Some analysts have pointed out that this reflects the market performance or the situation of the rare earth industry : while the poor status quo , but the recent series of potential positive industry outlook heralds good , but also by the market 's attention. Rare earth plate upward , perhaps missing the key " finishing touches ."

Shouchu rumors pulling sector rose

September 10 , sources said , since July began to spread rumors of rare earth purchasing and storage , or in a week formally implemented. Stimulation by the news , on September 11 after the opening rare earth stocks have soared , but after the 1st , which is the last trading day last week , the market is expected to once again strengthened. And showed almost the same price trend: rapid upside shortly after the opening bell , shot up after finishing down , the remaining stocks are rising .

But unfortunately, the rumors failed to come true. In fact, the earth is about to implement purchasing and storage rumors are not groundless . September 12 , " the second batch of rare earth on 2013 mandatory production plan targets adjusted announcement ", said the office under the Ministry of earth 's consent , for 2013 the second batch of rare earth smelting and separation products minerals and mandatory production plans to adjust , adjusted index rose by 500 tons and 200 tons.

As previously Minmetals Rare earth has been involved in purchasing and storage , and thus for the adjustment , some analysts said , the purpose of purchasing and storage precisely to the next .

Rare earth prices quickly rebounded

"Although the rare earth industry as a whole as well as the macroeconomic situation and market demand is directly related to , but the state purchasing prices for businesses and rare positive role can not be ignored ." Insiders told reporters .

" Stocks have soared , in addition to purchasing and storage rumors , there is one important reason is the strengthening of industry consolidation ." The source said.
 
Data show that , by the Ganzhou Rare Earth private mining regions of the comprehensive combat boost rare earth prices rebounded sharply beginning in June . Dysprosium oxide early June 1.13 million yuan per ton, the lowest point , to 16 August 2.27 million yuan per ton , up more than 100%. Neodymium oxide, praseodymium from early June to 240,000 yuan per ton , rising to 16 August to 35.1 million , up more than 46%.

Subsequently, the Ministry of Industry jointly launched a new round of eight ministries rare earth industry remediation work , the time for August 15 to November 15 , against covering the whole industry chain of rare earth industry .

Some investors said that the Ministry of Relay industry consolidation , the scope expanded to a national , long time, with clear objectives , for the rare earth industry is significantly positive. But what is puzzling is that the rare earth sector rally began at this time but never halted , has been in a sideways among the good news has not been fully released, for the latter is still worth the wait.

Industry consolidation Taimukaiqi

In addition to state purchasing and industry consolidation , the rare earth industry, the most interesting recent good news , no doubt accelerate the industry consolidation .

September 11 , Su Bo, vice minister of the Ministry of Industry , held in Dalian Summer Davos forum, said rare earth industry consolidation work is not slow, soon there will be great progress before the end of this year there will be results .

Market is expected , according to " through the formation of large rare earth rare earth industry groups to improve industrial concentration ," the integration of direction , and this purpose is to regulate the legitimate exploitation of rare earth , easy to manage.

In fact, many rare earth companies already have in the area of rare earth resources integration staged drama .

"In the current situation of weak demand rare earth industry , the integration can be said to be imminent speed from the medium and long term , the rare earth industry, there is a certain positive expectations ." The analysts said .


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Recently, subject to market rumors this week there will be news of purchasing and storage of rare earth , rare earth sector shares rose , a number of brokerage analysts believe that rare earth plate appears trading opportunities , but on the 11th , the rare earth sector stocks finished mostly lower, with broker -owned tube official said , as long as the macroeconomic slowdown , rare earth sector is difficult rally , but trading opportunities.

Market rumors that the recent rare earth reserve, traders have been delayed quotes . This means that rare earth prices will rise again . Haitong Securities analyst believes that the year is still expected to rise in rare earth prices : First, to combat illegal mining will continue ; Second , purchasing and storage of the expected strong ; Third, overseas Magnets orders pick up .

