By environmental factors, glyphosate, rare earth and other industries some companies are limited production, while the downstream industry demand to pick up, pushing up prices in these industries.

SANONDA Recently expected first half profit 125 million yuan -1.37 billion yuan, an increase of 4.2 times to 4.7 times. Our main products are up sharply increased production and sales, sales prices rise is mainly due to substantial increase in performance. SANONDA Main pesticide chemical products production and sales. According SANONDA 2012 Annual Report, the company has 13 million tons / year of caustic soda, 40,000 tons / year spermine, 30,000 tons / year of dichlorvos, 25,000 t / glyphosate, 10,000 tons / year of acephate , 8000 tons / year paraquat and 6000 tons / year trichlorfon and other production equipment. Analysts believe that the benefit from the national environmental policy tightening supply constraints caused by demand and export growth, the pesticide industry in the first half as a whole showed a shortage situation.

Glyphosate 95% of the domestic market supply, mainstream business at full capacity, some SMEs for environmental policy to suppress shut down for maintenance, small and medium enterprises operating rate dropped to about 60%. Currently, 95% of the original drug glycine route most manufacturers do not offer. By glyphosate prices, increased volume, Xin shares, country shares, shares of other companies are universally notice relatively large increase in the first half performance.

Place due to the rare earth industry to strengthen enforcement of environmental policies, promote the product prices.

In early July this year, rare earth prices rose across the board, especially in the heavy rare earth prices rose nearly 20%. The main reason is mid-June, the South increased the main producing areas of rare earth Luancai illegal behavior crackdown. Is considered to be rare in Luancai cause worsening water pollution Xunwu County in Jiangxi Province, the public security departments launched a massive campaign illegal mining report. Number of business-related persons have been arrested on suspicion of illegal operation, illegal enterprises were ordered to stop.

Previously, by the impact of rare-earth prices, the majority of rare earth concept for reporting the results of listed companies is not optimistic. Among them, the color of shares on the 12th is expected in the first half attributable to shareholders of listed companies net profit of 13.9136 million yuan -3478.39 million, down 50% -80%. The color of shares that the reporting period nonferrous metals and rare earth products prices continue to decline, the company related business profits substantially reduced. Recent price increases driven by the earth, the color of shares, Minmetals Rare Earth and other company's share price since early July rose more than 30%.

Also due to increasingly strict regulatory policies have led to price increases gelatin. In recent years, a number of irregularities in the pharmaceutical gelatin capsules suppliers and producers investigated was exposed after the formal capsule production enterprises sudden increase in demand, the price of raw materials gelatin on a long fast, from $ 50,000 / ton once rose to 19 yuan / ton .

Affected by this, gelatin manufacturer Toho biological expected in the first half attributable to shareholders of listed companies net profit of 24 million yuan -2650 yuan, an increase of 64.07% over the previous year -81.16%. The reason is that equity investment projects gelatin full production, the first half of 2013 gelatin production, sales have increased considerably over the same period, economies of scale appear. Since the first half of 2013, due to market demand and product quality improvement and other reasons, gelatin greater price rise over last year.

Some media reported that many ministries will soon improve the "policy mix" to strengthen the bank loan approval management, implementation of differential pricing, the total energy consumption limits, accountability, and other old and new production capacity of enterprises linked to investment and production constraints inhibiting capacity Excess blind expansion of industries. Analysis pointed out that this will benefit the relevant industry boom recovery.

Tightening of environmental policy with the industry, product prices contrary, because the policy is relaxed in some industries the opportunity to obtain recovery. Energy Shuangliang year interim results are expected in 2013 increased 150% -200% due to the NDRC will "disposable foam plastic dinnerware" From "Guiding Catalogue of Industrial Structure Adjustment" to delete the elimination products, related policies to further promote the styrene downstream product recovery.


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July 16 rare earth development order to effectively regulate and protect the ecological environment and national mineral resources, recently, Ganzhou Zhanggong SPP launched special campaign to combat crime field of rare earth, rare earth started "Battle."

Hospital prosecutorial functions into full play the role of rare earth mineral resources protection play "combination punches", has launched the fight against serious damage to the ecological environment of the criminal acts of mineral resources, the use of national staff executive, and judicial powers of law enforcement against illegal mining, processing, management, marketing and other aspects of rare earth minerals bribery crimes, with the field of rare earth with national staff implicated in protecting and conniving, not as a malpractice and administrative law enforcement and other judicial personnel in the field of investigation and handling of cases of rare earths have favoritism, corrupt, Yifadaixing other malfeasance crime.

