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稀土矿原矿资源税税额标准调整前,稀土厂商出货意愿将难有明显增强,市场供给仍然略有短缺,推动稀土价格持续上升。然而,稀土需求并不活跃,消费增长乏力,也未出现新兴的消费增长点,因此价格将难以得到需求方的有力支撑,价格上升空间有限。2015年中期,稀土出口关税将并入稀土矿原矿资源税中,税额标准将迎来又一轮的提升。资源税的调整将推高稀土生产企业的生产成本,因此业界也看好后市价格,纷纷囤货待涨。3月份,延续前两个月的囤货行为,厂商出货动力仍然不足,但由于下游购买意愿也不强,
Rare earth ore ore resources tax standards before the adjustment, the willingness of rare earth manufacturers shipments will be significantly enhanced, the market supply is still a slight shortage of rare earth prices to promote continued rise. However, the demand for rare earth is not active, the consumption growth is sluggish and there are no emerging consumption growth points, so the price will be hard to get strong support from the demand side and the space for price increase is limited. In the middle of 2015, the export tariffs on rare earths will be incorporated into the ore resources tax of rare earth minerals, and the tax standard will usher in another round of improvement. Resource tax adjustment will push up production costs of rare earth production enterprises, the industry is also optimistic about the market outlook, have hoard goods to be up. March, the continuation of the first two months of hoarding behavior, manufacturers shipping power is still not enough, but due to the downstream purchase will not be strong,