August 23, the core application market of rare earth magnetic materials market price of neodymium oxide, praseodymium mostly in the 370,000 yuan / ton, compared with the annual mid-June, the lowest price 250,000 yuan has gained 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. This action not only eight ministries, regulation extended to the whole country, but also from the illegal exploitation of the range investigated illegal mining, smelting mineral source separation is legitimate enterprises, expanding trade enterprises to the legality of the source of rare earth products, and carry out clean-up of waste products of rare earth recycling and comprehensive utilization of enterprises.

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. In addition, the fifth Baotou Rare Earth Industry Forum, several reports have mentioned rare earth element management points, the proposed implementation plan Shouchu smooth price fluctuations, there is a strong future purchasing and storage expectations, but "the severity is different."


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Recent unprecedented efforts to rectify the rare earth industry, reflecting the state of rare earth industry consolidation determination. Recent SWS colored areas are mainly on Ganzhou rare earth producers and traders conducted an investigation. 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.

Recent rare earth industry consolidation or as a prelude to the main theme is about integrating a large group of rare earth played. We believe that a large group of rare earth as soon as possible to promote the integration of existing pressure of reality has real power: the WTO is likely to rule before the end of rare earth export restrictions against China, 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. 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.

The next 3-6 months of rare earth supply and demand situation is expected to improve, and then pull the rare earth prices continue to rise. 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 raw materials inventory smelting separation enterprises will run out before October, will cause earth supply further tension. Second, the rare earth industry consolidation unprecedented intensity, rare earth ore has been fully private been effectively curbed. Third, after a long period to the inventory, the current Ganzhou even the domestic social stock at a low level on the rare earth prices become favorable support. Fourth, the recent state purchasing and storage, and a large group of rare earth integration solutions may exist launched, is expected to further boost the market sentiment. Separation of rare earth smelting enterprises in winter due to high production costs, most companies will resume production for 14 years in March, so before this rare earth industry is expected to maintain a tight balance of supply and demand pattern, rare earth prices are expected to continue to improve.

Reaffirming the rare earth industry chain favorable ratings. 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, Baotou Steel Rare Earth, Xiamen Tungsten. Rare earth raw material prices high performance NdFeB magnets conducive business prices stabilize, with 9,10 downstream replenishment may Magnets operating rate is expected to increase, remain positive positive sea Magnets (BUY, TP 24 yuan!), Zhong Ke San Huan (BUY, TP 19 yuan!), Ningbo Yunsheng (shares of Shanghai Electric Drive to create magnetic mechatronics).


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August 23, the core application market of rare earth magnetic materials market price of neodymium oxide, praseodymium mostly in the 370,000 yuan / ton, compared with the annual mid-June, the lowest price 250,000 yuan has gained 48%.

Rare earth prices plummeted after the show in a strong reversal, thanks to China to rectify illegal rare earth, rare earth mine also with overseas production related delays of production.

Loss overseas mines

Overseas rare earth mine production complex fastest and largest American company released the latest filing shows molybdenum, selling 3,039 tons of rare earth in the second quarter, the average price of 45.04 U.S. dollars / kg, gross loss of $ 18.5 million.

This is America, the company has repeatedly reported losses of molybdenum: 2012 its heavy losses to $ 460 million; 2013 first quarter sales of 3,274 tons, with an average price of $ 44.71, gross loss of $ 20.5 million.

American Mountain Pass rare earth mine molybdenum company is second only to the Bayan Obo mine in Inner Mongolia Baotou world's second largest rare earth mine. The mine ore reserves of 50 million tons to maintain rare earth an average grade of up to 8% to 9%, with a total resource of 4.3 million tons of rare earth oxides. Mine hill 1990s by the impact of cheap Chinese rare earth closed. 2011 rare earth prices soared 10-fold, the U.S. molybdenum company resumed production. According to plan, molybdenum production company a REO (rare earth oxides) 7000 tons / year; two completed in mid-2013 production of 40,000 tons REO.

