Last week, due to the rare earth reserve, hitting the hot spots , such as the delay of market attention , but no signs of improvement due to lower demand , the price of dysprosium oxide gradually reduced . In rare investment , we have been reminded two o'clock :

( 1 ) private mine strike will be more severe , which Minmetals Rare Earth recently released from smelters shut down can be seen in the implementation of the central enterprises under stringent quota .

( 2 ) Rare is the strategic goods, the country vulnerable to supply and demand changes in the short-term wishes . Therefore, we are still optimistic about the investment opportunities in rare earth policy window period .


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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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Rare rampant smuggling activities , has many causes . First of all, there is no source of rare earth development always has . Zhang Anwen , deputy secretary general of China Society of Rare Earths , told reporters that "black rare earth" repeatedly played without a break , have a steady stream of smugglers of rare earth supply . If the management is good source of resource development , will become part of the follow-up source of water.

Secondly, the rare earth export quota management system still inadequate . Of China's rare earth export quota management system introduced in 1998, was intended to protect rare earth resources, but in some experts, the existence of this policy several disadvantages: on the one hand , China has restricted exports of primary products , while rare , but rare earth functional materials to encourage , devices and other products exported , although improved quality of export products , but did not play a role in preventing the loss of rare earth resources , but polluted the environment , destroy the mine ecological ; on the other hand , the current system is not strategic for different rare earth products value for further distinction.

Insiders pointed out that there are 17 kinds of rare earth elements , and uses very different characters , but after half a century of development , there are more than 400 kinds of rare earth products , more than 1000 kinds of specifications, the export of rare earth products are also hundreds of species of rare earths present export tariff is only 50 come to some products and export tariff of touch, not only unable to meet regulatory needs , but also lead to loss of resources and smuggling . Currently on export management, only the rare earth products are divided into simple oxides, salts and metals in three , resulting in management inconvenience.


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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
Email: sales@chinatungsten.com
Tungsten & Molybdenum Information Bank: http://i.chinatungsten.com
Tungsten News & Tungsten Prices, 3G Version: http://3g.chinatungsten.com
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