Likely due before the end of WTO ruled against China's restrictions on exports of rare earths , China's rare earth export restrictions may be released in early 2015 ( a year of protest during the period as a buffer ) . Therefore, the state is facing an urgent adopt alternative means of market -based means to control the administrative reality of supply of rare earth pressure, and consolidation is undoubtedly a large group of rare earth market means to achieve the best way to control the supply of rare earth , rare earth international pricing maintaining the status for the country promote the integration of large groups provide a realistic motivation.

Recent unprecedented efforts to rectify the rare earth industry , reflecting the national determination of rare earth industry consolidation

In mid-June the first to start Ganzhou Rare Earth private mining campaign :

It is understood that the Ministry of Industry for 13 years has held two meetings on rectifying the rare earth industry , focusing on the fight against illegal exploitation of rare earth mines and private , in May proposed a " new round of rare earths to rectify ."

Thereafter, Ganzhou City to develop a " Ganzhou Rare Earth Mining order rectification and supervision special action program " , and the first to begin the rare earth industry consolidation , consolidation is expected to continue until the end of September .

In mid-June , Ganzhou mine safety supervision bureau department collaboration within the jurisdiction of non-coal mining enterprises to carry out special inspections to crack down on various illegal violations, strengthen the focus on the area of ​​rare earth mining and the original appeared in the illegal exploitation of rare earth mine sites activities patrol investigation , the majority of rare earth ore inventory was closed private .

In mid-July , following the crackdown Ganzhou Rare Earth private mining sector after mine , Ganzhou City Forestry Bureau issued " on the issuance of the city's rare earth mining remediation Hillwood special rectification action program of work notice " Rare Earth Mining order to carry out special rectification actions mountains remediation priorities for action to crack down on the illegal occupation of forest land is mined rare earth crime , illegal exploitation of rare earth to provide forest use rights violations . Dingnan , Long South , Anyuan , Chonnam , Ning , Dayu county forestry department has carried out six actions , Ganzhou City Forestry Bureau has set up a Steering Group under the jurisdiction of counties to supervise the rectification work .

Following Ganzhou industry consolidation after August 8 ministries rare earth industry consolidation will extend to the nation :

Evening of August 7 Ministry of Industry jointly Public Security, Ministry of Land Resources , Ministry of Environmental Protection , General Administration of Customs , State Administration of Taxation , the State Administration for Industry and Commerce , the State Administration of Work Safety eight ministries issued "Combating rare earth mining , production and circulation of illegal special action program ", decided from 2013 August 15 to November 15 in the fight against rare earth mining , production, circulation of illegal special action .

The main task of the special action : First, check the local government executive mandatory production plan , mining quota of total control , environmental verification , production safety, VAT invoices and other rules and regulations implementation ; Second is the area of rare earth mining, smelting separation and trading enterprises ( including central enterprises ) for verification by one , to find out the amount of rare earth mine production , sales and circulation , mineral smelting separation corporate sources and quantity of production , sales , trading enterprises and smelting of rare earth ore source separation products and the number of sales and downstream customers , and fill checklists ; three is to clean waste products from the recycling of rare earth enterprises , to identify sources of raw materials and quantities sold ; Fourth verify illicit mining, production of clues ; Fifth based on the above work , concentrate handling a number of typical cases illegal .

Recent unprecedented efforts to rectify the rare earth industry , reflecting the national determination of rare earth industry consolidation :

According to special action program , first of all, action will be illegal mining, smelting, trade in inventory , and increase the punishment ; secondly , action will be the banner of " deep processing " banner in the separation of rare earth mining and smelting enterprises in the new round of illegal verification , once discovered immediately shut down . Again , rare earth and rare earth mining special stamps will be combined with the mandatory plan , this threshold would make it illegal rare earths not bleach.

The rare earth industry consolidation in addition to private mining sectors to take effective reorganization , the separation of rare earth smelting , recycling and other sectors will also be made ​​effective governance . In Ganzhou area as an example , the current Ganzhou area about 16 smelting separation plant , production capacity of about 40,000 tons , is expected to go through the industry consolidation , only Ganzhou rare earth smelting and separation capacity it is expected to outlaw nearly half , smelting and separation capacity reduced to 8 , 20,000 tons ; recycling sectors are also expected to be completely overhauled and the illegal production capacity banned.

