Countries the nearly billion shouchu light rare earth five listed companies benefit

1. countries the nearly billion shouchu light rare earth five listed companies benefit
recently, the reporter learned from authoritative sources, the state reserve bureau has agreed on
national shouchu light rare earth matters with baotou steel rare earth (600111), and will use 100
billion shouchu, 18,000 tons of light rare earth.ideas for the operation of the rare earth reserves,
the industry has been considerable differences, especially in the light rare earth reserve views
different.but for the future pattern of the industry's views were almost identical china mainly
unilateral pattern of rare earth supply will be diversified supply situation instead.nonethe state
reserve bureau has been signed with the baotou rare earth about the focus of the content is to
provide nearly billions of funds, purchasing and storage of 18,000 tons of light rare earth.one
person familiar with the case said close to the light rare earth reserves.recently, this reporter was
informed that the state reserve bureau has agreed baotou steel rare earth national shouchu light
rare earth matters.according to the insider said, reserves varieties and start time has been largely
implemented.according to the plan, the state for the light rare earth reserves in august began to
prepare september operation.it is understood that participate in the light rare earth shouchu
baotou steel rare earth, minmetals and chinalco backbone enterprises to participate.baotou steel
rare earth second quarter of purchasing and storage, or unacknowledged wait for the policy and
reissued force none second quarter revenue of 2.72 billion, a decline of 24%; increased the
proportion of sales of high-priced, low-margin products, the company's operating costs qoq
increase of 33%.receivables declined from 31.5 million at the end of a quarter to $ 5.0 billion in
the end of the second quarter, we believe that it is during april-june quarter receivables into cash
inflows, 2 quarter shouchu orders has not been confirmed,the resulting company's q2 operating
cash flow significantly improve operating income decline significantly.the 2 quarter eps0.15,
lower than previously expected.nonenonenone australia lynascorp announcement malaysia plan
to the two-phase construction of the smelter, the scale of production in 2013-2014, the 1,2 is put
into rare earth oxide production capacity of 21,800 tons, the production cost of aboutaround
1.6-1.7 ten thousand u.s. dollars.valuation expected purchasing and storage performance is
expected to the 2 quarter shouchu the contribution to the results may be released in the second
half of the year still impact in the second half to maintain rating and earnings estimates
unchanged, therefore we maintain the 2012-2014 eps1.24/1.47 /1.67 yuan expected, dcf
company target price of 42.10 yuan (wacc 8.55%), maintaining a neutral rating.none 2011 eps0.5
yuan, slightly lower than expected, mainly due to the provision for significant amounts of
inventory impairment loss.2011 operating income 10.017 billion, an increase of 68.23%; net
profit of 384 million, an increase of 619.83%; the basic eps0.5 yuan.contemplated 10 to send
$ 1.before the performance of the company is lower than expected, mainly due to the increase in
financial expenses brought about by the company accrued significant amounts of inventory
impairment loss and increase in liabilities.company lead and zinc concentrate production
declined slightly in 2011, a strong rare earth business soared.produced in 2011, 77,200 tons of
zinc concentrate and 06,500 tons of lead concentrate declined, compared with 8.04 in 2010 and
0.9 million tons.zhujiang rare earth 2011 by the impact of rising rare earth prices, net profit of
166 million, a substantial increase compared to 020 million in 2010.none company 100% holding
of chifeng red ye investment mining 9.26% stake in its silver holdings involved in st shengda
restructuring.2011 fourth quarter restructuring has been completed and now held by shengda
5362.8 million shares, part of the investment income has been cashed.the company has 15

2. exploration rights in chifeng, reserves are expected to explosive growth in the future.the rare
earth industry consolidation to accelerate, the company central enterprises background to help
them win.china's rare earth industry consolidation in the acceleration phase of the interests of all
parties competing for heating.we believe that this integrated central enterprises will dominate,
the central enterprises holding local venture participation will be the main mode.completion of
the integration will be conducive to the formation of the specification to comply with
environmental standards the rare earth xuanye enterprise.sunway group cooperation, will have
the south up to 17,000 tons of rare earth separation project, combined with the background of
the central enterprises, we are optimistic about the company to win rare earth integration.given
abuyrating.nonenonenone rare earth industry policy and frequent recently, again beating the
drums of consolidation in the industry.august 1 fujian provincial economic and trade commission
and the department of land and resources jointly issued thestrengthening of rare earth resources
in fujian province to protect the scientific development of rare earth resources action program
(2012-2015), to formalize the core of xiamen tungsten rare earth integration in fujian provincethe
status of the program, said that before the end of 2012 to complete the formation of the rare
earth group companies in fujian xiamen tungsten core xiamen tungsten cultivate leading
enterprises has a complete industrial chain of rare earth, rare earth internationally
competitive.none accordance with the planning of the program, the relevant government
departments and xiamen tungsten effort with a period of two years, to curb the illegal poaching
of the province's rare earth behavior; xiamen tungsten annual investment of not less than 10
million for the exploration of rare earth resources in the province, in order to apply for a newof
mining rights and the expansion of built mine mining rights; theme of xiamen tungsten, rare
earth mines integration is completed before the end of the year has been built; the buildings the
tungsten lead in promoting the longyan rare earth industrial park and sanming city in 2015 the
output value of the rare earth industrial park than 300 billion and strive to 100billion.none fujian
five quota of five rare earth mine shanghang county plus zhuang rare earth ore, rare earth ore
with county yellow square, square, rare earth mine in liancheng county man, of changting county
waxberry pit rare earth mine and sanming city, zhongshan rare earth ore, whichthe former two
have been xiamen tungsten all, the other three before the end of the year in accordance with the
policies and regulations will also be integrated into the xiamen tungsten, xiamen tungsten will
truly unified rare earth resources in fujian province.fujian province, has proven reserves of more
than 5 million tons of rare earth, fujian province, 2,000 tons of mining indicators calculated in
accordance with the 2011, the mine life of over 25 years.none changting jinlong an annual output
of 6,000 tons of rare earth specialty metal and alloy production line construction in 2013;
guangzhou pearl river optoelectronic 400 tons pdp phosphor ccfl blue-green powder phosphor
production line technological transformation project, put into operation in the second half of
2012; additional 1000 tons of highperformance of light-emitting materials project construction;
coercivity the energy product>the second half of the 70 high-performance ndfeb production is
expected to more than 1,000 tons of annual output.xiamen tungsten rare earth new materials
business is booming, with the development of rare earth resources is about to show its mettle,
xiamen tungsten will be the jewel in the colored companies propose to focus on maintaining
abuyrating.none company is the largest steel distributor and metallurgical raw materials
integrated supplier, is the depth of the steel industry chain participants.building materials, iron
objects, shanghai steel union (300,226) and the south, the company in terms of the industrial

