Reporter July 2 from the National learned several rare earth enterprises, faced with rare earth market downturn this year, the grim situation, the domestic rare earth industry is brewing a new round of "cut-price", and as China's largest rare earth production companies Baotou Steel Rare Earth, has taken the lead from July 1 onwards will belong to rare earth processing plant shut down for six months.

According to general manager Zhang introduced the Baotou Rare Earth, Baotou Steel Rare Earth by the 29 points (sub) companies, covering almost all the rare earth industry chain downstream products. The rare earth plant shutdown is in line with Baotou Steel Group Corporation oxide ore beneficiation migrated to the Bayan Obo mine overall implementation of the project, the company smelting and separation of rare earth functional materials such as downstream industries can use the company in recent years the reserves of rare earth concentrates normal production, will not affect the company's downstream business development, does not affect the company's annual performance goals.

Baotou Steel Rare Earth for the first time this year shut down problem, Inner Mongolia University of Technology Dean Professor Zhang Yin earth analysis that, in fact, since the second quarter, most of the small and medium rare earth enterprises began to stop production or semi-production, mainly due to continuous market price of rare earth decline, rare earth enterprises large losses. Although since June, the severity of rare earth oxide prices have increased in the range of 3% to 5%, but now the price has dip to 2010 levels. Recent rare earth producers raised the praseodymium neodymium oxide offer, but a large number of downstream NdFeB magnets factory reject replenishment, turnover is rare, so rare earth market is showing no signs of stabilization and recovery, it can hardly be optimistic about the market outlook.

The reporter learned that the current semi-annual report has not been published Baotou Rare Earth, but from a quarterly perspective, Baotou Steel Rare Earth performance fell by 79.67%. From last year's situation, as the overall industry downturn, Baotou Steel Rare Earth three times issued "stop price" announcement. At the same time, the industry leading enterprises Minmetals, Chinalco and Xiamenwuye to follow its production. In the whole industry, "cut price" a month later, some rare earth stock market appears broad, including representative species of rare earth neodymium oxide, praseodymium prices rose 20 percent, reached 450,000 yuan per ton. But after a brief rise in rare earth prices will return to the down channel. Ultimately, the 2012 average price of rare earth fell about 40% over the previous year.

It is reported that, following the Baotou Rare Earth started this year's "cut price" After the first shot, the domestic rare earth industry, several leading companies will follow, are being implemented, "Stop insured." Industry experts believe that the second half will show a rare earth continued low prices or consolidation trend, and the enterprises converting full-year earnings improvement, but after the "cut-price" after the rare-earth prices continue to fall sharply little probability.


Rare Earth Supplier: Chinatungsten Online - http://www.chinatungsten.com
Tel.: 86 592 5129696; Fax: 86 592 5129797
Email: sales@chinatungsten.com
Tungsten Picture Center: http://picture.chinatungsten.com
Tungsten Video Center: http://v.chinatungsten.com
Tungsten News & Tungsten Prices, 3G Version: http://3g.chinatungsten.com

On July 1, the Ministry of Commerce issued the 2013 second batch of rare earth export quotas, light rare, heavy rare earth quotas of 13,821 tons and 1,679 tons. Baotou Steel Group, which topped the rare earth export quota, LREE 1662 tons, 93 tons of heavy rare earths.

As early as last year, the Ministry of Commerce issued the first batch of 2013 rare earth export quota 15,501 tons, of which light rare earth quota of 13,563 tons, 1,938 tons of heavy rare earth. Up to now, China's rare earth export quota in 2013 totaled 31,001 tons.

Compared to 2012, this year's rare earth export quota has not increased significantly. Reporters learned that in 2012, China's rare earth export quotas totaling 30,996 tons this year than last year, an increase of only 5 tons.

The first and second batch of the total were 15,500 tons, the basic plan is based on decentralized quota.

Reporters combed second batch of rare earth export quota list of companies found that access to the export quotas with the first batch of the same company, still 24, including Baotou Steel Group Corporation, China Minmetals Group.

Among them, the China Minmetals Group received light rare earth quotas 802 tons, 171 tons of heavy rare earths; Aluminum Group was light rare earth quotas 373 tons, 96 tons of heavy rare earths, are also big for the export quotas.

The Commerce Department said that the quota assigned according to the relevant enterprises from 2010 to October 2012 and the export performance computing. Quota in accordance with relevant companies from 2010 to 2012 export performance computing, and the enterprises export quota to notice shall prevail.

