The price of rare earth has been rising for many years.

From the long silence to the continuous rise, the rare earth seems to finally usher in the long-awaited "spring."
On August 7th, the data of China's bulk raw material information provider Baichuan Information provided to the "Daily Economic News" reporter showed that the price of rare earths has opened up rapidly, and the price of merchants has risen rapidly. It is now in a consistently bullish trend. Some research reports also believe that "rare earth permanent magnets will become the third largest outlet for new energy after lithium and cobalt."
The reporter noted that the impact of new energy vehicles on rare earth demand and price is “very limited”, but this does not hinder the surge in rare earth permanent magnet concept stocks in the past two months. After many years of silence, the concept of rare earth, which stood on the capital market turmoil many years ago, can return to the vent with the help of new energy vehicles?

The rare earth price increase stocks benefited from the data provided by Baichuan Information, showing that the price of lanthanum oxide in the northern rare earth was increased to 420,000 yuan/ton, up from RMB 330,000/ton in July, up by 90%/ton, an increase of 27%. The metal bismuth was adjusted to 530,000 yuan/ton, and the trend of 镨钕 was steadily rising. The downstream gradually adjusted its business strategy, and the trend of price increase in the market was obvious. The price of antimony oxide has risen rapidly and is currently quoted at 1.45 million to 1.5 million yuan per ton.
The rise in the price of rare earth has also benefited the performance of related listed companies and the stock price has soared. From the performance of the secondary market, rare earth permanent magnet concept stocks generally performed well, with 10 stocks rising more than 37% in the past two months, of which Shenghe Resources (600392, SH) soared by 90.24%, the northern rare earth ( 600111, SH), Xiamen Tungsten Industry (600549, SH) also rose more than 70%, China Aluminum (601600, SH) and Minmetals rare earth (000831, SZ) rose more than 60%.
Why do rare earth prices continue to rise from the beginning of the year? According to Baichuan Information Analysis, the price increase has been greatly increased, mainly due to the decrease in market supply, increased demand, and the impact of the policy on purchasing and storage. The market activity has increased rapidly, and the number of enquiries has increased, and basically no spot is available.
Zhu Wei, a precious metals analyst of Zhuo Chuang Information, told the reporter of "Daily Economic News" that the rare earth industry has overcapacity problems, the price of rare earths abroad is very low, and the domestic rare earth industry has had more vicious competition. Compared with the previous crackdown, the impact on black rare earth has become normal. The measures taken include sending inspection teams to Hunan, Jiangxi, Shanxi and other provinces. Under the strict crackdown, the supply of black rare earths has declined, and the production of rare earths has been controlled from the supply side by administrative means.
Talking about the trend of rare earth prices in the future, Zhang Wei believes that from the perspective of national reserves, the first two acquisitions and acquisitions are relatively small, so the next two acquisitions may be relatively large. Secondly, in the first half of the year, the company has used more of the indicators that have been allocated, and the amount reserved for the second half of the year has become less. Therefore, the supply is still relatively tight, and the growth trend may continue in the second half of the year, but the increase will not be as crazy as the first half.

New energy vehicles affect the price of rare earths. In addition to changes in the supply end, the demand for rare earth downstream enterprises is also increasing. This is mainly reflected in the application of new energy and new energy vehicles.
According to Zhang Wei, rare earths are used in motors, and motors usually require strong magnetic materials. The high magnetic strength contributes to the miniaturization and high efficiency of the motor, and high-speed rail and maglev trains use rare earth.
“Rare earth permanent magnets will become the third largest enthusiasm for new energy after lithium and cobalt.” Anxin Securities Research reported that the demand for magnetic materials is steadily improving, and the orders for new energy vehicles’ synchronous motor magnetic materials will be rare. The permanent magnet is pushed onto the tuyere.
According to China Merchants Securities, permanent magnet synchronous motors are becoming the mainstream technology for new energy vehicle engines. The three-phase asynchronous motors of Tesla Model 3 using permanent magnet synchronous motors instead of the original Model S have also been proven. The magnet of the permanent magnet motor is a rare earth permanent magnet material. In addition, a fully automatic premium sedan needs to consume 0.5kg~3.5kg of rare earth permanent magnet material. There are more applications on new energy vehicles. With the development of new energy vehicles, the potential market for rare earth permanent magnet materials is broad.
The analysis of many brokerage research reports is not on paper, and many rare earth listed companies have begun to target new energy vehicles.
When the reporter sorted out the announcement of the listed rare earth enterprises, it was found that as early as August 30, 2016, the Northern Rare Earth issued an announcement saying that it signed an agreement with Sichuan Wankaifeng Rare Earth New Energy Technology Co., Ltd. to build a collection of upstream rare earths and smelting. Separation, rare earth deep processing to the development, production and sales of downstream new energy products in the whole industry chain of rare earth. On December 14, 2016, Xiamen Tungsten invested 100 million yuan to set up Xiamen Tungsten New Energy Materials Co., Ltd. to implement the development strategy of “making Xiamen Tungsten through new energy materials”.
Many institutions and enterprises are optimistic about the field of rare earths. Can new energy vehicles become the "engine" for the development of rare earths?
Du Shuaibing, a representative of Baichuan Information Rare Earth, told the reporter of "Daily Economic News" that the development of new energy vehicles does indirectly affect the demand for rare earths, but it cannot be compared with the level of supply and demand and government regulation. Since the application of rare earths to new energy vehicles needs to undergo multiple rounds of conversion, the impact on rare earth demand and price is very limited. Whether it can become a driving factor for the rise of rare earth prices depends on the specific needs of new energy vehicles.
(Intern Liang Huanchi also contributed to this article)

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