Expected to dilute hitting repeat, the recovery can be expected downstream

Ganzhou Rare Earth Rare anti- ignited the 2013 third quarter, market segment , the relevant company's share price or surpassed 30 percent , and then due to the combined eight ministries and the Ministry of rare earth hitting lower than expected , and the rare earths and rare large group purchasing and storage consolidation dishonored delay the fourth quarter, the rare earth market downturn again .

Hitting the market in 2014 to be able to continue ? Today there is news that , for the separation of rare earth smelting and illegal trade in rare earth minerals trade and business enterprises prone posture, led by the Ministry of Public Security, Ministry of Land and Resources , State Administration of Taxation jointly composed of seven departments "Combating illegal behavior rare special action " Check group of rare earth enterprises in Guangdong Province carried out spot checks . Related brokerage analysts rare earth market for the first half of 2014 still hold to the good as expected, and the Ministry of the joint anti- effect will appear in the first half of this year , there will be a large group to integrate substantive progress .

Optimistic about 2014 landed a number of policies , the recovery can be expected downstream

Since the Ministry of rare earth hitting eight ministries jointly postpone completion of lower than expected impact on the industry , and has been speculation Rare Shouchu also dishonored , 2013 fourth quarter return deserted rare earth market , a brokerage analyst said on condition of anonymity , hitting the first half of this year is expected to show results , the integration of large groups should also have substantial progress is expected with the depth and maturity of rare earth rare earth hitting the trading platform , rare earth prices are expected to rise, and with the emerging applications of new energy vehicles , etc. development , downstream NdFeB magnets could usher in a larger space for development, will effectively support the recovery downstream rare earth prices .

Secretary-General of the Association of Jiangsu Rare赵平华also great wisdom news agency said the association will be Shanghai , Jiangsu Province and Zhejiang rare positive exchanges and cooperation, the joint Shanghai R & D and manufacturing advantages advantages Jiangsu , Zhejiang and jointly promote the development of the Yangtze River downstream rare earth applications.

According to public information , rare earth NdFeB rare earth permanent magnet is the largest downstream applications , accounting for 47% of the entire application . It is understood that , per hybrid (HEV) as compared to conventional cars consume 5KG NdFeB ; pure electric vehicles (EV) , a rare earth permanent magnet motor generator to make more use of alternatives to traditional 5-10KG NdFeB . According to the State Council issued the "energy-saving and new energy automotive industry development plan " shows that by 2015, pure electric vehicles and plug-in hybrid vehicles cumulative production and sales and strive to reach 500,000 ; 2020, pure electric vehicles and plug-in hybrid vehicle production capacity of 2 million , the cumulative production and sales of over 5 million .

Secretary, Ministry of Industrial Materials陈燕海Industry and Information Technology at the National Working Conference held recently said that 2014 will be organized around a group of rare earth enterprises continue to further promote the implementation of the tasks of rare earth work . Will be arranged with the relevant departments to implement on the formation of the Group's overall program . Establishment of light rare earth and heavy rare earth linkage mechanism to combat illegal production area , and always keep the pressure up , and resolutely combat all kinds of illegal activities. Strengthen access and total control of rare earth and other key aspects of program management . Organize the RE projects, speed up the upgrading of rare earth mining, smelting and application technology. Further improve laws and regulations to speed up the legislative process " rare Ordinance ."

2013 rare earth now " roller coaster "

The first half of 2013 rare earth prices continued to fall , according to data display , heavy rare earth dysprosium oxide from the beginning to the middle of June, the average price is down about 50%, the light rare earth neodymium praseodymium oxide average price has fallen by about 20 %, and weak downstream demand , leading the entire industry in the doldrums, the relevant listed companies net profit fell sharply in the first half . A share of rare earth plate four leading companies in the first half consolidated net profit 11.06 billion, down 40% over the same period last year . And since late June , with the deepening of hitting Ganzhou Rare Earth , igniting a rare hitting the market , rare earth prices gradually rise, the light rare earth neodymium praseodymium oxide prices rose up to 40% heavy rare earth oxide, dysprosium or up to 93% .

However, due to the late MIIT jointly eight ministries rare hitting lower than expected , and the rare earths and rare large group purchasing and storage consolidation delay honored again rare earth market downturn , according to Asian Metal mesh data show that the light rare earth neodymium praseodymium oxide representative of the product from September rose to 360,000 / ton , the price has been dropping and turnover deserted , the current average price reported about 310,000 / ton , a decline of about 14 %. It shows that since September Rare relevant listed company's share price fell collective .


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

• < Prev
• Next >