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, 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 notice "to determine the country this year will remain unchanged total ionic rare earth mining, while modest increases in mining rare earth mineralization indicators; tungsten mining maintain total control standards in 2012; antimony mining modest reduction in total control .

The meeting clearly, in order to further "decentralization, changing functions," play an active role in market regulation, speed up transformation of the mode dominant mineral management, and prevent overheated investment market overreaction phenomenon, the Ministry of Land and combined mining approval system reform ideas, in the proposed 2013 annual rare earth ore mining tungsten ore antimony total control indicators clearly, cancellation policies antimony ore mining pause, adjust tungsten and rare earth ore mining differentiated management policy fine-tuning indexes antimony ore utilization policy constraints . Under the "notice", 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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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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Today the market in 2015, within a narrow range between -2133 points. Plate or a larger free trade area or in Shanghai, of transport facilities, iron and steel (market area) sector performed strongly today. There are also rare concept in early wave pulled, Yinrun investment trading board, Hengdian East magnetic once the impact of trading, Baotou Steel Rare Earth, Minmetals Rare, Rising colored wave has pulled straight.

Rare earth permanent magnet film shocks because of the following two points:

1, a rare top-down regulation "storm" has begun. Ministry is prepared to "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 the inspection to establish RE Management "black list" and categorized for management, establishing long-term regulatory mechanism.

2, within two months of rare earth prices soared nearly 5 percent. August 23 the core applications of rare earth magnetic materials market, praseodymium oxide, rubidium market prices mostly in the 370,000 yuan / ton, compared with the year in mid-June, the lowest price 250,000 yuan has gained more than 48%. Following remediation Ganzhou Rare Earth private mining after August 7th day laborers Ministry and other ministries jointly issued eight decisions on the rare earth mining, production, circulation of illegal acts against a three-month special action.


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