As of July 17, neodymium oxide, praseodymium, dysprosium and terbium oxide quoted market price was 33 million / ton, 1.9 million / ton and 360 million / ton, compared to two weeks ago (July 3) were up 13 %, 18% and 3%. Secondary market last week, ushered in rare earth permanent magnet plate more collective outbreak. Nearly two weeks, Baotou Steel Rare Earth, rare earths and Zhong Ke San Huan Minmetals were up 20%, 50% and 17%.
First, weak downstream demand is insufficient price continue to rise
While last week's rare earth stocks experienced a collective outbreak of the market, but this week the majority of rare earth permanent magnet plate finished lower, rose significantly weak. The front half of the same rare earth downstream market is still "has a price immeasurable," that rare earth downstream demand is not recovering as prices rose significantly.
A trace rare earth line marketplace for Securities Times Online reporter who said that over the past month has been all kinds of rare earth prices rose an average of more than 10%, some species such as terbium oxide or even more than 40%, but the downstream market turnover compared to the beginning is not significantly improved, which starts with the upstream vendors earth with a certain rate of increase of contrast.
"Although rare earth prices rise, demand for rare earths supplier and multiple downstream wait and see mood, remained zero inventory operation, but the last two weeks magnetic materials (such as NdFeB) deal with a certain improvement, but the market is still very depressed phosphors. "However, the market participants said the performance of permanent magnet material does not indicate their needs significant improvement compared to the first half, before possible only because rare earth prices, market inquiry more, and really offer very little turnover, the factory is not May shipments resulting in lower demand for business for the stocking and procurement.
Permanent magnet material downturn in the first half, from the relevant listed companies to disclose interim results notice can also be seen. As the third largest manufacturer of NdFeB Magnets is the sea, which is expected from January to June net profit of 18.8449 million yuan -3768.99 expected yuan, down 60% -80%. Also a production of NdFeB permanent magnet materials Taiyuangangyu performance decline is even more obvious, which is expected to January-June net loss of 25 million yuan to 3,000 yuan, while its earnings over the same period last year over 20 million yuan.
However, it is understood, with the improvement in downstream demand and the country to vigorously promote the development of energy saving, permanent magnet molybdenum plating in the third quarter or later there will be significantly improved. Data show that in 2014, China's new energy and energy-saving environmental protection body for high-performance NdFeB demand will reach about 2.7 million tons.
Second, a new round of strikes against private mining industry chain integration is the key
Round rare earth prices from Ganzhou region against private mining news. According to relevant sources, the recent influx of the second round against private mining has begun. Earlier media reports said, Ganzhou Rare Earth field an authoritative source of anonymity, said the fight against rare earth mine private led by the Ministry, is the sex, Ganzhou in southern heavy rare earth production as the main gathering place is just the first stop , the latter will go to other areas. Recently, there is news in the fight against rare earths in Jiangsu Province has a private mine.
Reporters interviewed accordingly Xiamen University, China Energy Economic Research Center Lin Boqiang, he said, the fight against rare earth mine will improve private entire rare earth industry chain efficiency, regardless of whether there is a new round of private mines blow to the future of rare earth industry sustainable development of rare earth industry chain integration is a must, as for the future of rare earth will reproduce the first two years of the "grand", remains to be the improvement of economic fundamentals.
Lin Boqiang in recent days also said that for China, the immediate importance of the prompt implementation of the rare earth industry consolidation. Through the integration of rare earth industry, in order to suppress the disorderly exit, eliminating self vicious competition purposes to ensure efficient implementation of the rare earth resources strategy. Meanwhile, rare earth resource tax adjustment is necessary for the development of rare earth industry choice by rare earth resources for the ad valorem tax reform will increase the rare earth industry, the sensitivity of the resource tax reform to promote the exploitation of rare earth enterprises to effectively utilize resources effectively balance the rare earth enterprises Short-term production goals and long-term goals efficient use of resources.
This year in May, Su Bo, vice minister of the Ministry attended the China Rare Earth Industry Association General Assembly when he said that the Ministry has proposed the formation of a large group of rare earth solution, this work will be the 2013 Ministry to focus on doing his job.
Third, information
Future growth in demand for rare earths in the wind power industry
China Rare Earth Industry Association Secretary-General Ma Rongzhang last month in China Rare Earth Forum, said that the total market demand for rare earth about 120,000 to 140,000 tons, the future of earth will be fierce competition in the international market. However, he also pointed out that the future growth in demand for rare earth materials is likely to focus on the point of wind power generation, metal neodymium, praseodymium neodymium demand will be greater growth.
Ganzhou six counties concentrated rectification of illegal occupation of forest land exploitation of rare earth
Following the crackdown Ganzhou Rare Earth private ore mining sector, the Forestry Bureau also conducted Ganzhou Rare Earth Mining order rectification of the forest special rectification action Dingnan County, Long County, Anyuan County, the entire county, Nanjing County, Dayu County Forestry departmental action has been carried out.
