Category: Money tips Release Date: 2006-03-04
Source: Galaxy Securities Author: Wei Zhihua
Performance of non-ferrous metal plates since 2005 continued to soar, this rarely seen in many years of strong explosive, powerful new demands of the international market commodities futures into a huge bull market cycle, titanium, zinc prices doubled the past two years up to create the Baoji Titanium Industry and Chihong Zinc and Germanium shares rose 5 times a year, while the last two years the price rose by only 20% of strontium into the main relay next year, up above, then the will to create the "World strontium King" Red Star Development (600,367) as Next year's Baoji Titanium Industry and Chihong Zinc and Germanium. Hongxing developing the current annual production of strontium carbonate up to 15 million tons, accounting for 4 into the global production, the original "World strontium King" because of the Belgian Solvay Group, strontium minerals (celestite SrSO4) resources in dry break, annual production fell to only 5 million tons. Strontium Carbonate been widely used in cathode ray tube (CRT) manufacturing, but the flat-panel plasma, LCD screen rise is caused by strontium-price "depressed," the culprit, while the Solvay Group, Samsung and other foreign companies from China's acquisition of 97% content of strontium carbonate Ordinary Level and purification for the electronic-grade strontium carbonate content of 99.5% after more than 10 times the price in order to sell my plasma, LCD manufacturers, Red Star, how can swallow the development of this tone, Jiang Zhiguang, chairman of roadshows this year in the share reform, said that the current the domestic PDP, LCD displays are the use of the company's products, the market share of over 80% are higher than in the CRT market share of the CRT market have reversed the trend.
Strontium commonly used in zinc smelting; strontium-magnesium alloy and Al-Sr alloys are widely used in manufacture of engine castings and wheels; Luminescence Properties of strontium has been widely used as a reflective highway signs, fireworks, energy-saving lamps, etc.; strontium ferrite with excellent magnetic properties , magnetic materials has become the strontium carbonate industry, the second largest users; in the military, strontium be used in stealth fighters, stealth tanks, a key material. Strontium ore resources in China accounted for 66% of the world's total reserves, but because of mine has developed a multi-national has entered the last phase, in addition to the development of Yellowstone Red Star Mine and the mountain winds Jinrui mining ore, 5 years, strontium ore resources are depleted divisions. The development of strontium ore from the Red Star Chongqing Tongliang, large enough to purchase a group associated with mining, self-mine the proportion of equity is only about 20%, but the contrary is a potential super good, the Group's future will be able to follow the example of Chihong Zinc and Germanium and other mining Unit, through the issuance of the mining assets into the Red Star Group in recent years in Guizhou, Sichuan, Shaanxi provinces of massive demand for resources such as mines, has a huge high-quality mining resources, and the development of the Listing Red Star over the past five years, has never had financial capital, just to catch up with the current The "value into the" boom, if additional, Red Star have developed up to the light than Yang is also fierce, as strontium ore resources of rare ah!
Rare metals like strontium only sell to the steel price, which is not reasonable, as global demand has increased several folds strontium, strontium price of the future will be conducted entirely doubling up retaliatory Quotes. Red Star development in this year's strontium price "depressed," we can still maintain a decent performance, if next year's price surge strontium, plus the ability to sell 10 times the price to open the market of electronic grade strontium carbonate, but also additional acquisition of the Group's mining assets, which Red Star are fully developed and could become next year's Baoji Titanium and Chihong Zinc and Germanium, the authentic resource stocks are now at a historic bottom of the region, opportunities are very rare, do not miss yo
