First, let s look at the package just rare earth, this rare-earth big brother jumped a hundred times in recent years, the speculation boom of the rare earth stocks, has long been of rare earth stock price goes way beyond the value of rare-earth price inflati on. It is worth noting that the spate of rare earth stocks this year, speculation, and rare-earth prices soaring, the state has adopted the policy on the rare earth industry is also very important a factor. However, intensive control, inevitably will make full of irrational risk of rare earth and its downstream industries, especially the middlemen and rare earth stockpile and speculative, but will increase the price bubble of the current RE. Now, there are many providers to remind investors of risk-averse.
The stock market reflects the prices of rare earth tide with the resources hype storm closely related. CITIC Securities analyst Xue, 13, a written report, although the Chinese Rare Earth long to be sold, but the beginning of this year, continuing the main cause of skyrocketing since the rare earth policy control, rather than the true value of regression, brokers and Rare Earth Enterprises stockpile and speculation makes the current price of rare earth there is a certain "bubble".
Rare Earth is a strategic resource, widely used in various fields of national economy and defense industries. The application of rare earth in China over 50 years of history. 1950s, the rare earth used in gas lamp mantles, playing Flint, and arc carbon rod, and thus a large number used in traditional industries such as metallurgy, machinery, petroleum, chemicals, glass and ceramics, to improve product performance, increase product variety, improve production efficiency played a significant role. The rare earth has become an improved product mix, improve the scientific and technological content, an important element to promote the progress of industry technology. From this point of view on the one hand, rare earth indeed has an important position.
However, it is even more market tangled domestic and foreign policy on the rare earth is concerned about recent years, China has begun to strengthen the regulation of the rare earth industry, but suffering from Japan, the United States and other countries. "Criticism". Synchronous with the "criticism" is that rare-earth price in six months, prices ranging from 1-6 times.
Rely on exports to the mainland for more than 90 percent of the world s rare earth, and in July 2010, the mainland announced a drastic reduction of rare earth export quotas, global concern, to September 2010, the Sino-Japanese Diaoyutai collision event, the use of rare earth on the mainland as a bargaining chip in negotiations with Japan more rare-earth problem has cropped up.
May 19, the State Council on the promotion of a number of observations of the rare earth industry sustained and healthy development, "said the reform of the rare earth products, price formation mechanism, intensify policy control, and the progressive realization of the unity of the rare-earth values ??and prices.
Ministry of Industry also said to speed up the formation of large rare earth group, the Minister of Industry and Miao Wei in the National Rare Earth Conference on, actively promote the consolidation and reorganization of the rare earth industry, the formation of large enterprises and collective-oriented industrial pattern is to improve the rare earth industry an effective way of management.
Interpretation of rare-earth situation
Rare Earth is an important strategic resource, widely used in various fields of national economy and defense industries. With the increased competition in the worldwide high-tech fields, the strategic position of the rare earth is increasingly important, increasingly widespread concern of the countries in the world. After years of efforts, China s rare earth mining, smelting, separation and applied technology research and development has made great progress, expanding industry, has become the world s largest rare earth production, application and export of the country. Current of rare earth production and exports account for 90% of the world.
Scarce resources of the high profits to stimulate the influx of traders and upstream businesses, including stockpile to spread speculation in recent years, which makes the upstream and downstream enterprises to find rice on "the dilemma is even more serious.
There are still many outstanding problems in China s rare earth production. First, the illegal exploitation of repeated, serious waste of resources, smelting separation sprawl, the export order is more chaos, seriously interferes with the normal production and circulation order. Serious ecological damage to the environment. Rare earth mining, dressing and smelting, separation still exist a large number of backward production techniques and technologies, serious damage to the vegetation, causing soil erosion and soil pollution, acidification, leading to crop failures and even crops, ecological environment recovery cost is extremely high. Third, the low level of resource utilization. Many parts of the rare earth resources comprehensive utilization rate of less than 50%, rare earth new materials development and high-end application technology research and development lag. These problems have seriously affected the sustained and healthy development of China s rare earth indust ry.
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