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中投战略性收储稀土,我就战略性收储600111。
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国家战略的体现!国家战略将会使600111未来出现一个又一个利好。前期我参加了600599、600975和000503的概念性操作,但现在我决定中线持有600111。
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中投携手包钢 谋建稀土龙头企业 http://www.sina.com.cn 2009年09月24日 06:50 经济参考报
本报讯 受包头市政府和包钢集团的邀请,中投公司和旗下建银投资的有关人士日前到包钢集团考察。有消息称,双方有意成立一家新公司从事稀土的开采、收储业务。此前,中投和包钢集团已经进行过一轮接触,这次谈判更富实质性内容。
“中投公司参与的稀土收储计划绝对是大手笔,双方的谈判框架是与包钢集团成立一家注册资本高达数十亿的新公司,这家公司专门从事稀土的开采、收储业务,兼有整合内蒙古自治区内稀土矿产资源的目的,而中投公司的持股比例将超过80%。”一位了解这一方案的人士向《经济参考报》透露,中投公司将透过旗下的建银投资操作这一项目。
“目前关于中投公司与包钢集团的共同投资方案正在加紧准备,一旦此方案获得双方认可,将立即在全国范围开始稀土的开采、收储运作。”上述人士透露。
一位不愿意透露姓名的业内人士称,中投之所以选择与包钢集团合作,除了当地政府的大力支持外,主要考虑到内蒙古包头地区稀土资源丰富,以及当地在组建大型稀土产业集团、建立稀土储备方面已经具备较成熟的基础。据了解,稀土是内蒙古自治区最主要的战略资源,包头稀土储量占全国的87%,全世界的40%。
安信证券有色首席分析师衡昆分析称,收储计划如果可以顺利进行,短期来看,意味着包钢稀土(28.17,0.00,0.00%)将加大稀土精矿的利用量,使生产线满负荷生产,解决目前市场需求量萎缩的困难局面。长远来看,将有利于我国重夺稀土定价权、抑制出口无序和推进行业整合。
“收储只是一个突破口,可以加速推进对稀土行业的整合进程。”衡昆分析认为,上述公司首先开展的项目应该是收储,也就意味着第一步可以通过减少市场供应量来稳定稀土价格。另外,收储计划应该是针对大型企业进行,这样也会增强符合产业政策的企业竞争优势,配合相关环保政策,市场化兼并重组步伐也将加快。他表示,中投和包钢集团成立的公司后期收储范围可能会拓展到稀土以外的其他有色金属。
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http://www.defensenews.com/story.php?i=4286117&c=FEA&s=COM
China's Mineral Monopoly
Published: 21 September 2009
Print | Email
The Middle East may control global oil supplies, but China has a hammerlock on the rare minerals vital to a modern economy, from cell phones and hybrid car motors to cutting-edge weapons.
Not satisfied with its own abundant stocks of these so-called rare earth oxides, China is moving to corner the world market by buying up mines worldwide, including recent acquisitions in Australia.
Other countries have ceded the market over the years for a variety of reasons, among them that getting these elements out of the ground is so environmentally devastating and potentially carcinogenic to the miners themselves.
That's why China today controls 98 percent of the world market at the very time these rare earths are in soaring demand. Neodymium, terbium and dysprosium are vital for high-power magnets; yttrium is critical for lasers; lanthanum for hybrid car batteries.
Now armed with its monopoly, China is jacking up prices by cutting production and exports and pressuring high-tech manufacturers to set up shop in China, where supplies are more plentiful.
The combination of rising costs and tighter control on exports, however, is alarming companies worldwide, including U.S. weapons makers and Pentagon officials.
Fearing that it could be unable to acquire critical technologies, the U.S. Defense Department has started assessing the implications of China's stance and is preparing to study, literally from the ground up, the origin of the raw materials and components that go into U.S. weapons and which nations touch them along the way.
As part of that assessment, U.S. government officials should consider the wisdom of potentially stockpiling rare earth minerals.
Every nation on earth faces the same significant challenge. While some shuttered mines will be reopened, it is unclear if that, plus new mines and deposits still to be found, might weaken China's monopoly position.
The question is whether China will continue to exploit its position, and what impact its policies will have on commercial markets and military systems.
The Pentagon is wise, then, to determine exactly how dependent it is on a nation that is increasingly recognized as a strategic global competitor and even as a potential future foe.
For now, China and the United States remain close trading partners and enjoy a symbiotic economic relationship. And should relations sour, it's not guaranteed vital trade would collapse. During the Cold War, the United States and Soviet Union mutually benefited from trade ranging from agriculture to strategic materials.
But it is critical the United States and its allies assess their options now - while such relationships are healthy, and before China's prices become economically and militarily unbearable.
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慢慢潜入
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满仓换股老哥是对的,意思就是大盘跌的时候你的个股很重要。
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600111是有实质性东东的。别的很多是纯粹的概念。
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山东黄金6月底就新高了
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长上影啊,怕怕!
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【 · 原创: 梵行居士 只看该作者(-1) 2009-09-17 11:01】 600111是资源类股票中唯一创历史新高的!为什么?你知道原因吗?