Our view: Last week a whole continued to rise slightly colored plates, rare earth mixed plate. We think up rare earth prices may still rise, but the relevant performance of the company is unlikely to rise sharply. Currently we maintain medium-term strategy report view magnetics and lithium resource sector but also have long-term investment value. Most of the company's future growth path Magnets clear; lithium resources sector in the upstream supply orderly, steady growth in downstream demand in the case, can grow to digest the valuation, the proposed focus of these two dominant sector companies, such as Zhong Ke San Huan (unrated), Ningbo Yunsheng (unrated), Tianqi Lithium Industries (unrated), Jiang motor (unrated). In addition, in the dawn of the mid-year report, proposes a focus on the higher part of the performance increase certainty varieties, such as Hailiang shares (holdings), Liyuan Aluminum (bid), Yunnan germanium industry (buying), East zirconium industry (holdings) and so on.


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It is understood that in July the market only presents colored "rainbow night" situation, and the ups and downs of polarization, the degree of differentiation can be described as the most severe since two and a half: the largest increase in varieties Dy alloy rose 79.31 percent, the biggest titanium sponge 0 level fell 14.26%. Colored throughout July rare earth industry forum staggering performance, and continued the June rise in signs, and rises higher into the skyrocketing phase. Among them, the smallest increase of the metal neodymium, also rose as high as 13%.

It is reported that demand for rare earths has improved over last year also pushed up the price of rare earth three percent lower operating margin improved six or seven.

Aug. base metals market will remain volatile, with the coming season, in September may usher in a wave of small rebound; small metals such as magnesium, molybdenum and other costs due to the current low price line, the latter may be stabilized stabilized, the majority of species in demand for the off-season, the market outlook is still not optimistic; rare earth market rally in August of this speculation will continue for some time in the fourth quarter may fall.


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To further strengthen the prevention and control of air pollution, the ministry published on its website on the 5th of the "rare earth industrial pollutant emission standards," added the above criteria air pollutant emission limits in particular.

About the content of rare earth industrial pollutant emission standards are as follows:


Perform atmospheric pollutants emission limits in particular the geographical scope, time, environmental protection administrative department of the State Council or provincial government regulations.


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Central inspection teams sparked a nationwide storm. On the surface, this is a long-standing abuse against officialdom baptism; deeper level, long-term abnormal growth of government-business relations ushered in an improved opportunity.

Since more than two months, the central 10 inspection teams were dispatched to Inner Mongolia, Jiangxi, Hubei, Chongqing, Guizhou, Ministry of Water Resources, Grain, China Export-Import Bank, China Publishing Group, China People's University and other areas and units, a sudden storm tour coming.

The end of May 2013, the Central eighth patrol group (hereinafter referred to as "the eighth inspection teams") stationed in Jiangxi Province, since then, Jiangxi officialdom down a nervous. "Something of a guilty conscience uneasy; okay, careful watching."

Unlike in the past, the officials concerned reported source not just "sacked" former colleagues, as well as quite respectful of their former businessman.

"Inspection teams mainly want to get more valuable clues. Past, many cases of someone's officials are involved in the relationship between officials and businessmen. This delicate relationship is a hole torn in the direction inspection teams, so these (Jiangxi) Report businessman inspection teams will get the attention. "an unnamed source told reporters," This call people mainly because some have experienced injustice or damaged in exchanges between officials and businessmen businessmen, they believe that this inspection teams to Jiangxi is an opportunity, so start actively report acts of corruption of officials. "

Modern version of "eight House Xunan": damaged business groups as an important source of clues

According to the central unified deployment, the central eighth inspection teams stationed in Jiangxi Province May 27 to carry out inspections. Central eighth inspection teams team is led by Wang Hongju, as it is understood, inspection teams in Jiangxi Province, the original plan will work two months or so, but the media said, because too many problems, the central inspection teams "should now be extended to two and a half, If the problem is more serious, the time there may be further extended. "

Eighth day following the inspection teams to Nanchang, Jiangxi Province, Wang Hongju patrol work in public mobilization meeting, said the eighth inspection teams focus is: around the clean government and anti-corruption struggle, strive to discover the existence of the right of leading cadres money transactions, abuse of power, corruption, bribery, corruption and degeneration and other violations of the law and discipline in implementing the eight provisions, efforts to discover the existence of formalism, bureaucracy, hedonism and Wasteful and other issues, tightly pegged to prevent rebound.

Immediately, the eighth inspection teams through the media discloses telephone, address, e-mail.

For the eighth inspection teams stationed in Jiangxi Province, from the beginning to now stationed in the amount of reports triggered perhaps are beyond previous expectations.

