Development of rare earth industry, the resource advantages into economic advantages, has been a rare earth science and technology with industry goals. At present, the production technology and the transformation of "dual" role, to be known as "industrial vitamins" rare earth deep processing and application of the value continued to enlarge.

Recently, the Fifth China Baotou Rare Earth Industry Forum held in Baotou, Inner Mongolia. Chinese Academy of Engineering, China Rare Earth Industry Association, Chinese Society of Rare Earths chairman Gan Yong pointed out in his speech from the rational development of resources, clean production, efficient use and improve the international discourse and application of rare earth materials, end products, need for China's rare earth industry policy, industrial scale, upstream and downstream industries and REE with balance repositioning and thinking.

Market concentration scale industrial pattern

Rare earth is an important strategic non-renewable resources, in economic and social development, the rare earth is widely used new energy, environmental protection, aerospace and other high-tech fields. After decades of development, China's rare earth industry have been expanding, the current market has reached one hundred billion yuan, and the production technology has made tremendous progress.

Ministry of Industry and Information Technology Division Chen Yanhai raw material introduced more than two years, the state authorities have issued Administrative Measures for the implementation of the rare earth industry, trade access, pollutant emission standards and a series of policies and systems to improve the rare earth resource tax, the implementation of the rare earth industry, invoices, rare earth industry management system gradually improved.

To effectively combat illegal activities, in 2011 and 2012, twice the national order of the rare earth industry to carry out special rectification action, investigate illegal mining of rare earth and other violations of more than 600, the closure of illegal mining sites 14, investigated 14 cases of smuggling of rare earth, case value of over 400 million yuan; nationwide environmental inspection, rare earth industry added more than 40 billion investment in environmental protection. At present, China's rare earth industry long-standing resource Luancailuanwa, no plan and ultra-organized production and other phenomena have been effectively curbed, to further standardize the order of the rare earth industry.

It is understood that the past two years, China's rare earth industry to accelerate the pace of integration, has formed a number of sets resource extraction, smelting separation, processing applications, technology research and development as one of the large enterprise groups. Meanwhile, China's rare earth industry to accelerate applications, industrial scale and technological strength has increased markedly, significantly improved operational quality rare earth industry. 2011 and 2012, respectively, the national rare earth industry realized profits of 15.9 billion yuan and 10.8 billion yuan.

Ministry of Industry and Information Technology Institute of raw material industries CCID Institute Yuan Kaihong that, based on existing resources, occurrence and development of basic industries, China's rare earth raw materials and rough industry remained roughly three bases and two major north-south pattern of rare earth production system, And with the implementation of relevant state policies, as well as further concentration. But now, the international supply of rare earth market is also undergoing substantial changes in the pattern, as the U.S. company Mountain Pass mine molybdenum, Australia Weld Hill, NC company to speed up rehabilitation and construction of mining and other mining and smelting and separation of rare earth industry, light rare earth part of a project to restore production capacity has been achieved, the heavy rare earth project is expected to come on stream from 2016 to 2017, it will cause some impact on China's rare earth industry.

Product no right to speak at the low end market

According to reports, since the first quarter of this year, China's rare earth trade rebounded trajectory. Especially since February, the monthly export volume gradually rise. Analysts believe that the destocking slow development of alternative technologies and foreign competition in the context of rare earth projects, although a large number of rare earth group purchasing and storage and other means to control the use of market supply. But China's rare earth enterprises, especially private enterprises export will increase, leading to a substantial increase in export volume of rare earth.

For reasons known to the longer period of time, China's rare earth industry is facing resource in our hands, prices are controlled at the hands of others embarrassment. However, the recent years, China's rare earth industry, the introduction of high-density policies to improve the whole industry on rare earths from "industrial MSG" to "the world's major strategic resource" understanding. 2010, China's rare earth products prices rose steadily, in July 2011 reached the highest value. Followed by rapid price declines, and then fell stabilized, earth a "roller coaster" market.

