Data treasure statistics show that the rare earth sector has become one of the hottest sectors this year, and concept stocks have risen by an average of 149.61% since the beginning of the year.
one day new covid-19 pneumonia in the UK
over 100000 confirmed cases
According to the latest data on the 22nd local time on the British government website, 106122 confirmed cases of covid-19 pneumonia have been added in the UK in the past 24 hours, which is the first time that more than 100000 new confirmed cases have been added in a single day in the UK since large-scale testing began in the summer of 2020.
On Tuesday, British Prime Minister Boris Johnson said Britain would not implement new epidemic restrictions before Christmas. He said that people can continue to celebrate Christmas, but they should be cautious. The British government will also closely monitor the data. If the situation worsens, the possibility of taking further measures after Christmas cannot be ruled out.
The epidemic situation in other European countries is also very serious. According to Xinhua news agency, Hans cluge, director of the European Regional Office of the World Health Organization, warned on the 21st that in countries with a large number of Omicron infection cases, the strain is spreading at an "unprecedented infection rate", and the infection cases will double every 1.5 to 3 days. According to cluge, there were 2.6 million newly confirmed cases of covid-19 and 27000 new deaths in the European region last week, 40% higher than that in the same period last year.
China Minmetals Rare Earth Co.Ltd(000831) reorganization approved
Yesterday, China Minmetals Rare Earth Co.Ltd(000831) announced that the company received a notice from China Minmetals Group Co., Ltd. and approved by the state owned assets supervision and Administration Commission of the State Council. It agreed that Aluminum Corporation Of China Limited(601600) Group Co., Ltd., China Minmetals and Ganzhou Municipal People's government would carry out the strategic reorganization of relevant rare earth assets and establish a new company controlled by the state owned assets supervision and Administration Commission of the State Council. After this reorganization, the controlling shareholder of the company is still China Minmetals Rare Earth Co.Ltd(000831) Group Co., Ltd., and the actual controller will be changed from China Minmetals to a new company.
After the establishment of the new company, Chinalco holds the equity of China rare earth Co., Ltd., the equity of China Minmetals Rare Earth Co.Ltd(000831) and China Minmetals Rare Earth Co.Ltd(000831) Group Co., Ltd. held by the affiliated enterprises of China Minmetals, and the equity of China Southern rare earth group Co., Ltd., Jiangxi Ganzhou rare metal Exchange Co., Ltd. held by Ganzhou rare earth group Co., Ltd. and its affiliated enterprises The equity of Ganzhou Zhonglan rare earth new material technology Co., Ltd. is transferred to the new company as a whole.
Previously, as early as the evening of September 23, China Minmetals Rare Earth Co.Ltd(000831) has announced that the actual controller is planning the strategic reorganization of relevant rare earth assets. After the announcement, the opening limit of China Minmetals Rare Earth Co.Ltd(000831) the next day was raised, but then it failed to continue to rise. Since September 24, the stock price has remained in a narrow range, falling only 0.29% during the period.
China's rare earth giant pattern or great change
It is worth mentioning that China Minmetals Rare Earth Co.Ltd(000831) , Aluminum Corporation Of China Limited(601600) group and southern rare earth belong to the six rare earth groups established with the approval of the State Council, and their resource reserves, market share and business scope are far ahead in the market. Previously, the six rare earth groups formed a "5 + 1" supply pattern, and the medium and heavy rare earth resources were scattered among the five rare earth groups except China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) .
Among them, the south rare earth group accounts for 67% of the national south ionic rare earth mining warrants, ranking first in the south market; China Minmetals Rare Earth Co.Ltd(000831) is one of the largest ionic rare earth separation and processing enterprises in South China; China rare earth Co., Ltd., a subsidiary of Aluminum Corporation Of China Limited(601600) group, is a comprehensive rare earth enterprise group across seven provinces. Chuancai Securities believes that if the reorganization is successful, the company will have 70% of China's annual mining volume of heavy rare earths and nearly 40% of light rare earths, and the national and even global rare earth giant is expected to be born.
After the completion of this restructuring, the new company will occupy a dominant position in the field of medium and heavy rare earths, form a duopoly pattern with the leader of light rare earths China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , and the bargaining power of rare earths will be significantly improved.
the performance of Rare Earth concept stocks increased significantly
Since this year, the rare earth industry has continued to boom. The data show that from January to November 2021, the national output of new rare earth materials was 191000 tons, a year-on-year increase of 20.5%. In terms of price, some rare earth prices have exceeded a ten-year high in November. The profits of rare earth enterprises have increased significantly due to the simultaneous rise of volume and price. According to the statistics of securities times and databao, the net profit attributable to the parent company of Rare Earth concept stocks increased significantly in the first three quarters of this year, Inner Mongolia Baotou Steel Union Co.Ltd(600010) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Shenghe Resources Holding Co.Ltd(600392) led the increase, with an increase of 2159.81%, 495.03% and 466.16% respectively.
The demand for rare earth has been increasing in recent years. On November 22, the Ministry of industry and information technology and the State Administration of Market Supervision issued the motor energy efficiency improvement plan (2021-2023), which proposed to increase the application of energy-efficient motors. It is expected that the demand for industrial motors or ultra new energy vehicles in the next five years, and the demand for rare earth neodymium iron boron, the core material, is expected to explode again.
In addition, good news came from the rare earth supply side. On December 20, at the 13th China Baotou rare earth industry forum, the Ministry of industry and information technology said that it would adhere to systematic thinking and enhance the supply guarantee capacity of rare earth products. Appropriately and orderly put in rare earth exploration and mining rights, strengthen the investigation of Baiyun OBO mine and medium and heavy rare earth resources, find out the resource reserves, expand the recoverable scale of resources, make overall use of Chinese and foreign resources, and further improve the management of Rare Earth total amount control indicators.
According to the statistics of data treasure, the rare earth sector has become one of the hottest sectors this year. Since the beginning of the year, concept stocks have increased by 149.61% on average, China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , China Minmetals Rare Earth Co.Ltd(000831) have increased by 258.85% and 230.54% respectively. More than 99% of A-share listed companies have doubled their share prices within Jiangsu Huahong Technology Co.Ltd(002645) , Inner Mongolia Baotou Steel Union Co.Ltd(600010) , Shenghe Resources Holding Co.Ltd(600392) .
(data treasure)
