Rare birth season effect or price quotes

It is understood that the second round of rare earth Shouchu ongoing negotiations are expected to finalize the details of the next purchasing and storage price. In Shouchu expected strong background , the recent rise of rare earth prices already crashed . Last week, the light and heavy rare earths fully rebound , lanthanum oxide, dysprosium rose 2.7% , 2.1 %. In addition, the Ministry of Industry and Raw Materials Division also recently released the " 2013 economic operation of the rare earth industry ," and working to deploy this year , the rare earth resource utilization management requirements specification , the rare earth utilization projects ( waste recycling , recycling Overlaid mine rescue , etc. ) included in the total production control plan management , focusing allocated to the newly formed six major rare earth enterprise groups. Analysts said that the rare earth processing stack Ministry Shouchu expected to promote further large group of rare earth , rare earth prices are expected steady upward trend in the future , especially in a time when traditional sales season in March and April , rare earth prices will show more strong ; coupled with Tesla ready to invest ten billion U.S. dollars to build a super battery factory , constantly developing new energy vehicles will continue to push up demand for rare earths , and thus the market price of rare earth stocks can be expected .

Rare large group + Shouchu close

According to media reports , early in January 2014 , the Ministry of Industry and Information Technology jointly with relevant departments in Beijing held a rare formation of large enterprise groups thematic sessions. The meeting said, according to the law of survival of the fittest market , has been basically formed Baotou Steel Group , China Minmetals , Chinalco , Guangdong earth, Ganzhou Rare Earth and Xiamen Tungsten ( 600549 ) and other six companies led industry development pattern. Next to the flow, focusing on the six companies , to further promote mergers and acquisitions, formation of large rare earth enterprise groups.

Ministry stressed the need to give full play to the decisive role of the market in resource allocation , business-oriented , diversified investment , market operation , and promote mergers and acquisitions by the "Let Me restructuring" to "I want restructuring" changes.

Day laborers in the February 21 letter to the Department 's announcement to accelerate the formation of large rare earth enterprises Group had been placed in a prominent position on . The announcement said the consolidation and expansion of China Minmetals has been formed , China Aluminum ( 601600 ) , Baotou Steel Rare Earth ( 600111 ) , Ganzhou Rare Earth , Guangdong, rare earth, rare earth enterprises Xiamen Tungsten six major mergers and acquisitions based on the pattern of integration separation of domestic rare earth mining and smelting enterprises in this process to close down a number of illegal businesses , converting a number of enterprises , restructuring of a number of enterprises , dramatically reducing the number of separated rare earth smelting enterprises , resolve excess capacity. Adhere to government guidance, principles of corporate -led, multi-investment , market-oriented operation , play a decisive role in the allocation of resources in the market , a combination of economic , technical, legal and necessary administrative means to eliminate institutional obstacles , grasp this opportunity to promote mergers and acquisitions, as soon as possible forming a pattern of development of large enterprise groups leading rare earth rare earth industry .

Now, after several years of consolidation, the basic form of the rare earth industry Southern local businesses and the central enterprises coexist . Baotou Steel Rare Earth , Rising Nonferrous ( 600259 ) , Ganzhou Rare Earth , Xiamen Tungsten and other local businesses , since the identification of resource- link to group integration, while Minmetals and through mergers and acquisitions in the downstream aluminum smelting separation and processing industries , and gradually upwards Tour penetration, use the "infiltration routes " to obtain the right to speak upstream .

In addition, according to media reports , purchasing and storage of rare earth in the second round of negotiations currently underway , this round of negotiations is expected to be able to finalize the details of the purchasing and storage of rare earth prices. At present, the authority of the site Metals analyst confirmed the news , adding that if the negotiations to reach an agreement , the purchasing and storage , or open in May .

CRE Securities research report shows that in December 2013 the State Reserve Bureau and the six manufacturers for purchasing and storage agent to negotiate the first round of purchasing and storage , according to three scenarios , the benchmark price of purchasing and storage of rare earth rare earth prices slightly higher than the current 5% -6 % , but negotiations failed due to a lesser extent . Some analysts said the impact of this round will be the price of purchasing and storage of rare earth huge Shouchu still fail if the first half of this year , the traders and even manufacturers will accelerate the flow of cash into the market , and will follow the business mentality change, rare earth prices Short-term is difficult to climb ; contrary Shouchu on, the stock inventory will flow to the State Reserve Bureau , the braking pressure to reduce stock prices, market trends in order to assist the clearing , plus after March is the peak season demand for rare earths , rare earth prices are expected to stabilize higher.

