After chatting with the proprietress of the barbecue restaurant for a while, seeing that the proprietress was busy entertaining other guests, Tang Hao turned his head and asked seriously: "Ding Xu, have you thought about what stocks to buy when you buy the bottom?" ”

"It hasn't been finalized yet, but in the long term, I'm still more optimistic about Baotou Steel's rare earth stocks!" Ding Xu replied.

"Are you so optimistic about Baotou Steel rare earth? Still ready to fry it? Tang Hao pushed his glasses, squinted his small eyes and said, "Although I only speculated in stocks for two months during the summer vacation, I have also heard a saying, don't fall in love with stocks!" You don't blindly like Baotou Steel Rare Earth just because you have earned eight times as much as it. ”

"Not blind at all." Ding Xu said with a smile, "One of the most stable ways to make money in stock trading in China is to adhere to the investment principle of 'high monopoly and high growth', and its core focus is on scarce and monopoly resources and technology varieties." For example, some regulated pharmaceutical, liquor and mineral resources, because others cannot compete and have a monopoly, can ensure sufficient profits and a good return on assets. This includes the unique liquor resources of Kweichow Moutai, as well as the very scarce and precious resources of rare earths! ”

"I also know that rare earth is a treasure, but it was sold to foreign countries by us Chinese at a low price of cabbage, and then bought back at the price of gold, what a tragedy." Tang Hao took a big sip of beer, shook his head and sighed.

Hearing this big truth, Ding Xu suddenly felt a little depressed. He also poured a glass of wine, drank it in one gulp, and then was silent for a long time, and finally said softly: "So I am firmly optimistic about Baotou Steel's rare earth, its future rare earth deep processing capacity, and its profitability and exhibition prospects!" ”

Ding Xu's sentence is also a conclusion that has been studied for a long time, and he has repeatedly discussed it with some stockholders in the stock bar, which can be regarded as a more reliable conclusion——

Compared with European and American countries, China's scientific and technological innovation ability is relatively weak, but because of its vast land and abundant resources, China also has many advantages, such as having a lot of non-renewable scarce resources, rare earth is a typical representative.

Rare earth is generally separated in the state of oxide, although the reserves on the earth are very huge, but the smelting and purification is difficult, it is relatively rare, so the name rare earth, has the reputation of "industrial vitamin".

In recent years, rare earths have been widely used in petroleum, chemical industry, metallurgy, textile, ceramics, glass, permanent magnet materials and other fields, and have become indispensable in industrial production and have become extremely important strategic resources.

The production of rare earths is easy to cause environmental pollution, and rare earths are non-renewable, so Japan, the United States and other countries do not mine their own rare earth resources, leave them for future generations, and step up the use of various channels to purchase rare earths from China. Among them, the rare earth mines in the United States have ceased production, while Japan has a large amount of rare earth ore purchased from China on the seabed.

This has created a strange phenomenon: China accounts for 23% of the world's rare earth resources and is responsible for more than 9o% of the world's rare earth market supply.

As a result, China's rare earth resources are rapidly decreasing, and it is estimated that China's rare earth resources are only enough for a few decades at most, and it will have to import rare earths from abroad in the future.

What's even more puzzling is that although China sells a large number of rare earths, in the period from 2oo2 to 2oo5, China actually sells such a precious resource as cabbage and carrots, and the export price of rare earths per kilogram is less than 2o US dollars, while foreigners process rare earths and sell them back to Chinese companies, and the price can reach more than 1ooo US dollars per kilogram.

Selling at a low price and buying back at a high price not only did not really create economic benefits, but also caused irreparable environmental pollution, and this business was a loss!

Over the years, countless people of insight have been calling for the sale of rare earths at a low price, because the export price of rare earths is too low, and even compared with the corresponding environmental protection costs.

This is because a large part of rare earths are stolen and smuggled abroad, and these rare earths are basically sold when they are made of money, regardless of the price. Coupled with the deliberate price reduction of Western countries, the price of rare earths has become the price of cabbage.

Ironically, after the frenzied predatory procurement of Western countries, our descendants have to face the terrible situation of depleted resources and no rare earths available, and I am afraid that we will have to buy rare earths abroad at sky-high prices.

It's a pity that until 2oo8, the high-level protection of rare earths is still mostly verbal and literal, and there are few substantive actions. Even the problem of illegal mining and smuggling of rare earths, which the rare earth industry urgently needs to be solved, is still rampant.

However, Ding Xu believes that under the call of all sectors of society, the protection of rare earths will sooner or later be highly valued by the state, and the land and resources department will gradually strengthen the management of rare earth minerals, such as adopting the rationalization of some experts such as "controlling the total amount of rare earth mining and restricting exports" to effectively protect rare earth resources.

Although the action is a little slow, judging from various sources, the national level is indeed paying more and more attention to the protection of scarce resources, and the management of rare earths will be greatly strengthened sooner or later. After the introduction of such rare earth protection measures, it will be more difficult for Western countries to obtain China's rare earths at low prices as in the past, and the prices of rare earths in the international market will also skyrocket, and the long-term bullish trend of rare earth stocks can be expected.

Of course, Baotou Steel Rare Earth is not a resource company, but a rare earth processing enterprise, and its main business is "rare earth concentrate, rare earth deep processing products, rare earth new materials production and sales; the development, production and sales of rare earth high-tech application products", so it will not directly benefit from the increase in the price of rare earths. But even so, it will greatly benefit from the boom in the rare earth industry. As long as the price of rare earths skyrockets, the rare earth sector will strengthen significantly, and it will be easy to make money on such stocks.

In addition, because the current unreasonable model of selling rare earths has been highly valued by the high-level, according to the laws of the economy, companies like Baotou Iron and Steel Rare Earth will inevitably change the processing mode in the future, from rough processing to deep processing, and then process rare earths into corresponding rare earth products, and then sell them abroad, so as to greatly increase profits and tap the due value of rare earths. In this way, the future profit increase of Baotou Steel Rare Earth will also be more guaranteed.

Of course, take 10,000 steps back, even if there is no breakthrough in the technology of rare earth deep processing, and profits cannot be improved, as long as the price of rare earth can rise, Baotou Steel rare earth is likely to be speculated again, after all, it is a small-cap stock with only more than 400 million outstanding shares and good industry prospects, which is easy to get the favor of funds.

Taking another 10,000 steps back, even if these prerequisites are flawed, there is an inherent requirement for a sharp rebound just from the fact that the market and Baotou Iron and Steel rare earths have fallen by two-thirds. Therefore, at this time, buying Baotou steel rare earths may not be copied at the lowest point, but as long as it is stable, there should be no problem with making a profit.

"Okay, let's get it!" Listening to Ding Xu's analysis here, Tang Hao threw the chicken bones on the ground and said viciously, "Buy it when the National Day is over!" ”

"Don't worry, the market and Baotou Steel rare earth have risen too much recently, and there should be a pullback after the National Day, let's see." As I said earlier, I've been waiting for a clear reversal signal to make sure nothing goes wrong. ”

Ding Xu looked at the lights of thousands of homes across the river, breathed a sigh of relief, and then said, "This signal must be a substantial positive for the economy and the stock market, it can be the central government's economic stimulus policy, or it can be a signal that China's economy has begun to come out of the financial crisis in an all-round way, but it must be strong enough to stimulate the economy to strengthen, not just a symbolic rescue signal, such as the one-way collection of stamp duty like last week." Until then, there is only one thing I have to do, and that is to wait, to wait patiently like a hunter waiting for his prey to step into range! ”

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