July 11: The current rare earth prices remained slightly upward pattern, the majority of upstream manufacturers bullish outlook due to consolidation is expected to temporarily offer strong downstream demand is not significant turn for the better because let us wait.

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 385,000-395,000 yuan / ton.

Neodymium oxide 255,000-265,000 yuan / ton.

Praseodymium neodymium mainstream manufacturers tax price 285,000-295,000 yuan / ton.

Praseodymium Neodymium mainstream manufacturers tax price 355,000-365,000 yuan / ton.

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

Terbium oxide phosphor grade mainstream manufacturers tax price 3,200-3,400 yuan / kg.

Dysprosium oxide mainstream manufacturers tax price 150-155 yuan / ton.

Dysprosium iron mainstream manufacturers tax price 150-155 yuan / ton.


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Yesterday earth plate comeback, sector stocks a large area limit. The Shenzhen Stock Exchange trading public information display, three rings, the color of shares two leading stocks are attracting institutional money involved. Studies have authority to judge, downstream firms can withstand earth prices due to the cost pressures, the rare earth sector as a whole is still short-term upside.
    
Charts show, three rings, the color of shares yesterday attracted an institutional approach each accumulation. Among them, three rings in the largest buy seats will come from agencies, institutions bought a net amount of 43.73 million yuan, accounting for the stock traded yesterday, the amount of 6.6%; buy seats in the largest shares of the same color from the body, which net Bid amount of 36.19 million yuan, accounting for 8.5% of the turnover of the day.
    
As one of the traditional cyclical sector, rare earth stocks over a period of time with other cyclical stocks experienced a similar depth adjustment, overwhelmed by the collective strength and access to institutional funding boost, analysts believe that the reason is definitely not oversold bounce so simple.
    
In fact, recent international rare earth prices continued to rise, is the most important sector to attract capital inflows reason.
    
Nearly a month of dysprosium oxide prices bounced back, and ultimately stimulate market investment enthusiasm. In fact, last week, rare earth stocks rose across the board, is already in the sector rose two percent or so in the context of the rare earth sector investment opportunities is also able to continue to become the market focus.
    
Haitong Securities analyst Shi Yi that, first, dysprosium oxide prices are still up space, and downstream firms can withstand the resulting cost pressures. Rare earth prices fell sharply in the first half, the upstream ore prices have been in the end; if refined products prices, but has not yet created a tolerable minimum upstream profit margins, the supply side will not increase. Currently yttrium europium-rich ore prices still fluctuate, so metal products rose space still exists.
    
Secondly, from the impact on stock prices see, mutatis mutandis, in December 2012 the incentive for rare earth stocks rebound, the current round of price increases is rare in the South fuse for heavy rare earth species stimulus significance becomes more apparent. In this perspective, the overall sector still has upside.
    
Institutional funds sought for rare earth stocks, in fact, from last week has begun. Billboard data show that the color of shares soared last Thursday, is mainly composed of two agencies to promote, on the total amount of institutional buying 42.73 million yuan, accounting for the stock that day turnover of 13%. From this point of view, institutional funds to promote a certain continuity, but also for the sector provides the basis for the continuation of the market.


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Insured by the cuts and the government to combat illegal rare earth mining and other positive boost yesterday, the concept of rare earth sector led the two cities, and ultimately the overall increase of more than 7%. Insiders pointed out that rare earth prices are expected to continue to pick up in the near future, the related stocks have the opportunity to continue to be strong.

Prices push stocks higher

Yesterday, rare earth permanent magnet concept stocks "blowout." Kinwa, Xiamen Tungsten, Baotou Steel Rare Earth, Minmetals Development, the color of shares and other 17 stocks daily limit. Insiders said that the concept of rare earth permanent magnet stocks higher, from this year, the Ministry of Industry and other relevant departments to integrate the entire industry, while the government on the rare earth industry, ongoing chaos strikes, which gradually stabilized the decline in rare earth prices.

According to market prices, as of now, the price of dysprosium oxide is 157 yuan / ton, the lowest point from early June rebounded by more than 30%. Praseodymium neodymium price is 28 yuan / ton, compared with the lowest point in mid-June rebounded 11%. Insiders said rare earth prices rose rapidly, which is extremely rare in recent years.

In fact, by the economic slowdown and other factors, the past two years, shrinking market demand of rare earth, rare earth permanent magnet materials industry boom also stumbled. The class of rare earth permanent magnet on the secondary market can be described as tragic stocks fell. Statistics show that half of this year, stocks fell overall in the state in which the Baotou Steel Rare Earth, Xiamen Tungsten, Rising Nonferrous other ten company's share price fell more than 20%.

