RE tariffs Forced policies accelerate

RE tariff elimination time after the shift, Forced policies accelerate. Recent Tariff Commission under the State Council issued the "2015 Tariff Implementation Plan", which in 2015 and 2014 rare earth export tariffs unchanged, mainly due to China's rare earth policies adjustment is not ready, after China and the wto stakeholders to discuss, decided to adjust the implementation of RE tariff later delayed until the second half of 2015 is expected to further elimination of tariffs. Despite six months of fighting, but it also means that the domestic industrial policy to rationalize the industry imperative, Forced subsequent acceleration policies, the major positive point in time, such as purchasing and storage increasingly approaching.

RE hitting by self rectify entered a crucial stage, the stage is expected to effectively shrink the supply. Since October MIIT many ministries jointly issued a document to launch a new crackdown since a rare, has been through self-examination, consolidation phase, entered a substantive crucial state, the central inspection teams will be stationed in Jiangxi, Guangdong and other provinces, focusing on illegal mining, trading illegal minerals processing, acts of combat tax evasion charges, a clear 2-3 RE provinces typical cases investigated, while the establishment of rare earth production and operation to avoid trade channels archives "swag" hard to convict embarrassment. We believe that hitting entered a crucial stage will significantly affect the supply of rare earth (especially the heavy rare earths), thereby forming a positive stimulus for the price. Recalling the 2013 anti-cumulative seizure involved illegal rare earth materials and 19,000 tons of rare earth products, to improve the supply of the market stage.

Large Rare Earth Group completed the establishment, implementation of the national strategy for rare earths. "5 + 1" Large Rare Earth Group is the full implementation of the Forced a result of the completion of the industrial policies to accelerate. Following the August 2014 Rare-Earth and Xiamen Tungsten has been set up in northern China Rare Earth (Group) Co., Ltd. and Xiamen Tungsten Co. tech Rare Earth Group, recently Ganzhou Rare Earth Group (7.585 billion yuan price of the shares to be backdoor Weihua ) set up the China Southern Rare Earth Group, Guangdong RE (Rising colored controlling shareholder of a wholly owned subsidiary) formed Guangdong rare Earth Industry Group and Minmetals Corporation (Minmetals rare Earth actual control) the formation of large enterprise groups of rare earth. We believe that the establishment of a large group of rare earth is reflected in the national implementation of the rare-earth strategy to help the strict implementation of national rare earth mining, production and total control plan, completed in 2014 the Ministry plans to phase out production capacity of 102,400 tons of rare earth smelting help.

2014 annual purchasing and storage can be expected, and revenue reserves approaching time than expected to become share price catalysts. In August 2014, 2013 purchasing and storage plan has been executed, the total amount of more than 10,000 tons, of which the amount of heavy rare earth accounting for about 80%, is the focus of the last purchasing and storage. Inferred from the relevant information, we believe that in the year 2014 can be expected to perform purchasing and storage of heavy rare earth and rare reference to the large group launched progress, we expect something new issue of purchasing and storage time is getting closer! And revenue reserves near the point in time may be expected to become a super-strong catalyst for the subsequent stock!

Time approaching, hitting entered a substantive stage superimposed Shouchu expected, significant and catalytic rare earth prices rose strongly bullish upside Rising colored, Sheng and resources, Minmetals Rare Earth, Xiamen Tungsten, Baotou Steel shares and the like. Since August we would firmly optimistic about the rare earth sector and industry at the bottom of the cycle dividend policy will drive stock prices, stock prices rose yesterday, rare is the recommendation for the wonderful echo of our past. Moment, we think the biggest difference is that before, given time to adjust export policy increasingly approaching, policy influence and thus improve the supply-side price will be expected to enter a substantive stage! We judge by including a new round of reserve, hitting other means will significantly stimulate the rare earth prices rise, it will also catalyze the share price of the rare earth-related stocks rose. We are again prompted heavy investment opportunities in rare earths, the driving force behind the cycle bottomed out from the library to the industrial policy and promotion (reserve, severely hit private, mergers and acquisitions). Here we reiterate the heavy rare earths favorable ratings, focused on Rising colored, Sheng and resources, Minmetals Rare Earth and Xiamen Tungsten, etc.; the other from the resources of rare earth reserves and downstream industry chain perspective, a large tailings Baotou Steel shares, the largest rare earth NdFeB downstream of the main suppliers of sea Magnets, Zhong Ke San Huan, Ningbo Yunsheng is also of concern, or become a late compensatory growth species!


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