News of rare earth industry consolidation

Rare Shouchu news recently renewed influence A-share market listed companies in the rare earth industry , following the sector rose on Friday after the listed company's share price yesterday, the rare earth industry to continue to open higher.

On the other hand , Baotou Steel Rare Earth International Trade Company recently announced partial listing price of rare earth oxides , including neodymium oxide, praseodymium 370,000 yuan / ton, praseodymium oxide 600,000 yuan / ton, neodymium oxide 350,000 yuan / ton, europium oxide 5 million yuan / t , which is more than the current market price of about 10 % to 20% . Stimulate the market for publicly listed third national reserve of rare earth is expected to start soon . November 30 last year , Baotou Steel Rare Earth Rare Earth International Trade company publicly listed price , is the second national reserve of rare earth eve of the start .

Industry consolidation news continued

Rare Shouchu news, because the role of internal and external factors , has been in ferment.

Prior to the Baotou Rare Earth insiders revealed to the media that the plan purchasing and storage 10,000 tons of rare earth , neodymium oxide, praseodymium purchasing and storage plan which 4,000 tons of oxide, praseodymium , neodymium oxide of 500 tons , 1200 tons of dysprosium oxide , erbium oxide 300 tons . Also plans Shouchu europium oxide, terbium each 500 tons , 2500 tons of yttrium oxide .

Analysts Ye Pei also known as the market anticipated that the large-scale purchasing and storage , purchasing and storage varieties including neodymium oxide, praseodymium oxide, praseodymium oxide, neodymium oxide , dysprosium oxide, europium , 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 .

Analysts expect the purchasing and storage of rare earth stocks in favor of heavy rare earth clearing ; based on the price up 10% , after estimated 15 billion yuan to complete the market middlemen purchasing and storage of heavy rare earth stockpile ( including 2013 annual ) .

Currently , WTO dispute panel on China's rare earth export an interim report , although the report did not open , but the market is widely expected , WTO has basically endorsed the idea of ​​America, Europe , and has issued a tentative judgment relevant national notice , finds China violation of the 2001 agreement when joining the WTO commitments , may eventually open in about two months after the official preliminary ruling Chinese rare earth export restrictions violations.

Analysts believe that the time left to the Chinese government does not strain so long expected by the market , which will deepen the governance policies Forced rare earth industry, accelerate the introduction .

Interim Report WTO ruled China rare earth export restrictions violation will result in a large group of rare earth consolidation is expected to accelerate.

The end of 2012 , the coke industry report by WTO ruled illegal exports , then quickly pick up in exports , so the market expectations, the rare earth industry after the WTO ruled illegal exports will be significantly warmer , thus conducive to digestion domestic rare earth products in stock .

"The market is too weak, previously raised the price of hot money by positive hype , it is by good shipping. " Beijing a broker who told reporters that information management , purchasing and storage has been rumored since September , the market was already on the rare earth sector with a wave of speculation , but now it is a good cash , sell the stock when .

But analysts believe that policy mix boxing plus inventory clearing plus demand for the better , just like buying time to set up rare earth stocks . Rare worthwhile short-term market , but for medium to long term investment opportunities , analysts expect to see the establishment of long-term mechanism of rare earth industry , including the supply side orderly and stable price expectations , as well as downstream demand continues to improve .

Calendar year exceeds 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 listed company insiders said the reporter , rare earth only take control excessive and indiscriminate digging , rare earth prices to remain high , since August, the government crack down on excessive and indiscriminate digging , resulting in rare earth prices rebounded sharply . But now the market has been worried that this is just a gust of wind .


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