Rare Earth Industry: Coming large group played the main theme of integration

Likely due before the end of WTO ruled against China's restrictions on exports of rare earths , 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.

Recent unprecedented efforts to rectify the rare earth industry , reflecting the national determination of rare earth industry consolidation

In mid-June the first to start Ganzhou Rare Earth private mining campaign :

It is understood that the Ministry of Industry for 13 years has held two meetings on rectifying the rare earth industry , focusing on the fight against illegal exploitation of rare earth mines and private , in May proposed a " new round of rare earths to rectify ."

Thereafter, Ganzhou City to develop a " Ganzhou Rare Earth Mining order rectification and supervision special action program " , and the first to begin the rare earth industry consolidation , consolidation is expected to continue until the end of September .

In mid-June , Ganzhou mine safety supervision bureau department collaboration within the jurisdiction of non-coal mining enterprises to carry out special inspections to crack down on various illegal violations, strengthen the focus on the area of ​​rare earth mining and the original appeared in the illegal exploitation of rare earth mine sites activities patrol investigation , the majority of rare earth ore inventory was closed private .

In mid-July , following the crackdown Ganzhou Rare Earth private mining sector after mine , Ganzhou City Forestry Bureau issued " on the issuance of the city's rare earth mining remediation Hillwood special rectification action program of work notice " Rare Earth Mining order to carry out special rectification actions mountains remediation priorities for action to crack down on the illegal occupation of forest land is mined rare earth crime , illegal exploitation of rare earth to provide forest use rights violations . Dingnan , Long South , Anyuan , Chonnam , Ning , Dayu county forestry department has carried out six actions , Ganzhou City Forestry Bureau has set up a Steering Group under the jurisdiction of counties to supervise the rectification work .

Following Ganzhou industry consolidation after August 8 ministries rare earth industry consolidation will extend to the nation :

Evening of August 7 Ministry of Industry jointly Public Security, Ministry of Land Resources , Ministry of Environmental Protection , General Administration of Customs , State Administration of Taxation , the State Administration for Industry and Commerce , the State Administration of Work Safety eight ministries issued "Combating rare earth mining , production and circulation of illegal special action program ", decided from 2013 August 15 to November 15 in the fight against rare earth mining , production, circulation of illegal special action .

The main task of the special action : First, check the local government executive mandatory production plan , mining quota of total control , environmental verification , production safety, VAT invoices and other rules and regulations implementation ; Second is the area of rare earth mining, smelting separation and trading enterprises ( including central enterprises ) for verification by one , to find out the amount of rare earth mine production , sales and circulation , mineral smelting separation corporate sources and quantity of production , sales , trading enterprises and smelting of rare earth ore source separation products and the number of sales and downstream customers , and fill checklists ; three is to clean waste products from the recycling of rare earth enterprises , to identify sources of raw materials and quantities sold ; Fourth verify illicit mining, production of clues ; Fifth based on the above work , concentrate handling a number of typical cases illegal .

Recent unprecedented efforts to rectify the rare earth industry , reflecting the national determination of rare earth industry consolidation :

According to special action program , first of all, action will be illegal mining, smelting, trade in inventory , and increase the punishment ; secondly , action will be the banner of " deep processing " banner in the separation of rare earth mining and smelting enterprises in the new round of illegal verification , once discovered immediately shut down . Again , rare earth and rare earth mining special stamps will be combined with the mandatory plan , this threshold would make it illegal rare earths not bleach.

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.

Or as a prelude to the rare earth industry consolidation , integration of a large group of rare earth theme or played :

We believe that the recent rare earth industry consolidation may be just a signal and the country 's rare earth industry consolidation prelude to follow the theme of integrating a large group of rare earth or played .

Rare large group as soon as possible to promote the integration of existing pressure of reality has real power : Because most likely before the end of WTO ruled against China's restrictions on exports of rare earths , 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 form.

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 .

