Ganzhou Rare Earth "Backdoor Scandal" Truth Revealed

From Guangsheng colored to Baotou Steel in the three quarter of last year

Following the re launch of the concept of rare earth in the A share market, the wave of rare and expensive products even swept through nearly 20 listed companies including Chang nine biochemical industry, gannen shares, Zhongjiang real estate and other Jiangxi local stocks.

Reporters found that these markets and the pursuit of "rare earth" has no connection with the rise of listed companies, without exception, has been exposed the same "scandal" - Ganzhou rare earth Mining Co., Ltd. backdoor!

In the process of rapid spread of rumors, the market is not in the rush to catch up and rush into the market, until a listed company clarifies and denies it.

So, "Ganzhou rare earth", which is the most popular "dream lover" in the history of A shares, is exactly what family background is, so what background can it bring to many listed companies?

Look at the phenomenon: the most "dream lover" is born.

Since mid March, a wave of speculation around the "Ganzhou rare earth backdoor" has been quietly approaching, and has spread to nearly 20 listed companies as rapidly as the tsunami.

In March 18th, the Southwest Pharmaceutical Industry and Chang nine biochemical industry, which were the first to be exposed to Ganzhou's rare earth backdoor rumors, were strongly traded.

In March 21st, Southwest Pharmaceutical Industry denied the first time and the stock price fell.

Chang nine biochemistry, which did not respond in time, continued to be hit by the market funds, shrinking and shaking again after a strong trading day after two trading days. It rose by 25.22% in just 4 trading days.

The strong change of stock price forced Chang nine biochemical announcement to clarify.

But things are far from over.

The Internet rumors of "Ganzhou rare earth backdoor", like the epidemic virus, quickly spread among the cold and heavy restructured stocks in the two cities of Shanghai and Shenzhen, affecting the Tong Jun Ge and Taiji industries, which are the Taiji system, but did not cause the stock price performance.

Subsequently, *ST Shanghai Branch, Sinosteel Tianyuan, the Fourth Ring bio, gannen shares, Zhongjiang real estate and a series of stocks have been exposed the same "scandal".

What is interesting is that during the process of denying the hearsay in a listed company, some stocks have activated the stock price which has been flat before.

At the same time, the story of the protagonist Ganzhou rare earth has also been exposed by the media, there is no listing plan.

Look at the essence: why is it true to borrow rumors?

People can not help but ask, what causes the Internet rumors to spread rapidly?

With the above questions, the reporter carried out an in-depth investigation into the background of the main character of the whole event, "Ganzhou rare earth".

Ganzhou rare earth company expects to be listed

In Ganzhou, the local people have a proud saying: "the world's rare earth in China, China's rare earth in Ganzhou."

As we all know, Jiangxi Gannan region is one of the key non-ferrous metal bases in the country, known as "world tungsten capital" and "Rare Earth Kingdom".

According to friends of Ganzhou rare earth circles, in the 90s of last century, three thousand or four thousand large and small rare earth mines in Ganzhou area were found.

In 2004, the local government banned the closure of more than 3000 illegal mining sites. In December of the same year, the 88 mining licenses of 8 rare earth resources counties were integrated into a whole. The Ganzhou municipal government and the counties were jointly organized by the Ganzhou municipal government and the counties to form the Ganzhou rare earth mineral company.

The government supervised the whole process and the market order was completely rectified.

A list of leading enterprises and major projects of three years' strong attack on industrial leading industries in Ganzhou City, which is from the Ganzhou Municipal Industrial and Information Committee of the three years' strong attack industrial implementation, shows that as one of the eight leading enterprises in the rare earth industry of the city, the main business income of Ganzhou rare earth Mining Co., Ltd. in 2009 was 432 million yuan, compared with the target of 3 billion yuan in 2012.

However, relative to the "rare wolf" of Ganzhou rare earths, such as East China rare earth and Xinfeng Xinli, the company called "Ganzhou rare earth" is not very obvious. Even in recent years, the names of Ganzhou rare earths in Ganzhou and Ganzhou local governments are rarely seen.

However, following the listing of Gannan fruit industry (000829, SZ) at the end of 1997, the official landing of Zhang Yuan tungsten industry in Shenzhen last March in the small and medium-sized board of the Ganzhou announced the breakthrough of "zero breakthrough" in the past more than 10 years.

The local government's desire to promote the listing of enterprises is very urgent.

After the successful listing of Zhang Yuan tungsten industry, Ganzhou leaders in July last year stressed that Ganzhou will focus on building Ganzhou's rare earth mineral company and Huawei mineral company's two resource platform to support its entry into the capital market.

In early March this year, the Jiangxi provincial government office issued a "Ganzhou rare earth remediation work plan" further indicated: Ganzhou rare earth listing as one of the main tasks.

The plan points out that we should promote the pformation of Ganzhou rare earth mineral company shareholding system, support its merger and reorganization of enterprises in the industry, and build the company into a conglomerate of mining, smelting, processing, trade and scientific research, and become a national rare earth leader in the south of the country.

From the existing mineral rights of Ganzhou rare earth mineral company, we will take part of the rare earth mining rights to form new enterprises, and buy some rare earth separation processing enterprises to accelerate the listing.

Obviously, a series of actions of the local government have given the market too much expectation of Ganzhou rare earth listing.

The scarcity is the fundamental reason for market speculation.

As the saying goes, false is true and false, sometimes ineffective.

For nearly 20 listed companies have been exposed Ganzhou rare earth backdoor rumors, many market participants were deeply surprised.

Looking back on the hype market of Shanghai and Shenzhen two cities in recent years, the effect of money making is absolutely incomparable with the speculation of other subjects.

In September last year, the rare earth industry and its related stocks set off a huge hype market under the psychological expectations of a series of policies, such as tightening up policies in the national rare earth industry, increasing the number of rare earth permanent magnets and other new energy applications.

Although the speculation in related industries has been coming to an end, the recent development of Tibet intends to invest 200 million yuan into the rare earth industry. The double market after the resumption of trading has once again set off a new round of rare earth treasure hunting games.

A market participant who participated in the current round of rare-earth concept speculation told reporters that after the shares of Guangsheng nonferrous metals and Baotou Steel Rare Earth and other related stocks have been fired up, there are few authentic rare earth shares available for market selection, so the story of "rare earth companies backdoor" is undoubtedly the most attractive, and Ganzhou rare earth backdoor just can best lift its appetite.

"Stock market is originally a story telling", for Ganzhou and Shenzhen two cities frequently appear rumors of rare earth backdoor in Ganzhou, a friend in Ganzhou engaged in rare earth processing and trade to the reporter sighed, "since the rare earth wants to borrow the shell is not that one, then the possibility of this family is great, if not even the family, is there another one?"

But in the final analysis, it is a kind of borrowing from the market's hot money. Is Chang nine biochemistry and other companies not heard of the backdoor rumors of Jiang Wei group?

And it has been passed for several years. "

According to Ganzhou's local rare earths, Ganzhou's rare earth industry has strong comprehensive strength mainly in East Asia, East magnetic, red gold and Dahua and Chenguang rare earth companies, but red gold rare-earth, Dahua rare earth and Ganzhou rare earth enterprises are incorporated by five state-owned enterprises, such as Minmetals, China, jiangwun and Guangsheng. Ganzhou rare earth is more likely to be a docking platform for attracting investment.