3. chain, money, influence, with the leading edge.china minmetals's only black circulation business
listing platform, the company is expected to benefit from the the china minmetals assets
integration.recently, a member of the cppcc national committee, china minmetals president zhou
zhongshu said in an interview, is promoting the overall listing of china minmetals.he said, adding
that the company has completed the transformation of industrial enterprises from the
trade-oriented enterprises to the size of the company grew by 40% last year, profit growth of 84%,
significantly higher than the average level of the same industry in the mainland and the central
enterprises.affected, zhuzhou smelter group (600961), minmetals development (600058) and
other related stocks bucking the trend today good performance.as for the central enterprises
listed as a whole, the meeting of heads of the sasac, wang yong, director of the state council held
at the end of last year, the central enterprises had revealed that the sasac in 2012 classified the
guidance of the joint-stock reform of the corporate system, the main business as a whole to
continue to promote the conditions of the central enterprises to acceleratelisted exploration
between the central enterprises to promote the consolidation and reorganization of listed close
to the central enterprise business segments.it is reported that china railway materials china
minmetals and faw group, china textile group has completed the overall restructuring, is
expected to pull the curtain of a new round of central enterprises listed as a whole.in addition to
the the resource integration unexpected minmetals development will also benefit from the rare
earth prices.after the previous six months of continuous decline, the current price of rare earth
materials has beaten back theprototypeof a year ago, to reach the downstream manufacturers
expressly acceptable range.from the current market transactions, some species began to stabilize,
the downturn has long been the rare earth industry boom is expected to bottoming
out.minmetals development minmetals rare earth company is not directly or indirectly hold
shares, but this does not affect the market expectations of minmetals development group
corporation of rare earth resources.the concept of speculation in recent rare earth minmetals
development to a certain extent has been some recognition of the market.therefore, i think, the
minmetals development may not be not riding on the dongfeng and out of the wave of rising
prices of rare earth warmer.the secondary market, the stock's recent rising trend, short-term
support efforts, today is bucking the trend pioneered a new high, market outlook, or have some
upside.none japan shonan co., ltd. to become profitable protagonist in 2011, the company
achieved operating income of 2.38 billion yuan, a year-on-year growth of 53.19%, net profit
attributable to equity holders of 16,452,000 yuan, a year-on-year decrease of 15.56%.the first
quarter of 2012, the company achieved operating income of 520 million yuan, a year-on-year
growth of 46.7%, net profit attributable to equity holders -982.1 million.acquisition the shonan
cournenergy corporation generated operating income of 21.035 million yuan, 2011 the company
be able to maintain the key to profitability.may 2011 to december, the shonan corporation
accumulated production and sales volume of 28,350 sets of hybrid vehicles use nickel-hydrogen
batteries, operating income of 269 million yuan, net profit of 25.802 million yuan.from the point
of view in 2012, the annual consolidated financial statements, to become the company's main
source of profit.nickel-hydrogen battery by the new energy automobile policy support april 18
introduction of energy-saving and new energy automotive industry development plan
(2012-2020) pure electric drive as the main strategic orientation of the auto industry
restructuring, the current focuspromote pure electric vehicles and plug-in hybrid automotive
industry, popularizing non-plug-in hybrid vehicles, energy-efficient internal combustion engine

4. vehicles, and enhance the overall technological level of china's automobile industry.since the
plan proposedto promote the popularity of non-plug-in hybrid vehicles, we think that the
nickel-hydrogen battery there must be some market space.with the rise of demand for
nickel-hydrogen batteries, car nickel foam will also render the demand for a new round of
growth.maintaining a neutral-a rating newly introduced energy-saving and new energy vehicle
development plan that nickel-hydrogen battery there must be some market space, as the
domestic auto leader of the nickel-hydrogen battery, will certainly benefit fromchina's new
energy vehicle promotion process.acquisition the shonan corunenergy corporation will become
the company's main source of profit.we expect the company's 2012-2014 earnings per share
were 0.14,0.25,0.29 yuan, to maintain the company's neutral-a rating.site for information
purposes only and does not constitute investment advice.investors operate your own risk.
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