It is understood that promote the integration of a large group of rare earth results came at the end . Required by the State Council , the Ministry is now working with relevant departments to propose the formation of a large group of rare earth program , it was revealed that a large group involved in the formation of rare earth business plan will be the focus of existing enterprises as the mainstay .

Haitong Securities research report re-emphasized concern the integration of rare earth resources in the end . Rare mid Shouchu have, unless there is a greater change current government policy on rare earths , there would be a high probability of rare earth resources in December integration -related actions .


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Recently, the story mutated again. Weihua shares in the latest announcement said that as the alleged insider trading, the major asset reorganization by the Commission to initiate an investigation , the restructuring process is suspended.

With the Department of Ganzhou, Jiangxi , belong to the local SASAC , Changjiushenghua and Ganzhou Rare Earth childhood if it can not , at least zhigenzhidi small partner . Because of this , investors have speculated that the possibility of Ganzhou Rare Earth " married " Changjiushenghua great .

Did not want to marry Changjiushenghua " rich girl " Ganzhou Rare Earth , at least in Ganzhou local Changjiushenghua also be ringing Tyrant . However , in addition to the end Changjiushenghua indirectly to " old NianJiu " SAC referrals Ganzhou , Ganzhou Rare Earth requires clear whether married Changjiushenghua outside , and then it has not been announcements and clarifications , this one rumored the marriage can be described as hesitant .

In reply to the end of the year , the Ganzhou SASAC , said: Given the formation of the national Southern Rare Earth in the direction of large enterprise groups , approaches , methods yet to be determined , the rare earth industry consolidation has not yet been put in place , municipal state-owned enterprises in the rare earth industry structure , asset quality and so do not have the conditions for the integration of the listing , so no rare earth resources in the municipal state-owned assets into Changjiushenghua consideration. " Lao Niangjiu " means: not yet the time to talk of marriage .

It is this argument no escape route blocked , plus there has been no clarification after Changjiushenghua and description, the scandal was kept dissemination of market , Changjiushenghua share prices continued to soar , compared with last December 4 closing price , the largest increase of up to 245% . With Weihua shares Nov. 4 announcement will " marry " Ganzhou Rare Earth , Weihua shares even pull five trading, Changjiushenghua seven consecutive daily limit , down 52.14% , until the suspension.

Weihua shares the fate of restructuring how ? Ganzhou Rare Earth in the end will be where the flowers ? Investors wait and see.


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U.S. payrolls and GDP were large -than-expected market performance placid . U.S. November non-farm payrolls added 20.8 million, better than the expected 18 million ; 34% expect the Fed meeting on December 17-18 QE cuts announced in the latest Bloomberg survey , the value compared to November 8 17% of Japanese surveyed doubled. Last week, March LME copper , aluminum , lead, zinc , tin, and nickel were up 0.95% , 1.37% , 0.65% , 0.95% , 1.54% and 1.81%; COMEX gold fell 1.95 percent . Whole again Wednesday in copper stocks fell sharply collective , LME inventories fell to 400,000 tons line ; canceled warrants line located 300 thousand tons ( up to 100 thousand tons in 2012 ) , led to tight supply LME spot prices have been difficult to fall. Monday this week, China announced November CPI and PPI, released Tuesday , China's total industrial added value and fixed asset investment and retail sales of social data, another director of the U.S. Federal Reserve on Tuesday each intensive speech.

November copper rod and wire ring operating rate fell 1.06% in November zinc smelter capacity utilization refresh a new high this year. November copper rod and wire enterprises operating rate was 73.7% on average , a decline of 1.06% , also slightly down 0.59 percent year on year , in addition to outside factors month during the Spring Festival , the first time in the operating rate is lower than the same period last year the situation ; enterprises raw materials inventory ratio 12.31% , down 1.58% . November zinc smelter operating rates climbed to 77.01 percent , a new high for the year to refresh . On the one hand , November overhaul few new businesses, and more stable production and smelting enterprises , most smelters in November and October were steady production .

Weak demand market price of rare earth confusion, the two cities at the bottom of tungsten and molybdenum prices linger . As of December 6 , neodymium oxide, praseodymium currently publicly listed price 39-40 yuan / ton, while the market price at 330,000 yuan / ton, down 05,000 yuan / ton ; metal praseodymium neodymium quoted in the mainstream 42-43.5 yuan / ton, unchanged from last week .

