Feng Yang:Pricing Strategies of Rare Earth

 
 

Science investments, strategic transactions. Today, the great wisdom investment adviser Yang style as we bring are: rare earth price strategy.Let us look at investment opportunities!




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Foreign Ministry:China to Implement Effective Management of Rare Earths Exports in Line with WTO Rules

Foreign Ministry: China to implement effective management of rare earths exports in line with WTO rules.




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Lithium Rare Earth Tide

Lithium Rare Earth tide subsequent large consumer will interpret exciting.




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Ministry of Commerce United States And Europe Drew WTO to Resolve Chinese Rare Earth Export Position

Ministry of Commerce United States and Europe drew WTO to resolve Chinese rare earth export position.




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Then into the supplementary list of rare earth export quota limit to drop 37.69%

Recently, the Ministry of Commerce issued a " supplement issued in 2014 on the first batch of antimony, silver, rare earths , tin and other non-ferrous metals export quota notice" ( hereinafter referred to as "Notice" ) , in accordance with the notification display , in addition to rare earths , but the issued in 2014 the first batch of export quota of 70% of the total annual quota .

In the " notice" , in 2014 the first batch of export quotas for the list of unexpected defeat ranked among the Baotou Rare Earth , light rare earth export quotas were 378 tons , 12 tons of heavy rare earths , and the Commerce Department in 2013 the second batch of rare earth export quotas, light rare earth 509 tons , compared to 28 tons of heavy rare earths , the Baotou Rare Earth quotas acquired a 37.69% decrease .

Baotou Steel Rare Earth and then into the supplementary list

December 13, 2013 , the Ministry of Commerce issued the first batch of rare earth export quotas in 2014 . A total of 15,110 tons of rare earth severity assigned to the 27 companies , while the north was not leading enterprises in the Baotou Rare Earth column .

The reason, in the notice published by the Ministry of Commerce has stated , due to the presence of mines or environmental problems , quotas temporarily assigned , will be dealt with separately , depending on their rectification .

At that time there Insiders told reporters : "The state attaches great importance to environmental protection , Baotou Steel Rare Earth did not make the list , may be related to the existence of a relationship on environmental issues . But first list can not explain the problem , as the northern rare earth enterprises, Baotou Steel Rare Earth will definitely get the quota . "

According to reporter to master the material , in fact , Baotou Steel Rare Earth export quotas unsuccessful because of environmental problems is not the first list , the end of 2011 and July 2012 , Baotou Steel Rare Earth on several occasions because of environmental non-compliance without obtaining export quotas , after the post- rectification before they can get from the supplementary list.

The other According to statistics, Baotou Steel Rare Earth won in 2013 the first batch of rare earth export quotas 553 tons , of which 519 tons of light rare earths , heavy rare earth 34 tons , in 2013 the second batch of rare earth export quotas of 502 tons of light rare earths , in 28 tons of heavy rare earth , in successive decline.

For these problems , these insiders told reporters , Baotou Steel Rare Earth export quota is expected to get something , but as a business should reflect on why repeatedly enter the supplemental list . In addition, the gradual reduction from the quota , the country now has consciously control exports.

According to data released by the Ministry of Industry , 2013 rare earth export quota of 24,000 tons total ( equivalent to the physical volume of 31,000 tons ) , the annual quota of rare earth products actual physical volume of exports 22,900 tons , compared with the actual export volume last year less than the quota Liu Cheng utilization rose to 73% , exports amounted to $ 603 million .

Currently, the industry's export quotas on the issues there are still differences , insiders believe that the export quota can not solve the problem fundamentally . " In fact, control the export of rare earth price does not fundamentally solve the problem fundamentally , on the contrary , if rare earth prices is good, by the relevant quotas of rare earth price is too high , overseas customers will be imported by other means. " Insiders pointed out .

Baotou two brothers "separation "

In addition to the rare earth quotas , Baotou Steel Rare Earth and Brothers before finally Baotou Steel shares ( 4.37,0.00,0.00 % ) to distinguish between a " fortune ."

Both Steel Holdings listed companies - Baotou Steel shares and Rare-Earth on February 20 also announced that , in accordance with Baogang Group "on the Inner Mongolia Baotou Steel Union Co., Ltd. and Inner Mongolia Baotou Steel Rare Earth ( Group ) implementation planning strategy for the future development of high-tech Co., Ltd. "(the " Implementation plan " , Baotou Steel Group's share only integrated square iron , nonferrous metals, coal and other mineral resources and the corresponding upstream products ; rare-Earth is Baotou Steel rare Earth Group integration party smelting , separation and application services , while the comprehensive development and utilization of tailings resource ownership classified as Baotou Steel shares .

