<h1>重磅:2016中国稀土行业前瞻</h1>
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	<span>2015-12-28 9:44:21</span>来源：<span>中华网投资</span>作者：<span></span>
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			<li><b class="v2_content_ico04">导读：</b></li>
			<li>2015年，中国经济在以改革创新驱动实现产业转型升级，中国稀土行业经历了出口政策调整、六大稀土集团整合、市场价格触底、打黑整顿等局势转变和升级;伴随着政策、经济和市场环境的变化，2016年中国稀土行业将在改革创新中迎来更多的机遇和挑战。</li>
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			<li><b class="v2_content_ico05">关键字：</b></li>
			<li>稀土  风电</li>
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	<div class="over_x"><p style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">岁月总是在市场低迷中更显恒长，在即将走完</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2015</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年最后一个月的时候来回顾及展望未来的一年，<b>稀土</b>产业虽没有出现波澜壮阔的事件，但是在我们南交所稀土产品交易中心主办的</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">&ldquo;2015</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">稀土</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">&middot;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">前瞻会</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">&rdquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">上的几个趋势发布基本得到了市场验证。在全球逐步迈入工业</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">4.0</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">的背景下，中国制造</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2025</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">也开始在</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">&ldquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">十三五</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">&rdquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">进入政策黄金期。处于改革转型期新常态的中国经济，需要发展稀土广泛应用的新能源、新材料、航空航天、电子信息、生物技术、节能环保等高科技产品，这也正是战略新兴产业的发展方向。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2015</span><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年，中国经济在以改革创新驱动实现产业转型升级，中国稀土行业经历了出口政策调整、六大稀土集团整合、市场价格触底、打黑整顿等局势转变和升级</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">伴随着政策、经济和市场环境的变化，</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2016</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年中国稀土行业将在改革创新中迎来更多的机遇和挑战。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><strong style="outline: invert none medium"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun; mso-bidi-font-family: 宋体">2015</span></strong><strong><span style="font-size: 10.5pt; color: #333333; font-family: 宋体; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年稀土行业大事回顾</span></strong><strong><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun; mso-bidi-font-family: 宋体">&mdash;&mdash;</span></strong><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><strong style="outline: invert none medium"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun; mso-bidi-font-family: 宋体">1.</span></strong><strong><span style="font-size: 10.5pt; color: #333333; font-family: 宋体; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">重要政策法规</span></strong><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><strong style="outline: invert none medium"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun; mso-bidi-font-family: 宋体">(1)</span></strong><strong><span style="font-size: 10.5pt; color: #333333; font-family: 宋体; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">稀土行业</span></strong><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">出口政策：经国务院批准</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">,</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">商务部决定从</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="1" month="1" year="2015"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">1</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">1</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">开始取消稀土出口配额</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;<st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="1" month="1" year="2015">1<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">月</span></span>1<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">日</span></span></st1:chsdate><span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，执行《</span>2015</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年出口许可证管理货物分级发证目录》，稀土许可证由特办签发，稀土的报关口岸限定为天津海关、上海海关、青岛海关、黄埔海关、呼和浩特海关、南昌海关、宁波海关、南京海关和厦门海关</span></font><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;<st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="29" month="4" year="2015">4<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">月</span></span>29<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">日</span></span></st1:chsdate><span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">海关总署公告，自</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="1" month="5" year="2015">5<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">月</span></span>1<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">日起</span></span></st1:chsdate><span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">取消稀土出口关税。</span><o:p></o:p></span></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">税率改革：</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="28" month="4" year="2015"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">4</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">28</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，国务院常务会议决定从</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="1" month="5" year="2015"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">5</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">1</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日起</span></st1:chsdate><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，将稀土、钨、钼资源税由从量计征改为从价计征，并按照不增加企业税负的原则合理确定税率。同时，进一步清理和规范收费，将稀土、钨、钼的矿产资源补偿费费率降为零，停止征收相关价格调节基金，取缔省以下地方政府违规设立的相关收费基金并研究建立矿产资源权益金制度。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">资金补贴：国家工信部及国家财政部继续执行</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2014 </span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">5</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月发布的《国家物联网发展及稀土产业补助资金管理办法》</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">赣州、包头两地政府对钕铁硼企业实施政策补贴。