It is understood that there are currently only Ganzhou hundreds of local people have been criminal or administrative process , showing the government 's determination to rectify the rare earth industry , is also expected to introduce long-term follow-up mechanism for the rare earth industry routinely effective management.

Or as a prelude to the rare earth industry consolidation , integration of a large group of rare earth theme or played :

We believe that the recent rare earth industry consolidation may be just a signal and the country 's rare earth industry consolidation prelude to follow the theme of integrating a large group of rare earth or played .

Rare large group as soon as possible to promote the integration of existing pressure of reality has real power : Because most likely before the end of WTO ruled against China's restrictions on exports of rare earths , China's rare earth export restrictions may be released in early 2015 ( a year of protest during the period as a buffer ) . Therefore, the state is facing an urgent adopt alternative means of market -based means to control the administrative reality of supply of rare earth pressure, and consolidation is undoubtedly a large group of rare earth market means to achieve the best way to control the supply of rare earth , rare earth international pricing maintaining the status for the country promote the integration of large groups provide a realistic motivation. Now fully liberalized from the beginning of 15 rare earth export restrictions only one year 's time, a large group of rare earth as soon as possible to promote the integration of practical urgency .

Rare large group is not an easy integration to obtain the status of a large group of companies or to both rights and responsibilities :

Promote the integration of rare earth based on the urgency of a large group , large group of integrated solutions we determine the fastest expected launch in early 2014 , a large group integrated solution is likely to take the form of a +4 : the northern South China Minmetals Rare Earth Rare-Earth + , Ganzhou Rare Earth Group , China Aluminum Rising colored form.

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 .

2 , rare earth prices is expected to continue to rise the next six months

Recent supply of rare earth rare earth industry consolidation prompted contracted significantly boost rare earth prices rebounded sharply

Private mining of rare earth rare earth quota of total control over , becoming an important reason to suppress the price of rare earth :

As rare private Ore no environmental protection, taxation and other costs, ultra- low-cost sales have a tremendous impact on the market . In recent years, China's rare earth mining total control indicators are 93,800 tons ; According to industry experts expect the private domestic rare earth minerals annually more than 100,000 tons of rare earth on behalf of private mining even more than the regular supply of rare earth mining pipeline total control . On the other hand , the current global annual consumption of about 100,000 tons of rare earth , rare earth mining private cause a serious imbalance between supply and demand has become rare earth prices rebounded to suppress an important reason .

Recent supply of rare earth rare earth industry consolidation prompted contracted significantly boost rare earth prices rebounded sharply :

Recent rare earth rare earth industry consolidation private mining industry chain round cut , rare private mining industry chain cut also led to significant contraction in the supply of rare earth , and cause traders expected overall improvement , traders reluctant to sell even begin replenishment to be up in the short term rare earth supply and demand pattern fully reversed, rare earth market has also gone rebounded sharply, dysprosium , terbium and other varieties of praseodymium neodymium prices rose significantly . Praseodymium neodymium lowest prices since mid-June from 25.5 yuan / ton rebounded sharply to the current 360,000 yuan / ton, or about 41% ; dysprosium prices since mid-June, the lowest 1,255,000 yuan / ton rebounded sharply to the current 2,405,000 yuan / ton, or about 92%.

The next six months is expected to further improve the supply and demand pattern of rare earth , rare earth prices continue to rise and then pull

Supply and demand in the next six months is expected to further improve the earth , and then pull the rare earth prices continue to rise. Currently the market for rare earths market generally very optimistic , many manufacturers are reluctant to sell , prices continue to rise in the next six months the possibility of rare earth is very large, up space is also more impressive.

