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政策加码+需求反弹,稀土价格重回强势。中科三环(000970)前期供应的单方面刺激而使稀土价格虚高的僵持将由于下游需求好转的配合而被打破,并在年底国家和央企收储的刺激下开始带量持续走强。“中国不会允许宝贵的稀土资源‘廉价出口’”是核心主旨。“需求配合、收储刺激、整个产业链开始加库存”与“供应收缩”开始多因素共振。四季度需求小高峰助推订单企稳回升,打破前期稀土价格偏虚的僵局。
Policy plus + demand rebound, rare earth prices back strong. China Three Ring (000970) early supply unilateral stimulus and the price of rare earths will be stalemate due to the improvement of downstream demand is being broken, and by the end of the state and central enterprises to stimulate the Reserve began to bring the volume continued to strengthen. “China will not allow precious rare earth resources cheap exports ” is the core thrust. “With the demand, purchasing and storage stimulus, the entire industrial chain began to add inventory ” and “supply contraction ” began multi-factor resonance. In Q4, the demand peak boosted the small orders to stabilize and rebound, breaking the stalemate in the earlier rare earth prices.