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">指令计划：国家工信部稀土办继续执行</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2012</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年《稀土指令性生产计划管理暂行办法》。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">资源管控：</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="20" month="11" year="2015"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">11</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">20</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，中国国土资源报报道，国土资源部发出《关于规范稀土矿钨矿探矿权采矿权审批管理的通知》，作出一系列新规定。一是继续暂停受理新的稀土矿勘查、稀土矿开采和钨矿开采登记申请，允许</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">3</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">类情形例外</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">二是严格稀土矿探矿权采矿权转让管理</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">三是严格稀土矿钨矿采矿权延续管理</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">四是凡涉及共伴生资源开采的，应将稀土矿、钨矿开采纳入总量控制指标管理，超指标开采的应进行储备，不得销售。不具备储备条件或储备能力不足的，不得扩大矿区范围、扩大生产能力</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">五是属离子型稀土矿床类型的，按低风险类矿产有关规定管理</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">六是完善稀土矿钨矿探矿权保留政策。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">打黑整顿：国土资源部、工信部、公安部、国土部等八部委联合发文，决定自</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2014</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">10</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月至</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="31" month="3" year="2015"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2015</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">3</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">31</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">开展打击非法稀土开采、生产、流通、出口等四个环节的违法违规行为的专项行动。根据执行方案，专项行动将分为自查期</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">(<st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="10" month="10" year="2014">2014<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">年</span></span>10<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">月</span></span>10<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">日</span></span></st1:chsdate><span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">至</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="25" month="11" year="2015">11<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">月</span></span>25<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">日</span></span></st1:chsdate>)</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">、整改期</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">(<st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="26" month="11" year="2015">11<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">月</span></span>26<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">日</span></span></st1:chsdate><span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">至</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="31" month="1" year="2015">2015<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">年</span></span>1<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">月</span></span>31<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">日</span></span></st1:chsdate>)</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">、验收期</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">(<st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="1" month="2" year="2015">2015<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">年</span></span>2<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">月</span></span>1<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">日</span></span></st1:chsdate><span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">至</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="31" month="3" year="2015">3<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">月</span></span>31<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">日</span></span></st1:chsdate>)</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">三个阶段进行</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;<st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="29" month="10" year="2015">2015<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">年</span></span>10<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">月</span></span>29<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">日</span></span></st1:chsdate><span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，工信部下发关于《整<span lang="EN-US">顿以</span></span>&ldquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">资源综合利用</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">&rdquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">为名加工稀土矿产品违法违规行为的通知》，相关部门于</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="1" month="11" year="2015"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">11</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">1</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">至</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="20" month="11" year="2015"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">11</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">20</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">对全国各企业现场检查</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;<st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="21" month="11" year="2015">11<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">月</span></span>21<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">日</span></span></st1:chsdate><span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">至</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="20" month="12" year="2015">12<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">月</span></span>20<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">日</span></span></st1:chsdate><span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">进行全面整顿查处。