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2014年4季度,政策红利不断。2014年10月,工信部等八部委下发通知,部署开展打击稀土违法违规行为的专项行动,此次多部委联手稀土行业打黑专项行动历时半年,时间跨度超过往年,显示了此次打黑的决心和力度,此次专项行动有望支撑稀土价格中长期向上。其次,六大稀土集团(中国五矿、中铝公司、包钢稀土、厦门钨业、赣州稀土和广晟有色)全部获批复,行业整合迈出了坚实的第一步,稀土领域的集中度将大幅提升,随着政策红利逐一落地,稀土行业发展有望得到改观。
Fourth quarter of 2014, policy dividends continue. In October 2014, the eight ministries and commissions such as the Ministry of Industry and Information Technology issued a circular to deploy and launch a special campaign to crack down on illegal activities of rare earths. The special campaign jointly launched by the ministries and commissions on rare earth industry lasted six months and lasted longer than the previous years. This shows the determination to fight the blaze, Efforts, the special operation is expected to support the price of rare earth in the long-term upward. Second, all six major rare earth groups (China Minmetals, Chinalco, Baotou Steel Rare Earth, Xiamen Tungsten, Ganzhou Rare Earth and Risheng Nonferrous) were all approved and the industry consolidation took a solid first step. The concentration of rare earths Will be substantially raised, with the policy dividends one by one, the development of rare earth industry is expected to be changed.