2013年8月15日星期四

which starts with the upstream vendors earth with a certain rate of increase of contrast

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 tube 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.

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