About the "Implementation Plan " introduced the background , the relevant documents are explicitly supported Baotou Iron and Steel , further development of rare earth industry . From the development of the situation , China's future growth will be more emphasis on quality and efficiency , upgrade imminent. Baotou Steel Group needs to subordinate all major industries further optimized restructuring, integration and positioning, to play their respective industrial advantages.

In view of the development strategy is to optimize Baotou Steel shares , highlighting the resources to implement the strategic transformation of resource-based enterprises , Baotou Steel Group commitment and development of mineral resources owned Baogang Group will give priority to inject Baotou , Baotou Steel shares for the package the only integrated iron square steel group , nonferrous metals , coal and other mineral resources and the corresponding upstream products .

Given the Baotou Rare Earth 's future development strategy is focused on the development of rare earth materials applications of new materials to improve the performance of rare earth , rare earth materials to expand the field of high-end applications , application of technology to enhance the level of rare earth , rare earth products to increase the added value of Baotou Steel Group is committed to the support package steel rare focus on the development of rare earth smelting, separation, materials and applications, Baotou Steel rare-Earth Group for the rare earth smelting , separation, and integration party applications business.

At the same time , according to " who owns , who developed the use of " principle, Baotou Steel shares to complete the acquisition of the assets of the Group tailings , tailings implementation of the main resources development and utilization of tailings project assets for Baotou Steel shares , Baotou Steel shares will use the existing tailings sites, pool and other facilities concentrated mud tailings , grading , grinding , concentrating tailings transport systems , and the use of existing mineral processing equipment gradually building related products deep-processing production lines, eventually achieve comprehensive development and utilization of tailings resources .

According to the autonomous fifth Geology and Mineral Exploration and Development Institute in December 2013 "compiled by Inner Mongolia Baotou Steel Bayan Obo iron ore beneficiation tailings reserves verification report ," As of November 30, 2013 , Steel tailings tailings reserves of 197,124,900 tons .


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Baotou Rare Earth Products Exchange opening soon

Baotou Rare Earth Products Exchange Feb. 26 release of rare earth products on the market reference price of the announcement , said: As of February 26 , Baotou Rare Earth Products Exchange has more than 70 rare earth industry, upstream and downstream producers and traders market account . With all the work is ready, will soon start dilute Exchange traded stock . In order to form a fair and reasonable opening guidance , dilute Exchange have been on the market downstream producers and traders offer aggregated and published reference price of rare earth products on the market from now on .


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Jiangxi Copper rare earths and other countries add new industrialization demonstration base

Reporters learned from the Jiangxi Provincial Industry and Information Committee , the National List of new industrialization demonstration base year 2013 MIIT latest in camphor Industrial Park in Jiangxi TCM industry demonstration base , Ji'an electronic information industry demonstration base listed, the province of new industrialized countries industrial demonstration bases to eight .

Since 2009 , the national new industrialization demonstration base it has already created a five batches of 267 , including Jiangxi 8 , which accounted for 3% of the country , out of the first 14 . The remaining six countries Jiangxi new industrialization demonstration base are: copper and copper processing Yingtan , Ganzhou Rare Earth New Materials Economic Development Zone , Xinyu solar photovoltaic tech Zone , Jingdezhen military and civilian ( helicopter ) , Jingdezhen ceramics , Komsomolsk by open area of textile and garment industry demonstration base .


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Anyuan County fully complete control illegal mining of rare earth ecological restoration

Anyuan County Forestry fully dominant role of ecological construction , afforestation seize the favorable weather , organize cadres and workers to actively participate in the whole system , high standards and strict requirements , priorities fully completed illegal mining of rare earth recovery and management of ecological afforestation tasks. According to statistics , a total area of ​​271.2 acres completed as afforestation , the county accounted for illegal mining of rare earth ecological recovery and management tasks 12.5%.


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RE quota shall "severity" are different

Commerce complements the 2014 first batch of antimony , silver, rare earths , tin and other non-ferrous metals export quotas. Among them, the silver export quotas for Jiangxi Copper Company Limited and other four companies a total of 305 tons supplement ; rare then "fill " to the Inner Mongolia Baotou Steel Rare Earth ( Group ) Hi-Tech Co. , light rare earth 378 tons , heavy RE 12 tons , totaling 390 tons , compared with 553 tons of rare earth quotas last year , reducing the refrain.

In recent years , rare earth quota utilization problem is widespread concern. America, Europe and the World Trade Organization (WTO) v. Chinese rare earth quotas will also be the case in March finalized . Accordingly, discuss quotas on rare earths are also increasingly intense.

Usage is not high is a difficult

Visible in the Ministry of Commerce to add non-ferrous quota table, mainly for silver and rare earth quotas .

Data show that in 2014 export quota of 5,387 tons of silver , the total amount of the previous year. However, in 2013 a total of 5,387 tons of silver export quotas , the use rate of only 24.27% .