组织人员兵分</span>5</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">组，其中江西</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">3</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">组，广东和湖南各</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">1</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">组，江苏和安徽各</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">1</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">组，联合开展稀土严打行动。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">行业标准：</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="8" month="5" year="2015"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">5</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">8</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，国务院关于印发《中国制造</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2025</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">》的通知，加快民用爆炸物品、危险化学品、食品、印染、稀土、农药等重点行业智能检测监管体系建设，提高智能化水平</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;7</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月，工信部批准</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">543</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">项行业标准，其中</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">项涉及稀土，自</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="1" month="1" year="2016"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2016</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">1</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">1</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日起</span></st1:chsdate><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">开始实施</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;<st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="31" month="7" year="2015">7<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">月</span></span>31<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">日</span></span></st1:chsdate><span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">国家<span lang="EN-US">标准化管理委员会发布了《</span></span>2015</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年第二批国家标准制修订计划》，其中涉及稀土行业的有</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">3</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">项</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;<st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="29" month="10" year="2015">10<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">月</span></span>29<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">日</span></span></st1:chsdate><span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，工业和信息化部公布了</span>902</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">项行业标准，其中包括</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">5</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">项稀土行业标准，均涉及废旧稀土回收，从</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="1" month="3" year="2016"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2016</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">3</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">1</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日起</span></st1:chsdate><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">开始实施。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><strong style="outline: invert none medium"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun; mso-bidi-font-family: 宋体">(2)</span></strong><strong><span style="font-size: 10.5pt; color: #333333; font-family: 宋体; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">应用行业</span></strong><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><b>风电</b>：</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2015</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年政府工作报告发布以来，风电等清洁能源持续借得政策</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">&ldquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">东风</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">&rdquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，新电改方案、能源局特急文件等系列支持先后出台</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">全国多地积极响应，推可再生能源电力配额制</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">财政部发布通知，自</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="1" month="7" year="2015"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2015</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">7</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">1</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日起</span></st1:chsdate><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，中国政府对纳税人销售自产的利用风力生产的电力产品，实行增值税即征即退</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">50%</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">的政策。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">新能源汽车：</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2015</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年上半年，国家部委新出台了近</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">10</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">项鼓励支持新能源汽车行业发展的政策，内容包括减免新能源车船购置税、开放电动乘用车准入等。下半年，政策更是紧锣密鼓的出台，从环保、生产和消费三个维度支持新能源汽车发展。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="29" month="4" year="2015"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">4</span><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">29</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></font></st1:chsdate><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，财政部、科技部、工信部和国家发改委联合发布《关于</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2016-2020</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年新能源汽车推广应用财政支持政策的通知》，公布了</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2016</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年到</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2020</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年的新能源汽车推广应用补助政策。