State purchasing and storage plan will be ten billion rare earth opened in October , when the message loud and clear at the time , there are already purchasing and storage enterprises began quietly raising funds to expand production scale , etc., to meet this time the state purchasing and storage .

This is not the first national reserve of rare earth industry , but now it is still being cast a layer of mystery. Country-driven , with enterprises as the main actors of the national reserve mechanism is due to the demands of the state and enterprises are not the same , let it fall into the strategic reserve, or to adjust prices have played a limited role in the deadlock, but instead was leveraging a gray interests of the chain .

List of companies involved in purchasing and storage Exposure

"There is this thing ( national reserve of rare earth ) , it should be the fastest in October , the entire plate will have ten billion yuan purchasing and storage , and is mainly in the heavy rare earths ." September 17 , a year in purchasing and storage rare company insiders told reporters .

Minmetals Rare Securities Department sources told reporters , although the state purchasing and storage , but in fact last year was the invitation to tender in the form of the enterprise , however , a large rare earth enterprises will generally be invited , especially state-owned enterprises .

September 11 , the distribution indicators are rare earth smelting and separation products Minmetals issued "on the 2013 second batch of rare earth mandatory production plan targets adjustment notice," said the Ministry of consent obtained , its two subsidiaries , respectively, from the original 835 ton and 600 ton to 1,335 tons and 800 tons , respectively, up 500 tons and 200 tons. Analysis of the industry , which is probably connected with the forthcoming purchasing and storage are not unrelated.

Rare analyst Du Shuai Bing told reporters , it is understood that the purchasing and storage enterprises have six participating , purchasing and storage products 4000 tons neodymium oxide, praseodymium oxide, praseodymium , neodymium oxide, each 500 tons , 1200 tons of dysprosium oxide , or 1,500 tons oxide, erbium 300 tons , also plans Shouchu europium oxide, terbium each 500 tons , 2500 tons of yttrium oxide or 2000 tons , and lutetium oxide , a total of 10,000 tons or more , and the country will be slightly higher than recent market prices purchasing and storage .

An industry source said the reporter , 10,000 tons more reliable revenue reserves , but europium , terbium , dysprosium three annual product revenue reserves less debatable .

A corporate insiders say , outside of what specific companies won the bid , which products , how much money is difficult to obtain from official sources .

Shouchu funding gap problem

Xiamen University, China Energy Economic Research Center Lin Boqiang told reporters at the national level strategic purchasing and storage supposedly financed by the state out , but we have not yet achieved .

The industry had also been calling for the establishment of national purchasing and storage of rare earth special fund for the use of foreign exchange reserves of rare earth .

Weber Institute for Information Industry , principal analyst Zeng Hai Wei said : "This is good for business thing, so purchasing and storage enterprises funds should be invested mainly in government revenue in the form of subsidies or other companies , or countries have set up a stabilization fund , using reverse cycle operation to regulate the market supply and demand . "

However, as early as May 2011 , the State Council issued " on the promotion of sustained and healthy development of rare earth industry, a number of opinions" , the first of 18 proposed to establish strategic reserves of rare earth system , according to the national reserve and enterprise ( business ) reserves , physical reserves and resources ( to ) reserves combination to build strategic reserves of rare earth . Central government on the implementation of the resources, products and business district reserves subsidies .

However, there has been State Reserve funding problems, together with the volatility of the previous rare earth prices , the central and local state-owned enterprises in the fierce competition in the rare earth resources , are restricting the national implementation strategy for purchasing and storage of rare earth .

Baotou Rare Earth , told a newspaper reporter last year, participate in national purchasing and storage of Baotou Rare Earth Rare Earth International Trade Company is a starting point in its purchasing and storage , purchasing and storage financed by the enterprises themselves out , but until this year only then earth closed state Chu 's revenue back to the enterprise.

"This year I'm afraid purchasing and storage of products obtained national funds next year ," the Funing Rare Earth Industry Co., a senior reporter said, " state purchasing rare breed a lot, purchasing and storage is not a one-off , and the need for a certain number purchasing and storage sustained period of time , and then the purchasing and storage of products up to the State Reserve Bureau of varieties , which are required to spend time . "

Such a high return on investment from where ?

Industrial Funing a senior reporter said that the state will generally have a guide price of purchasing and storage , while the guide price is generally higher than the market price , which will participate in purchasing and storage enterprises to find ways to maximize the benefits , it will be used fund financing the money in the community purchasing and storage of rare earth products cheap , then make the difference among enterprise return on investment cash is not a problem .

The investment company business manager told reporters that last year 's investment is now fully materialize it, and the person stressed to reporters that the project will certainly be used for national rare earth reserve, and not for other purposes.