Rare earth prices short-term bullish

In addition to the restructuring of rare earth , and always keep the pressure up to combat illegal activities , this work has been the focus of the Ministry on the rare position in 2014 to work on .

The notice said that this year will strengthen supervision, the Ministry of Industry and Information Technology with the police, land, environmental protection , customs, taxation , safety supervision departments to increase efforts to verify the issues highlighted area , supervise the handling of key cases ; establishment and the light rare earth heavy rare earth production areas to combat illegal linkage mechanism , timely communication of information , coordination, unity of action ; rare invoices by means of data sharing , improve the reporting system , such as the timely detection of problems and dealt with ; implement territorial regulatory responsibility , urging local resolutely investigate and deal with illegal acts ; efforts to increase the accountability of local government regulation of individual responsibility is not implemented , collusion , illegal acts such as approval of the project accountability ; strengthen social public opinion , news media good practice , exposure and other six typical cases work will focus .

In fact, the industry has always been to enhance the crackdown will be short-term rise in rare earth prices. In mid-2013 a nationwide Rare remediation , is that within the next dysprosium oxide less than a month soared 77%. The current data show that the first week after the Spring Festival , praseodymium , neodymium mainstream price from $ 300,000 -30.5 yuan / ton before the Spring Festival adjusted to 315,000 yuan -32 yuan / ton. Praseodymium neodymium metal market prices from 380,000 yuan -38.5 mainstream yuan / ton to adjust to 395,000 yuan per ton -40 million businesses have even quoted to 420,000 yuan / ton, but no record deal .

At the same time , gadolinium oxide and gadolinium iron prices have seen a slight rebound , the current gadolinium oxide and gadolinium iron prices were at 155,000 yuan mainstream -16 yuan / ton and 160,000 yuan -16.5 yuan / ton , compared Each year more than a pick-up of about 10,000 yuan per ton or so .

Redoubt metal analyst Gao Yan believes that the reasons for the change in rare earth prices , mainly less downstream NdFeB factory stock , after all enterprises have started production, will buy some raw materials ; another based on past experience, the annual the market will rebound after a wave of Chinese New Year started , so cargo operators are reluctant sellers cover their goods , resulting in tight supply in the spot , the price rebounded .

Insiders said that the combination of multiple ministries last August remediation rare circumstances promote illegal rare earth prices Stories of view, if this year to combat illegal activities intensified again, the high probability of rare earth prices will steadily rise.

Electric car boom driven by demand for rare earth permanent magnet

Since the past year, Tesla electric car in the world set off a frenzy . Data show that Tesla electric car in 2013 the global cumulative sales reached 22,300 , which will be this year's sales target set at 35,000 , is expected to grow 55%. According to information , the current Tesla lithium-ion car batteries are Panasonic supplies for further cost savings , future Tesla will build a lithium-ion battery manufacturing plant .

Currently the industry is expected to promote the electric car will be fast in China 's passenger cars, trucks and specialty micro- car segment , the current domestic battery , motor industry chain level , there are three areas can quickly promote electric cars : one passenger markets, especially the bus market ; Second minicar , mainly in A0 level ( eg Benben , QQ , etc. ) ; Third, vehicles , mainly logistics vehicles, such as environmental protection , courier , postal and other special vehicles.

Industry experts have said that the future demand for new energy compared to determine motor vehicles, China has a comparative advantage in this regard. Although the path of development of battery technology , there are still uncertainties, but more certain future demand for new energy vehicles motor. Specifically, China in the field of new energy vehicles motor has the following advantages: First, rare earth resources, currently accounting for motor rare earth costs 10 % -30 % ; Second, human resources, high degree of customization motor decide labor costs than high, the Chinese labor cost advantage is obvious ; Third stage of the development of the automotive market advantages , China's auto penetration rate is low , the acceptance of electric vehicles is relatively higher.


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