And now, of rare earth price "roller coaster" market continues, the market is weak, there is no market price, business watch, to inventory, discontinued insured, etc., on the rare earth mining, smelting enterprises have a significant impact on separation of rare earth has moved from "Not for most people know "to" talk about rare pale. "

In fact, rare earth products from the international industrial chain, China's main products are mostly rare earth raw materials and roughing in the primary stage of development and other downstream applications and product development is slow, and the "heavy market, light technology, heavy hardware, software light" phenomenon still serious.

Yuan Kaihong that China's rare earth industry problems, in addition to over-exploitation of resources, ecological environment severely damaged, irrational industrial structure, and other traditional export smuggling of more serious problems, as well as in human resources, technology and other aspects of the short board, there are several reasons: First, industry concentration is low, excess capacity. Such as the current separation of rare earth smelting enterprises 99, capacity 399,000 tons / year, an average of less than 4,000 tons per possessions can, but in recent years as part of the new project on the problem of raw materials cut-off phenomenon. Second, the emerging alternative products, such as civilian areas instead of rare earth permanent magnet materials appear ferrite phenomenon. Third, the lack of high-end technology and equipment research and development, basic research is weak. As big as the world's first application of rare earth country, China's rare earth products are mainly in the low-end, high-end technology and equipment is heavily dependent on imports. Various alloys of rare earth equipment technology, nature, lack of performance studies, technical reserves is relatively scarce. Fourth, the international discourse is further weakened, as the international rare earth resources in the country to accelerate the development of domestic mineral resources of rare earth, rare earth supply side in the future will be significantly increased, and showed a pattern of supply diversification. Meanwhile, the implementation of some of the policies that will lead to decline in the proportion of China's market share, which could undermine the right to speak. Five is uneven application of rare earth elements, to a certain extent, affected the application of rare earth downstream market. Such as neodymium, europium, terbium, dysprosium, scandium in the optical, electrical, magnetic and other functional materials in an important role, but more a lack of content and yield, making it extremely scarce elements. And lanthanum, cerium, yttrium and other elements due to the relatively large natural reserves, the "excess" phenomenon.

Homogeneous competition against black industry to reduce

Gan Yong in his speech pointed out that the healthy development of China's rare earth industry, rational use of resources, variable resource advantage into industrial, economic advantage, really into sustainable, normalization of the track, there are still a number of issues need to be solved. As against black industry chain, the formation of large groups to form a stable and reasonable price mechanism, the implementation of LREE treated separately and so on.

China Rare Earth Industry Association Secretary-General Ma Rongzhang that because local protection and benefits, China's rare earth black chain is rampant, there is found difficult to combat difficult problem. In fact, in market economy conditions, fierce competition among enterprises, the market reflects the inherent economic laws and objective facts. Of rare-earth prices from the past "roller coaster" market, to the "black earth industry" illegal mining, tax evasion, low-cost rival, greatly disturbed earth of the normal market order, to the law-abiding companies brought great injury.

Marong Zhang said the first half of this year, China's rare earth industry, the majority of enterprises are facing losses, some enterprises in production, semi-shutdown state, the industry generally reflect a lack of confidence. Ma Rongzhang recommendations, and resolutely crack black chain, rare metals regulations as soon as possible. Moreover, there are other ways the severity of the future to take the focus control heavy rare earth exports gradually liberalized light rare earth production mandatory planning and supporting the introduction of appropriate management practices.

Yuan Kaihong suggested that the Government should focus on supporting application of rare earth link basic, strategic, research-oriented and reduce administrative intervention. Cultivating core competitive enterprises, accelerate the process of mergers and acquisitions, reducing the homogenization of competition. Strengthen the financial and brokerage services, and promote research with the official combined.

