Monday rare earth market, prices remained stable, some suppliers to mobilize the price, the mainstream price does not fluctuate significantly.

Today, Ganzhou suppliers reflect mainstream price of dysprosium oxide with a vote in the 215-220 yuan / ton, the individual quoted last weekend at 220 yuan / ton manufacturers slightly lower price of dysprosium oxide to 115 yuan / ton. Dysprosium prices fell, europium price is firm stable, some suppliers of europium oxide with raised fares to 4.9 million yuan / ton, the price has been a slight increase over the previous weekend offer 100,000 yuan / ton, the supplier reflects the various supply cost is not the same supplier, the shipping price will be able to accept a difference, other vendors offer in the 470-510 yuan / ton have.

Erbium products market, reflecting the recent downstream buyers, price aquiline, more difficult to purchase low-cost supply, the current market stock quotes were 370,000 yuan / ton, the price is slightly higher than the beginning of last week as 1 - 20,000 yuan / ton.

Magnetic scrap market, slightly lower part of the business during the weekend of the price, the current market is relatively light, with recyclers now reflect as magnetic devaluation, the situation appears to lose money. Currently on the market there is a short article in the mainstream quotations 100-102 yuan / kg, long 110-112 yuan / kg, tiles 130-132 yuan / kg. Lower prices slightly lower than the price of recycled 2-4 yuan / kg. Waste Electrical market, the current price of 83 yuan brushless / month, Linyi region represents the local recyclers receipt price of 83,84 dollars / month.


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Rare Large Group integration start soon, rare earth prices will continue to rise due to the smuggling. Rising colored injection may be concerned about rare earth assets and dawn backdoor Yinrun investment market. Prices this week, LREE oxide composite price fell 1.44% and 3.63%, mainly due to lower prices slow conduction effects, there are also legitimate businesses to divert the illegal market factors. We believe that with the smuggling of rare earth deep and large group integration starts, rare earth prices will shock upstream, so the rare earth sector to maintain a "buy" rating. Recommend to benefit from volume and price go praseodymium neodymium Baotou Steel Rare Earth, is also recommended to benefit a large group of rare earth consolidation and asset injection Rising colored, long-term concern while still Minmetals Rare Earth. Elsewhere, China's strategy will bring 4G broadband investment acceleration, good fiber needs, concerns Yunnan germanium industry. Tesla Chinese shop around the corner, the European market to proceed, may recommend to the attention Tianqi Lithium Industries, Gan Feng Li, Rui Technology.

NdFeB cost pressures ease

NdFeB materials fell 4.41 percent this week, prices remained stable over the same period, the price cost ratio increased to 1.1, NdFeB corporate cost pressures eased. We think that the downstream market is expected to fully start up inventory, may be concerned about being sea Magnets, Zhong Ke San Huan, Ningbo Yunsheng, etc.


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Suspended 5 months Yinrun investment resumption in August 28 , announced a major asset restructuring plan , the proposed addition to its own outside Haifa Building an entire assets and liabilities carried Chenguang Rare Earths 100% shares equivalent asset replacement , to be set out by the morning light rare earth assets Huang Ping actual control or its designated third party to undertake ; and simultaneously to 9.40 yuan / share purchase price of shares issued to the latter intends to set out the difference between the value of assets . Replacement of assets and shares of both inter-conditional , simultaneously , indivisible . After the transaction, the actual controller will change to yellow square . Yinrun investment turned into rare earth metal smelting industry enterprises.

Main Yinrun investment property leasing, property management, disposal of investment property , from 2010 to 2012 net profit was 7.032 million yuan , 4.4513 million yuan and 3.6886 million yuan , the transformation will be completely reversed its principal business continuity profitability shortfalls. After the announcement on the market in two consecutive daily limit.

Favorable policies continue , the transition of rare earth right time

Since 2009 , China 's rare earth industry continues to control as well as significant growth in downstream demand , rare earth prices soaring , the data show rare earth prices from early 2011 has experienced a rapid rise , with the gradual implementation of the policy and the Chinese industry consolidation expected continuous , low-cost era has gone earth .

Located in Ganzhou Chenguang Rare Earths region, which is an important domestic rare earth production base in the country and the world have a decisive influence. Our company is a professional production of various rare earth oxides , rare earth metals , mixed rare earth metals, rare earth alloys and rare earth magnetics and other products supporting industrial enterprises, with a collection of rare earth " Separation ---- smelting ---- Applications --- recycling "as one of the more complete industrial chain , is currently smelting , separation , one of the most technologically advanced .

Chenguang Rare Earth once had hoped that through the IPO market, after 2012 has also proposed backdoor S Shun Yuan , when the dawn of rare earth assessed value was as high as 3.34 billion yuan , and now its valuation less than the last four. According to the plan disclosed Chenguang Rare Earths 2011 , 2012 and the first half of the unaudited net profit was 606 million yuan , 81.19 million yuan and 24 million yuan . Chenguang net profit of rare earth prices hit historic highs in 2011 , can be said Yinrun investment picked up cheap at the bottom , the current policy environment of rare earth is changing constantly positive .

First , the recent joint Ministry of Public Security, Ministry of Land and other eight ministries issued "on the organization in the fight against rare earth mining , production, circulation of illegal acts of the special action letter," announced Aug. 15 to commence a period of three months combating rare earth mining , production, circulation of illegal special action . On earth " black chain " is expected to obtain effective remediation expected rapid warming .