2 , rare earth prices is expected to continue to rise the next six months

Recent supply of rare earth rare earth industry consolidation prompted contracted significantly boost rare earth prices rebounded sharply

Private mining of rare earth rare earth quota of total control over , becoming an important reason to suppress the price of rare earth :

As rare private Ore no environmental protection, taxation and other costs, ultra- low-cost sales have a tremendous impact on the market . In recent years, China's rare earth mining total control indicators are 93,800 tons ; According to industry experts expect the private domestic rare earth minerals annually more than 100,000 tons of rare earth on behalf of private mining even more than the regular supply of rare earth mining pipeline total control . On the other hand , the current global annual consumption of about 100,000 tons of rare earth , rare earth mining private cause a serious imbalance between supply and demand has become rare earth prices rebounded to suppress an important reason .

Recent supply of rare earth rare earth industry consolidation prompted contracted significantly boost rare earth prices rebounded sharply :

Recent rare earth rare earth industry consolidation private mining industry chain round cut , rare private mining industry chain cut also led to significant contraction in the supply of rare earth , and cause traders expected overall improvement , traders reluctant to sell even begin replenishment to be up in the short term rare earth supply and demand pattern fully reversed, rare earth market has also gone rebounded sharply, dysprosium , terbium and other varieties of praseodymium neodymium prices rose significantly . Praseodymium neodymium lowest prices since mid-June from 25.5 yuan / ton rebounded sharply to the current 360,000 yuan / ton, or about 41% ; dysprosium prices since mid-June, the lowest 1,255,000 yuan / ton rebounded sharply to the current 2,405,000 yuan / ton, or about 92%.

The next six months is expected to further improve the supply and demand pattern of rare earth , rare earth prices continue to rise and then pull

Supply and demand in the next six months is expected to further improve the earth , and then pull the rare earth prices continue to rise. Currently the market for rare earths market generally very optimistic , many manufacturers are reluctant to sell , prices continue to rise in the next six months the possibility of rare earth is very large, up space is also more impressive.

Rare earth market continues to improve, there are a number of reasons : 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 enterprises raw materials inventory is expected smelting separation in October before the full run out of supply of rare earth will cause further tension . Second, the rare earth industry consolidation unprecedented intensity , rare earth ore has been fully private been effectively curbed . Third, since 11 years after a long period of de-stocking , as well as civil society currently Ganzhou Rare Earth stocks at a low level , the formation of rare earth prices favorable support. Fourth, 13 and 14, the end of the beginning of state purchasing and storage , and a large group of rare earth integration solutions may exist launched , is expected to further boost market sentiment , and thus boost the rare earth market for the better.

Separation of rare earth smelting enterprises in winter due to high production costs , most companies will resume production for 14 years in March , so in 14 years in March before the rare earth industry is expected to maintain a tight balance of supply and demand pattern , before this earth prices are expected to continue to improve .

3 , reaffirming the rare earth industry chain favorable ratings

We reaffirm the favorable ratings of rare earth industry chain , medium and heavy rare earth leader reiterated recommendation Minmetals Rare earths, rare earth permanent magnetic faucet is the sea , Zhong Ke San Huan , Ningbo Yunsheng .

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 . Minmetals Rare Earth as a leading medium and heavy rare earth enterprises , will maximize benefit Southern Rare Earth integration effect , as Minmetals Rare Earth is currently the only business development and capital market financing platform, the future integration of space can be expected ( but time uncertain ) , reiterated the company overweight rating.

In addition , rare earth raw materials prices help rare earth permanent magnet enterprise product prices steady rise , with 9,10 downstream replenishment is expected to improve the operating rate Magnets , reiterating optimistic positive sea Magnets ( BUY, TP 24 yuan ! ) , In Section tricyclic ( BUY with target price 19 yuan ! ) , Ningbo Yunsheng ( equity Shanghai to build magnetic electric drive mechatronics ) .


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