Rare earth industry consolidation or as a prelude to the main theme is about integrating a large group played

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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