In fact, in addition to jail after a good performance in order to win leniency "former officials" in addition, have suffered or are suffering from unfair treatment or officials and business transactions are damaged merchant groups, has become inspection teams an important source of clues needed.

"Report of the group where mainly checked officials, businessmen and ordinary people in events such as official corruption, they may be a victim or bystander event, originally reported fear nothing, useless reports may also be retaliation But the arrival of inspection teams, so that they see hope. "Jiangxi an SOE employees to the" China Enterprise News "reporter said.

Reporters learned that the central inspection teams about a week after entering Jiangxi, Jiangxi Province, Jiangxi Province Commission for Discipline Inspection announced the Transportation Department Party Committee, deputy director Xu Runlong alleged serious violation is organizing the investigation news.

"This move makes a lot of fear of reprisals wait businessman put down the heart of the concerns, they feel so much official are checked, and this certainly will not let the matter rest." One entrepreneur told Compromise reporters.

In fact, Xurun Long sacked only part of the fuse businessmen to report one way, and different from the past inspection methods, inspection teams also help get more "ground information."

According to the past, the central inspection teams work mainly received official letters and interviews. But in May 17 meeting, Wang also stressed that the central inspection work should be sooner, "sink a" cadres understand the situation, checks leading cadres to report personal matters.

"The central-level inspection teams, originally mainly for the provincial government, the provincial People's Congress leadership, sinking one, it becomes a prefectural from provincial to this report provides the possibility for businessmen after all , dealing with these merchants perennial or local government officials. inspection teams are many clues that come from this. "Jiangxi Province, an official said.

Rare feast "after words have in mind": After the common prosperity of prominent contradictions between officials and businessmen

Reporters from several people familiar with the mouth to get a common saying: The inspection teams stationed in Jiangxi, the earth businessman leaving ferocious, they reported mainly targeted Ganzhou Rare Earth regulatory officials of relevant government departments, Ganzhou City, Jiangxi Province, has been Rare main origin.

"Ganzhou Land Bureau has several sub-county level because this thing (RE) checked up." A government official told reporters.

Subsequently, the reporter called and asked the Office of Ganzhou City Land Bureau director surnamed Wang this information is true, Wang Zhuren told reporters: "At present, from the Council to the County Council does not have any one staff member was suspended."

Reporter asked, "Is there the staff was reported as rare earth businessman inspection teams interviewed," Wang Zhuren did not answer reporters' questions, immediately hung up the phone.

An industry source told reporters, "Now this (Ganzhou) Tan rare thing too sensitive, dry vote before deducting costs, one ton of rare earth earn up 10-20 yuan, good times, and even earn nearly 40 million. 'grand' a lot of people rich overnight, this upstart group of businessmen is in addition to officials. "

"Huge lure of money, so a lot of the leadership of the relevant regulatory authorities dog eat dog, some of the rare-earth boss to draw officials 'common prosperity', these officials were also involved in the rare earth ore bonus." Said insiders told reporters, "said rare earth resources more hot water (village) it, then, to earth, the villagers and village hired thugs conflict, the local government sent more than a dozen cars of people to 'solve' Until now, it was not it off. "

Villagers in Ganzhou hot mouth, the words of the people in the industry have been confirmed. Some villagers said: "In Ganzhou, to large-scale business on earth do two kinds of people, not out of prison, that people have the ability to get out from the prison, when, digging earth's all crazy, a lot of punks is a direct grab Many rare earth mine to go out when they are transported invited bodyguards, real knife real gun to protect. "

Indiscriminate addition of rare earth resource depletion caused ecological damage and other issues, China ordered a further tightening in a number of important strategic resource of rare earth regulatory actions, finally made the decision to integrate rare earth resources. But with the integration of rare earth resources, while rare businessmen began a "consolidation."

"In the integration period, many businessmen in order to get on top of mine began to communicate with the general staff is a one-time cash bribe, important juncture leadership addition to cash, but also point to send mine stake there from the village cadres, the main cadres Authority to the mine, Forestry Bureau, Land Bureau, the Environmental Protection Agency and other regulatory authorities, as long as enough to get, are a lot. "the insider.

In addition to considerable movement earth boss, Jiangxi Province majority "have in mind, then," the entrepreneur chose sidelines.

"The first is fear of retaliation, not solve the problem, and have actually cause trouble for himself." An insider told reporters. "For example, do traffic engineering, as far as I know, they also have some people talked together, whether reported to the central inspection teams, but most of the boss is not happy, so now also choose to watch, and no action."


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