Rare earth market continues to improve, there are a number of reasons : First , the recent nationwide beginning with the year and thorough investigation of private mineral indicators used , the majority of smelting separation plant is gradually shut down and stop shipments, the majority of enterprises raw materials inventory is expected smelting separation in October before the full run out of supply of rare earth will cause further tension . Second, the rare earth industry consolidation unprecedented intensity , rare earth ore has been fully private been effectively curbed . Third, since 11 years after a long period of de-stocking , as well as civil society currently Ganzhou Rare Earth stocks at a low level , the formation of rare earth prices favorable support. Fourth, 13 and 14, the end of the beginning of state purchasing and storage , and a large group of rare earth integration solutions may exist launched , is expected to further boost market sentiment , and thus boost the rare earth market for the better.

Separation of rare earth smelting enterprises in winter due to high production costs , most companies will resume production for 14 years in March , so in 14 years in March before the rare earth industry is expected to maintain a tight balance of supply and demand pattern , before this earth prices are expected to continue to improve .

3 , reaffirming the rare earth industry chain favorable ratings

We reaffirm the favorable ratings of rare earth industry chain , medium and heavy rare earth leader reiterated recommendation Minmetals Rare earths, rare earth permanent magnetic faucet is the sea , Zhong Ke San Huan , Ningbo Yunsheng .

Smelting and separation of rare earth resources companies are expected to benefit ( Minmetals Rare Earth , Baotou Steel Rare Earth , Xiamen Tungsten , Sheng and resources , Rising colored , etc. ) , we focus on recommendation Minmetals Rare Earth . Minmetals Rare Earth as a leading medium and heavy rare earth enterprises , will maximize benefit Southern Rare Earth integration effect , as Minmetals Rare Earth is currently the only business development and capital market financing platform, the future integration of space can be expected ( but time uncertain ) , reiterated the company overweight rating.

In addition , rare earth raw materials prices help rare earth permanent magnet enterprise product prices steady rise , with 9,10 downstream replenishment is expected to improve the operating rate Magnets , reiterating optimistic positive sea Magnets ( BUY, TP 24 yuan ! ) , In Section tricyclic ( BUY with target price 19 yuan ! ) , Ningbo Yunsheng ( equity Shanghai to build magnetic electric drive mechatronics ) .


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September 6: this rare earth prices remain stable, market volatility is not. As the market demand is still weak, plant shutdowns and do not want more commonly seen actual shipments, the market turnover was rather deserted.

Dysprosium oxide mainstream manufacturers tax price 210-230 yuan / ton, dysprosium iron mainstream manufacturers tax price 210-230 yuan / ton.

Praseodymium oxide mainstream manufacturers tax price 560,000-580,000 yuan / ton. Neodymium oxide 355,000-365,000 yuan / ton.

Lanthanum oxide manufacturers tax price 27,000-29,000 yuan / ton. Cerium oxide mainstream manufacturers tax price 28,000-29,000 yuan / ton.

Praseodymium neodymium mainstream manufacturers tax price 350,000-360,000 yuan / ton, praseodymium neodymium metal mainstream manufacturers tax price of 460,000-470,000 yuan / ton.

Europium oxide phosphor grade mainstream manufacturers tax price 4,900-5,100 yuan / kg. Terbium oxide phosphor grade mainstream manufacturers tax price 4,100-4,500 yuan / kg.


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Recently approved by the Ministry of Land, "Land and Resources issued in the year 2013 rare earth ore mining tungsten ore antimony total control notice" (hereinafter referred to as "Notice"), in which the same total rare earth mining. In the secondary market, prices and favorable policies by the rare earth, rare earth stocks were active.

According to the Department of Homeland website disclosure, under the "notice" to determine the country this year will maintain the same total amount of ionic rare earth mining; tungsten mining maintain total control standards in 2012; antimony mining modest reduction in total control.

To speed up the transformation of the mode dominant mineral management, and prevent over-investment, market overreaction phenomenon, combined with the Ministry of Land Reform mining approval system, the proposed 2013 annual rare earth ore mining tungsten ore antimony total control indicators clearly, cancellation policy antimony ore mining pause, adjust tungsten and rare earth ore mining differentiated management policy, fine antimony ore utilization indicators restrictive policy. Meanwhile, the "notice" clearly, antimony ore exploration and mining is no longer suspended registration, according to the provisions and requirements of the program apply. Xinli antimony ore mining rights, should be consistent with total control of mining requirements.


