Ferrous industry "buy" rating. LREE prices continue to rise, the government efforts to combat illegal rare cause for concern. Taking into account the long-term industrial and precious metals prices to exit QE by the Fed is expected to suppress, the proposed focus of rare earth, permanent magnet, lithium and other sub-sectors, relatively optimistic Sheng and resources Minmetals Rare Earth, Baotou Steel Rare Earth, the color of shares, Tian Qi Li industry .

Mostly good economic data, metals prices were slightly broad

Slowdown in demand and supply increases, the probability of further easing of global liquidity and reduce our overall cautious on base metals, may be affected by a variety of short-range fluctuations news. Last week, the Fed meeting market expectations optimistic, China's official PMI better than expected and the Chinese central bank to restart reverse repurchase and other metal prices overall rose. LME tin, lead, copper prices rose 8.4%, 2.9%, 2.2%. We recommend investors to focus the growth of eastern Mongolia industrial metals mining stocks, such as Shengda Mining, Industrial Minerals, Sheng Tun mining, Intime resources.

Gold and silver fell last week

QE exit the U.S. economic recovery is expected to spread the price of gold. Last week, the domestic price of gold fell 3.1%, Cmex gold fell 0.8%, SPDR positions by 0.99 to 918.64 tons, positions back to early 2009 levels. Domestic silver prices fell 4.2%, Ishares Silver EFT positions decreased 22.31 tons. By withdrawing QE expected long-term presence, we believe that precious metals prices will show a shock situation, precious metals stocks need to focus on their own growth.

RE forum predictable, pay close attention to policy developments

RE: the week LREE oxide prices were up 1.02% and 1.22%, which led the europium oxide instead of dysprosium as new varieties (6.90%), while the neodymium oxide, praseodymium continue modest gains (1.47%). Baotou Rare Earth next week, the Forum will be held as scheduled, at a time when the government against illegal rare earth critical period, therefore we recommend investors to pay close attention to relevant policy developments. Recommendations focus on individual stocks LREE growth companies Sheng and resources, and benefit from praseodymium neodymium prices Baotou Steel Rare Earth. Taking into account the scarcity of heavy rare earth resources, we call its long-term price, it is recommended that long-term concern: Minmetals Rare Earth, the color of shares.

Lithium carbonate prices remain at 4.1-4.3 million people. BMW July 29 released its first electric car i3, lithium downstream demand growth in the field of electric vehicles increase, Tian Qi Li industry, Ganfeng Lithium worthy long-term concern.

Concerned about environmental regeneration related concepts

Recent Jintao visited Grammy, the Ministry issued a new version of "aluminum industry standard conditions" to support recycling aluminum development, and therefore we expect the government late or will continue to introduce relevant policy support, increase environmental protection and renewable resources sector investment, suggest that investors may be concerned about: Green America , Yi ball resources, your research Platinum and other related stocks.


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To put rare earth industry characteristics and advantages of this article taken, Queensland District in creating a national rare earth production and processing base, it is also actively build a larger scale, state of the art environmental technology industrial base of rare earth materials.

Baotou Steel Rare Earth Extraction into the smelter plant, accompanied by the roar of machine noise, uniform production line in sight. Separation of rare earth extraction process is more crucial aspect of the production lines to achieve through this process of separation of rare earth elements, and ultimately produce rare earth oxides. Baotou Steel Rare Earth Hi-Tech smelter plant extract a deputy director Zhang Yulian told reporters: "This production line is mainly grouped melting rare earth solution for cerium praseodymium separation, the final product is a lanthanum cerium enrichment and an enrichment of neodymium praseodymium . We accomplish this workshop in May 2008 tons of assignments, projects slightly more than overcapacity. "At present the full orders, workshop five production lines at full capacity, stepping up production.

