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- Rare earth undervalued,The dividend policy will continuePublished??2013??03??04??
- The rare earth undervalued dividend policy will continue
The rare earth industry in terms of supply-side facing the pressure of the "three big mountains":
1) upstream resources scattered smelting serious excess capacity;
2) illegal poaching is rampant, is not effectively suppressed;
3) the impact of China's rare earth market position overseas rare earth heavy volume.
The current market for rare earth industry, lack of confidence, even voice that countries have to re-examine the rare earth industry, post no longer introduce relevant policy support; but by government policies to resolve that late these problems will.
The heavy rare earth is undervalued, the heavy rare earth elements exist in our unique ionic rare earth mine is expected to return in the future, the protection measures are not in place for a long time to be undervalued. We believe that the government changed the attitude of the rare earth industry, recent or intensify policy support to promote rare earth prices to its reasonable value regression, particularly in the South, heavy rare earth resource prices.
LREE and supply and demand pattern of differentiation, the more scarce heavy rare earth.
With the the progressive heavy volume of overseas rare earth project, we believe that the next part of the light rare earth elements or oversupply, will be more scarce heavy rare earth elements, light and heavy rare earth supply and demand pattern will appear differentiation.
The dividend policy will continue.
First of all, we believe that no change in the current government to judge the value of rare earth resources, post-policy orientation will continue to focus on the promotion of the rare earth prices to its resource value regression; Secondly, we see that the Government can: 1) full speed the integration of resources; 2) cracked down hard illegal poaching; 3) open light rare earth export inhibition the overseas heavy volume, and other means to solve the rare earth supply-side of the "three big mountains". Therefore, we expect that the government will continue to introduce relevant policies to support the rare earth industry, we recommend investors to focus on: * ST Guanlu Rising colored, Baotou Steel Rare Earth Rare Earth Enterprises.
Risk Warning.
The risk of the rare earth industry policy is less than expected; implementation of relevant policies and risk less than expected; risk of the risk of a prolonged slump in demand for rare earth downstream; rare earth prices continued to fall sharply.
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