Launched a comprehensive rectification of rare earth

Following Ganzhou Rare Earth campaign against illegal activities, the Ministry of Public Security, Ministry of Land and other eight departments have also issued a document, will be organized in the fight against illegal rare earth industry special action for three months. And yesterday the market, rare earth brave, Sheng and resources Minmetals Rare Earth, Baotou Steel Rare Earth so good performance. In addition, nearly a month of suspension Rising colored material acquisitions, said the company basically completed the preliminary work. Insiders pointed out that the market consolidation, improvement and the integration of assets backing for rare earth prices and stocks. Recommend appropriate attention Baotou Steel Rare Earth, rare earths and Sheng and Minmetals Resources and other leading stocks.

In recent years, the government acts on the illegal exploitation of rare earth crackdown growing. Chinese government network information is displayed on the 8th, the Ministry of Public Security, Ministry of Land and other eight departments, from August 15 to November 15 will be in the fight against illegal rare earth industry special action, the action will focus on the fight against rare earth mining, production , the circulation of illegal behavior.

Market analysts believe that the crackdown is expected to significantly reduce the illegal exploitation of rare earth supply, the market for the two rare earth stocks to provide insurance.

Expected to reduce the illegal exploitation of rare earth supply

According to the Joint documents, this action Participating departments are the Ministry of Public Security, the Ministry of Land, Ministry of Environmental Protection, Customs, State Administration of Taxation, the State Administration for Industry and Commerce and the State Administration of Work Safety. There are six major priorities, including combating illegal exploitation of rare earth behavior, rectifying behavior illegal production, circulation combat illegal activities, clean up waste products recycling and comprehensive utilization of rare earth enterprises, against black interests of the chain and check the implementation of regulatory responsibility earth and so on. To find out the final production of rare earth mining enterprises, sales and circulation; smelting enterprises mineral source separation and quantity of production, sales; trade enterprises and smelting separation of rare earth ore sources and quantities of product, sales and downstream customers, etc. .

Insiders said that due to the number of departments involved, is expected to make the market very significantly reduce the supply of rare earth mining. Guotai Junan Securities analyst Sang Yong Liang said, this eight-departmental joint operations covering the entire industry chain, but also the introduction of Ministry of Public Security, making the fight against the illegal exploitation of more executive power and deterrence. Therefore, at least make the action illegal enterprises stop production temporarily into a wait state.

Rare earth prices rebounded with persistent

Since the end of June was mainly strong rare earth stocks rare spot market prices rise. A brokerage monitoring data showed last week LREE oxide prices continue to rise, were up 1.02% and 1.22%. Dysprosium oxide as the recent led the new varieties, rose to 6.90 percent last week. According to the reporter, most analysts believe that although temporarily unable to confirm whether the price of rare earth reverse, but the price is expected to continue to rise for a second heavy rare earth stocks insured.

Analysts giant Kwok-yin said, by the National efforts to combat the impact of private mines, short-term price or still up space. Guotai Kristiansand Anthony also believes that the supply of rare earth prices are also expected to usher in a wave of rising suddenly compressed.

Analyst Lin Yang in its latest research report pointed out that since since mid-June, the domestic prices of light and heavy rare earth oxide stabilized rebound. Deep down in price as well as the Government to strengthen market regulation, the rare earth prices will continue to rebound, rebound is expected to be 30% to 40% after the stable.

Thus, while the semi-annual report this year, difficult to see, but most analysts bullish on rare earth stocks. GF Securities analyst as giant Guoxian proposed focus growth LREE company Sheng and resources, and benefit from praseodymium neodymium prices Baotou Steel Rare Earth. While taking into account the heavy rare earth scarcity of resources, the proposed long-term concern Minmetals Rare Earth and the color of shares. Lin Yang also said that the heavy rare earth industry supply and demand have improved, still focusing on promising, Rising colored, Minmetals Rare Earth and Xiamen Tungsten are worthy of attention.

Asset integration will become the point of excitation

A share consolidation and restructuring of assets is never short of legend. Suspended for nearly a month colored Rising recently released news that the company's major acquisitions basically completed the preliminary work. Some analysts believe that, with increased state regulation of rare earth industry norms, Inner Mongolia, Guangdong, Hunan and Jiangxi Rare Earth "city" future asset integration will continue to unfold. Rising colored if successful acquisition of assets, possibly a new one opened the prelude to the rare earth industry resource integration, is expected to become the third tier support rare earth stocks.

"In recent years efforts to integrate the resources of rare earth industry is quite large, including Guangdong, Jiangxi, Hunan and other places have been established Rare Earth Group, penned by the government is expected as the country eight departments jointly after remediation, integration of resources will be more, this could become an opportunity for the stock market. "one broker who told reporters yesterday. 2012 Guangdong Province officially released "on promoting the province's rare earth industry consolidation opinions" on rare earth resources in Guangdong Province as well as the rare earth industry chain integration proposed timetable requiring the end of 2015, the rare earth industry in Guangdong province, the Group completed its work on earth industry supply chain integration. The Jiangxi released last year also proposed in Ganzhou Rare Earth formation of large enterprise groups. Furthermore, Hunan Rare Earth Industry Group has also been approved by management.

Therefore, the broker pointed out that in 2012 the local government set up the integration of resources in the main, is expected to rationalize the various relationships, the integration of rare earth resources in these areas will be more frequent. Haitong Securities analyst also said rare earth prices continued to rise, the upstream integration of resources is expected to continue to ferment.


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