Multivariate boost domestic rare earth market stabilization and recovery

Rare earth prices listed ITC package to boost the market , the third national reserve is expected to strengthen again . October 31 , Baotou Steel Rare Earth International Trade company publicly listed price of some rare earth oxide , neodymium oxide, praseodymium which 370,000 yuan / ton, praseodymium oxide 600,000 yuan / ton, neodymium oxide 350,000 yuan / ton, europium oxide 5,000,000 yuan / ton, compared with the current market price is high about 10-20%. Affected by the main varieties of the day market price sideways since the end of a few weeks began to rise , up 1.7% neodymium oxide spectrum , dysprosium oxide rose 2.7%. Ignite the market for publicly listed third national reserve of rare earth is expected to start soon . Last Baotou Steel Rare Earth International Trade Company is a publicly quoted price of rare earth in 12 years on November 30 , coincided with the second national reserve of rare earth starts on the eve of the publicly listed market may lead to the third national reserve of rare earths is expected to . The larger market is expected to purchasing and storage , purchasing and storage species include oxidation spectrum neodymium oxide, praseodymium oxide, neodymium oxide, dysprosium oxide, europium oxide , terbium oxide, yttrium oxide, erbium and so on. Strategic purchasing and storage help to consolidate China in the global supply of rare earth in the dominant position , and enhance the worldwide influence of rare-earth prices .

Interim Report WTO ruled China rare earth export restrictions violations, rare large group is expected to accelerate integration . October 28 , WTO dispute panel 's interim report on the earth has been distributed to America, Europe , and of other parties to the dispute , the report is not currently open, the final report may be 6-8 weeks after the official public limited preliminary Chinese Rare Earth export violations. Interim Report WTO ruled China rare earth export restrictions violations, is expected to accelerate the process of China's rare earth industry consolidation , China is brewing a number of New Deal response to export changing situation , including the crackdown private mines, the proposed introduction of "Rare Management Regulations" , the formation of a large group of rare earth , rare earth brewing different varieties differentiated management. Future production quotas , mandatory plan , the new mining permits and other policies generally inclined to the large group . Recently, Su Bo, vice minister of the Ministry of Industry , said during the forum in Davos , the formation of a large group of rare earth is expected before the end of the introduction program .

Rare earth industry consolidation will usher in peer review stage, the follow-up is expected to further boost the market sentiment. Evening of August 7 MIIT jointly eight ministries issued "Combating rare earth mining , production, circulation of illegal behavior special action program ", decided from 2013 August 15 to November 15 in the fight against rare earth mining , production, circulation illegal violations special action , action is divided into three phases, the first is the August 15 to September 30 of the provincial self-examination stage ; second, 30 September-25 October -departmental joint inspection phase , in conjunction with the Ministry of Industry relevant departments and experts will form the Joint Inspection Unit ; third is 25 October to 15 November rectification work summary stage . Currently progress than planned action has been postponed , the current first phase of the municipal self yet complete , the second phase of more stringent peer review would later usher . We believe that the consolidation scope and intensity of combat or exceed all previous actions over the years more than private mining of rare earth rare earth quota of total control and global consumption has become an important reason to suppress the price of rare earth , rare earth industry consolidation action with depth , rare private mining is expected to be effectively suppressed and boost market sentiment , and thus promote the stabilization and recovery of rare earth prices .

NdFeB business orders show some downstream demand is warmer. Including three rings , including some recent corporate orders NdFeB significantly improved, mainly from the automotive, air conditioning and electronic fields improved. Four quarters of the global car sales are expected to increase with the chain over 5 %, driven by demand recovery vehicle NdFeB . Meanwhile, as the August air conditioning cold year end 2013 , air conditioning companies have entered a new one cold year production cycle, replenishment stocking expected to follow expanded , and by the recent inverter air conditioner energy efficiency standards to enhance boost , inverter air conditioner with neodymium iron- boron demand will boost. In addition, three quarters of North American semiconductor equipment manufacturer quarter BB value of 98 , an increase of 20% in the fourth quarter demand for consumer electronics is expected to maintain moderate growth.

Multiple positive plate usher in promoting investment opportunities in rare earth permanent magnet , reiterated favorable ratings . As the third quarter as well as lower than expected demand for the release of systemic risk , some companies have pulled back to the strategic investment value of the interval . Recent positive constant will bring a whole plate of investment opportunities, including purchasing and storage expectations, group integration, as well as downstream hitting earth warmer and so on.


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