Precious metals analyst Zhou Jiao agency in an interview with the International Business Daily reporter pointed out that this figure shows the quota allocation problem. Meanwhile, the 2013 silver price all the way down so that the majority of enterprises to reduce the total export of silver , but also lead to low utilization .

2013 , China's rare earth export quotas ores, metals and compounds for 31,001 tons , customs data show exports of 22,493 tons , the quota utilization rate of 72.5% . This figure in 2011 was 52.01% , 2012 was 48.75% .

Many seemingly rare earth quota utilization growth , in fact , low prices accounted for a large " water ." Customs statistics show that in the case of export volume growth from January to November 2013, China 's total exports of rare earth has dropped by 37.6 percent year on year , to $ 510 million . Seen, this might not be true in the utilization of growth .

Some analysts believe that in the short term , the global market 's dependence on Chinese rare earths will not be reduced.

" Overseas markets seeking to establish independent from China 's rare earth industry chain is not successful because no rare foreign production chain so complete and rich Chinese . "I colored mesh industry analyst Li Qing said. Two rare earth production to foreign companies and the Australian company Lynas American molybdenum , for example, "Because of deep environmental issues , their separation plant in Malaysia by the protests of environmentalists , making the costs are stubbornly high , resulting in a loss. To reduce their losses by purchasing cheaper Chinese rare earths. "

In addition , smuggling squeeze the legitimate exports. " crackdown began last year to some extent on the curb smuggling, but also improve the accuracy of official statistics . " Li Qing said .

Quotas must be due to " severity " and points

In fact, before 2012 the United States , the European Union formally filed a lawsuit in the WTO on China 's rare earth export quota system in 2009 , in 2010 , the European Union , the United States had requested China to cancel rare earth export quota system. Mid- ever use of rare earth export quotas " to the quota of " feasible?

Some analysts believe that rare earth export quota management is increasingly meaningless. When the rare earth prices, overseas customers will be imported by other means. Last year at Ganzhou Rare Earth Summit organized by the deputy secretary of China Rare Earth Society陈占恒has said that now is oversupply , if the quotas , there will be a big change for the purposes of supply and demand , " tariffs have come down , smuggling does not make sense . "

However, insiders said that although the pattern of rare earth supply diversification trend more obvious , but if the abolition of quotas and tariffs , China rare earth prices will plummet , could squeeze in other countries of rare earth production line again.

In fact, the domestic rare earth smelting separation has serious excess capacity . Gong Bin, chairman and general manager of Ganzhou Rare Earth Group Qiandong said that the current separation of ionic rare earth smelting capacity in the South can have more than 100,000 tons , as the southern province of rare earths in 2013 the first batch of production index reached 3950 tons of Jiangxi Province .

The industry generally believe that in the long run , the export quotas is the general direction , the key is to straighten out the order of the domestic rare earth industry . But for now, the quota system is still constrained enterprises, reduce the " underworld " of an effective mechanism . Vice President of China CCCMC Liu Yi Nan in an interview with the International Business Daily reporter, said that the quota is a management system , big or small .

For China, the heavy rare and scarce raw materials needed for high-tech products , so as a strategic resource and under control , light rare earth has remained in surplus state.

Li Qing bluntly , there is not the severity of rare earths should be treated , in short , let the light rare earths such as lanthanum , cerium , good control of heavy rare earths . In fact, in light rare earth prices are also high and low points . "Due to the large demand for rare earths in the production process so praseodymium neodymium simultaneously produce a large number of lanthanum , cerium , lanthanum , cerium and thus the existence of the problem of excess . For this type of light rare earth , should be fully liberalized market , making better use . "


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Jiangxi Rare Earth County, established in 2014, such as non-ferrous industrial development goals

Gan county secretary , county Zhang Jinglin government work report at the Fifth Plenary Session of the Seventeenth Gan County People's Congress stated: strengthening industrial agglomeration . Development of tungsten, rare earths , copper , aluminum, bio- food and other leading industries , promote the project of Friends of magnetic force , Ganzhou Aluminum , Xin Longcamp rare , and strive to achieve the main business income of non-ferrous metal industry 17.5 billion yuan ; promote Tupperware Wine , day green creatures, Hypericum biopharmaceutical and other projects , and strive to bio-food industry realized main business income of 4 billion yuan . Development of strategic emerging industries, the introduction and foster the development of high-end equipment manufacturing, new energy vehicles and core components , LED and lighting equipment , electronic information industry , with emphasis on high school mold , Han Chuan Machinery , beyond electronics, lighting, etc. Zhen Huang emerging industry projects. Economic development of the recycling industry , the continuous extension of tungsten and rare earth industry chain , and strive to achieve an annual output value of 50 billion yuan.


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