Southwest University of Finance and China Center for Financial Research Fellow Tangji Jiang believes that such a broad application prospects of rare earth strategic resources, should jump out of a profession, a single area of ​​thinking, that rare earth development strategy can not be limited in the region, should be placed in the whole country and even the world framework for consideration. In the production, not only to consider the production of upstream products and pricing, product chain should also consider further downstream integration and transformation. Meanwhile, rare earth enterprises vigorously promote access to financial markets, the use of financial instruments to participate in global resource pricing to go, so that industry self-regulation, to achieve real intensive use of rare earth resources.


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Because excessive rare earth content of tea, but no such standards abroad to purchase foreign investment in China has brought doubts.

Associated British Foods Group Greater China general manager Su Zhijie recently in an interview with reporters said that due to excessive pesticide residues, lack of traceability system and other issues, the company last year, the world's largest tea-producing countries - China's purchasing volume is less than the amount of its global sourcing 20% of the high cost of procurement lead in China in its 300 years of history, which owns Twinings tea corporate profit contribution rate is still less than 1%. In addition, rare limited edition is the standard set by China, China's tea enterprises can not.

Pesticide testing standards with international standards not only hinder multinational companies in China to carry out large-scale procurement, and also restricting the bulk of China's exports of tea from low-end to high-end raw tea transformation. This is also the last year, China's tea exports minus 2.82 percent of the important reasons.

Only China has a rare earth limits

By the end of July, Jiangsu Province Quality Supervision Bureau informed the second quarter of this year, the provincial quality supervision and inspection results, seven high tea brand tea Rare Limited (the total amount of rare earth oxides) project failed. October 2005, our country abolished GB9676 "tea health standards," tea health standards into GB2762-2005 "of contaminants in foods," management areas. According to GB2762-2005 "of contaminants in foods" provides a rare earth content is 2mg/kg, rare earth content in tea that is not more than two millionths.

The standard limit on earth, so that foreign investors who feel a bit strange, because this standard only in China, the EU, Japan and the United States and other major powers had no tea this standard. But they are on this issue very seriously.

"Chinese standards set by their own tea enterprises can not do." Su Zhijie said he first heard about the tea contains rare earth, do not understand how one thing, only to discover later that the tea plantation in China during naturally occurring .

Standard problems, but also become a Chinese tea enterprises export bottlenecks.

2012, made in China, tea about 175 million tons, exports 310,000 tons, down 2.82 percent. Native foods from China Import and Export Chamber of Commerce analysis, due to the problem of pesticide residue testing, exports to the EU, Japan, decreasing the number of tea. 2012, China's tea exports to the EU amount to 40,863.8 tons, down 5.2%; exports to Japan amount to 17,319.9 tons of tea, down 4.3%.

About Rare limited problems, more than one yuan tea enterprises responsible person told reporters that they are not eating tea leaves tea, tea is the content of rare earth rare earth containing tea leaves, not a tea containing rare earths.

Previously, according to the China Federation of Supply and Marketing Cooperatives, Hangzhou Tea Research Institute, National Tea Quality Supervision and Inspection Center jointly launched the process of brewing tea REE leaching studies show that through brewing, tea rare earth elements (the total amount of the oxide ) The total leaching rate of less than 20%, according to the Alzheimer's Association International (ADI) reference value, the current level of rare earth content in the brewing process tea samples were not sufficient to cause food security issues.

"The standards are too strict." An unnamed official said high tea, tea rare earth content of the background value 0.23 ~ 1.76mg/kg, standards are set at 2mg/kg, it is too harsh.

Currently, the limits are still rare tea controversy. And because no relevant foreign standards, making the bulk purchase of Chinese multinationals can not rush tea.

Lack of cost-push back system

In addition, because the lack of traceability system, but also to multinational corporations in China's tea purchases extremely difficult.

Su Zhijie said they come to China to purchase 15 years, last year, the global amount of £ 200 million procurement, procurement volume in China is not large, about 20% of global sourcing, mainly green tea. Other major from Sri Lanka, India and African countries procurement.

