Phosphate or into the next rare earth

Recently, the "12th Five-Year Development Plan for Chemical Industry Mining" (hereinafter referred to as the "Planning") announced by the China Chemical Mining Association has made the strategic position of phosphorus resources soaring. There are even market players who say that phosphate rock may become the next rare earth.

China's phosphate rock has become increasingly scarce

In fact, the phosphate rock has indeed become another resource that has received much attention from the market after the rare earth and fluorite. According to relevant professionals, phosphate rock refers to the general term of economically available phosphate minerals. It is mainly used in the industry to produce phosphorus-based fertilizers and can also be used to produce yellow phosphorus, phosphoric acid, phosphides, and other phosphates. Products. These products are widely used in agricultural production, medicine, food, light industry, chemical industry, national defense and other industrial sectors.

Phosphorus is highly contained in the earth's crust, but phosphorus resources with industrial extraction value are very limited throughout the world. Although China ranks second in the world in phosphate reserves, it is the largest producer of phosphate rock. Even so, China is not a rich country in phosphate rock, but a poor phosphate rock country. Relevant data show that China's phosphate ore reserves and basic reserves are 4.1 billion tons and 10 billion tons, respectively, accounting for 27.14% and 21.28% of the world. However, due to China's low-grade ore-rich mines, the average grade is only 17%. Phosphorus oxide greater than 30% of the rich ore accounted for only 8.5%, can not be directly used in the low-grade phosphate rock up to 90%. According to an analysis, the existing Chinese phosphate rock resources may be consumed in more than 20 years. Phosphorus mines in China have become increasingly scarce. With the rising status of phosphorus, the prices of phosphorus and phosphate fertilizers are also high.

Phosphorus Resources Integration Flag Opened

It is precisely because the strategic importance of phosphorus resources is gradually recognized that our government has begun to integrate phosphate resources. According to the data, after the integration in recent years, the national phosphate rock decreased from 414 in 2007 to 339 in 2009, 75 in three years, and decreased by 18%; the number of large-scale mines increased from 10 in 2007 to 17 . It should be said that the banner of integration of phosphorus resources has been opened.

The recently launched "Planning" proposed that in the next five years, a mechanism for the reserve reserve of phosphate mineral resources should be established to increase the access threshold for phosphate mining. In addition to the "Planning", some local governments have also issued measures similar to the rational planning and protection of phosphorus resources, such as the suspension of exploration rights and the approval of mining rights for phosphate rock outside the planning area in Hubei Province. The introduction of these policies means that the country pays more and more attention to phosphate resources, and it is undoubtedly a good thing for companies that already have phosphate resources. The industry believes that in the short term by the impact of the tight supply of phosphate rock, phosphate fertilizer companies come to the stage of fertilizer preparation, the relevant concept stocks are expected to continue to remain strong. All this has boosted the market's ambiguity that "phosphorous ore is the next rare earth."

Pay attention to phosphorus resources advantage plate

The initial rally of rare earth stocks is related to industry consolidation, and currently the companies in the phosphate ore industry are relatively dispersed, and the banner of integration has just been opened, which will be conducive to the development of the industry. So, for investors, how to grasp the investment opportunities of the stocks involved in the concept of phosphorus?

It is understood that there are more than two dozen stocks involving phosphate ore, with unequal investment opportunities, and starting from mineral resources, looking for investment opportunities may be relatively simple. In other words, the more beneficial the mineral resources are, the greater will be the enterprises. As a result, the leading shares of Six-Country Chemicals, Chengxing Securities, Hubei Yihua, Xingfa Group, and Yuntianhua are most worthy of attention. According to "Financial Weekly"

Pay attention to 5 shares of phosphate rock resources

Six Country Chemicals (600470): Phosphate mineral resources listed companies leading shares. Currently there are more than 20 million tons of phosphate ore that can be mined. The company is mainly engaged in the production and sales of high-concentration phosphate compound fertilizers. Its main products are diammonium phosphate and high-concentration compound fertilizers. It is a large-scale domestic phosphate fertilizer producer. The company currently has a total of 1.12 million tons of phosphate fertilizer production capacity.

Chengxing Stock (600078): The company is the largest manufacturer and exporter of fine phosphorus chemical products in China. Although there are 130 million tons of recoverable reserves of phosphorite in Xuanwei and Maitreya in Yunnan, Chengxing has not made every effort to exploit it, and the combined self-sufficiency rate is only 30%, but it did not affect the company's production stability and the gross profit margin of related products.

Hubei Yihua (000422): The company’s wholly-owned subsidiary, Hubei Yihua Fertilizer Industry Co., Ltd., has a Jiangya Dun phosphate deposit of 150 million tons and is expected to obtain a mining permit by the end of December of this year. In addition, the company’s wholly-owned subsidiary plans to increase the capital of the Huarui Phosphate Mine in Leibo County by 54 million yuan to increase its shareholding in the Huarui Phosphorite Mine from 60.16% to 82.54%. Huarui Phosphorus Mine has a preliminary proven geological reserve of 123 million tons and a designed annual production capacity of 1.5 million tons.

Xingfa Group (600141): As one of the largest domestic phosphorous chemical companies, the company currently has 130 million tons of phosphate ore reserves and an annual capacity of 1.5 million tons of phosphate ore. The company has a power generation capacity of 100,000 kilowatts and its power supply self-sufficiency rate reaches 50%. Adequate phosphate rock resources and phosphorus mine integration are the biggest competitive advantages of the company's long-term development.

Yuntianhua (600096): Yuntianhua Group is the chemical company with the most scarce resources. Its phosphate mining resources that have obtained mining licenses are between 500 million and 600 million tons, and its long-term reserves exceed 1.5 billion tons; its subsidiary Zhongye Mining is Laos has 850 million tons of potash resources; the group and listed companies have 900 million tons of coal resources. Of course, the progress of Yuntianhua’s overall listing is also worthy of attention.

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