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It is understood that on September 2 LREE offer across the board steady. Where heavy rare earth dysprosium slight pullback since last week held steady for three consecutive days since the average price at 2,375,000 yuan / ton, light rare earth neodymium praseodymium oxide since August 22 has been maintained 360,000 / ton high.

Since no signs of downstream markets, the recent domestic rare earth market turnover is still not active. Some traders rush to ship last week, down dysprosium oxide, dysprosium iron prices to facilitate transactions, however, manufacturers still do not intend to sell cheap, they want to hold stocks to watch market. Last week, NdFeB magnets and phosphors dull market, vendors shipped a large number of difficult; NdFeB magnets, fluorescent powder market has no signs of improvement; catalyst, polishing powder and ceramic industry is not active. Analysts expect the market will continue this week, the domestic rare earth deserted.


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Today, rare earth market trend is relatively stable , the market is a bit light , some suppliers raised yttria offer. According to the supplier of Ganzhou more recent 999.99% yttrium oxide with ticket prices increased slightly , quoted at 80,000 yuan before / ton suppliers raised the price of 85,000 yuan / ton. According to other sources from the industry , yttria actual transaction price is still 80,000 yuan / ton, the current market price as a whole is indeed increased slightly. According to the Shanghai region yttria vendor quotes show that today yttria with ticket prices from 70,000 yuan / ton rose to 80,000 yuan / ton.

Praseodymium neodymium oxide market , despite the recent suppliers have indicated relatively stable with a ticket price of 35 yuan / ton, unchanged , but with no ticket market transaction prices overall have improved, according to an industry supplier said that before the market has a 29.5 yuan / ton shipment situation, but at this price now willing to supply shipments few mainstream price 30-30.5 yuan / ton or so.

Lanthanum , cerium oxide, cerium market, according to Ganzhou suppliers reflect current market is still deserted , and there are some suppliers offer down , according to Ganzhou industry sources say, now more than 99.9% lanthanum oxide and cerium oxide with ticket prices at 2.6-2.8 yuan / ton or so , purchasing volume may drop further . And with Baotou suppliers understanding of the situation shows that quoted in the 29,000 yuan / ton.

Europium, terbium market, the recent europium oxide , terbium oxide prices were virtually unchanged , suppliers represents yet adjusted prices, while there are other suppliers in the industry shipments temporarily circumstances turnover situation is not good.

Erbium oxide market, there are vendors that are now difficult business environment , mainly due to the market price is more confusing , some non- cash or suppliers reluctant to sell to raise prices too high, and buyers are reluctant to accept such a high price . Current market price of erbium oxide concentration at 37 yuan / ton in many cases .


Scrap market , today there are still some businesses cut prices , the current market price is more concentrated in a short article 98 yuan / kg, long 108 yuan / kg, tile 128 yuan / kg. Brushless motor market prices fell slightly , businesses cheap delivery, currently Linyi region and Taizhou brushless motor scrap price 82,83 yuan / month , Jiangsu, Anhui region is more expensive 2-3 yuan / month.


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"Certain Opinions" that "support Ganzhou building the South ionic rare earth strategic resource reserve base" will increase the state Ganzhou rare earth resources exploration investment, strengthening of rare earth resources effectively protected, as Ganzhou rare earth industry sustained and healthy development of powerful resource protection .

"Certain Opinions" that "support Ganzhou building the South ionic rare earth strategic resource reserve base" will increase the state Ganzhou rare earth resources exploration investment, strengthening of rare earth resources effectively protected, as Ganzhou rare earth industry sustained and healthy development of powerful resource protection . Ganzhou according to the "mineral reserves based products, supplemented by reserves, capacity reserves combining" reserves, and actively promote the ionic rare earth resources reserve system. Butt up strategic reserves of rare earth resources in national implementation, and strive to Long County Wenshan Zhuang, Xunwu County Ji Tan, hichang Zhulan port Dingnan shatou Longbridge four mining of rare earth mineral reserves into national scope, for central Geological Prospecting Fund for the four mines, the state planned mining of rare earth and other rare earth exploration prospects, or to carry out the investigation and evaluation of rare earth resources, increase public Hang Xie Gan County census and other rare earth exploration project central Geological Prospecting Fund efforts to accelerate the South-ion rare earth resources strategic reserve bases.