"Traders do not know more about their information on the home." Su Zhijie said, this is China's tea exports face a big challenge. Some foreign manufacturers of tea with traceability requirements, exporters need to provide this information and be able to withstand verified.

ABF Twinings tea global sourcing team consisted of six people, China is an area called Nick buyers responsibility. Nick will ask tea traders, these teas from which merchants buy. Typically in this session, traders will not answer, let alone how they are behind the fertilization and pest.

ABF had to bypass the trader, directly to large-scale tea base and farmers. "From the tea production base for tea relevant test data are very clear." Su Zhijie said that in recent three years, Twinings tea from China procurement pipeline changes, previously accounted for 100% of traders, now reduced to 60%; Future 3 years, ABF will completely bypass traders, from the base procurement.

"Such costs are very high, almost in one purchase." Su Zhijie said traders acquired by lot from the farmers, usually from several farmers, and buchoumai.

Actis currently meet the requirements of food procurement is not much Chinese tea industry base, mainly in Yunnan, Zhejiang, Anhui. "And these bases are required by the EU, all procedures have cost." Su Zhijie said the local government to help the tea industry base established traceability system and the data record is not much interest, they are more concerned about foreign-invested enterprises in the local investment and how much money, how much local procurement of tea.


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August 27: RE market continues steady, the actual more sluggish downstream demand, buyers stocking cautious market, the price is relatively low. However, due to the market by purchasing and storage support, manufacturers offer remains strong.

Dysprosium oxide mainstream manufacturers tax price 220-240 yuan / ton, dysprosium iron mainstream manufacturers tax price 220-240 yuan / ton.

Praseodymium oxide mainstream manufacturers tax price 550,000-560,000 yuan / ton. Neodymium oxide 350,000-370,000 yuan / ton.

Lanthanum oxide manufacturers tax price 27,000-29,000 yuan / ton. Cerium oxide mainstream manufacturers tax price 28,000-29,000 yuan / ton.

Praseodymium neodymium mainstream manufacturers tax price 365,000-375,000 yuan / ton, praseodymium neodymium metal mainstream manufacturers tax price of 460,000-480,000 yuan / ton.

Europium oxide phosphor grade mainstream manufacturers tax price 4,900-5,100 yuan / kg. Terbium oxide phosphor grade mainstream manufacturers tax price 4,300-4,500 yuan / kg.


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State Department to speed up the popularization of new energy vehicles to promote the State Council recently issued "on accelerating the development of energy-saving environmental protection industry opinions" that the government should give priority to buy official cars 1.8 liters (with) the following fuel economy to meet the requirements of small cars and new energy Auto select the best pure electric vehicles. "Opinions" should be made to accelerate the implementation of energy-saving and new energy vehicle technology innovation projects, and vigorously strengthen battery technology innovation, focused on solving the battery power system security, reliability and weight issues, enhancing the driving motor and core materials, electronic control and other key parts R & D and industrialization, supporting industries and accelerate the improvement of charging facilities, demonstration and extension of pure electric vehicles and plug-in hybrid cars, aerodynamic vehicles.

Rare earth prices rose since early June, industry consolidation support rare earth prices despite decline in prices during the first half, but into June since factors such as industry consolidation, rare earth prices rebounded sharply. Since 31 May to early August, the heavy rare earth rare earth sharply led the overall price. Aspects of heavy rare earth oxide, dysprosium rose 70.37 percent, up 46.15 percent terbium oxide; LREE aspect rose 25.26 percent neodymium praseodymium oxide, cerium oxide fell 5.9%. Rare nationwide campaign will be in full swing, unprecedented efforts in recent months of rare earth prices are still supported. Ministry on August 15 launched a three-month fight against rare earth mining, production, circulation special action illegal acts, will clean recycling of rare earth companies, find out the source and quantity of raw materials, sales, verification of illegal mining, production of clues and concentrate handling a number of typical cases. As Ganzhou region have begun as early as May hit the local "black earth" operation, intermediate traders reluctant to sell the opportunity, together with the Baotou Rare Earth Stop insured noticed, the heavy rare earth led sharply since June.