Huatai Securities ( 601,688 , stock it ) considers that the verification scope, duration and manner were slightly more than expected , the effect will be better than the previous , from the quantity , the price of rare earth industry, both positive : one is that the amount of reduction of private mine supply, strengthen the leading enterprise supply control ; two that price , lifting costs for the industry line, to provide support for the rare earth prices .

Secondly, according to Gu Ming , general manager of Baotou Rare Earth Stock Exchange on August 9 at the "Fifth China ? Baotou Rare Earth Forum" presentation, dilute Exchange has completed the simulation platform structures , recruitment, training in practical operation , it is expected the fastest can be put into operation in October . Huatai Securities believes that the exchange of operational rare earth , rare earth price stability is expected to strengthen .

Smooth restructuring ?

Is worth noting that last year in April Chenguang Rare Earths and S- Shun Yuan restructuring agreement signed , plans backdoor S Shun Yuan visit the capital market , but because S Shun Yuan shareholders' meeting failed to pass the restructuring plan, restructuring Chenguang Rare Earths therefore nolle cooperation . The two sides are still under suspension of cooperation matters in arbitration .

August 29 S Shun Yuangong reports, with Chenguang Rare Earths "letter of intent " clearly agreed on the dawn of rare earth and Huang Ping, not with any other third parties to restructure exclusivity clause ; right Chenguang Rare Earths in hand with Yinrun investment expressed doubts .

Moreover , even after the general meeting and the Commission layers of approval , Yinrun investment and restructuring Chenguang Rare Earths smooth cloth we'll see.


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July and August temperatures baked everyone, these two months of rare earth prices rose to as high as the highest point this year, the position since June after hitting the rare earth market consolidation, July Shouchu rumors, August " rare are" and "rare earth kingdom," the most important meeting of the year , the rare earth prices have how kind of change ?

How policies affect nearly two months, the spot market price : 6 months late, rare earth "hitting " action first action in the south , the spot market price of rare earth set off a wave of price surges, then positive effect weakened, neodymium , praseodymium , dysprosium , europium , terbium products prices down briefly in early August two most important industry conference - fifth China Baotou Rare Earth rare Earth industry Forum and the development and application of the Seventh International Conference - in two large Baotou and Ganzhou rare Earth origin held . August 7 , the Ministry announced the " fight against rare earth mining , production, circulation of illegal behavior special action program ", decided from 2013 August 15 to November 15 in the fight against rare earth mining , production, circulation of illegal behavior of special action , focusing on combating the illegal exploitation of rare earth , waste recycling and other irregularities. Praseodymium, neodymium, dysprosium, europium , terbium prices rise again , the price is at a high short-term stalemate , late August , praseodymium neodymium , dysprosium loose down prices again , europium , terbium high stalemate continues .

Why praseodymium neodymium, dysprosium products prices seem to be more sensitive , and europium , terbium lanthanum cerium most characteristic LREE have different prices ?

Policies and requirements of the game :

From last August to June this year , the price from the above chart are four rare earth prices can be seen that the overall trend is downward , by the end of October last year, state purchasing and storage policy brief pull up prices fall again after die hard earth . In addition to outside praseodymium neodymium , lanthanum cerium terbium dysprosium europium prices have fallen below the lowest point last year . And in addition to outside neodymium praseodymium , lanthanum cerium terbium dysprosium europium failed to rise to the same period last year the price .

Didymium market is almost the highest attention to a product , whether manufacturers, traders, companies south or north of rare earth rare earth companies , most of the rare-earth traders who are involved on this market , followed by slightly dysprosium products .

Praseodymium, neodymium and dysprosium ferroalloy production of high performance NdFeB permanent magnet materials is the main raw material , to improve the NdFeB magnetic and thermal stability of the product plays an important role . Both in the NdFeB permanent magnet materials costs account for a significant proportion of Dy alloy NdFeB permanent magnet materials can be used in addition to , but also can manufacture super- magnetostrictive alloys, magneto-optical recording material , nuclear fuel thinner.

Due to application of rare earth NdFeB share a larger market share , praseodymium neodymium , dysprosium products by supply and demand side greater impact. Favorable policies can drive supplier price increases sellers, sluggish demand can also suppress the price regression normalization deal. Supply-side and demand-side , who are more initiative ? Short-term policies favorable impact on the market and suppliers mentality affect the long term price is still around mainly by application requirements , so once the difference in price at a high level beyond the point where the downstream market is willing to bear the price will fall.

Lanthanum, cerium and europium , terbium applications seem to have considered very good, but different amounts of each resource reserves , market supply is different , different production processes , in people's minds the value is different, the market price there bad days to do .

As can be seen from the price chart lanthanum cerium , favorable policies seem to lanthanum, cerium had no significant effect , the price is still mainly affected by the relationship between supply and demand . The europium , terbium by the policy because of its high value of the pet , purchasing and storage of key objectives , the price is more likely affected by the policy .

The remaining months , the spot market for rare earth policy seems to affect only the purchasing and storage this one , but the market price before the rumors have given rise to a high position Glasgow , purchasing and storage are also on the market deeper and more powerful influence , need to look at real time and implement purchasing and storage quantities and purchasing and storage objects, etc. , even without purchasing and storage effect , nearly three months of National rectifying action will not let prices fall again in June during a price so low .

Policy of good intentions , but the policy point of application should be comprehensive, regardless of how the value of a species which are final demand, the relevant departments for downstream applications, more than I should put incentives and subsidies, natural recovery in demand will lead to price increases .


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