It is noteworthy that, placed in front of China's rare earth enterprises question is whether these quotas are exhausted. Customs Statistics Information Center data show that in 2012 China's rare earth minerals, metals and rare earth mixtures were exported 16,265 tons, down 3.5%, accounting for 2012 annual export quota of 30,966 tons of 53%. This phenomenon occurs not only in 2012, after the actual export volume is also far less than the export quotas.


Rare Earth Supplier: Chinatungsten Online - http://www.chinatungsten.com
Tel.: 86 592 5129696; Fax: 86 592 5129797
Email: sales@chinatungsten.com
Tungsten Picture Center: http://picture.chinatungsten.com
Tungsten Video Center: http://v.chinatungsten.com
Tungsten News & Tungsten Prices, 3G Version: http://3g.chinatungsten.com

Although in recent years, Japanese manufacturers trying to reduce dependence on Chinese rare earths, but "Japanese Economic News" reported that Japan's dependence on Chinese rare earth rise, not fall.

January 2013 to April 2013, Japan's rare earth imports increased by 19% compared with the same period last year, reaching 4,300 tons. Among them, the domestic rare earth 63% over the previous year increased 11 percent. In addition to China, imports a large amount of rare earth production in France and Vietnam, but these are rare in fact mostly from China's rare earth processing products, so in fact made ​​in China, Japan, rare earth accounted for 80% of total imports.

According to statistics, neodymium (used in magnets) of Chinese export price at the end of about $ 77 per kg. And dysprosium (used to keep magnetic) is about $ 575 per kilogram, compared with April fell by 4%, compared with July 2011's highs above 80%. Currently, neodymium prices have hit two years and eight month low, while the price of dysprosium also hit two years and three month low.


Rare Earth Supplier: Chinatungsten Online - http://www.chinatungsten.com
Tel.: 86 592 5129696; Fax: 86 592 5129797
Email: sales@chinatungsten.com
Tungsten Picture Center: http://picture.chinatungsten.com
Tungsten Video Center: http://v.chinatungsten.com
Tungsten News & Tungsten Prices, 3G Version: http://3g.chinatungsten.com

July 3: The current rare earth downstream receiving goods will for the time being insufficient, the manufacturers offer mixed views on the outlook due to confusion, rare earth prices continue upward or still to be seen.

Tax price of lanthanum oxide mainstream manufacturers 26,000-28,000 yuan / ton.

Cerium oxide mainstream manufacturers tax price 27,000-28,000 yuan / ton.

Praseodymium oxide mainstream manufacturers tax price 380,000-390,000 yuan / ton.

Neodymium oxide 250,000-260,000 yuan / ton.

Praseodymium neodymium mainstream manufacturers tax price 280,000-290,000 yuan / ton.

Praseodymium Neodymium mainstream manufacturers tax price 350,000-370,000 yuan / ton.

Europium oxide phosphor grade mainstream manufacturers tax price 3,700-3,900 yuan / kg.

Fluorescent terbium oxide level tax price of mainstream manufacturers 2,800-3,000 yuan / kg.

Dysprosium oxide mainstream manufacturers tax price 140-150 yuan / ton.

Dysprosium iron mainstream manufacturers tax price 145-150 yuan / ton.


Rare Earth Supplier: Chinatungsten Online - http://www.chinatungsten.com
Tel.: 86 592 5129696; Fax: 86 592 5129797
Email: sales@chinatungsten.com
Tungsten Picture Center: http://picture.chinatungsten.com
Tungsten Video Center: http://v.chinatungsten.com
Tungsten News & Tungsten Prices, 3G Version: http://3g.chinatungsten.com

July 3, CAS length (Finance Court) Chun Institute of Applied Chemistry Co., Ltd. and Chengdu Sichuan Sony source collaborative R & D "light Yuhui Shou life controllable LED light rare earth materials research and development and in the semiconductor lighting application" results, organized by the Chinese Academy of Sciences recently the results of identification. The Group believes that the original rare earth luminescent materials effective solution has not been possible to break the international exchange of LED lighting strobe issues, and realized from basic research to industry by leaps and bounds, has reached the international advanced level, making China the world the only mastered through the production of rare earth phosphors AC low strobe LED products in the country.