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Today, some of the products of rare earth market prices adjust, single praseodymium, neodymium oxide market prices remain relatively strong.

Praseodymium, neodymium oxide market, the recent prices relatively stable since the oxide and increased slightly. Grass Shen praseodymium market, there are Ganzhou supplier said the current band fares 57,58 yuan / ton, because the market supply is limited, the market traded slightly better. Neodymium oxide market with ticket prices 36-37 yuan / ton, general trading conditions. Corresponding metal praseodymium, neodymium market price aquiline, August basically two types of metal prices remained stable upward trend. Praseodymium neodymium mixed metals, there are vendors that can now introduce with votes 460,000 yuan / ton large number of shipments, the price level than before slightly loose.

Dysprosium oxide market, the recent price did not change much at the low reported high, both call and put the situation in the market turnover situation is not active, the current dysprosium oxide with ticket prices generally at 220 yuan / ton or more, with no votes 1.9 million yuan / ton.

Erbium oxide market today, there are vendors said that the recent market transactions can be, not the amount of inventory, temporarily increased offer 10,000 yuan / ton, the market mainstream in 35, 36 yuan / ton. The current price of many single oxide remained stable trend, prices of some products is limited by the supply or demand for loose or higher, no obvious signs of large fluctuations.

Waste Electrical and magnetic scrap market, today's market offers a gradual recovery situation, the mainstream price and Fri flat or slightly down 2 yuan / kg, the market is currently short of 104-106 yuan / kg, long 114-118 yuan / kg, tiles 134-138 yuan / kg. Motor market price temporarily remain stable, the current brushless 85,86 yuan / month, brush 133-143 yuan / month.


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MLR website August 27 news, August 26 morning, the Minister of Land, party secretary of the State Land Chief Inspector Jiang Daming chaired the 11th meeting of the Ministers office will be considered and approved in principle the "Resources on issued 2013 annual rare earth ore mining tungsten ore antimony total control, "which determines the country this year will remain unchanged total ionic rare earth mining, while modest increases in mining rare earth mineralization indicators; tungsten mining total control maintain 2012 levels; antimony mining moderately reduced total control.

The meeting clearly, and actively play the role of market regulation, speed up transformation of the mode dominant mineral management, and prevent overheated investment market overreaction phenomenon, the Ministry of Land Reform and approval system combines mining, rare earth mine in preparing 2013 annual antimony tungsten ore mining total control indicators clearly, cancellation policies antimony ore mining suspended,

Adjust tungsten and rare earth ore mining differentiated management policy, fine antimony ore utilization indicators restrictive policy. Under the "notice", antimony ore exploration and mining is no longer suspended registration, according to the provisions and requirements of the program apply. Xinli antimony ore mining rights, should be consistent with total control of mining requirements.

Inform the Department of Homeland mine inspection situations: canceled revoke the mining permit 880

MLR August 27 news, recently, the Ministry informed the 2012 annual national development and utilization of mineral latest annual inspection. The results show that, as of the end of 2012, the country should participate in the annual total of 95,268 mines, in fact seized 94,605, annual rate of 99.3% over the previous year increased by 3.3%. By inspection, canceled the mining license 848, revoke the mining permit 32, recovered 276 million yuan compensation for mineral resources, Forfeiture 113 million yuan, transferred to judicial organs for criminal punishment 64 onwards, detect and clamp down on illegal mining point 573.

According to reports, 2012 annual inspection focus on examination of rational development and utilization of mineral resources and the "rule of three" situation, dynamic monitoring of mine reserves, mining rights signage, mineral resources compensation payment, land reclamation, environmental restoration and other geological 14 content. Inspection results showed that: mine shall be submitted in 90,404 mining recovery rate standard, 86,885 mines mining rights established signage, reserves 81,743 mines had submitted annual reports, 88,931 mines reported a statistical report. 4380 mines annual unqualified.