A researcher expects the plan purchasing and storage 10,000 tons of rare earth , which plans Shouchu praseodymium neodymium 4000 tons , praseodymium , neodymium oxide, each 500 tons , 1200 tons of dysprosium oxide , erbium oxide 300 tons . 2012 , Minmetals Group , Baotou Steel Rare Earth , the color of shares (000758.SZ) in rare earth reserve, yet to be announced this year's list Which involved .

Recent positive plates on earth again and again constantly : the Ministry is preparing a " special invoices " as a clue, involving the domestic rare earth mining, smelting and trading enterprise for large-scale separation of the special investigation, categorized management, establish long-term regulatory mechanism. From the beginning of July this year , the Customs Department in conjunction with the Ministry of Public Security , the Ministry of Industry , Ministry of Environmental Protection and a dozen departments across the country to carry out a large-scale joint action to combat smuggling , which is China's largest one decade to combat smuggling operations .

In the 11th annual meeting of the Seventh Summer Davos , Su Bo , vice minister of Industry and Information said at the forum , the Ministry is working with relevant departments to increase efforts to investigate illegal rare earth mining and pollution control efforts, the formation of a large group of rare earth industry will also be before the end of the results.

In this regard, Shen Wan analysts believe that as soon as possible to promote integration of both large group of rare earth pressure of reality has real power : the WTO is likely to rule before the end of rare earth export restrictions against China , China's rare earth export restrictions may be released in early 2015 ( during which there is a protest year period as a buffer ) . Therefore, the state is facing administrative adopt alternative means of market -based means to control the supply of rare earth reality of pressure, and a large group of rare earth market means integration is undoubtedly the best way to control the supply of rare earth , rare earth international pricing maintenance status is also great for the country to promote Group consolidated to provide a realistic motivation. At present our country early in 2015 from the full liberalization of rare earth export restrictions only 1 more than a year , a large group of rare earth as soon as possible to promote the integration of practical urgency .
Analysts determine the fastest integrated solutions large group is expected to launch in early 2014 , a large group integration scheme is likely to take the form of a +4 : North + South Minmetals Rare-Earth RE, Ganzhou Rare Earth Group , China Aluminum Rising colored . As the rare earth industry involves many interests, a large group is not an easy integration requires a gradual process. To obtain the status of a large group of companies or to both rights and responsibilities : a large group on the one hand the future is expected to gradually get separated rare earth mining and smelting tilt indicators and related preferential policies ; hand will also assume corresponding responsibilities, such as maintaining China international pricing undertake environmental protection and governance responsibilities .

However, a person in charge of information management brokerage , told reporters that the news of rare earth purchasing and storage , to stimulate the sector to rise, but now mostly finished lower , the good has been reflected in other government clear message, the rare earth sector may also appear trading opportunities.


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China Rare Earth Association, vice president Chen Zhanheng said Friday that if the government's fight against illegal mining in the expected results, the South mine supply will likely remain at 1.8 million tons / year, the northern ore supply to keep 76,000 tons / year, the total rare earth mine supply will remain at 94,000 tons, smelting separation products supply remained at about 90,000 tons.
    
Ministry of Industry jointly eight ministries rare crackdown is still in corporate self-examination stage, the industry is looking forward to this fight can achieve the desired results, effectively rectify the domestic rare earth chaotic phase.


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"Rare earth industry consolidation work is not slow, soon there will be great progress before the end of this year there will be results." Recently, the Ministry of Industry and Information Technology Vice Minister Su Bo in the 2013 Summer Davos forum said.

"Rare earth industry consolidation at the national level to develop the industrial development strategy, the current integration of a large group of initial progress has been made." Investment Advisor in the metallurgical industry researcher Wei Qining in an interview with reporters, said that at present our country in the northern and southern regions have each there are leading enterprises to form, while also accelerating the pace of SMEs exit, industry concentration has improved significantly. Future credit policy, local industrial policy continued after the implementation of a large group of rare earth industry consolidation pattern at the end of the year will take shape.


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