Rare state purchasing and storage solutions market expectations identified

RE shares yesterday silence for a long time suddenly force , many stocks intraday spikes . However, lack of upward momentum , fall afternoon . There are market rumors that the rare earth market awaited national reserve program has been settled, and the revenue reserves or super expectations. But in view of the continuous fluctuations in the price of rare earth this year , the future is still large uncertainties , so a large group purchasing and storage , and industry consolidation will be the biggest highlight of the recent rare earth sector .

Biography Shouchu settled

Market late last year sent to the national reserve of rare earth high expectations of the delay in appearance , but sources said yesterday , purchasing and storage plan basically settled , and this purchasing and storage size may exceed market expectations. It also brings rare earth stocks sharply higher Wednesday's session , the Galaxy magnet lock limit . However, there are rare listed company said it now has not received formal notification .

There are rare earth companies , told reporters that the current market is just saying , did not receive formal notification related , "We did hear a lot of argument, but has not yet received official documents . " a rare corporate staff told reporters .

Analysts believe the giant Guoxian , 2013 Young comprehensive rare earth oxides fell 23.05 percent price , but only the Baotou Rare Earth over the same period fell 8.33 percent revenue , far less than the price decline. "We speculate that the company benefited from the country or rare earth reserve, contrarian growth in product sales , partially offset by a decline in the price of rare earth adverse impact on performance . " Giant Kwok-yin said .

However , the rare earth companies themselves , but there are differences , even the industry leader Baotou Steel Rare Earth are passing out a signal lack of confidence , this year's sales will be down 24%. The Rising colored seemed a little optimistic , raised its performance targets this year .

Analysts pointed out that Portland may be subject to higher prices affect the first half of 2013 , the full year 2014 is expected to average less than 2013 rare earths , Baotou Steel Rare Earth will hurt 2014 results .

The formation of a large group of rare earth

"We believe that this rare chance to segment focused on the integration of the national reserve and a large group , prices are expected not much surprise. " Analysts said the reporter. The major listed companies are going to be set up as a large group, this year's key tasks . Therefore, we recommend investors to hold short-term trading opportunities.

Baotou Steel Rare Earth pointed out that the country will accelerate the pace of work to form a large group of rare earth , domestic clearly formed " 1 +5 " group pattern of rare earth , which led the formation of the Northern Steel Group Rare Earth Group , China Minmetals , Chinalco , Guangdong rare earth, Ganzhou rare Earth and Xiamen Tungsten , respectively, led the formation of the corresponding Southern rare Earth Group . And one of the company's focus in 2014 is to build the North Rare Earth Group . Rising colored also said that this year will be actively involved in the integration of rare earth resources , mergers and acquisitions work .


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