By inspection, canceled the mining license 848, revoke the mining permit 32, recovered 276 million yuan compensation for mineral resources, Forfeiture 113 million yuan, transferred to judicial organs for criminal punishment 64 onwards, detect and clamp down on illegal mining point 573. Beijing, Tianjin, Inner Mongolia, Liaoning and other 16 provinces (autonomous regions and municipalities) annual rate of 100%; Tianjin, Jiangsu, Shandong, Henan, Hubei, Chongqing and other 12 provinces (autonomous regions and municipalities) field sampling rate of 20% or more .


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August 23, the core application market of rare earth magnetic materials market price of neodymium oxide, praseodymium mostly in the 370,000 yuan / ton, compared with the annual mid-June, the lowest price 250,000 yuan has gained 48%.

Following remediation Ganzhou Rare Earth private mining after August 7th day laborers Ministry and other ministries jointly issued eight decisions on the rare earth mining, production, circulation of illegal acts against a three-month special action. This action not only eight ministries, regulation extended to the whole country, but also from the illegal exploitation of the range investigated illegal mining, smelting mineral source separation is legitimate enterprises, expanding trade enterprises to the legality of the source of rare earth products, and carry out clean-up of waste products of rare earth recycling and comprehensive utilization of enterprises.

Market participants believe that the special rectification actions to carry out in the short term will result in a significant decline in the market supply of rare earth, rare earth prices will form some support. In addition, the fifth Baotou Rare Earth Industry Forum, several reports have mentioned rare earth element management points, the proposed implementation plan Shouchu smooth price fluctuations, there is a strong future purchasing and storage expectations, but "the severity is different."


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August 23, the core application market of rare earth magnetic materials market price of neodymium oxide, praseodymium mostly in the 370,000 yuan / ton, compared with the annual mid-June, the lowest price 250,000 yuan has gained 48%.

Rare earth prices plummeted after the show in a strong reversal, thanks to China to rectify illegal rare earth, rare earth mine also with overseas production related delays of production.

Loss overseas mines

Overseas rare earth mine production complex fastest and largest American company released the latest filing shows molybdenum, selling 3,039 tons of rare earth in the second quarter, the average price of 45.04 U.S. dollars / kg, gross loss of $ 18.5 million.

This is America, the company has repeatedly reported losses of molybdenum: 2012 its heavy losses to $ 460 million; 2013 first quarter sales of 3,274 tons, with an average price of $ 44.71, gross loss of $ 20.5 million.

American Mountain Pass rare earth mine molybdenum company is second only to the Bayan Obo mine in Inner Mongolia Baotou world's second largest rare earth mine. The mine ore reserves of 50 million tons to maintain rare earth an average grade of up to 8% to 9%, with a total resource of 4.3 million tons of rare earth oxides. Mine hill 1990s by the impact of cheap Chinese rare earth closed. 2011 rare earth prices soared 10-fold, the U.S. molybdenum company resumed production. According to plan, molybdenum production company a REO (rare earth oxides) 7000 tons / year; two completed in mid-2013 production of 40,000 tons REO.

Last year the company a project is completed, only this time rare earth prices again dropped back in 2010. Heavy losses the company slowed the pace of expansion. Molybdenum company said, will be based on market reflects a combination of factors such as whether two construction projects.

U.S. molybdenum pace of development is an overseas company Rare earth mine development in microcosm. According to the U.S. TMR company tracking study abroad in recent years, such as the U.S., Australia, India and other 37 countries, 261 companies engaged in 429 projects Rare items. If these projects on schedule production is expected in 2015, the Chinese share of global rare earth production will increase from 95% to 75% or so.

Chinese experts believe that the rare earth supply diversification is a positive trend.