It is understood that the existing LED light source using DC as a driver, at work must be approved by the AC and DC power conversion, energy consumption, heat tolerance, high cost, so developers can directly use the AC drive new LED lighting products are for the benefit of the people to promote the development of LED lighting industry significant demand. In addition, at present, the products have passed China's relevant certification, and Underwriters Laboratories (UL), the U.S. Federal Communications Commission (FCC), the European unification (CE) and EU environmental (RoHS) certification, sold in the United States, Canada, Mexico, Spain, Brazil and other countries, and has achieved remarkable economic benefits.


Rare Earth Supplier: Chinatungsten Online - http://www.chinatungsten.com
Tel.: 86 592 5129696; Fax: 86 592 5129797
Email: sales@chinatungsten.com
Tungsten Picture Center: http://picture.chinatungsten.com
Tungsten Video Center: http://v.chinatungsten.com
Tungsten News & Tungsten Prices, 3G Version: http://3g.chinatungsten.com

Foreign media said that China has just announced by the world closely watched the second half of 2013 export quotas for rare earth minerals, so the total rare earth export quota for the year reached 31,001 tons.

It is reported that China produces over 95% of the world's rare earths. Rare is the manufacture of low-emission vehicles from the iPad to many electronic components 17 kinds of important chemical elements.

According to official July 1 statement released, the Ministry of Commerce said that China will allow the June 2013 to mid-December, exports 15,500 tons of rare earth.

China in the first half of 2013 was 15,501 tons of rare earth export quotas.

Reported that China has developed the production of rare earth export quotas and limit, a move that upset some of our trading partners. China said the move aims to protect resources and the environment, in order to promote sustainable development. But usually, the export quotas do not fully utilized.

Reported that, according to statistics, the global decline in demand for rare earth in the context of China in 2012 exported 16,265 tons of rare earth, only half of the quota year 30,966 tons more.

However, China's largest rare earth producer Baotou Steel Rare Earth on July 2, said government regulations because production reached the limit of their subordinates an ore processing plant will be shut down for six months.


Rare Earth Supplier: Chinatungsten Online - http://www.chinatungsten.com
Tel.: 86 592 5129696; Fax: 86 592 5129797
Email: sales@chinatungsten.com
Tungsten Picture Center: http://picture.chinatungsten.com
Tungsten Video Center: http://v.chinatungsten.com
Tungsten News & Tungsten Prices, 3G Version: http://3g.chinatungsten.com

Rare, recent Ganzhou Rare Earth against illegal actions bear fruit, prompting the early varieties of rare earth prices continued to rebound bottomed (mainly praseodymium neodymium, dysprosium, terbium, etc.). We believe that the current price of rare earth bottom has been confirmed, but it has yet to fully rebound dividend policy stimulus.

Lithium carbonate prices remain at 4.1-4.3 million, the Tesla selling is expected to drive the rapid development of the electric car industry is expected to increase 250,000 electric cars worldwide will significantly boost prices of lithium carbonate, lithium ore resources stocks Tianqi Lithium Industries long-term bullish. Germanium prices firm, mainly due to increased demand for fiber-optic and infrared demand.

NdFeB this week, rising raw material prices H35 2.84% over the same period prices fell 1.42 percent, resulting in cost price fell to 1.15, return to normal levels. We believe that prices of raw materials such as rare earths comprehensive stabilized late recovery, the NdFeB products are expected to occur "volume and price," the chain restocking market. Ningbo Yunsheng follow the recent transfer market pool, the valuation advantage is more obvious.


Rare Earth Manufacturer & Supplier: Chinatungsten Online - http://www.chinatungsten.com
Tel.: 86 592 5129696; Fax: 86 592 5129797
Email: sales@chinatungsten.com
Tungsten News & Tungsten Prices, 3G Version: http://3g.chinatungsten.com
Tungsten News & Tungsten Prices, WML Version: http://m.chinatungsten.com

According to reports, the Ministry of unprecedented new round of efforts to rectify the earth, environmental protection, Customs, Ministry of Land Resources, Ministry of Commerce and other ministries will conduct several rounds of inventory. According to discuss the program, the Ministry will organize a large group of rare earth as the 2013 program priorities. Will focus on the existing business enterprise involving rare earth as the main assets as a link, established in accordance with market rules. And the state will crack down on black industry chain to bring the industry chaos, stability of rare earth industry price.