《通知》特别明确了补贴退坡标准，</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2017-2018</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年补助标准在</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2016</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年基础上下降</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">20%</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2019-2020</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年补助标准在</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2016</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年基础上下降</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">40%</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p class="MsoNormal" align="left" style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt; text-align: left; mso-pagination: widow-orphan"><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="8" month="5" year="2015"><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">5</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">8</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，国务院发布《中国制造</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">2025</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">》，要求继续支持电动汽车、燃料电池汽车发展，掌握汽车低碳化、信息化、智能化核心技术，提升动力电池、驱动电机、高效内燃机、先进变速器、轻量化材料、智能控制等核心技术的工程化和产业化能力，形成从关键零部件到整车的完整工业体系和创新体系，推动自主品牌节能与新能源汽车同国际先进水平接轨。</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p>
<p class="MsoNormal" align="left" style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt; text-align: left; mso-pagination: widow-orphan"><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="4" month="6" year="2015"><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">6</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">4</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，发改委、工信部联合发布《新建纯电动乘用车企业管理规定》，自</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="10" month="7" year="2015"><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">7</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">10</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">起实施，明确新建企业投资项目的投资总额和生产规模不受《汽车产业发展政策》有关最低要求限制。</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p>
<p class="MsoNormal" align="left" style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt; text-align: left; mso-pagination: widow-orphan"><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="23" month="9" year="2015"><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">9</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">23</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，国务院常务会议讨论部署加快电动汽车充电基础设施和城市停车场建设</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">;<st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="29" month="9" year="2015">9<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">月</span></span>29<span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun"><span lang="EN-US">日</span></span></st1:chsdate><span lang="EN-US" style="font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，国务院常务会议再次确定支持新能源和小排量汽车的发展措施。</span><o:p></o:p></span></p>
<p class="MsoNormal" align="left" style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt; text-align: left; mso-pagination: widow-orphan"><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="9" month="10" year="2015"><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">10</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">9</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，国务院办公厅印发《关于加快电动汽车充电基础设施建设的指导意见》。</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">10</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月份前后左右，国务院密集出台了一系列示好新能源汽车的文件。比如：各地不得对新能源车限行限购，国家继续实行补贴</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">;</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">新建住宅停车位建设或预留安装充电设施的比例应达到</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">100%</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，大型公共建筑物、公共停车场不低于</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">10%;</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">积极推动充电桩标准的制定。对于未来的规划，《关于加快电动汽车充电基础设施建设的指导意见》指出，拟到</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">2020</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年，基本建成适度超前、车桩相随、智能高效的充电基础设施体系，满足超过</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">500</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">万辆电动汽车的充电需求。</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p>
<p class="MsoNormal" align="left" style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt; text-align: left; mso-pagination: widow-orphan"><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="1" month="12" year="2015"><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">12</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">1</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，国家税务总局发布《车船税管理规程</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">(</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">试行</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">)</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">》公告，并将于</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="1" month="1" year="2016"><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">2016</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">1</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">1</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">起施行。此次国税总局发布的《规程》指出，税务机关、保险机构、代征单位应当严格执行财政部、国家税务总局、工业和信息化部公布的节约能源、使用新能源车船减免税政策，对不属于车船税征税范围的纯电动乘用车和燃料电池乘用车，应当积极获取车辆的相关信息予以判断，对其征收了车船税的应当及时予以退税。</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p>
<p class="MsoNormal" align="left" style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt; text-align: left; mso-pagination: widow-orphan"><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">此外，各级地方政府的新能源汽车扶持政策也不断加码，补贴、充电设施等配套政策也逐步推出。</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p>
