Rare separate ways to stimulate capital price inflation

Rare separate ways to stimulate capital price inflation
　　In just 4 months since the beginning of time, rare earth oxides and rare earth concentrates rose more than 200%. The surge in many of this earth full of speculators reaped the profits, but also for many speculators start to worry about a sudden one day the bubble burst. "RE prices are still rising, there are waiting up not to sell goods, to goods plus money can not Magnetic lifter buy." Ganzhou in Jiangxi Rare Earth to do business Pharaoh anxiously on the "Economic Information Daily," a reporter said, a little bubble big, if broken, how do?
　　He raised his hands in the latest offer, shown above: since the earth into the May prices continue to rise. In which May 6, lanthanum oxide 102,000 yuan / ton. Cerium oxide price is 152,000 yuan / ton, praseodymium oxide price of 580,000 yuan / ton, neodymium oxide price is 680,000 yuan / ton. Rare earth metal prices, metal price of 160,000 yuan La / t, metal praseodymium prices also rose to 715,000 yuan / ton. In his view, hot money is now going separate ways is not only the accumulation of rare earth ore, and extends to the earth's entire product chain. Both the record high price of rare earth, or "cover their goods do not sell," businesses, the entire industry, "impetuous" made him worry.
　　Do panic! The main force is still diving? Stuck with the stock is likely to have saved! March the stock market changes are likely to occur? Tug of war hidden behind the movement of funds! Earth is known as "industrial vitamin", have been widely used in military, electronics industries, is an important strategic mineral resources. China is the first largest producer of rare earth, in order to protect the reasonable development of rare earth resources in recent years, government has introduced a series of related policies, rare earth end to the "fire sale" of history, the price "skyrocket."
　　In fact, this year, the rare earth oxides and rare earth concentrates rose more than 200%. Industry data shows that in 2011 a quarter of the price surge of rare earth oxide, cerium than the beginning of the period rose 342 percent; rose 347% yttria; terbium oxide rose 124%; oxide, samarium 168% increase; oxide, praseodymium 141% increase; neodymium oxide rose 161%; Europium oxide 104% increase.
　　"Rare Earth is more like a concept, capital markets and the earth as long as the surge can be detached." Baotou Rare Earth told reporters. The Baotou Rare Earth, for example, according to the company released a quarterly show in the first quarter operating income of 2.116 billion yuan, an increase of 116.05 percent; attributable to shareholders of listed companies net profit of 483 million yuan, an increase of 276.96 percent; basic earnings per share 0.599 yuan, up 276.96 percent, analysts have given is "to maintain the same 150 target price," "highly recommended" and other reviews.
　　It is noteworthy that, in the favorable capital markets, "Rare Earth" concept at the same time, the domestic rare earth higher price bubble blowing. "Economic Information Daily" reporters learned from this year, started hot money from around the globe have entered the market of rare earth ore and finished products for accumulation, while the private http://www.999magnet.com/ mining in various parts of the phenomenon of excessive digging endless. On the other hand, at home and abroad, driven by the high spread, rare earth export quota reselling the wind began to become increasingly rampant.
　　Corresponding to this, the price spikes of foreign birth of rare earth mining heat. It is understood that since last year, including Japan, the United States, Australia and other countries have announced the re-start the development of rare earth resources. Among them, Australia MountWeld, the United States MountainPass, Canada HoidasLake, Canada Nechalacho, Australia Dubbo, Australia Nolans six mines into production in 2015 more likely.
　　Speed ​​up the process of rare earth mining in foreign countries, coupled with surging domestic rare earth price bubbles under the influence of the dual factors, also led the industry for the present earth "high bubble" sustainability challenge. The latest Goldman Sachs report predicts that, with the introduction of new mines in Western companies and Chinese companies currently dominate the market competition, may 2013, the situation of oversupply. Goldman Sachs believes that the supply shortage will reach 18,734 tons this year, the highest value, estimated demand for 141,524 tons equivalent to 13.2% in 2013 slightly larger than the demand for the market will turn. In particular, that the excess supply capacity will rise to 5860 tons in 2014, accounting for 3.2% of estimated demand.
　　"China's rare earth supply and demand is expected to achieve a basic balance after 2015." An analyst at Guotai Junan estimates that by 2015 the world production of rare earth oxide to 24 million tons to an annual compound growth rate of 15%. Proportion from the production perspective, the foreign exploitation of rare earth global production will rise to 40% to 50%. Rare earth in China due to foreign demand, export restrictions caused by the inside and outside of China will gradually spread down.
　　"Should be wary of rare-earth price bubble burst." Essence Securities, said Heng Kun, chief analyst, but he believes that the current terms of supply and demand are not likely to change. Because the foreign mining and smelting of rare earth for strict environmental restrictions, preparations are being put into operation several projects are uncertain. With the expected changes in supply and demand, prices of rare earth after the callback in Baozhang, this signal will be the first to appear in the next year. "It is noteworthy, because the current speculation speculative funds, rare earth prices have soared off the track, once expected to change, prices may fall abnormally, the industry is very bad." He said.