Last year the company a project is completed, only this time rare earth prices again dropped back in 2010. Heavy losses the company slowed the pace of expansion. Molybdenum company said, will be based on market reflects a combination of factors such as whether two construction projects.

U.S. molybdenum pace of development is an overseas company Rare earth mine development in microcosm. According to the U.S. TMR company tracking study abroad in recent years, such as the U.S., Australia, India and other 37 countries, 261 companies engaged in 429 projects Rare items. If these projects on schedule production is expected in 2015, the Chinese share of global rare earth production will increase from 95% to 75% or so.

Chinese experts believe that the rare earth supply diversification is a positive trend.

However, the global economic downturn, rare earth prices continue to fall, corporate environmental and cost pressures continue to increase, resulting in full swing foreign rare earth project development encountered resistance, overall showing signs of a slowdown.

Chinese experts have Tianyuan Enfield engineering companies believe that the current rare earth prices, the Chinese rare earth enterprises competitiveness is more obvious. Conditions for the overseas development of rare earth enterprises are mainly three, in addition to the United States molybdenum companies, as well as Australia, Mount Weld rare earth mine developers Carolina company, with its rare earth plant in Malaysia, in 2012 production of about 6,000 tons of rare earth oxides ; South Africa Steenkampskraal mine developers. In mid-June 2013, the company has said it could not withstand the NC Rare cheap in capacity expansion will cut costs to wait until demand picks up.

The industry believes that overseas production of rare earth ore not according to plan, will further support the domestic rare earth prices.

Rare earth prices continue to rise in August

Since August of rare earth prices continue to rise. August 23, the core application market of rare earth magnetic materials market price of neodymium oxide, praseodymium mostly in the 370,000 yuan / ton, compared with the annual mid-June, the lowest price 250,000 yuan has gained more than 48%; dysprosium and terbium oxide prices respectively, 2350 yuan / kg and 4,300 yuan / kg, compared with before the start of 1150 yuan and 2300 yuan respectively, up 104% and 87%.

Combating illegal exploitation of rare earth rare earth prices started the round. Back in April and May, Jiangxi Ganzhou first in the region to combat illegal mining. "Intensity is very large, caught a lot of people." Insider. Then, in August, the Ministry of Industry and several other departments jointly issued a document in the country in the fight against illegal rare earth mining and smelting operations. The move led to a large number of illegal vendors of rare earth production. Rare is a highly mining and smelting separation products, and as such, the illegal vendors have been very rampant in rare earth production, supply and prices of the industry a tremendous impact.

Another reason for the price rise of rare earth is warming downstream demand. It is reported that magnetic operating margin continued to pick up three percent last year to the current level of Qi Cheng.

In addition, since July 2011, rare earth prices up to two years of rapid decline, the rare earth prices return to production costs. Thus rare earth prices rebound is a value return.


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Has been the main raw material of copper cables can now be used instead of rare earth alloy materials. Recently, the Shanghai Electric Cable Research Institute (SECRI) and domestic professional aluminum cable manufacturer - China Star alloy cables and a number of business R & D production of aluminum instead of copper cables earth alloy material, has been made ​​of copper cable materials domination sooner or later to be broken, aluminum and copper is an inevitable trend. According to reports, the current reserves of copper resources in the country only last for decades, while the aluminum resource reserves available for thousands of years. In the United States, Canada and other developed countries, the total rare earth alloy wire cable used in a proportion of up to 90%, while China is still in its infancy.

In addition, compared to copper materials, rare earth alloy has many advantages. Light weight, weighing only copper products 1/3, without using traditional cable tray installation, dramatically reducing the cost of construction and installation, and aluminum longer life, with good bending performance, anti-fire and so on. The most important is to use aluminum instead of copper materials, raw material costs, only the original 1/3, the customer can use to cheaper, high-quality cable.

The wire and cable "core" revolution has brought to many cable companies sweetness, but also the future trend.


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