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虽然公司没有消息放出，LYC过去三天涨了36.36%。原因可能是，因为LYC股价反弹的时间刚好是这消息放出的时候：
http://finance.sina.com.cn/zl/in ... /183019209913.shtml
稀土价格可能再度回升
中国是在2000年之后开始加强稀土出口限制，虽然理由是保护资源和环境，但实际上却将其用作了外交工具。
2010年中国暂停对日出口稀土就能证明这一点。因在钓鱼岛海域发生撞船事件而导致中日关系对立时，中国政府就停止对日出口稀土，实现真正意义上的对日制裁。
中国重新对日出口稀土后，不仅提高了关税，而且大幅限制了出口量。结果导致稀土价格暴涨至原来的10-25倍，让日本的用户企业为采购疲于奔命。后来稀土价格又暴跌，目前已下滑至接近2010年以前的水平，其原因是很多日本企业在价格上涨的趋势下一度大量采购，产生了大量库存。
有段时间也有人担心库存的稀土用完后价格会再涨上去。而此次中国的稀土出口限制政策被WTO叫停后，让很多人放下心来，认为稀土问题已经解决。
不过，一名熟悉中国情况的人士却对这一观点提出了异议：“中国出现了向稀土企业征收‘环保税’的意向。如果这样做，实际上就与限制出口没什么差别。”
向日本等国家出口稀土时会加上环保税，而中国国内使用稀土时，则会放出不加环保税的政府储备。尽管还要看环保税的高低，但如果中国真的实施这样的政策，日本企业可能会再次不得不购买高价稀土。
其实，中国政府已经开始增加稀土储备了。尽管中国稀土出口量在2011年以后持续减少，但2013年离子吸附矿等主要稀土矿山的开采量仍达到了9.38万吨，比2012年增加23%，这很可能是中国为了扩大储备而增加了产量。
中国政府对稀土行业的重组也可能会导致价格上涨。中国打算在2014年内把经营稀土的企业限定在中铝等六家大型集团企业，目的是通过淘汰小规模企业来阻止低价竞争。
http://www.miningaustralia.com.a ... export-tax-increase
China considering rare earth export tax increase
22 May, 2014 Dorothy Kosich 0 comments
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China considering rare earth export tax increase
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Quoting “an industry source,” China Daily reported Wednesday that several ministries “are discussing heavier taxes on rare earth producers, and an announcement on the changes will probably be made” in the second half of this year.
SinoCast reported Tuesday that “people in the know” disclosed those Chinese central government ministries included the Ministry of Industry, the Ministry of Finance and the State Administration of Taxation.
The policy changes under consideration would base taxation on the value of the rare earths produced, rather than on volume as is now practiced.
Chinese officials hope that the shift in taxation policy would result in higher prices at the producer level, which “will alter the supply-demand balance, undercut the smuggling trade and reduce high inventories of rare earths overseas, said the [unidentified] expert.”
Other steps, such as environmental compliance certificates, are likely to be required for exports, the source said.
Rare earths metals prices were weak in 2013, which impacted Chinese rare earths producers, who supply more than 90% of REE global demand.
The source also cited data which suggested that China's rare earth reserves amount to only 27 million tonnes, accounting for 30% of the global reserves — the figure was previously pegged at 70%, reports Beijing’s Economic Information Daily.
Based on current production rates, China's medium and heavy rare earth reserves will only last for 15 to 20 years, after which the country might have to rely on imports for its own needs, according to the source, cited by Economic Information Daily.
The WTO ruled in March that China has violated WTO trade rules in regards to measures imposed on rare earths exports. China Daily suggested that, “As a result of the WTO ruling, it is very likely that China will lift export tariffs.” Actual export volumes have fallen short of quotas in the past few years.
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父子路考记 (2006-5-3) cen 
楼主:黑山老妖
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发表于 2014-5-22 20:03
fingers crossed
