設によりその約15%を賄える可能性があるとしている。 (マーケットチャッターのニュースは、世界中の市場専門家との会話から得られた情報に基づいています。この情報は信頼できる情報源に基づいていると考えられますが、噂や憶測が含まれている可能性があります。正確性は保証されません。)
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