Strictly controls exports of rare earths in China Global Rare Earth Functional Materials price inflation
April this year, the rare-earth prices turned 4 turn. According to the British, said metal oxide, cerium October 19 the price has gone from 20 April to around $ 4.7 per kg rose to 36 dollars per kg. Neodymium magnet for the April price of 41 dollars per kilogram, in July was 46.5 U.S. dollars, currently $ 92.
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Nvtie shelf prices soaring, boosting the performance of explosive growth
States after the introduction, by special rectification, export controls and other measures to stop the Luancai dig up the land, the export of primary resources chaos, good momentum of development, substantial increase in the price magnetics.
last three quarters, only 6300 per tonne of domestic Magnets dollars, equivalent to 40,000 yuan, has gradually improved rapidly this year to 4.3 million, equivalent to RMB 26.5 million (28-30 million high-end products) grew 500% over /
Korean international market $ 96,000 per tonne, equivalent to 654,000 yuan, equivalent to $ 118,000 U.S. and European markets 760,000 yuan. domestic prices despite increased 5-fold over the same period, but still below the 1.2 times, 1.7 times lower than the U.S. and Europe are still there is a large difference. At present, Europe and the US-Mexican exports to China such as ordering, very helpless, worried, indicating that prices are still rising
Nvtie shed is the most scarce high-grade, special intelligence materials, the global demand for 6.8-7 million tons, China's share of world output of 76% 0970 15%, exports (including proxy), representing more than 60%, with new energy and new technology, rapid development and wide application, and sales control , there will be a surge in demand and short supply of contradictions, is inevitable. This ring is no doubt in the Division is a major positive, an increase of 5 times the price, yield of 7,000 tons over the same period increased to 11,500 tons, an increase of 6 percent of the President's Men reversal of the data, concluded that the explosive growth has brought results, it appears that the original estimated annual EPS0.46 element seriously underestimated, and should be amended to increase more than 50% can look forward to.
permanent production unit as the world's largest leader, but also the export control magnetics (Agent) operator (agency fees of about 1,500 yuan a ton) also has the SASAC, Resources, Chinese Academy of Sciences, Ministry of Foreign Trade, Ministry of the state-owned enterprises IRS 5, the background, who does not look jealous. cited the recent turmoil hot options, the context of merger and reorganization of central enterprises? estimates it will crack the mystery years ago. But there are two for sure, first, the SASAC made it clear that control of rare earth permanent magnets must be limited to state-owned enterprises. Second, China's high-dozen permanent license, strategic significance, and China must be in the international arena to improve their national prestige, to have the right to speak, pricing.
short, Leading the Future of the leading international and domestic market leader, according to the present trend, not a dream hundred Ushimata, absolute cheap, in the disk, the potential of stocks, now is a good investment value of the range and Jiancang opportunity to buy bargain-hunting firm income, 16 per jiacang break, all the way to hold, there must be thick newspaper. (except for systematic risk)
fundamentals, see Zhong Ke San Huan , new industries
1. new materials, rare earth permanent magnet, the scientists called nuclear energy, wind energy, smart grid, medical devices,bailey UGG boots, magnetic levitation high-speed railway, industrial automation, intelligent, sensing things together and so can not do without it. international authority, said the 21st century the world is Nvtie shelf magnetics.
< br> 2. new technology, > 3. new energy, permanent magnet covers the low-carbon, wind power, nuclear energy, solar energy, smart grid, automatic conversion, electric vehicles, and all other energy-saving environmental protection industry.
4. new products, leading products, Nvtie shed, magnetic, soft, 11,500 tons, the first, second in the world and, together, the domestic manufacturers, the successful development of large wind turbine, magnetic drive motors, compressors, automotive generators, home appliances and other key state variable frequency motor development of new economic sectors.
5. new strategy, resource advantage, shares of Jiangxi developed two high-grade rare-earth magnetic mine ---- ,------ domestic market occupation . formed a complete industrial chain, the worry about resources, the next worries about the market prospect is very optimistic.
Aspect two: the company characterized as a new enterprise,UGG bailey button, without the traditional industries. State of new industries and enterprises in the national policy background, and the state has adopted the
2. highly profitable: Industrial policy, the price of open magnetic space, three quarters of last year, Nvtie shelf price by grade 4 million tons., rise to 20-28 million in the first half of this year, an increase of 400%, yield of 7,UGG boots cheap,000 tons from last year, to 11,200 tons, an increase of 60% profit growth can be explosive on.
3. high income. sale reduce the absolute cost price increase, will bring high returns, the most conservative estimate of more than 300% annual profit growth, earnings per share of 046 yuan, 0.62 yuan .12 per 11 years is expected to 0.92 yuan.
Aspect III , with uncertainty determined to find and remove bad investment assured
1. a new industry, sustainable development, potential, rest assured.
2. Magnet leader, first in the world, Chinese Academy of Sciences background , no competitor, seeking the rare, rest assured.
3.21 century, new global industries, national strategic priorities, no control concerns, rest assured.
4. policy support, tax incentives, credit priority . rest assured.
5. a new, unique, scarce refined products, has just started and no concerns about excess capacity, ease
6. not subject to monetary control, inflation, deflation, impact, worry
7. genre rich in new energy + technology + new material + carbon + energy savings + electric + car + scarce resources, funds, brokerage, QFII Shigekura eight concepts, hot round action are nothing, assured
8. Sino-US strategic dialogue, new energy, new materials, is a hot topic between the two countries. United States and Europe fear most is a small magnetic outages for. not afraid of the international , rest assured
9. Shanghai Chia Tai Group, quietly clever acquisitions, causing investor attention, is spotted the company's national background, and industry prospects. Meanwhile, the China Minmetals Group has focused their attention on this piece of fat, placards acquisition, first quarter 1822 new shares, and together under the 700 million shares, a total of 2522 million (does not rule out more measures) background, motive, intent? the right to control the magnetic export pricing, will be the country's major strategies., worth seeing,, there are good,Discount UGG boots, rest assured.
Aspect Four: The stock market
disk of 10 years is not bad copy, the bottom of the very solid, big V-reversal pattern, is currently being built, get together and locking. breakthrough high to liberate all stuck disk, by no means a Open.
stock plate moderate, medium-intensity. lowest price in the industry, neither Shen set up large-cap stocks, the bubble nor the risk of GEM, it is suitable for transportation agencies to do, breaking the 16 yuan, Yimapingchuan, at least more than twice the theoretical appreciation.
dark horse is difficult to fly, soar, and sing ten years, become an overnight success.
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