<p class="MsoNormal" align="left" style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt; text-align: left; mso-pagination: widow-orphan"><b><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">2.</span></b><b><span style="color: #333333; font-family: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">行业企业运营</span></b><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p>
<p class="MsoNormal" align="left" style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt; text-align: left; mso-pagination: widow-orphan"><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">六大集团整合：</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">1</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月，工信部表示六大稀土集团将在</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">2015</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年底前完成整合，形成</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">&ldquo;1+5&rdquo;</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">格局，组建成南北阵营两家大型稀土集团。</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="12" month="10" year="2015"><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">10</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">12</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，中铝组建大型稀土企业集团工作通过工信部验收。</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p>
<p class="MsoNormal" align="left" style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt; text-align: left; mso-pagination: widow-orphan"><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">上市公司运营：</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">2015</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年，稀土材料市场行情持续低迷，导致稀土企业的盈利能力出现了快速恶化。</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">A</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">股稀土上游上市公司的毛利率，基本上均在</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">2015</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年上半年出现了下滑，</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">3</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">季度稀土价格又出现一波加速探底，导致毛利率继续恶化。在连续亏损状态下，五矿稀土等六大稀土集团先后加入限产保价阵营，以缓解市场供需矛盾。五矿稀土、厦门钨业、广晟有色三季报纷纷呈报大幅亏损。与之相反，其他稀土永磁产业链的企业经营状况表现良好，宁波韵升、正海磁材、横店东磁、科力远、中科三环等上市公司订单基本饱和，业绩出现同比大幅增长，行业活力呈现，去库存及国家政策导流下的行业复苏明显。</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p>
<p class="MsoNormal" align="left" style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt; text-align: left; mso-pagination: widow-orphan"><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">企业资本运作</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">:</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">随着</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">5+1</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">稀土集团的加速整合，稀土永磁产业链也拉开了资本运作的盛宴，多家上市公司纷纷通过资本市场发力实现改革及产业并购扩张。</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">2015</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年，广晟有色、盛和资源、五矿稀土、宁波韵升、太原刚玉等都有并购、定增募资等动作，尤其盛和资源重组兼并表现甚为亮眼。此外，龙钇科技、赣州诚正、海天磁业在新三板挂牌。越来越多的企业也因看好稀土产业的前景，投资入股稀土企业。</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p>
<p class="MsoNormal" align="left" style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt; text-align: left; mso-pagination: widow-orphan"><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">稀土产业金融服务凸显：</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">2015</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年，稀土电子交易平台的发展也开始崭露头角。其中南交所稀土交易中心日均交易量已接近</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">1</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">亿元。目前此平台已上线</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">16</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">种稀土氧化物，通过该交易平台率先推出</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">&ldquo;</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">上游氧化物质押融资</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">&rdquo;</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">、</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">&ldquo;</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">下游企业订单融资</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">&rdquo;</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">两个稀土产业金融服务产品，创新性为激活中国稀土企业氧化物库存及促进下游稀土运用商扩大生产，可实现稀土产品上下游联动发展，激活产业动能。企业还可根据交易平台呈现的现货价格来判断市场供需情况，并据此安排生产，然后再通过线上采购、销售来调节供需，进而获得丰厚利润。该平台在</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">2015</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年针对稀土企业推出产品质押融资和稀土贸易贷业务，针对企业买卖货物所需资金来提供贷款融资服务。</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p>
<p class="MsoNormal" align="left" style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt; text-align: left; mso-pagination: widow-orphan"><b><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">3.</span></b><b><span style="color: #333333; font-family: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">市场行情回顾</span></b><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p>
<p class="MsoNormal" align="left" style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt; text-align: left; mso-pagination: widow-orphan"><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">2015</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年以来，国内个别稀土氧化物价格下跌幅度已经超过</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">60%(</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">氧化铕</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="4" month="12" year="2015"><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">12</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">4</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">价格为</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">62.5</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">万</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">/</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">吨，下跌幅度</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">62%)</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，截至</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="4" month="12" year="2015"><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">2015</