"Rare earth stocks already in the oversold condition, and the industry is facing short-term positive factors, which prompted Recently strength in rare earth stocks." Hualong Securities Investment Consulting Niu Yang expressed.

The short term is expected to continue to be strong

Nearly a month rare earth permanent magnet material prices rebounded significantly, and ultimately stimulate market investment enthusiasm. Rare earth stocks continued to rise this week, Minmetals Rare recently rose more than 30%. In product prices rose 30 percent, up more than 15% of the sector in the context of the rare earth sector investment opportunities are also able to continue?

Haitong Securities analyst Shi Yi in the nonferrous metals industry research report pointed out, recalling the end of 2012 rare earth stocks rally, then shut down the central enterprises to stimulate and protect the price of neodymium oxide, praseodymium prices, sector rose more than 40%, round up to the South of rare earth prices the fuse for the heavy rare earth species stimulate more obvious sense, the whole plate is still up space.

CICC latest research report also pointed out that, to benefit from the government to combat illegal mining and reduce the supply of rare earths expected, rare earth prices are expected to continue to pick up in the near future, supporting rare earth stocks such as China Minmetals Rare Earth, Rising colored, Baotou Steel Rare Earth's share price performance.

Focus on species dynamics: RE: RE upstream of the recent consolidation, discontinued, some rare earth prices rebound. Baotou Steel Rare Earth dilute election announcement last week plant shutdown, supply and consumption of inventory to promote the return of intentions clear, rare earth prices continue to rise. However, because of the heavy volume of overseas rare earth downstream demand instability, high inventory three factors, is expected to rebound in the second rare earth prices is difficult to have a big increase, is expected to less than 25%. NdFeB: Last week Sintered NdFeB N35 rough prices at 137 yuan / kg, NdFeB industry is currently off-season, the market trading downturn, no signs of improvement in the short term. Tungsten: Last week the price of tungsten concentrates the footsteps stopped rising continuously maintain high stage 154,000 yuan / ton. Last week, Minmetals, tungsten Tungsten Market Association has issued guidance, CMN July wolframite 65% offer for 155,000 yuan / standard tons, scheelite 65% offer for 154,000 yuan / standard tons, and June offer the same. ITIA July wolframite, APT and guided tungsten powder particles were 155,000 yuan / standard tons, 230,000 yuan / ton, 350 yuan / kg. Were up 20,000 yuan / standard tons, 23,000 yuan / S ton, 30 yuan / kg. Germanium: Last week, a record high of 99.99% germanium continue to 126,000 yuan / ton, based on the industry's major companies control production, to promote recognition of germanium price value return, we expect the price will continue germanium hit a new high. Zirconium: The domestic market is still weak steady state based, although outlook zircon sand prices upward potential, but considering the sluggish downstream demand is still weak, zirconium products no small upward price pressure. Lithium: Domestic 99.5% last week remained at 43.0 yuan lithium carbonate / kg, we are optimistic about the logic of the lithium industry is still the salt lake, mining lithium capacity release under less than expected prices.

Colored plates fell in June for a month after the end of a rebound last week, in which the rare earths and lithium resources, led by small metal species or front, as rare corporate performance fell significantly, the lack of long-term support price, we believe that this earth prices provide only short-term trading opportunities. Still maintain medium-term strategy report views, magnetics and lithium resource sector but also have long-term investment value. Medium and long term, long way to go to combat rare black industry chain, industry trends still need to observe the policy coherence and enforcement; And given the global economic slowdown led to rare earth permanent magnet materials, sluggish demand, coupled with the increasingly rare study of alternative products mature, investors need to be cautious attention.


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Japan and India will be held this fall co-production of rare earth metals. Japanese trading company Toyota Tsusho India nuclear Hall 100% subsidiary of Indian metals company will start production later this year a comprehensive project rare earth metals, Indian companies from uranium and thorium ore extraction intermediate material is then supplied to Toyota Tsusho, Toyota produced by refining trade for electric cars and hybrids of neodymium and other products, first exports to Japan, exports amounted to 4,000 tons, equivalent to the annual demand in Japan for 20% of rare earths.

Japan and India in December 2009 had signed an agreement to jointly develop rare earth mines. However, due to the export price issue negotiations ran aground. On the other hand, since September 2010, the Japanese government and corporate commitment to rare earth "delinking China", and actively acquire Vietnam, Kazakhstan and other places of mineral exploitation rights to make procurement to diversify, but the pass with India cooperation will significantly reduce dependence on Chinese rare earth market. In addition, in recent years in Australia and the United States have been mined rare earth mine, prompting the Indian government decided to resume cooperation with Japan project involved early rare earth market, China Electric Power News Network.


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
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