However, the global economic downturn, rare earth prices continue to fall, corporate environmental and cost pressures continue to increase, resulting in full swing foreign rare earth project development encountered resistance, overall showing signs of a slowdown.

Chinese experts have Tianyuan Enfield engineering companies believe that the current rare earth prices, the Chinese rare earth enterprises competitiveness is more obvious. Conditions for the overseas development of rare earth enterprises are mainly three, in addition to the United States molybdenum companies, as well as Australia, Mount Weld rare earth mine developers Carolina company, with its rare earth plant in Malaysia, in 2012 production of about 6,000 tons of rare earth oxides ; South Africa Steenkampskraal mine developers. In mid-June 2013, the company has said it could not withstand the NC Rare cheap in capacity expansion will cut costs to wait until demand picks up.

The industry believes that overseas production of rare earth ore not according to plan, will further support the domestic rare earth prices.

Rare earth prices continue to rise in August

Since August of rare earth prices continue to rise. August 23, the core application market of rare earth magnetic materials market price of neodymium oxide, praseodymium mostly in the 370,000 yuan / ton, compared with the annual mid-June, the lowest price 250,000 yuan has gained more than 48%; dysprosium and terbium oxide prices respectively, 2350 yuan / kg and 4,300 yuan / kg, compared with before the start of 1150 yuan and 2300 yuan respectively, up 104% and 87%.

Combating illegal exploitation of rare earth rare earth prices started the round. Back in April and May, Jiangxi Ganzhou first in the region to combat illegal mining. "Intensity is very large, caught a lot of people." Insider. Then, in August, the Ministry of Industry and several other departments jointly issued a document in the country in the fight against illegal rare earth mining and smelting operations. The move led to a large number of illegal vendors of rare earth production. Rare is a highly mining and smelting separation products, and as such, the illegal vendors have been very rampant in rare earth production, supply and prices of the industry a tremendous impact.

Another reason for the price rise of rare earth is warming downstream demand. It is reported that magnetic operating margin continued to pick up three percent last year to the current level of Qi Cheng.

In addition, since July 2011, rare earth prices up to two years of rapid decline, the rare earth prices return to production costs. Thus rare earth prices rebound is a value return.


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Recent unprecedented efforts to rectify the rare earth industry, reflecting the state of rare earth industry consolidation determination. Recent SWS colored areas are mainly on Ganzhou rare earth producers and traders conducted an investigation. The rare earth industry consolidation in addition to private mining sectors to take effective reorganization, the separation of rare earth smelting, recycling and other sectors will also be made effective governance. In Ganzhou area as an example, the current Ganzhou area about 16 smelting separation plant, production capacity of about 40,000 tons, is expected to go through the industry consolidation, only Ganzhou rare earth smelting and separation capacity it is expected to outlaw nearly half, smelting and separation capacity reduced to 8 , 20,000 tons; recycling sectors are also expected to be completely overhauled and the illegal production capacity banned. It is understood that there are currently only Ganzhou hundreds of local people have been criminal or administrative process, showing the government's determination to rectify the rare earth industry, is also expected to introduce long-term follow-up mechanism for the rare earth industry routinely effective management.

Recent rare earth industry consolidation or as a prelude to the main theme is about integrating a large group of rare earth played. We believe that a large group of rare earth as soon as possible to promote the integration of existing pressure of reality has real power: the WTO is likely to rule before the end of rare earth export restrictions against China, China's rare earth export restrictions may be released in early 2015 (a year of protest during the period as a buffer ). Therefore, the state is facing an urgent adopt alternative means of market-based means to control the administrative reality of supply of rare earth pressure, and consolidation is undoubtedly a large group of rare earth market means to achieve the best way to control the supply of rare earth, rare earth international pricing maintaining the status for the country promote the integration of large groups provide a realistic motivation. Now fully liberalized from the beginning of 15 rare earth export restrictions only one year's time, a large group of rare earth as soon as possible to promote the integration of practical urgency.