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">12</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">4</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">日</span></st1:chsdate><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">稀土氧化物市场报价：氧化镧</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">10650</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">元</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">/</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">吨，氧化铈</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">10150</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">元</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">/</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">吨，氧化镨</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">310000</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">元</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">/</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">吨，氧化钕</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">260000</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">元</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">/</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">吨，氧化镨钕</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">266500</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">元</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"> /</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">吨，金属钕</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">315000</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">元</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">/</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">吨，氧化铽</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">2500</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">元</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">/</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">千克，氧化镝</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">1380</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">元</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">/</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">千克。稀土氧化物市场价格不断击穿底部，氧化铕的价格跌回十年前。</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt; text-align: center; mso-pagination: widow-orphan"><b><span style="color: #333333; font-family: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">图表</span></b><b><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">1 2005-2015</span></b><b><span style="color: #333333; font-family: 宋体; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年氧化铈、氧化镝日价格趋势</span></b><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="background: white; margin: 0cm 0cm 15pt; line-height: 18.9pt; text-align: center; mso-pagination: widow-orphan"><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><v:shapetype id="_x0000_t75" stroked="f" filled="f" path="m@4@5l@4@11@9@11@9@5xe" o:preferrelative="t" o:spt="75" coordsize="21600,21600"><v:stroke joinstyle="miter"></v:stroke><v:formulas><v:f eqn="if lineDrawn pixelLineWidth 0"></v:f><v:f eqn="sum @0 1 0"></v:f><v:f eqn="sum 0 0 @1"></v:f><v:f eqn="prod @2 1 2"></v:f><v:f eqn="prod @3 21600 pixelWidth"></v:f><v:f eqn="prod @3 21600 pixelHeight"></v:f><v:f eqn="sum @0 0 1"></v:f><v:f eqn="prod @6 1 2"></v:f><v:f eqn="prod @7 21600 pixelWidth"></v:f><v:f eqn="sum @8 21600 0"></v:f><v:f eqn="prod @7 21600 pixelHeight"></v:f><v:f eqn="sum @10 21600 0"></v:f></v:formulas><v:path o:connecttype="rect" gradientshapeok="t" o:extrusionok="f"></v:path><o:lock aspectratio="t" v:ext="edit"></o:lock></v:shapetype><v:shape id="_x0000_i1025" alt="" type="#_x0000_t75" style="width: 404.25pt; height: 330pt"></v:shape><o:p></o:p></span></p>
<p class="MsoNormal" align="left" style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt; text-align: left; mso-pagination: widow-orphan"><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">稀土价格堕入历史大底，企业盈利加速恶化。一季度主要由于稀土收储、资源税改革以及配额、关税取消等相关事件催化，稀土价格曾出现普涨</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">;</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">但由于收储迟迟未到，以及下游需求的走弱，二季度稀土价格开始回落</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">;</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">三季度以来，全球大宗商品均出现了广泛的快速杀跌，主要源于美国加息预期、中国经济放缓、人民币贬值等一系列因素，稀土价格也出现了一波快速的探底过程，大部分产品价格跌幅在</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">5%-25%</span><span style="color: #333333; font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">区间。</span><span lang="EN-US" style="color: #333333; font-family: Simsun; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p>
<p style="background: white; margin: 0cm 0cm 0pt; text-indent: 24pt; line-height: 18.9pt"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2016</span><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年，稀土企业生产指令性计划指标将维持现状，不会有新的产能审批通过</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">新产品开发和合作推广应用会成为企业经营的重点。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">随着六大稀土集团的加速整合，其控制力及影响力已形成一定的规模效应，适当的时候会形成合力。在每年指令性生产指标下达前后、以及旺季期间，市场相对活跃。加之稀土打黑累加效应、年度收储等常态利好坐镇，稀土行业及市场回暖势在必行。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2016</span><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年，钕铁硼磁钢的原材料镨钕系、镝系等产品价格重心必将上移</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">也有可能出现在价格超跌过后持续上涨的黑马品种。同时，考虑到供需关系和改革红利的释放，稀土价格要实现真正的企稳回升，并正式步入长线上升趋势，预计要到</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2016</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年三季度末。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><strong style="outline: invert none medium"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun; mso-bidi-font-family: 宋体">5.2016</span></strong><strong><span style="font-size: 10.5pt; color: #333333; font-family: 宋体; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年稀土出口保持稳增</span></strong><strong><span style="font-size: 10.5pt; color: #333333; font-family: Simsun; mso-bidi-font-family: 宋体"> </span></strong><strong><span style="font-size: 10.5pt; color: #333333; font-family: 宋体; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，主要需求领域高速增长</span></strong><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">尽管美国、欧洲各国乃至全球经济复苏乏力，稀土材料的国际需求依然保持着稳定的增长，尤其是更具中国特色的中重稀土氧化镝、氧化铽等产品，出口增幅巨大，海外需求较大。