Huamei Rare Earth's roasting plant was capable of handling 80,000 tons of rare earth concentrates, this workshop is not only the concentration of production, large scale, but also in the whole production process contaminants can all be recycled, through cleaner production, recycling sulfuric acid 3 year tons, about 15,000 tons of hydrofluoric acid. Environmental protection facilities not only changed the production environment, but also produced some environmental benefits. In fact, such as China and the United States of rare earth concentrate roasting processing zones, in addition to solving the environmental problems in the production process, but more importantly is to make enterprises more raw materials gathered. Next, the Queensland District through the integration of rare earth enterprises, according to "concentrate roasting, centralized separation, concentrated green" principles, standards and process equipment to enhance industrial concentration, the construction of rare earth materials processing base.

Currently, there are Kun District Baotou Rare Earth, Xi Chun, Red Sky and other 10 rare earth companies, with 80,000 tons of rare earth concentrates, 40,000 tons of rare earth oxides, rare earth ferroalloy 100,000 tons, 2600 tons of rare earth catalytic materials and other products capability. In the future, can be calcined to form an annual output of 120,000 tons production lines to produce 50,000 tons of rare earth oxide separation production line, is expected to "Twelve Five", the rare earth sector to achieve annual output value of 5 billion yuan.


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Since more than two months, the central 10 inspection teams were dispatched to Inner Mongolia, Jiangxi, Hubei, Chongqing, Guizhou, Ministry of Water Resources, Grain, China Export-Import Bank, China Publishing Group, China People's University and other areas and units, a sudden storm approaching patrol .

End of May this year, the central eighth patrol group (hereinafter referred to as "the eighth inspection teams") stationed in Jiangxi Province, since then, Jiangxi officialdom down a nervous. "Something of a guilty conscience uneasy; okay, careful watching."

Unlike in the past, the officials concerned reported source not just "sacked" former colleagues, as well as quite respectful of their former businessman. "Inspection teams mainly want to get more valuable clues. Past, many cases of someone's officials are involved in the relationship between officials and businessmen. This delicate relationship is a hole torn in the direction inspection teams, so these (Jiangxi) Report businessman inspection teams will get the attention. "one yuan unnamed insider told reporters," This call people mainly because some have experienced injustice or damaged in exchanges between officials and businessmen businessmen, they believe that this inspection teams to Jiangxi is an opportunity, so start actively report acts of corruption of officials. "

Rare competing to Report

For the eighth inspection teams stationed in Jiangxi Province, from the beginning to now stationed in the amount of reports triggered perhaps are beyond previous expectations.

In fact, in addition to jail after a good performance in order to win leniency "former officials" in addition, have suffered or are suffering from unfair treatment or officials and business transactions are damaged merchant groups, has become the inspection teams an important source of clues needed. "Report of the group where mainly checked officials, businessmen and ordinary people in events such as official corruption, they may be a victim or bystander event, originally reported fear nothing, useless reports may also be retaliation But the arrival of inspection teams, so that they see hope. "employees of state enterprises in Jiangxi Province one yuan told reporters.

Reporters from several people familiar with the mouth to get a common saying: The inspection teams stationed in Jiangxi, the earth businessman leaving ferocious, they reported mainly targeted Ganzhou Rare Earth regulatory officials of relevant government departments, Ganzhou City, Jiangxi Province, has been Rare main origin.

"Ganzhou Land Bureau has several sub-county level because this thing (RE) checked up." One yuan government officials told reporters.

Subsequently, the reporter called and asked the Office of Ganzhou City Land Bureau director surnamed Wang, "that information is true," Wang Zhuren told reporters: "At present, from the Council to the County Council does not have any one staff member was suspended."

Reporter asked, "Is there the staff was reported as rare earth businessman inspection teams interviewed," Wang Zhuren did not answer reporters' questions, immediately hung up the phone.

