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Japan found the amount of rare earth or news speculation
Time:2017-09-20

Weak Rare Earth market is waiting for the news of a suppository. Yesterday afternoon, the National Development and Reform Commission convened six rare earth group held a high-level rare earth treasury discussion meeting. This is the 7th of this month, Rare Earth National Reserve tender tender after the relevant aspects of the first meeting, the content directed at the previous agreement did not reach a consensus rare earth oxide products.

In the rare earth prices fell in June, the national policy of the property market affects the nerve. "From the fundamentals, 6-8 months for the industry off-season, the downstream demand is weak, if there is no purchasing and storage policy to stimulate the price will continue." Shanghai Nonferrous Metal Rare Earth analyst Zhao Dan told reporters.

Data show that the price of rare earth products in recent months, most of the callback, terbium oxide, dysprosium oxide, lanthanum oxide and praseodymium neodymium prices fell 8.33%, 5.38%, 11.54% and 3.31%.

As the total amount of mining limited by the national strategic model of metal varieties, rare earth prices have been subject to the State Reserve, black and other policies. In the commercial and national treasury double boost, this year's rare earth market out of a wave of market. Rare earth permanent magnet index from the beginning of the low 2,500 or so rose to yesterday's 4219.35 points, or about 68% in May alone rose 20%.

Throughout the trend this year, rare earth prices in the past three months after the tepid market, and finally ushered in April rose. And trigger this round of rally is the news store floor.

March 30, the National Development and Reform Commission in conjunction with the relevant departments organized a rare earth enterprise commercial reserve mobilization meeting. April 5 at the tender to determine the number and price, the business reserves reached 5200 tons, is divided into three batches. Reporters learned that the first batch of 1,300 tons and the second batch of 1,600 tons has been put in place.

Commercial reserves to stimulate the price of rare earth, coupled with export and order support, in April, rare earth varieties generally rose. Which rose more than the northern lanthanum oxide, a month or more rose 42%, dysprosium oxide, terbium oxide and praseodymium neodymium and other varieties were up 5%, 8.9% and 2.7%.

After the store, the market is the key benchmark for the progress of the State Reserve. "The purpose of the store is to prepare for the National Reserve, if the state treasury tender to pass, the market has a head, if the flow standard, that is another scene." Riverside information rare earth analyst Du Shuai said.

June 7, the State Reserve Bureau held the first time in the tender, the results of 9 varieties because the price is lower than the psychological price of enterprises and all the flow standard. After the news came, the capital market turned to bearish. The next day A shares of rare earth permanent magnet plate crashed down, the two consecutive trading days fell 5.4%, the week the plate net outflow of funds 3.848 billion yuan.

However, the rare earth treasury in terms of, Du Shuai Bing that the bid is not a bad thing. "If the successful bidder, it means that the market trend of the product is locked, on the contrary, the tender, it means that the tender price is too low, indicating that the future price of rare earth will appear to rise, the trend is stronger.

The current downturn in the market is still waiting for the new progress. 7 days of the tender will hope to fall after the June 22 meeting of the NDRC re-ignited the market expectations. Yesterday, rare earth permanent magnet plate nearly a year or two, rare earth almost become some of Japan's media "heart itch", each one may hit "China's rare earth monopoly" message can get a lot of cheers.

According to the Japanese media reported on April 8, Japan recently found in the Pacific International Sea huge rare earth deposits, the total estimated at 80 billion tons to 100 billion tons, can be easily mined. This discovery, so that some people can not help but say that this indicates that Japan is about to break free from the embrace of China, independent portals.

Indeed, only Japan found that rare earth reserves of the sea, "80 billion tons to 100 billion tons," between such words, is enough to impact the psychological bottom line of the Chinese people - Japan's rare earth resources have exceeded our reserves, the future of China in the international rare earth market The right to speak will be seriously weakened. Japanese stakeholders have also said that Japan's surrounding waters "days of rare earth" discovery, will endanger China's rare earth in the world market share.

However, the industry believes that the news of Japan broke the news quite bluff suspects. It is more straightforward to say that Japan has declared that the rare earth has found false information in the seabed, and that they have exposed the news of rare earth discovery more than once. In fact, the Japanese media found the seabed "days of rare earth" reported that the "old news", such information as early as four years ago had revealed.

In March 2013, the Japanese newspaper "Sankei Shimbun" reported that in 2012, Japan's eastern professor Kato Tai-hao in its eastern end of the South Bird Island exclusive economic zone found rare earth mud. After the test, the concentration of rare earth mud in the region is 20 to 30 times the amount of rare earth on land in China. For the current annual consumption in Japan, only rare earth mud is available for 230 years. Once the development is successful, Japan will In one fell swoop removed the "poor resources" hat.

This disclosure, once disclosed, in many Japanese, including some Chinese people, Japan has a rare amount of rare earth reserves seems to be iron nails. The Japanese government has decided to develop these rare earth resources, the Japanese Ministry of Economy, Trade and Industry has budget, the next three years, plans to test in 40 places to achieve commercial production.

In fact, whether Japan is now the seabed found "80 billion tons to 100 billion tons" of rare earth, or 2012, Japan found that the concentration of rare earth mud in the land is 20 to 30 times the land of China, these news are news speculation, not practical The What kind of rare earth mine can be so big? Even if it is found in the seabed a lot of rare earth mine, it can not be developed in a short time.

The reason to do so, on the one hand contains a breakthrough in the meaning of our monopoly; the other is hope to once again set off with our wits of rare earth public opinion war. Of course, also reflects their contradictory mentality, both want to get rid of dependence on our country, but also had to rely on.

No wonder the Japanese scientists found the amount of rare earth after the announcement of the news, so that the Japanese if the treasure. With a word to describe and then more appropriate, that is: the Japanese want to rare earth almost crazy. Slightly closed up 1.34%, 25 listed companies rose 19.

Reporters interviewed a number of industry insiders said last year's rare earth industry experienced a historical outsole, from the perspective of the entity business, it is difficult to bear the price fell further, and the demand side is difficult to pick up, so the supply side reform of the State Reserve tender progress Will have a decisive impact on the market.

But the healthy development of an industry can not rely on long-term policy-oriented purchasing and storage market. "It's not long-term sustainable, downstream applications and needs, but it's going to keep up with it," said Chen Ruirui, a Swiss-based analyst.