Rare large group is not an easy integration to obtain the status of a large group of companies or to both rights and responsibilities. Promote the integration of rare earth based on the urgency of a large group, large group of integrated solutions we determine the fastest expected launch in early 2014, a large group integrated solution is likely to take the form of a +4: the northern South China Minmetals Rare Earth Rare-Earth +, Ganzhou Rare Earth Group, China Aluminum Rising colored. As the rare earth industry involves many interests, a large group is not an easy integration requires a gradual process. To obtain the status of a large group of companies or to both rights and responsibilities: a large group on the one hand the future is expected to gradually get separated rare earth mining and smelting tilt indicators and related preferential policies; hand will also assume corresponding responsibilities, such as maintaining China international pricing undertake environmental protection and governance responsibilities.

The next 3-6 months of rare earth supply and demand situation is expected to improve, and then pull the rare earth prices continue to rise. First, the recent nationwide beginning with the year and thorough investigation of private mineral indicators used, the majority of smelting separation plant is gradually shut down and stop shipments, the majority of raw materials inventory smelting separation enterprises will run out before October, will cause earth supply further tension. Second, the rare earth industry consolidation unprecedented intensity, rare earth ore has been fully private been effectively curbed. Third, after a long period to the inventory, the current Ganzhou even the domestic social stock at a low level on the rare earth prices become favorable support. Fourth, the recent state purchasing and storage, and a large group of rare earth integration solutions may exist launched, is expected to further boost the market sentiment. Separation of rare earth smelting enterprises in winter due to high production costs, most companies will resume production for 14 years in March, so before this rare earth industry is expected to maintain a tight balance of supply and demand pattern, rare earth prices are expected to continue to improve.

Reaffirming the rare earth industry chain favorable ratings. Smelting and separation of rare earth resources companies are expected to benefit (Minmetals Rare Earth, Baotou Steel Rare Earth, Xiamen Tungsten, Sheng and resources, Rising colored, etc.), we focus on recommendation Minmetals Rare Earth, Baotou Steel Rare Earth, Xiamen Tungsten. Rare earth raw material prices high performance NdFeB magnets conducive business prices stabilize, with 9,10 downstream replenishment may Magnets operating rate is expected to increase, remain positive positive sea Magnets (BUY, TP 24 yuan!), Zhong Ke San Huan (BUY, TP 19 yuan!), Ningbo Yunsheng (shares of Shanghai Electric Drive to create magnetic mechatronics).


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Has been the main raw material of copper cables can now be used instead of rare earth alloy materials. Recently, the Shanghai Electric Cable Research Institute (SECRI) and domestic professional aluminum cable manufacturer - China Star alloy cables and a number of business R & D production of aluminum instead of copper cables earth alloy material, has been made ​​of copper cable materials domination sooner or later to be broken, aluminum and copper is an inevitable trend. According to reports, the current reserves of copper resources in the country only last for decades, while the aluminum resource reserves available for thousands of years. In the United States, Canada and other developed countries, the total rare earth alloy wire cable used in a proportion of up to 90%, while China is still in its infancy.

In addition, compared to copper materials, rare earth alloy has many advantages. Light weight, weighing only copper products 1/3, without using traditional cable tray installation, dramatically reducing the cost of construction and installation, and aluminum longer life, with good bending performance, anti-fire and so on. The most important is to use aluminum instead of copper materials, raw material costs, only the original 1/3, the customer can use to cheaper, high-quality cable.

The wire and cable "core" revolution has brought to many cable companies sweetness, but also the future trend.


Rare Earth Supplier: Chinatungsten Online - http://www.chinatungsten.com
Tel.: 86 592 5129696; Fax: 86 592 5129797
Email: sales@chinatungsten.com
Tungsten Picture Center: http://picture.chinatungsten.com
Tungsten Video Center: http://v.chinatungsten.com
Tungsten News & Tungsten Prices, 3G Version: http://3g.chinatungsten.com