Private investors - Investment Company - Rare purchasing and storage in the enterprise - SME community or traders , apparently in order to participate in purchasing and storage enterprises as the center of a national reserve clambered over the gray interests of the chain has been formed.

Rare side Zhuo record information Binbin analyst said that the state purchasing and storage of rare earth , the biggest benefit is obviously involved in purchasing and storage of raw materials companies , mainly because the state purchasing and storage to create an atmosphere of action , indirect positive will get the entire upstream rare earth industry , while the downstream application industries have to suffer .

In Baotou Steel Rare Earth , for example, in last year's national reserve is also known by the outside world , " turned a profit ." In the first quarter attributable to shareholders of listed companies net profit of only $ 245 million in the second quarter , but the downturn in the industry counterattack was 805 million yuan , respectively, year on year and up 122% qoq and 229% . Analysts said gold , which is the company recognized in the second quarter of last year, state purchasing and storage of rare earth gains.

Since purchasing and storage among the gray interests of the chain and many other issues , the state purchasing and storage mechanisms earth began to be re-examined. Jiangxi Ganzhou a rare researchers said that at present , including businesses, local governments, state purchasing and storage levels are present, because last year was officially launched at the national level purchasing and storage , purchasing and storage system needs sound , including purchasing and storage purposes , timing, objects, and closing storage type and quantity , but the key point is that in the end who is out of money and so need to straighten out .


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Yesterday, the Provincial Commission by letter, said the province will campaign against rare earth mining, production, circulation of illegal special action. Taiyuan, 12 companies were included in the verification list of enterprises.

Authorities will act to combat illegal exploitation of rare earth, focused on investigating illegal poaching, exploration and exploitation of undocumented illegal, strictly investigated the presence of rare earth mine production cross-border mining, mining super indicators act against illegal mining (recycling) deposits, confiscated mineral products and illegal income, and be punished. Combating illegal circulation acts, focusing on checking the purchase and sale of rare earth minerals trade enterprises on sale and can not explain the source of the illegal exploitation of rare earth minerals, mineral products and illegal income shall be confiscated and will be punished.


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Most analysts still believe that the pace of purchasing and storage plan earth getting closer, "We are expecting within the circle in October there will be relatively clear policy ideas." Said industry sources said.

After July to August after rising continuously, A-share market of rare earth stocks are also into consolidation, many stocks down significantly. However, industry analysts said that in addition to purchasing and storage plans, by the end of the rare earth industry will usher in a lot of good, prices are also expected another wave.

Sang Yong Liang pointed out that the short term, the probability of rare earth prices are still rising, on the one hand, some rare earth production quotas depleted stocks in late September is also running low; fourth quarter and some magnet material into the production season, there is added library needs. Meanwhile, the state will also have a range of rare earth industry to bring good hitting.

Rare earth prices are expected to continue to rise

Giant Kwok-yin said LREE composite price two weeks without much change. But in hitting, purchasing and storage, integration of rare earth policy dividend is expected to clear.

Non-ferrous metals industry analyst Shi Yi also believe that the State Reserve Bureau seems to have become rare in recent years, purchasing "custom", although some revenue reserves outside the quota, but the market supply and demand is expected to change because of purchasing and storage. Rare earth prices rose from 2010 since almost all related with the supply side. Therefore, in the purchasing and storage, large corporations such consolidation is expected backdrop, rare earth prices are expected to continue to rise.


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September 24: Rare earth prices continued weakness today run small decline in prices of some products, manufacturers offer steady mainly due to the holidays approaching, traders shipping price is slightly lower, turnover is still deserted.

Dysprosium oxide mainstream manufacturers tax price 210-220 yuan / ton, the mainstream manufacturers tax price of dysprosium iron 210-220 yuan / ton.

Praseodymium oxide mainstream manufacturers tax price 560,000-580,000 yuan / ton. Neodymium oxide 350,000-360,000 yuan / ton.

Lanthanum oxide manufacturers tax price 27,000-28,000 yuan / ton. Cerium oxide mainstream manufacturers tax price 26,000-28,000 yuan / ton.

Neodymium oxide, praseodymium mainstream manufacturers tax price 350,000-355,000 yuan / ton, praseodymium neodymium metal mainstream manufacturers tax price 450,000-455,000 yuan / ton.

Europium oxide phosphor grade mainstream manufacturers tax price 4,800-5,000 yuan / kg. Terbium oxide phosphor grade mainstream manufacturers tax price 4,100-4,200 yuan / kg.


Rare Earth Supplier: Chinatungsten Online - http://www.chinatungsten.com
Tel.: 86 592 5129696; Fax: 86 592 5129797
Email: sales@chinatungsten.com
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