2014 Rare Earth Industry Investment Opportunities: downstream applications and merger integration brings opportunities

In recent years, China's rare earth applications are gradually expanding, from the traditional metallurgy , agricultural , textile and other fields gradually extended to the field of magnetic materials , luminescent materials, hydrogen storage materials, new materials, great prospect in the field of new materials for the industry brought great investment opportunities. Meanwhile, the industry is facing a critical period of merger and reorganization , merger integration also reveal opportunities.

First, industry mergers and consolidation opportunities

For the domestic rare earth industry concentration is low, poor industrial competitiveness , lack of rare earth pricing and other issues , the Ministry proposed rare earth industry will accelerate the integration, 2-3 large rare earth industry groups. According to the Ministry of Industry issued in August 2012 "rare earth industry access" , currently about 50% of smelting enterprise reach isolated industry access standards , faced with the integration or doomed.

Prospects Industry Research Institute released the " 2013-2017 China Rare Earth Industry Market Outlook and Investment Strategy Planning Analysis Report" shows that the current WTO litigation facing defeat China's rare earth , rare earth export controls is likely to end in 2015. Therefore, before this , the country faces an urgent market means taking an alternative means to control the administration of the reality of the rare earth supply pressure, and the integration of a large group of rare earth is undoubtedly the best way to achieve market-oriented means to control the supply of rare earth , rare earth maintain international pricing but also for the country to promote the integration of large groups provide a realistic power .

Second, product application market investment opportunities

( A ) rare earth magnetic materials and their applications

Since the state attaches great importance to energy saving , energy saving and environmental protection industry as the first of the seven strategic emerging industry. Its unique properties of rare earth magnetic materials become an indispensable material , its applications will become increasingly wide industry with high growth potential.

(B ) rare earth luminescent materials and their applications

In recent years, rare earth luminescent materials ( phosphors ) the development and utilization has made great progress on energy-saving lamps used in the rare earth phosphors over CRT (CRT), becoming the first major applications of rare earth phosphors .

(C ) hydrogen storage materials and their applications

Adding rare earth manufacturing NiMH batteries used in hybrid cars and pure electric vehicles still occupy an important position , expected in the next 3-5 years, nickel-metal hydride battery market demand is still strong.

In recent years , high-performance hydrogen storage materials production technology has made significant progress , the yield of hydrogen storage alloys with an average annual growth rate of 20% growth , according to China's new energy vehicle plan , mature technology NiMH batteries will be used to power cars.

As a green energy wind power and solar power, is now developing rapidly, due to the instability of its voltage to be saved by NiMH batteries, inverter status achieved to reach the Internet . NiMH battery energy storage power plant market is huge. Therefore, the production of rare earth hydrogen storage alloy materials , research and applications have good market prospects.


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