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2016</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年，中国稀土的出口量增幅预计在</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">20%</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">左右。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">应用行业如风电、新能源汽车、电动代步车、智能手机、穿戴电子、传感器有着较好的发展预期，尤其是风电、新能源汽车、传感器行业得到政策的持续支持。风电</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">&ldquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">十三五</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">&rdquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">规划工作重点将保持政策稳定性，同时给予资金支持，确保风电开发企业有合理的利润，协调电力系统调度运行和相关电改政策落地</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">新能源汽车则被</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">&ldquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">十三五规划建议</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">&rdquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">中点名发展并且量化</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">传感器将受益于智能制造和物联网的发展。这些行业的产品应用均离不开钕铁硼磁钢，其原材料氧化镨钕、氧化镝、氧化铽、氧化钆、氧化钬的需求应该能保持高速增长。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">可用于助燃化石燃料、工业废气和汽车尾气处理的稀土氧化物，也可能会收获意外的惊喜，迎来需求的陡增和价格超预期的上涨。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><strong style="outline: invert none medium"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun; mso-bidi-font-family: 宋体">6.</span></strong><strong><span style="font-size: 10.5pt; color: #333333; font-family: 宋体; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">国企改革和产业链扩张要求，企业兼并重组更加活跃</span></strong><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">国务院印发的《关于深化国有企业改革的指导意见》中指出，主业处于充分竞争行业和领域的商业类国有企业，原则上都要实行公司制股份制改革，积极引入其他国有资本或各类非国有资本实现股权多元化，国有资本可以绝对控股、相对控股，也可以参股，并着力推进整体上市。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">对于一个企业来讲，本身就有发展的要求。在当前的经济环境下，扩大产业链是最好的扩张方式，这样同时能解决部分原材料采购和产品销售问题，资源型企业扩张尤其适合投资深加工产品。而处于稀土下游的钕铁硼行业，产能极度过剩，去产能化是急需解决的问题，很多资质差的小企业面临淘汰或被收购，因此并购重组依然是行业发展的重头戏，导致新一轮行业洗牌。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">随着资本市场的关注和升温，稀土企业始从传统产业、新兴产业、金融、互联网四个领域联合跨界，撬动行业转型升级。稀土行业新贵凯利稀土投资控股也将在稀土产品证券化、稀土产品定向收储及供应链金融、稀土新技术开发等领域展开系列动作。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><strong style="outline: invert none medium"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun; mso-bidi-font-family: 宋体">7</span></strong><strong><span style="font-size: 10.5pt; color: #333333; font-family: 宋体; mso-bidi-font-family: 宋体; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">、进一步探寻稀土期货交易的可行性研究。</span></strong><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">在</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">11</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">月中旬召开的中央财经领导小组第十一次会议上，习近平主席再次强调推进改革要坚持社会主义市场经济方向。在今年访美期间的演讲中，习近平强调，我们坚定不移坚持市场经济改革方向，将继续在市场、财税、金融、投融资、价格、对外开放、民生等领域集中推出一些力度大、措施实的改革方案。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">发展市场经济的重要内容之一，就是实现商品价格透明化、市场化。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">众所周知，很多原材料产品都实现了期货和现货的电子盘定价，形成了纯粹市场化运行机制。而中国是全球稀土最大的供应和消费大国，主导一个大众参与的稀土期货交易市场应该不是什么难题。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2015</span><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年以来，随着</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">&ldquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">互联网</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">+&rdquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">概念的提出，稀土金融交易平台的发展备受关注，国家也在进一步探寻稀土期货交易的可行性。作为大宗商品新型商业模式，电子交易平台赋予了商品金融属性，在商品贸易发达的西方国家，通过交易所完成的大宗商品购销率提升至</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">30%</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">以上，并逐渐成为贸易、采购、定价的三合一平台。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2016</span><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年，随着南交所稀土交易中心等交易平台的成熟运营，更多的民间资本会加入稀土产业，越来越多的新金融服务业务将推出为稀土企业服务。而对于稀土企业来说，在新的市场竞争环境下，需要利用多元化的方式提高企业资本运营能力，提高市场竞争力。企业需要合理运用资本运营杠杆，盘活资产，保持充裕的流动资金</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">并实现最小的成本获得最大的盈利，同时达到企业快速扩张的目的。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">最后，引用习主席用典，汤之《盘铭》曰</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">:&ldquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">苟日新，日日新，又日新</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">&rdquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">，意思是从动态的角度来强调不断革新，加强思想革命化的问题关键。这不仅是一席思想的盛宴，更是强调改革创新对于经济的发展、对于企业的发展的重要性。</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></font></p>
<p style="background: white; margin: 0cm 0cm 0pt; word-spacing: 0px; text-indent: 24pt; line-height: 18.9pt; orphans: auto; widows: auto; webkit-text-stroke-width: 0px; outline: invert none medium"><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">2016</span><font face="宋体"><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">年，也是</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">&ldquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">十三五</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">&rdquo;</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">开局之年，稀土行业注定要在改革创新中深化发展、破茧成蝶，成为稀土产学研</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">+</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">互联网</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">+</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">资产金融化</span><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun">+</span><span style="font-size: 10.5pt; color: #333333; mso-ascii-font-family: Simsun; mso-hansi-font-family: Simsun">产品证券化的综合体。</span></font><span lang="EN-US" style="font-size: 10.5pt; color: #333333; font-family: Simsun"><o:p></o:p></span></p>
<p>&nbsp;</p>
<p>(关键字：稀土  风电)</p></div>
	<div class="v2_comtent_info04">（责任编辑：00886）</div>