Heavy rare earth , the market price of dysprosium oxide in the 1850-1950 yuan / kg , the manufacturers basically stopped outside offer. N35 NdFeB quoted 156 yuan / gram , the price remained unchanged. November Minmetals is continuing to acquire 65% GB wolframite , the purchase price at 13-13.5 yuan / ton. Minmetals purchase GB wolframite concentrate only on 60% of its content Not less acquisition plans . November molybdenum concentrate market price 1400-1420 yuan / ton level . Last month fell 30 yuan / ton degrees ; molybdenum iron market price 9.7-10 yuan / ton. Last month fell by 0.3 yuan / ton ; molybdenum market price 1510-1530 yuan / ton level . Last month fell 20 yuan / ton degrees.

Investment advice: continue to recommend new materials stocks. With the next major production Minmetals Rare Earth and other providers to complete 13 year mandatory production plans , most companies continue to cut into the smelting separation winter break , in the current downstream demand is still weak, stocks upstream pressure is still large, rare earths separation of rare earth enterprises have ceased help ease supply pressure . SWS colored launched last week , " NBTM depth study ", recommended import substitution benefit car acceleration and energy saving faucet NBTM powder metallurgy parts , performance of the next three years compound growth rate of 50% , BUY ! Week our survey of your research Platinum , in automobile exhaust purification agent and precious metals recycling layout has begun to take shape , will celebrate 15 years of explosive growth , we recommend that overweight ! SWS colored recommend continued attention given Ganfeng Lithium increased process 14 years with the company , such as lithium metal production release will significantly improve performance , 15-year battery electric vehicles and energy storage volume will drive the company into the fast outbreak , maintain our BUY rating. Gold 's latest view: We expect a strong non-farm payrolls and GDP data and touched a record high of U.S. stocks constitute the basis for reducing the Fed QE No. 17-18 FOMC meeting, the Fed is expected to present the whole market will begin in the first quarter of 2014 before reduced QE. Nevertheless, we think gold is still experiencing short-term market volatility will bounce back to $ 1,200 / ounce , the recent market price of gold repeatedly dropping exploratory stage at the bottom to display more solid , but the lack of a catalyst , the gold price could not appear before the QE really big reduction magnitude higher. We maintain the FOMC meeting before the December gold neutral rating , mid- price of $ 1274 hub / oz .


Rare Earth Supplier: Chinatungsten Online - http://www.chinatungsten.com
Tel.: 86 592 5129696; Fax: 86 592 5129797
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RE market is still weak , some products offer different , the market price of chaos . Due to lack of market demand, no positive factors supporting , weak prices , is expected to short-term market is still vulnerable based.

Dysprosium oxide mainstream manufacturers tax 175-185 yuan / ton, dysprosium iron mainstream manufacturers tax price 195-205 yuan / ton.

Praseodymium oxide mainstream manufacturers tax price 560,000-580,000 yuan / ton. Neodymium oxide 315,000-325,000 yuan / ton.

Lanthanum oxide manufacturers tax price 23,000-24,000 yuan / ton. Cerium oxide mainstream manufacturers tax price 23,000-25,000 yuan / ton.

Neodymium oxide, praseodymium mainstream manufacturers tax price 315,000-325,000 yuan / ton , praseodymium , neodymium metal mainstream manufacturers tax price 405,000-415,000 yuan / ton.

Fluorescent europium oxide mainstream manufacturers tax price 4,500-4,700 yuan / kg. Terbium oxide phosphor grade tax price of mainstream manufacturers 3,500-3,600 yuan / kg.


Rare Earth Supplier: Chinatungsten Online - http://www.chinatungsten.com
Tel.: 86 592 5129696; Fax: 86 592 5129797
Email: sales@chinatungsten.com
Tungsten & Molybdenum Information Bank: http://i.chinatungsten.com
Tungsten News & Tungsten Prices, 3G Version: http://3g.chinatungsten.com
Molybdenum News & Molybdenum Price: http://news.molybdenum.com.cn