It is reported that the focus of this action is to crack down on the illegal occupation of forest land exploitation of rare earth crime, illegal exploitation of rare earth to provide forest use rights violations. Ganzhou Forestry set up a steering group, under the jurisdiction of county forestry department to supervise the rectification work. Among them, the whole County Forestry starting from July 10 to carry out a four-month campaign of rare earth mining order the mountains.
New materials industry standardization work started three-year action plan
July 5, the Ministry issued a "new materials industry standardization work three-year action plan," the notice, proposed in 2015, to complete the 200 key amend standards, project and launch 300 new materials standards development, to carry out 50 Key standard pre-study, for covering the "Twelfth Five Year Plan" put forward 400 key new material products. Plans put forward next three years in the rare earth new materials, precious materials and other fields to achieve a major breakthrough.
Ganzhou Rare Earth Group and the heavy rare earth yttrium Long South Long Technology Co., Ltd. formally signed the merger agreement
The morning of July 5, Ganzhou Rare Earth Group Co., Ltd. and heavy rare earth yttrium Long South Long Technology Co., Ltd. formally signed the merger agreement. The two sides signed a cooperation agreement, will further enhance Ganzhou Rare Earth Group of industrial concentration, and promote the formation of large rare earth group.
MIIT released the fourth installment of rare earth industry access to company list
MIIT released July 4 Fourth in line "rare earth industry access" list of enterprises, a total of five rare earth companies were selected, namely Sichuan MianNingXian Xing Fang Rare Ltd., a limited liability company Yiyang Hongyuan Rare, Dandong Jinlong Rare Earth Co., Ltd., Guangxi Hezhou Jinguangs Rare Earth New Materials Co., Ltd., Gansu Rare Earth New Materials Co., Ltd..
Among them, the crown Ningfang Xing Rare Jiangxi Copper Company is a subsidiary of the Group, and Gansu Rare Earth New Materials Joint Stock Company will seek listing once.
Fourth, rare earth permanent magnet listed companies to disclose interim notice Glance
Xiamen Tungsten interim net profit down 19% revenue drop 78%
Xiamen Tungsten July 11 interim results released late Express, the company in 2013 first half revenue of 3,654,045,900 yuan, down 19.32%, net profit 71.1757 million yuan, down 77.69%, basic earnings per share of 0.1044.
Performance of the company was mainly due to a larger decrease in the first quarter of tungsten products Main Products deserted demand, profitability fell; second quarter domestic demand to pick up tungsten products, sales prices gradually rise, profitability improved, but the price is still down year on year. Meanwhile, continued depressed state of rare earth products, sales prices and sales volumes dropped significantly year on year, the company under Changting Jinlong Rare Earth Co., Ltd. due to operating losses and provision for inventory losses of 108,645,800 yuan ready.
NdFeB magnetic material decrease in revenue during the first half Taiyuangangyu Pre-losing 27 million
July 12 evening, Taiyuangangyu released in 2013 half year results notice, the company expects first half attributable to shareholders of listed companies net profit loss of 25 million yuan to 3,000 yuan, a year earlier profit of 20.0062 million yuan. Company said the performance loss was mainly due to the company's market leading industry supply and demand NdFeB changed greatly, product sales and selling prices have declined, resulting in a decrease in operating income NdFeB, gross margin decreased, the company expects half-year 2013 net loss of 27 million yuan or so.
The color of shares in the first half net profit pre-fall 5-8 to metal and rare earth prices lower
July 11 evening, the color of shares issued in 2013 half year results notice, the company expects January to June attributable to shareholders of listed companies net profit of 13.9136 million yuan -3478.39 million, more than the same period last year decreased by 50% - 80% . During the reporting period nonferrous metals and rare earth products prices continue to decline, the company related business profits substantially reduced, leading company reported profit for the period a year earlier, sharply reduced.
Involvement sea Magnets rare earth prices are expected first half net profit down 60% -80%
July 10 evening, positive sea Magnets released in 2013 half year results notice, the company expects January to June attributable to shareholders of listed companies net profit of 18.8449 million yuan -3768.99 million, more than the previous year fell 60% -80%. Company said the first half of 2013 demand for downstream areas has declined over last year, due to lower raw material prices of rare earth products prices come down, resulting in sales and earnings over the same period declined.
Minmetals Rare Earth in the first half profit of 9,000,000 yuan -1500 ten thousand yuan is expected to
Minmetals Rare Earth on July 14 evening announcement, the company expects first half profit of about 9,000,000 yuan -1500 yuan, a year earlier loss of 16,923 yuan; basic earnings per share of 0.009 yuan -0.015 million. Minmetals Rare Earth, said the number is expected to report interim results announcement with the previous year due to the number of losses of the year, the company implemented a major asset restructuring is completed, the rare earth assets into sustainable profitability is stronger than aluminum assets, the company in 2013 half year results significant increase over last year.
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