News:
1, Japanese Foreign Minister will visit China to discuss export of rare earth policy;
2, rare earth industry associations to be set up;
3, five Mining Chamber of Commerce: rare earth export policy should remain stable;
4, the first 7 months, Inner Mongolia, accounting for a quarter of exports of rare earths;
5, U.S. companies increase rare earth surcharge. < br>
Market Review:
1, by the South and the North since the majority of separation plant in July even cut moratorium on the production impact, praseodymium neodymium oxide gradually tight supply, prices rose 25, 8000 yuan / ton; the other hand, Pr-Nd mixed metal prices are rising trend, part of the Pr-Nd mixed metal in 260,000 yuan / ton.
2, expected in September the market improved phosphor, Europium Oxide 99.99 % mainstream market prices remain strong in 2900-2950 yuan / kg.
3, due to dwindling export quota of rare earth oxide, 99.999% Lanthanum inquiry gradually increased, the recent offshore China, 99.999% lanthanum oxide may increase offer to 50 U.S. dollars / kg.
investment advice:
industry, the issue of new energy vehicles continue to be optimistic in the application of rare earth; company, the latest focus of rare earth permanent magnet motor Manufacturer: Steel-day source, Zhong Ke San Huan; rare earth new materials corrosion: Din Tai new material.
Baotou Steel Rare Earth maintain highly recommended, recommended Xiamen Tungsten, Din Tai new material.
earth rose behind the Secret:
wealth winner securities analysis,cheap UGG boots, a strong up stocks of rare earth round the direct factor is that rare earth export quota this year, down 39.52% after companies must first spend 20 yuan / ton price for export quotas, which led to soaring export prices of rare earth, and jumped again last week. However, according to multi understand the secondary market, the stock pulled up behind another a promoter.
to informed sources, as early as February and March of this year, the state paying attention to the problem of rare earth, the SW and other researchers at the Institute began to broker a lot of research related to listed companies, and published many articles one after another promising permanent magnet industry and the company's depth of research reports. participate in research than researchers then went to fund several road shows, recommended to the Fund and other institutions listed rare earth.
RE prices continue to rise : It is strongly recommended Baotou Steel Rare Earth Rare Earth
prices continue to rise, investors will certainly be considered one of the issues is whether the bear had lower demand? us to light the most important rare earth rare earth materials - Neodymium prices as an example of demand pressure test done. Neodymium prices are currently reported 289,UGG boots cheap,500 yuan / ton, the price rose 50%, will result in higher prices 60,400 yuan NdFeB / ton (0.417 tons per ton of metal NdFeB neodymium need ). The NdFeB price 60400 yuan / ton, affecting the prices of end products downstream margin is very small.
skyrocketing prices of export products in the earth under the influence of rare earth products have appeared in the recent sharp rise in domestic oxide Pr Nd t price rise from 6000 to 197,000 yuan, domestic prices rose oxide, neodymium tons of 7000 to 223,000 yuan, but left nearly 25 million / ton there is a certain distance of record highs. And in the current state of the rare earth industry's efforts to rectify the context of an unprecedented large, we believe that the history of previous high is likely to be refreshed in one fell swoop.
as the industry leader in the Baotou rare earth oxides and rare earth metals in the north unified purchase and sale of its business model decision will benefit from the depth of earth prices, the performance is expected to continue beyond expectation. but a precaution, we have to maintain the company in 2010 -2012 years, earnings per share were: 1.04 yuan, 1.43 yuan and 1.65 yuan forecast performance of the company has more good deterministic growth trend. benign based on industry trends,UGGs, the company prominent position in the industry, we maintain Baotou Steel Rare Earth's
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