One yuan insiders told reporters, "Now this (Ganzhou) Tan rare thing too sensitive, dry vote before deducting costs, one ton of rare earth earn on 100,000 ~ 200,000 yuan, good times, and even earn nearly 40 million. 'grand' a lot of people rich overnight, this upstart group of businessmen is in addition to officials. "" huge lure of money, so a lot of the leadership of the relevant regulatory authorities dog eat dog, some of the rare-earth boss to draw officials' common prosperity ', these officials were also involved in the rare earth ore bonus. "said insiders told reporters.

Indiscriminate addition of rare earth resource depletion caused ecological damage and other issues, China ordered a further tightening in a number of important strategic resource of rare earth regulatory actions, finally made a decision to integrate rare earth resources. But with the integration of rare earth resources, while rare businessmen began a "consolidation." "In the integration period, many businessmen in order to get on top of mine began to communicate with the general staff is a one-time cash bribe, important juncture leadership addition to cash, but also point to send mine stake there from the village cadres, mainly cadres to the mine Authority, Forestry Bureau, Land Bureau, the Environmental Protection Agency and other regulatory authorities, as long as enough to get, are a lot. "the insider.

Some entrepreneurs choose to wait

In addition to considerable movement earth boss, Jiangxi Province majority "have in mind, then," the entrepreneur just beginning chose sidelines. "The first is fear of retaliation, not solve the problem, and have actually cause trouble for himself." One yuan insider told reporters. "For example, do traffic engineering, as far as I know, they also have some people talked together, whether reported to the central inspection teams, but most of the boss is not happy, so now also choose to watch, and no action."

Reporters learned that the insider said unreported one of the elements that is used for traffic engineering project quality detection unit detects one of the tools --- load box. "Now, Jiangxi Province detection unit load boxes are basically buying from the same company, but not a reason to buy inexpensive, on the contrary, the company's products is about twice higher than the market price." The Informed sources, the company behind the boss a government background, "the province has issued over files to the respective detection units Jiangxi, explicitly requires detection units to buy that company's load box."

Reporters want to buy a load of container inspection station contacted on behalf of the company's sales staff left sir. The other said, testing stations in Jiangxi Province load boxes used in the company basically buy, "because we are local businesses, they take care of us." When a reporter asked the exact price, the staff said "the best interview."

Afterward, the reporter tried to contact the company behind the boss, but the phone has not been connected.

For entrepreneurs, but the fear of retaliation would like to report concerns about the eighth inspection teams of staff said they would call the complainant and the entire process confidential information, the complainant is not limited to real-name system report.

Reporters learned that the central inspection teams about a week after entering Jiangxi, Jiangxi Province, Jiangxi Province Commission for Discipline Inspection announced the Transportation Department Party Committee, deputy director Xu Runlong alleged serious violation is organizing the investigation news. "This move makes a lot of fear of reprisals wait businessman put down the heart of the concerns, they feel so much official are checked, and this certainly will not let the matter rest." One yuan Compromise entrepreneurs told reporters.


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RE market transactions stalemate at high prices, the situation reflects both fell, before a series of favorable factors pushing up the price, but did not promote the rare earth market pricing system improvement and stability.

Currently praseodymium neodymium metal markets, reflecting on the spot stock varies, expressed little spot suppliers offer generally higher, with votes in the 460,000 yuan / ton, according to Baotou and Ganzhou part of manufacturers and traders to reflect market prices stable, after all, can be high turnover of less metal with votes in the current 43-44 yuan / ton, with no votes 370,000 yuan / ton, Ganzhou region reflects a manufacturer has its own price fell slightly last week. Oxide market, Baotou manufacturers reflect neodymium oxide, praseodymium with votes not more than 340,000 yuan / ton, the recent price no major changes.

It is understood that the current high prices are mostly steady rare species mainly due to pre-dysprosium products soaring, demand remained weak and fell slightly.

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

Praseodymium oxide mainstream manufacturers tax price 480,000-490,000 yuan / ton. Neodymium oxide 330,000-340,000 yuan / ton.