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September 5: some varieties of this rare earth market slightly weaker, mainly due to lower demand remained weak, although manufacturers offer still held firm, but traders shipped relatively positive, the market traded so the relative chaos.

Dysprosium oxide mainstream manufacturers tax price 210-230 yuan / ton, dysprosium iron mainstream manufacturers tax price 210-230 yuan / ton.

Praseodymium oxide mainstream manufacturers tax price 560,000-580,000 yuan / ton. Neodymium oxide 355,000-365,000 yuan / ton.

Lanthanum oxide manufacturers tax price 27,000-29,000 yuan / ton. Cerium oxide mainstream manufacturers tax price 28,000-29,000 yuan / ton.

Praseodymium neodymium mainstream manufacturers tax price 350,000-360,000 yuan / ton, praseodymium neodymium metal mainstream manufacturers tax price of 460,000-470,000 yuan / ton.

Europium oxide phosphor grade mainstream manufacturers tax price 4,900-5,100 yuan / kg. Terbium oxide phosphor grade mainstream manufacturers tax price 4,100-4,500 yuan / kg.


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Rare Metal Materials level of production and application level is a sign of comprehensive national strength . With China 's rapid economic development , and China has become the world's major manufacturing base, China's rare earth metal rolling processing industry has experienced a period of rapid development , has formed a relatively complete variety , process relatively complete production system. China various rare metals mining , processing, smelting , processing and so has a considerable scale, the rapid development of the national economy provides important material security.

After the rapid development in the post , rare earth metal rolling processing industry faced the further development of various kinds of pressure and challenges . First, despite the large reserves of rare metals , a relatively large number of enterprises , but the prevalence of small-scale, low level of technology , equipment behind , deep-processing research and development capabilities and weak phenomenon, many companies are still in low-grade metals and their alloys products blind expansion or build a new plant , the resulting excess capacity, industry concentration is not high, the low cut-throat competition, enterprises inefficient ; secondly , rare earth metal rolling processing industry largely restricted to the terminal development of the industry by 2008 since the global financial and economic crisis and the transformation of economic development , economic slowdown and other factors , the traditional slowdown in overall demand downstream industry , rare earth metal rolling processing industry as a whole needs of affected to some extent , the rare earth metal rolling processing industry needed development of new industries to adapt to demand .

Despite the challenges , we can see that in the new round of government policy guidelines, the rare earth metal rolling processing industry is also facing a new historic opportunity for development . Ministry of Industry and Information Technology December 4, 2011 release " non-ferrous metal industry," second five "development plan" , the " high-performance tungsten and molybdenum refractory metal materials , carbide and its deep processing technology " as a "key technology" . August 26, 2013 Ministry of Land and approved in principle the " Land and Resources issued in the year 2013 rare earth ore mining tungsten ore antimony total control notice" , which is a national resource for the integration of rare earth , rare earth industry consolidation taken one of a series of measures , and promoting the rare earth metal rolling processing industry from extensive to intensive transformation, to further enhance the efficiency of the sector and to promote sustainable development.

Meanwhile, with the technological advancements, the intelligent terminal , intelligent home appliances, medical electronic equipment , networking, environmental protection and other emerging high-tech industry will become the metallurgy , aerospace, aviation , after pushing rare earth metal rolling processing industry new incentives. In the medical device industry , for example, in 2011 , the global market value of CT scanners is 34 billion U.S. dollars, in 2012 was close to $ 3.7 billion . CT scanner market, the further development of rare earth metals will effectively stimulate the production of rolling processing industry , especially tungsten, molybdenum and alloys products. In addition , with the wisdom of home appliances, the rapid development of mobile Internet and other technology , integrated circuit sharp rise in demand , and makes integrated circuits rapidly increasing degree of integration , which led to a sharp increase in chip heat , affecting the chip life. To solve this problem requires a large number of electronic packaging materials . First used packaging materials are ceramic and metal , with the circuit density and functionality continues to improve , metal matrix composite packaging materials, metal packaging materials, has been more widely used.

