129834110995421250_27The 1th page: pull the rare earth market expansion 11 related stocks, or to benefit from a (unit) 2nd page: investment strategy of nonferrous metals industry in the second quarter: a rare metal is still focused on the 3rd page: 11 interpretation of rare earth stocks investment opportunities: the 4th page of zhenghai magnetic material: 11 interpretation of rare earth stocks investment opportunity: three rings in the 5th page: 11 ReReading unit investment opportunity analysis: Ningbo yunsheng 6th page: 11 interpretation of rare earth stocks investment opportunities: Xiamen tungsten co 7th page: 11 interpretation of rare earth stocks investment opportunity: rising Nonferrous 8th page: 11 rare earth stocks investment opportunity reading: 9th Minmetals development page: 11 interpretation of rare earth stocks investment opportunities: shares in the 10th page: 11 ReStocks investment opportunity analysis: the 11th page of Jiangxi copper industry: 11 interpretation of rare earth stocks investment opportunities: the 12th page of Zhuzhou smelter group: 11 interpretation of rare earth stocks investment opportunities: Chenzhou mining Editor's Note: recently, the State Council Executive meeting to start energy-saving products subsidies made arrangements of which 36.3 billion yuan special centralized subsidies for energy-efficient appliances, energy conservationLamps and LED lamps, energy-saving cars and high performance motor four main areas. This country last year "Twelve-Five" energy saving and emission reduction options, the outgoing policies to benefit the largest energy industry market. It is understood that the important raw materials of rare earth is the energy-saving products in the area of subsidies. Analysis generally agreed that the increase in the energy-saving benefits, is bound to boost demand for rare earth materials and driveAccelerated expansion of rare earth application market.
����Good number of outgoing effects on the market, financial channels of the heat unit selected 11 concept stocks, investors reference. Guotai Junan securities: investment opportunity of the copper market continued weaker focus on rare earth and summary: we recently: we expected 2 quarter coloured plates may be weak.We know that supply and demand are two important factors that affect metal prices and currency. From the perspective of supply and demand on the surface, United States pick-up in unemployment rate, save Europe's debt problems
Diablo 3 power leveling, China's industrial growth down; from a monetary perspective, United States QE2 is about to stop, the dollar index may reverse, in European interest rates, tightening of inflation in China will also continue. These metals are also affected in the short term pricesAnd the valuation of a share, and this leads to EPS and PE double-colored plate fell, and the bottom is not easy to determine. Buy resource stocks plunge plunge down focus on quality in resource stocks. Subject to baotou steel rare earth, Tongling Nonferrous (000630), the Tin industry shares (000960)
TERA CD-key, Western mining (601,168), Shandong gold. As long as the metal prices have anti-Bombs, these stocks will have a good performance support. Injection unit-the concept-Fu long thermal power.
����In metals prices rose when power is getting low, epitaxial growth stocks will benefit. Underestimate the value and high growth, topics--Erdos (600,295). We believe that the "shortage" in the Ordos is a better investment than electrolytic aluminium enterprise standard.Small weekly theme: looking forward to baotou steel rare earth tianquan, deep copper prices are expected to fall at baotou steel rare-earth 10 get 5 free annual report, May 11 ex-dividend, we believe that while the a-share market is not good.
����But there are few positive factors exist for baotou steel rare earth.
����1, the stock prices lower, shareholders ' participation in the increase. 2, prices are still rising, companies 2-quarter resultsIt is worth looking forward to. 3, policies to benefit also. Autonomous region within the exception of baotou steel rare earth company rare earth mining
Diablo 3 power leveling, smelting enterprises are included in the consolidated out, involving 35 enterprises throughout the region, which 5 in Hohhot and baotou 23, Bayan Nur city 7.
����Close integration for mergers and restructuring, compensation, eliminated closed the three forms of cross. Shanghai FuturesRapid exchange copper inventories declined (Figure 4), and we also understand that the Chinese community inventories are low, and that domestic prices started strong in the outer disc now. We still bad judgment though macroeconomic, but domestic support this inventory remains on copper prices, expects copper prices fell not deep. We propose to focus on share price falling of Tongling non-ferrous metal and Jiangxi copper.
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