New round of rare earth industry consolidation brewing or will usher in a new order

Currently, the progress from the point of view, has been preliminarily identified formed by the Baotou Rare Earth, Rising colored, aluminum Group, Minmetals Ganzhou Rare Earth Group 5 leading enterprises led industry consolidation. For the formation of the Ministry ultimate goal of integrating the formation of rare earth enterprises nationwide is 2 to 3 large enterprises. By then, the state of the rare earth industry management efforts will be more sets, rare earth resource development, smelting separation market circulation, export quotas and other issues will also be effective in improving promote the healthy development of the whole industry.

Supply and demand of rare earth exports rose behind end dual stimulation

This year, although prices are still weak, but the country of rare earth trade rebounded track every month since February, exports have gradually rise. According to the National Customs this week to provide information, in April, the national capacity of 2,196 tons of rare earth exports, an increase of more than six times, compared with March exports increased by 28%. Using government data center consulting services of Customs statistics indicate that in the first four months, the national export volume of 6,112 tons of rare earth.

Investment Advisor in the metallurgical industry researcher Yuan Zhibin, said upstream suppliers to downstream demand to pick up inventory requirements dual stimulation, resulting in a quarter of China's rare earth exports increased significantly. But prices continued to slump circumstances, export growth to China's rare earth companies did not bring the same positive earnings.

2010 skyrocketing price of rare earth on the one hand to promote research and development of a large number of enterprises are turning to alternative technologies earth, on the other hand led traders to hoard goods firm behavior. August 2011 to allow traders continued to decline after the losses, but also strengthened its reluctance to sell will. In addition, the shrinking demand, sluggish exports indicators are mined each year is greater than the market demand, and because of cheap rare earth mining costs, mining companies are the most complete index full capacity even exceeded. In addition, periodic repeated illegal mining of rare earth digging of private market supply and demand imbalance led to increasingly serious, and because of production to export the entire supply chain, not a ticket, low cost of production would be justified to pipe out of the market of rare earth, rare earth stocks steadily climbing common cause .

Despite the large number of rare earth group purchasing and storage and other means to take control of the market supply, but the pre-corporate crazy stockpile and subsequent development of alternative technologies, resulting in rare earth prices are still drifting lower, up to now has been falling for about 20 months, is much larger than previously down cycle. With rare earth projects in other countries and gradually put into production, future global rare earth supply will be more relaxed, only two Australian Lynas U.S. Mountain Pass mine project will meet the current demand for rare earths in addition to abroad. Moreover, demand for rare earth series released in Japan found that the amount of rare earth day, earth cooperation with India to achieve substantive progress and Toyota rare earth extraction techniques applied to the field of electric vehicles in this series of messages, the Japanese earth depends on the country has declined.

Therefore, the slow pace of de-stocking, development of alternative technologies and foreign rare earth project competition context, rare earth prices will continue to decline. While being based on such expectations, leading to China's rare earth export enterprises will increase. Compared to the large Rare Earth Group, up cycle traders stockpile many more fragile financial chain, prices continued falling prices of the next 20 months, and its willingness to sell is strengthening. Inner past four months the composition of exports of rare earth view, private sector exports grew much larger than the magnitude of state-owned enterprises.

From the demand side perspective, Abe quantitative easing policy to stimulate economic madness, the yen depreciated. The demand for rare earths, on one hand early accumulation of rare earth materials have been exhausted, into the restocking phase; hand yen devaluation increased risk aversion also stimulate them to take other currencies alternative to rare earth element is undoubtedly related to the low Enterprises have a strong appeal.

In addition, the global economic recovery is expected, especially in the U.S. housing market to pick up, enhance the market expected the Fed to reduce the scale of QE, which boosted market confidence. This was originally the EU into a debt crisis is undoubtedly a major benefit to companies operating rate has increased, this year, the PMI index from the EU trend can be seen.

Therefore, while the supply side to the inventory based on national rare earth enterprises demand and export prices are expected to bring increased willingness; hand restocking demand side needs to improve capacity utilization, dual stimulation led to a quarter of China's rare earth exports rose.


Rare Earth Manufacturer & Supplier: Chinatungsten Online - http://www.chinatungsten.com
Tel.: 86 592 5129696; Fax: 86 592 5129797
Email: sales@chinatungsten.com
Tungsten News & Tungsten Prices, 3G Version: http://3g.chinatungsten.com
Tungsten News & Tungsten Prices, WML Version: http://m.chinatungsten.com

July 1 Ganzhou private mine rectification and the Ministry will further promote the rare earth industry consolidation allows manufacturers bullish doctrinal attitude, but demand has not significantly up the terminal, the rare earth market outlook mixed views.