Neodymium oxide, praseodymium mainstream manufacturers tax price 335,000-345,000 yuan / ton, praseodymium neodymium metal mainstream manufacturers tax price 425,000-435,000 yuan / ton.

Europium oxide phosphor grade mainstream manufacturers tax price 4,600-4,800 yuan / kg. Terbium oxide phosphor grade mainstream manufacturers tax price 4,000-4,200 yuan / kg.

Dysprosium oxide mainstream manufacturers tax price 220-240 yuan / ton, dysprosium iron mainstream manufacturers tax price 220-240 yuan / ton.


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Recently, the rare earth market rally better, July 29-August 2 this week, most of our strong trend of rare earth products, holding the goods on the market outlook was stable state of mind, few Paohuo signs for watching the market atmosphere. The industry believes that the 8th and the 11th will be held in Baotou and Ganzhou "rare earth Assembly" Upload a signal will be the future trend of rare earth important benchmark. LREE, this week praseodymium neodymium market is relatively stable, the price did not change significantly, as of now, neodymium oxide, praseodymium market price at 340,000 yuan -35 yuan / ton, up from last week 05,000 yuan / ton, metal praseodymium neodymium market price at 440,000 yuan -45 yuan / ton, up from last week 10,000 yuan / ton.

Rare is the country's strategic resources, information, energy and other high-tech areas and national defense construction material essential. But few people driven by profit, ignore national laws, despite the government's repeated injunctions are still illegal mining of rare earth. To crack down on the illegal exploitation of rare earth, and other acts of illegal production, recently, Ningdu County Prosecutor's Office in conjunction with the county Commission for Discipline Inspection and Supervision Bureau, Public Security Bureau and other departments to form a joint working group to concentrate on combating the illegal exploitation of rare earth to carry out special operations.

Our view: Last week a whole continued to rise slightly colored plates, rare earth mixed plate. We think up rare earth prices may still rise, but the relevant performance of the company is unlikely to rise sharply. Currently we maintain medium-term strategy report view magnetics and lithium resource sector but also have long-term investment value. Most of the company's future growth path Magnets clear; lithium resources sector in the upstream supply orderly, steady growth in downstream demand in the case, can grow to digest the valuation, the proposed focus of these two dominant sector companies, such as Zhong Ke San Huan (unrated), Ningbo Yunsheng (unrated), Tianqi Lithium Industries (unrated), Jiang motor (unrated). In addition, in the dawn of the mid-year report, proposes a focus on the higher part of the performance increase certainty varieties, such as Hailiang shares (holdings), Liyuan Aluminum (bid), Yunnan germanium industry (buying), East zirconium industry (holdings) and so on.


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To further strengthen the prevention and control of air pollution, the ministry published on its website on the 5th of the "rare earth industrial pollutant emission standards," added the above criteria air pollutant emission limits in particular.

About the content of rare earth industrial pollutant emission standards are as follows:


Perform atmospheric pollutants emission limits in particular the geographical scope, time, environmental protection administrative department of the State Council or provincial government regulations.


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It is understood that in July the market only presents colored "rainbow night" situation, and the ups and downs of polarization, the degree of differentiation can be described as the most severe since two and a half: the largest increase in varieties Dy alloy rose 79.31 percent, the biggest titanium sponge 0 level fell 14.26%. Colored throughout July rare earth industry forum staggering performance, and continued the June rise in signs, and rises higher into the skyrocketing phase. Among them, the smallest increase of the metal neodymium, also rose as high as 13%.

It is reported that demand for rare earths has improved over last year also pushed up the price of rare earth three percent lower operating margin improved six or seven.

Aug. base metals market will remain volatile, with the coming season, in September may usher in a wave of small rebound; small metals such as magnesium, molybdenum and other costs due to the current low price line, the latter may be stabilized stabilized, the majority of species in demand for the off-season, the market outlook is still not optimistic; rare earth market rally in August of this speculation will continue for some time in the fourth quarter may fall.


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