The rapid development of downstream industries, rare earth metal rolling processing industry will bring great opportunities, but the emerging industry of rare earth metals and their alloys products cost requirements will be higher. Continuously improve its own technology to produce lower cost , higher performance of rare earth metals and their alloys products to meet the trend of development of downstream industries , will become China's rare earth metal rolling processing industry, the rapid development of the only way.


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Recently, according to the Ministry of Industry insiders said that the Ministry is planning to establish Rare illegal "blacklist", increase illegal rare earth remediation efforts. This positive factors, September 4 full strength rare earth stocks.

June 2013, the Jiangxi government launched to crack down on illegal rare action, to achieve better results. August 7, the Ministry of Public Security, Ministry of Land and other eight ministries issued "Combating rare earth mining, production, circulation of illegal behavior special action program", jointly launched the earth for three months for illegal crackdown, which is also the history of the the most severe combat smuggling of rare earth once. In order to more effectively implement policies to combat illegal rare earths, the Ministry is expected in the near future to establish RE illegal "blacklist."

It is understood that the Ministry will be "invoices" as a clue, involving the domestic rare earth mining, smelting and trading enterprise for large-scale separation of the special investigation, one by one register and check the conditions established under the management of rare earth "black list", to manage categories , the establishment of long-term regulatory mechanism. Once the illegal behavior of rare earth, rare earth rare earth companies will be registered into the "black list", will become the Ministry of Local Government and key monitoring object.

Illegal poaching of rare earth has been affected the healthy development of China's rare earth industry, the most important factor. In the rare earth market price downturn, illegal rare earth resources in the absence of tax and environmental costs, the market still cheap dumping profit. In recent years, China's rare earth mining total control indicators are 93,800 tons; According to industry experts expect the private domestic rare earth minerals annually more than 100,000 tons of rare earth on behalf of private mining even more than the regular supply of rare earth mining pipeline total control .


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Recently, there is news that the Ministry is preparing a " special invoices " as a clue, the domestic involving rare earth mining, smelting and separation and trading enterprise for large-scale special investigation , registered one by one , and according to spread the situation to establish RE Management " black list " and categorized management, establish long-term regulatory mechanism.

It is reported that the rare-earth objects remediation , including not only Baotou , Ganzhou , Guangdong and other rare minerals separation of rare earth mining and smelting enterprises, some of Shanghai , Beijing and other rare-earth trading companies are also the scope of the examination , a total of 1594 .

Affected by this news , Sept. 4 , A-share market in rare earth stocks collectively rose, which Yinrun investment limit ; Hengdian East magnetic , Tibet's development and Rising colored or surpassed 4% , and the remaining stocks, in addition to East China Science and Technology , Ruiling shares of five stocks fell over 0.1% , the remaining stocks rose in varying degrees .

In this regard, there are unnamed insiders to the "Securities Daily" reporters said: "This action is August 7th day laborers letter eight ministries jointly issued a decision on the rare earth mining , production, circulation of illegal activities for a period of three month special action to combat prelude to subsequent or greater action . "

Damulakai national remediation activities

Since the early earth resource prices did not reflect , after a surge , the rare-earth prices, the market is extremely unstable , intensive period of overheated investment policies , the market overreacted , which is not conducive to the sustainable development of the industry , which, in August 26 morning, the Minister of Land , party secretary , the State Land Chief Inspector Jiang Daming chaired the 11th meeting of the Ministers office will be considered and approved in principle the " land and Resources issued in the year 2013 rare earth ore mining tungsten ore antimony total control indicators , "which determines the country this year will remain unchanged total ionic rare earth mining , while modest increases in rock and mineral type rare earth mining index .

