Rare Earth Forum predictable policy developments closely

Ferrous industry "buy" rating. LREE prices continue to rise, the government efforts to combat illegal rare cause for concern. Taking into account the long-term industrial and precious metals prices to exit QE by the Fed is expected to suppress, the proposed focus of rare earth, permanent magnet, lithium and other sub-sectors, relatively optimistic Sheng and resources Minmetals Rare Earth, Baotou Steel Rare Earth, the color of shares, Tian Qi Li industry .

Mostly good economic data, metals prices were slightly broad

Slowdown in demand and supply increases, the probability of further easing of global liquidity and reduce our overall cautious on base metals, may be affected by a variety of short-range fluctuations news. Last week, the Fed meeting market expectations optimistic, China's official PMI better than expected and the Chinese central bank to restart reverse repurchase and other metal prices overall rose. LME tin, lead, copper prices rose 8.4%, 2.9%, 2.2%. We recommend investors to focus the growth of eastern Mongolia industrial metals mining stocks, such as Shengda Mining, Industrial Minerals, Sheng Tun mining, Intime resources.

Gold and silver fell last week

QE exit the U.S. economic recovery is expected to spread the price of gold. Last week, the domestic price of gold fell 3.1%, Cmex gold fell 0.8%, SPDR positions by 0.99 to 918.64 tons, positions back to early 2009 levels. Domestic silver prices fell 4.2%, Ishares Silver EFT positions decreased 22.31 tons. By withdrawing QE expected long-term presence, we believe that precious metals prices will show a shock situation, precious metals stocks need to focus on their own growth.

RE forum predictable, pay close attention to policy developments

RE: the week LREE oxide prices were up 1.02% and 1.22%, which led the europium oxide instead of dysprosium as new varieties (6.90%), while the neodymium oxide, praseodymium continue modest gains (1.47%). Baotou Rare Earth next week, the Forum will be held as scheduled, at a time when the government against illegal rare earth critical period, therefore we recommend investors to pay close attention to relevant policy developments. Recommendations focus on individual stocks LREE growth companies Sheng and resources, and benefit from praseodymium neodymium prices Baotou Steel Rare Earth. Taking into account the scarcity of heavy rare earth resources, we call its long-term price, it is recommended that long-term concern: Minmetals Rare Earth, the color of shares.

Lithium carbonate prices remain at 4.1-4.3 million people. BMW July 29 released its first electric car i3, lithium downstream demand growth in the field of electric vehicles increase, Tian Qi Li industry, Ganfeng Lithium worthy long-term concern.

Concerned about environmental regeneration related concepts

Recent Jintao visited Grammy, the Ministry issued a new version of "aluminum industry standard conditions" to support recycling aluminum development, and therefore we expect the government late or will continue to introduce relevant policy support, increase environmental protection and renewable resources sector investment, suggest that investors may be concerned about: Green America , Yi ball resources, your research Platinum and other related stocks.


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