Neodymium oxide 250,000-260,000 yuan / ton.

Dysprosium oxide mainstream manufacturers tax price 140-150 yuan / ton.

Tax price of lanthanum oxide mainstream manufacturers 26,000-28,000 yuan / ton.

Cerium oxide mainstream manufacturers tax price 27,000-28,000 yuan / ton.

Praseodymium oxide mainstream manufacturers tax price 370,000-380,000 yuan / ton.

Praseodymium neodymium mainstream manufacturers tax price 270,000-280,000 yuan / ton.

Dysprosium iron mainstream manufacturers tax price 145-150 yuan / ton.

Praseodymium Neodymium mainstream manufacturers tax price 350,000-370,000 yuan / ton.

Europium oxide phosphor grade mainstream manufacturers tax price 3,700-3,900 yuan / kg.

Fluorescent terbium oxide level tax price of mainstream manufacturers 2,800-3,000 yuan / kg.


Rare Earth Manufacturer & Supplier: Chinatungsten Online - http://www.chinatungsten.com
Tel.: 86 592 5129696; Fax: 86 592 5129797
Email: sales@chinatungsten.com
Tungsten News & Tungsten Prices, 3G Version: http://3g.chinatungsten.com
Tungsten News & Tungsten Prices, WML Version: http://m.chinatungsten.com

Some products of rare earth market price increases, the market appears more dysprosium oxide, gadolinium oxide, praseodymium procurement Inquirer.

It is understood that there is a business on the market today with a vote of yttria improved offer, the current mainstream with ticket prices 5.8-6 yuan / ton, previously willing to accept 55,000 yuan / ton merchant ship now raise its offer to 58,000 yuan / ton, the market price supply decreased slightly.

Dysprosium oxide market, today's market fare dysprosium oxide with 1.6 million yuan / ton, the market has some inquiries dysprosium oxide, traders purchase intentions clear. Meanwhile gadolinium oxide, praseodymium Inquirer buyers is greater, there are many traders expressed intent to purchase gadolinium supply less, offer little more difficult to find low-priced goods. Praseodymium oxide businesses still reluctant to sell, with the mainstream fare 410,000 yuan / ton.

Europium, terbium market, weekly market is relatively calm, quoted flat with last weekend, europium oxide with votes 400-410 yuan / ton or so, terbium oxide 3.3 million yuan / ton. Ganzhou supplier, said although they improved offer, but nearly a week and not traded.

Praseodymium neodymium market, there are metal manufacturers that has been nearly two weeks without doing praseodymium neodymium metal trading, No stock available out of the current bad external offer. Other traders also said that now the market uncertainty, the need to further wait. Oxide market, there are certain procurement requirements, the current market with a slight increase in ticket prices. Ganzhou praseodymium neodymium suppliers said they could accept the current 280,000 yuan with votes / ton of praseodymium, neodymium oxide, praseodymium neodymium their market last week with a fare of 27 yuan / ton. By the effects of changes in raw materials markets, magnetic manufacturers intentionally price adjustment, according to an industry in Ningbo magnetic enterprises, said it is difficult pricing magnetic prices, the recent slight increase in rough prices likely. According to the Guangdong region of magnetic manufacturers say they are magnetic outlook remains optimistic that in the present case of weak application needs substantial price increases difficult, but rare earth materials market the latter may continue to fall.

Magnetic scrap market, today's market is relatively stable, some businesses raise prices a dollar or so recovered, the current market price and the recovery of the weekend mainstream flat magnetic strips and tiles higher scrap prices have exceeded the recovery of 80,90 million / kg, recently there is still some upside. Waste Electrical and brushless motor scrap market appears 75.5 yuan / month recycling prices, but industry represents less receipt at this price, the mainstream recovery price at 75 yuan / month.


Rare Earth Manufacturer & Supplier: Chinatungsten Online - http://www.chinatungsten.com
Tel.: 86 592 5129696; Fax: 86 592 5129797
Email: sales@chinatungsten.com
Tungsten News & Tungsten Prices, 3G Version: http://3g.chinatungsten.com
Tungsten News & Tungsten Prices, WML Version: http://m.chinatungsten.com