As China's important strategic rare earth resources , in order to protect resources and the environment , China has been on the earth "black" crackdown chain are strong, but driven by profits , free outside the scope of the regulatory rare "black" industrial chain repeated, not only a waste of resources to form invisible , but also caused serious damage to the environment , but also to the integration of China's rare earth resources has brought many difficulties.

Baotou Rare Earth , held in August on the forum , China Rare Earth Association Secretary Ma Rongzhang had anxiously said that at present the country illegally rare earth production capacity is close to the sum of legitimate businesses . In 2012 , for example, the South of heavy rare earth minerals total of 13,400 tons of mandatory plans . But according to Rare Earth Industry Association statistics, in the South mine in 2012 to produce at least 3.7 million tons, which can launch the South smelting enterprises ionic mineral separation , 70% of unknown origin .

"Before , although there have been many times campaigns , however, have always been region-based , and not focus on action , but from this year, the government introduced the relevant planning point of view, rectification action has been expanded from a regional to a national level , which would also benefit from the source control RE ' black ' chain . " the industry source said.

Market participants believe that the special rectification actions to carry out in the short term will result in a significant decline in the market supply of rare earth , rare earth prices will form some support. Along with that, nationwide fight against rare " black " chain action unfolds, rare earth prices also rebounded , with relevant information, some rare earth prices soared by almost half past two months .

September 4 , the core of the application of rare earth magnetic materials market praseodymium neodymium oxide market price of 355,000 yuan insurance -36.5 yuan / ton , compared with the year in mid- June, the lowest price 250,000 yuan / ton rose to 42% -46 % .

In addition to rare earth prices, some analysts said that with rare special rectification action unfolds, industry restructuring is also the climax of the current policy orientation is to build a large Rare Earth Group , which for the rare earth industry, the future market structure and laid a clear foundation , a large corporate mergers and acquisitions have also entered a new stage.

Stimulate the integration of large enterprises

With industry consolidation progresses, industry refining capacity is expected to scale down separation , not only that, resource recycling sectors are also expected to enter the track through the wind .

"Short term , the Government's determination evident in the long run , the market still need to follow institutional management constraints in 2012 so that the pressure of the international market , policy control can not have much time , this is short-term intensive introduction and strict enforcement policy reasons the current mandatory policy instruments is undoubtedly lay the foundation for the later operation of the market , such as the integration of large groups such as industry adjustment is the most direct and efficient means of industry consolidation form despite obvious, but there are still specific implementation of multi-stakeholder regulation problems, future Although a clear pattern of rare earth market , but big business responsibility . " there are industry analysts said .

So, for the enterprise, the campaign will form positive it ?

In this regard, the reporter contacted yesterday, several rare earth enterprises have said that special rectification actions favorable to the industry is not in doubt , it is a good thing for the raw materials companies , after all, "black ore " less, rare earth prices go up, companies are also favorable be a plan.

But it is worth noting that reporters , rare earth permanent magnet plate listed companies in the amount of inventories and receivables are still high.

Among them, the first half of this year , 32 rare earth stocks of inventories sum of 47.84 billion yuan , an increase in inventories of the Company 9 . Among them, Minmetals Development of inventories amounted to 12.254 billion yuan among the rare earth sector leader, Baotou Steel Rare Earth inventories to 7.474 billion yuan in second place, XCMG , Xiamen Tungsten and the color of shares in third , fourth, fifth position .

Meanwhile, during the first half of this year , 32 listed companies in the sum of 38.7 billion yuan accounts receivable , rose 30.12% . Among them, the highest for the accounts receivable Xugong , amounting to 20.453 billion yuan , an increase of about 27% . In addition, Minmetals Development , the color of shares , Baotou Steel Rare Earth and Xiamen Tungsten and other company's accounts receivable were more than 4 billion yuan .

Rare earth prices for the second half of this year , analysts predicted that " there is certainly room to rise, but at the end of the pressure is still very large . Concern earth litigation before the end of the year may shape the outcome , the larger the probability of losing , the outcome China abolished the quota policy is rare , rare earth open supply , the government can not constrain export behavior of enterprises , so enterprises competing prices is difficult to avoid . "


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