Special operations, the hospital set up horizontal cooperation mechanism, and actively coordinate administrative law enforcement and criminal justice make convergence work will be through with the mine management, public letter, land, environmental protection, industry and commerce, safety supervision, public security departments held a joint meeting of the National Tax and , access to administrative enforcement ledger and files, etc., to promote enhanced administrative law enforcement agencies of suspected criminal cases transferred to the field of rare earth awareness, standardize procedures and criteria for the transfer case.


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Today, the market was showing a finished lower trend, small, venture down to adjust into the army, and the policy to benefit industries showing a strong rise in early trading, the only photovoltaic solar energy to become a major highlight of the market in early trading, intraday limit the impact of multi-strand, the market saw emotions are temporarily activated. And as early rare earth industry policy support, early weakness adjustment also showed strong resilience, multi-strand contrarian intraday pulled become the main force of short-term funds attracted venue.

Rare earth permanent magnet weaknesses small rebound, intraday Tiantonggufen quickly pulled sealed daily limit, to stimulate Minmetals Rare Earth, Kinwa, Advanced Technology, Keli far, the color of shares and other stocks market is active. Early earth prices, the Ministry of Industry to increase the six major new industry standard for access to materials and many other factors have contributed to short-term rebound in the rare earth industry. Rare as the country's strategic resources, it has long been the policy of widespread concern in the market, and its special role in highlighting its core values ​​as an important resource reserves of rare earth industry is expected to usher in a new support policies, and its post-investment value can still be attention.


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From the price perspective, rare varieties of dysprosium, terbium, europium, praseodymium, neodymium has been bottoming out more than 20%, in the rare earth slid nearly 9 percent two years after the steady rise gradually. From the demand perspective, NdFeB low operating rate rose gradually from the first quarter, demand for the better was evident. From a policy perspective, Jiangxi and Guangdong Joint Strike recent illegal mining of rare earth, policy efforts to strengthen the supply side lead to contraction of the looming end of the policy. Triple Bottom urged industry rebounded.

Product prices bottomed out, expected future gains or super-rare earth prices since July 2011 high of nearly 90 percent decline has been so far, including dysprosium, terbium, europium and other varieties of heavy rare earth bigger decline this year, so the recent price first bottoming rebound, months or exceeded 4 percent (expected to double). Rare earth prices have now led the varieties from proliferation to other varieties of the potential, we believe that the dividend policy until the late fall, the future of rare earth price increases or will exceed expectations.

Downstream demand bottomed out, with exports up sharply increased prices of rare earth rational regression, in 2012 China's rare earth consumption was 89,100 tons, an increase of 7.2%, consumption growth from negative to positive, the downstream demand bottomed out. Consumption of rare earth permanent magnet in the country accounted for 42%, the largest proportion of the downstream industry demand. 2013 second quarter, NdFeB enterprises operating rate from 50% to 80%, rare earth permanent magnet industry, signs of obvious. Rare earth permanent magnet to pick up in downstream demand, driven by signs of recovery in 2013 from January to May, China's total export volume of rare earth substantial growth of 87%.

Government punch shot smuggling, the situation improves when the government is to combat illegal mining of rare earth privacy policy efforts to strengthen, is caused by the recent pick up rare earth prices bottomed major predisposing factor; same time after years of state control, the degree of concentration legitimate field of rare earth has increased dramatically, also into our legal supply of rare earth shrink year by year trend, so we think it would continue to focus on the future core of rare-earth policy against illegal rare earth and the formation of a large group, then the industry fundamentals are expected situation improves, rare earth prices will rise so full recovery, corporate earnings bottoming out.

LREE by business growth, heavy rare earth resource value to see the full restoration of rising prices, the latter or divisive, heavy rare earth prices will continue to rise to reflect the reasonable value of resources; while light rare earth in the face of global competition, prices rose limited, you need to pay more attention to their own growth, so we recommend light rare earths core growth stocks Sheng and resources, and benefit from the heavy rare earth resources revaluation Minmetals Rare Earth.

Risk Warning earth price rises less than expected risk; rare earth industry policy than-expected risk; related policy implementation is less than expected risk; rare than-expected recovery in demand downstream risks.


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Tel.: 86 592 5129696; Fax: 86 592 5129797
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