In the past five years, the total amount of mining control indicators for rare earth ore and tungsten mines has not changed much. In contrast, whether it is rare earth or tungsten concentrate, the mining index in 2018 is significantly higher than before, up 14% and 9.5% respectively.
Affected by the “review” action of the environmental verification in the first half of the year and the continuous rectification of the industry, some rare earth separation enterprises were forced to shut down, resulting in shrinking supply and benefiting the price of rare earth. As of the end of June 2018, the price of rare earth lanthanum oxide was 340,000 yuan / ton, up 10% from the beginning of the year 310,000 yuan / ton. The market generally expects that the industry rectification will be more normal and stricter in the second half of the year, and at the same time, the possible acquisition and storage actions (the first meeting of rare earth storage and storage will be held in mid-July), the price of rare earth is expected to continue to improve.
The average monthly price of tungsten concentrate in the first half of 2018 was 110,800 yuan/ton, up by 33,100 yuan/ton from 77,700 yuan/ton in the same period of last year, and an increase of 0.83 million from the monthly average price of 205,000 yuan/ton in the second half of last year. Yuan / ton. The market’s domestic tungsten market forecast for 2018 is basically a steady upward trend. The economy that continues to rise at home and abroad will have a certain increase in demand for tungsten, but the increase in raw material prices will also increase the supply. Therefore, compared with 2017, the supply and demand will be reduced. Considering that the main application field of tungsten is in the field of cemented carbide, sales of excavating machinery in the first half of the year increased by 60% year-on-year, indicating tungsten
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