Remediation storms rare earth industry in depth and comprehensively promote the reform

Industry insiders say, for listed companies, involved in mining business performance is expected to receive substantial improvement

Recently, there is news that the Ministry intends to carry out the national ministries and commissions jointly earth remediation work, the current regulation scheme has entered the stage countersigned by the various ministries. It is understood that this regulation is still rare to combat the "black" rare earth-based, but the "anti" scope and intensity will be more than in past years.

This year in May, the Ministry had proposed a "new round of rare earths to rectify." After this, the first to Ganzhou rare earth industry consolidation: Ganzhou City to develop a "Ganzhou Rare Earth Mining order rectification and supervision special action program." Ganzhou Rare Earth industry for remediation has launched nationwide Rare remediation work well an important foundation.

Investment Advisor in the metallurgical industry researcher Yuan Zhibin in an interview with reporters that the Ministry of Industry jointly launched rare earth industry, many ministries focus on remediation work still continued the previous focus of remediation work, which focuses attention on the fight against private areas should still be mine and smuggling of rare earth, rather Ganzhou has completed the renovation work of the "vanguard" role, which will reduce the supply of rare earth oxides on the market total.

Yuan Zhibin further analysis pointed out that the separation of smelting capacity is greater than the whole state of rare earth mining target, once the private mine checked, some lack of resources smelting companies may be forced to stop separation, while some companies are also likely to accept other higher rare earth ore. Meanwhile, the rectification work carried out will also allow traders to hoard goods will gradually increase in conduction through the layers after the rare earth industry for the whole industry chain will also be presented in terms of price expectations.

Insiders expect this year with the Ministry on the issue in the renovation of the rare earth industry to further strengthen, off the total amount will probably be able to stop further rise, which the entire industry to eliminate unhealthy competition, the formation of a large group of rare earth and other aspects can play a certain effect.

"For listed companies, involved in mining business performance is expected to be substantially improved, and as the demand for the downstream industry chain has not yet appeared significantly improved, so this will result in not involving mining companies there is a big operating results Uncertainty. "Yuan Zhibin For the rare earth industry, listed companies will be what impact the remediation process to make the above remarks.

"Of course, the rare earth industry nationwide rectification work will also be on the middle reaches of the rare earth industry, the integration process between the companies play a role in fueling." Yuan Zhibin highlighted.

For the rare earth industry regulation, the Ministry of Industry Deputy Minister Su Bo had previously noted that the large enterprise groups to effectively assume rational development and utilization of resources, environmental protection, leading rare earth industry transformation and upgrading of responsibility, completely changed the industry scattered, chaotic, and poor production patterns, enhance the core competitiveness of China's rare earth industry.


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