Rare giant Qi shot deal mutations export environment

Recently, the rare earth industry events frequent. October 31 , Baotou Steel Rare Earth in the official website quoted the latest price of rare earth oxides , compared with the current market prices on average go up 8%. In addition, the suspension of six months old Wei Hua shares , on November 4 announced Ganzhou Rare Earth backdoor listing plan. Coincidentally, the two largest rare earth giant 's move , it occurred in the "WTO ruled that China rare earth export controls will be illegal" after the news .

It seems people in the industry , with the Chinese rare earth export environment has changed , the market is looking for good policy is likely to be ahead of the arrival .

Export environment encountered mutations

October 26 , has been a year and a half Chinese rare earth international litigation outgoing messages. Allegedly , WTO dispute settlement mechanism to complete panel ruled that the interim report , supports the United States , Japan and the EU against Chinese rare earth export restrictions policy violations aspirations. Preliminary reports may soon be officially announced.

"Once the Chinese really lost, rare earth industry may suffer disaster, Chinese rare earth export regime will be adjusted. Quota system , the export tariff liberalization will vary under pressure , structural disorder , low concentration , smuggling and trafficking phenomenon will rise. "CIC Consulting Fellow Weiqi Ning said.

It is reported that if the Chinese rare earth international litigation fails, means that China will be forced on China 's rare earth export quotas of existing policies , rare earth export tariff adjustments , China 's rare earth export controls may have to end . Market and even fears in the export liberalized environment, the presence of rare earth prices again "cabbage price " risk.

Peng Bo said : "WTO losing almost a foregone conclusion , 2014 will export environment changed dramatically , leaving the Chinese government 's response time is not so long expected by the market , which will deepen the governance policies Forced rare earth industry, accelerate the introduction . "

Both north and south giant moves

How to reduce the losing to China 's rare earth industry to bring the pain , the market will focus on the rare earth industry, the answer reorganization and integration policies such as purchasing and storage policy portfolio .

Baotou Steel Rare Earth price adjustment , Ganzhou Rare Earth backdoor listing , perhaps China rare earth industry policy mix boxing resorted prelude .

Baotou Steel Rare Earth 's last public listing price of rare earth , but also retroactive to November 30, 2012 , when the national reserve of rare earth coincided with the second eve of the start . Therefore, the Baotou Rare Earth Rare listing price increases , the market for rare earths is expected to increase purchasing and storage . November 1 , the rare earth industry representation varieties - neodymium oxide, praseodymium market price at 3,335,000 yuan / ton ; compared with the previous week, by 0.5 yuan / ton, metal praseodymium neodymium market mainstream in 440,000 yuan / ton, compared with the previous week raised 05,000 yuan / ton.

Peng Bo said , Baotou Steel Rare Earth announced last listing price , intended to coordinate purchasing and storage stability of rare earth market price. This is also the market participants have speculated that the recent introduction of purchasing and storage or reason .

Coincidentally, suspended after six months of Wei Hua shares also in this point in time announced Ganzhou Rare Earth backdoor plan. Restructuring plan shows Ganzhou Rare Earth will listed as rare earth industry development and capital market financing platform to further integrate Ganzhou area of rare earth downstream smelting and separation operations , and gradually developed into a mining and dressing , smelting separation and processing as one of the major rare earth industry group company .

In fact , as early as in 2011 , the State Council issued the " State Council on promoting the sustained and healthy development of rare earth industry, a number of opinions" have clearly with one to two years , the basic formation of large-scale enterprises as the leading rare earth industry pattern. However, due to the rare earth industry interests of all parties involved , especially the central government and local governments delicate relationship , making progress in integrating a large group of rare earth flat .

In September this year , the Ministry of Su Bo , vice minister at the Summer Davos Forum, said that the rare earth industry consolidation work is not slow, soon there will be great progress , " before the end of the year there will be results ."

In addition to purchasing and storage , integrating full of expectations, SW researcher Ye Peipei also believes that China is brewing a number of New Deal response to export change in the situation , including the crackdown private mines, the proposed introduction of "Rare Management Regulations", brewing differentiated management of different varieties of rare earth and other policies . If the WTO ruled that China rare earth export restrictions violations, the policy is also expected to launch .


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