Remediation industry once again pushing up the rare earth stocks

Rare earth prices gradually rise, since this month related stocks eye-catching performance, Sheng and resources, such as Minmetals Rare repeatedly daily limit. Yesterday by the Ministry of Industry and many ministries to jointly carry out rectification work news national rare earth, rare earth permanent magnet plate broke out again.

With rare earth prices gradually rise, since this month related stocks eye-catching performance, Sheng and resources, such as Minmetals Rare repeatedly daily limit. Yesterday by the Ministry of Industry and many ministries to jointly carry out rectification work news national rare earth, rare earth permanent magnet plate broke out again early gains once the home cities of the first, Sheng and resource limit, Minmetals Rare Earth, the color of shares rose as much as 9%. A brokerage researcher analysts believe that rare earth prices are still up may follow, and the future as the government introduced to promote the application of rare earth downstream market-related policies, we expect downstream rare earth permanent magnet plate expected to benefit.

Industry regulation and promote rare earth prices skyrocketing

Yesterday, there was news that the Ministry of Industry recently held a national work conference earth, mobilization and deployment to further increase the mining, smelting separation, environmental protection, import and export order rectification and strengthening the management of the rare earth industry. The renovation is still rare to combat the "black" rare earth-based, but the "anti" scope and intensity will exceed all previous "crackdown." It is reported that since May this year, the Ministry proposed a "new round of rare earth consolidation", the Ganzhou City to develop a "Ganzhou Rare Earth Mining order rectification and supervision special action program." June 14 to June 29, Ganzhou Dingnan carried out the first half of rare earth mining and operating order rectification "looking back" activities; Ganzhou Rare Earth city Quannan Forestry is starting from July 10 to carry out a period of four months of rare earth mining order Hillwood campaign.

In the special rectification process, some private mining and trading companies have been hit stockpile. It is understood, Ganzhou City of the "black" is the rare earth rare earth campaign against part of remediation work will Ganzhou Rare Earth Rare Earth remediation experience spread across the country. At the same time, the impact of regulation by the rare earth, rare earth prices since the beginning of July had already started soaring. Great Wall Securities research report data showed last week LREE oxide prices were up 5.36% and 9.38%, while prices rose 17.07% dysprosium oxide, since the cumulative increase since the bottom has doubled. Dysprosium oxide prices the lowest point in early June, the price at 1.25 million yuan per ton -135 yuan; July 18 dysprosium oxide quoted at 1.6 million yuan per ton -175 yuan, or more than 25%; to July 28 Day dysprosium offer 2.47 million yuan per ton, an increase of 77%.

More long-term value of the magnetic plate

The news so far this month had gained no small rare earth permanent magnet active again. When the whole market fell yesterday morning when the earth plate into the two cities only bright spot, as represented by Minmetals heavy rare earth stocks shouted limit the impact plate or the highest over 4%, at least three stocks daily limit, or limit the impact. At the close, the market affected by rare earth plate or shrink to 2%, but still filled and resource limit, the color of shares rose 7.36 percent, up 4.01 percent Minmetals Rare Earth, Baotou Steel Rare Earth, Xiamen Tungsten, Ingenious, Chong Hing resources rose over 3%.

Orient Securities nonferrous metals industry researcher Xu flowers that follow rare earth prices may still rise, but hopes to push through price increases performance of the company is unlikely to rise sharply, "magnetic plate more with long-term investment value, most of the magnetic timber company's future growth path clear, the proposed focus Zhong Ke San Huan, Ningbo Yunsheng, etc.. "

UBS Securities analyst Lin Haoxiang also believes that if the government introduced the future to promote the application of rare earth downstream market-related policies, is expected downstream rare earth permanent magnet plate is expected to benefit, in addition to rare earth prices are expected to rebound to bring inventories downstream value-added benefits, "the current A shares listed companies, including rare earth permanent magnetic material is the sea, Ningbo Yunsheng, three rings, Galaxy magnet, Advanced Technology. "


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