Abstract The layout of institutions represented by fund managers is rapidly spreading from the traditional rare earth sector, and funds are being distributed to other rare resource types with strategic significance. The speculation of graphite, diamond, fluorite and kaolin by institutional investors this year seems to imply...

The layout of the organization represented by the fund manager is rapidly spreading from the traditional rare earth sector, and the funds are being diversified into other rare resource types with strategic significance. The speculation of graphite, diamond, fluorite, and kaolin by institutional investors this year seems to imply that fund managers are in the process of developing another theme investment.

Rare metal stocks rose, the fund was profitable [41.90 -1.30%] thick

In the strong rebound of the A-share market on Wednesday, the rare metal sector was strong, and the rare earth plate rose first in the Shanghai and Shenzhen stock markets. Zhongke Sanhuan [26.65 -4.79%], Baotou Steel Rare Earth [84.70 -5.98%], and Guangqi Nonferrous [74.40 -1.89%] of the rare earths rose 6%, 7%, and 10% respectively. The development of Tibet, which intends to enter the rare earth, [19.18 9.98%] is also a strong daily limit. The fourth quarter report of 2010 disclosed by the fund showed that a group of domestic fund companies had greatly intervened in the rare earth plate represented by Baotou Steel Rare Earth in the fourth quarter of last year.

It is also expected that the small metal varieties such as manganese, lithium and tungsten will be stimulated by funds. On Wednesday, Jinrui Technology [24.92 -1.46%], which is mainly engaged in electrolytic manganese, rose more than 5%, Xiamen tungsten industry in the tungsten field [48.24 -5.36%], and Zhangyuan tungsten industry [35.32 -4.05%] rose nearly 7%. “Some varieties such as rare earth and lithium are still very valuable in investment for a long time, but the crazy speculation in the early stage has also caused the stock prices of these varieties to rise sharply. This also makes some profitable funds turn to find other similar themed varieties.” The research director of the joint venture fund company admitted to the Shanghai Securities News that it is time to look for those varieties with more obvious industrial significance, better pricing power and relatively reasonable valuation.

While rare metals continue to enjoy the stock's madness, there are signs that although rare metals are favored by some institutions, the cumulative increase has given some fund managers the incentive to take profits, and some can replace such rare resources. The variety of the theme is just around the corner.

Rare non-metallic stocks have changed

In the rare non-metallic listed companies in the fields of graphite, diamond, fluorite, refractory clay, kaolin, etc., the collective change since February this year may hint at the trend of the organization. Fire-resistant clay, kaolin, fluorite, etc. in the non-metallic field are increasingly receiving the attention of fund managers. It is worth mentioning that the timing of institutional investors in this area is exactly in the fourth quarter of last year, when the rare metal market came to an end. Some analysts believe that this may be the institutional funds in the early days of the rare non-metallic sectors that have not been hyped.

A fund company in Shenzhen analyzed that the scarcity of rare resources including kaolin, refractory clay and fluorite is no less than that of rare earth. “The necessary raw materials for chemical, paper, rubber, construction machinery, medicine and other fields include kaolin, which is similar to the industrial taste of rare earth.”

Juhua shares with fluorite resources [31.55 -3.61%] and Yili Energy [16.44 -0.54%] have recently performed a wave of crazy rises. Juhua's shares rose more than 9% on Wednesday. The stock has risen more than 66% since February of this year. Although Yili Energy has a slight increase, it still performs well compared with other industry sectors and the broader market. Since February of this year, the fluorite concept has risen by 31%.

Huitianfu's balanced growth [0.83 -1.53%] fund was involved in the listed companies in the field of refractory clay and kaolin in the same period of the third quarter of last year, and became the first in the shares of Minai [12.38 5.36%] and Haiyin [18.30 1.27%]. Large institutional investors. These two rare non-metals seem to have become a hot spot for capital inflows in 2011. Among them, the refractory clay field has risen by about 24% since February this year. Although the A-share market has experienced significant shocks this week, the stock is The first three trading days of the week rose more than 10%.

The Haiyin shares with the kaolin mine and Leiming Kehua [17.95 2.69%] were added by the fund companies in the third and fourth quarters of last year. The Huitianfu Fund is the fund company with the largest number of shares in Haiyin. According to the fourth quarter report of 2010 disclosed by Huitianfu Private Energy [1.11 -1.24%], Huitianfu Private Energy Fund increased its holding of Haiyin Shares by more than 1.5 million shares during the fourth quarter of 2010. By the end of 2010, the fund held a total of There are more than 3.6 million shares of Haiyin, which makes this kaolin listed company the largest awkward stock in Huitianfu's private vitality fund. Haiyin shares have also risen by about 19% since February this year. The increase in the first three trading days of this week has also reached 4.15%. The trend is far stronger than the broader market [2065.26 -1.11%].






240w Plant Grow Lights

PPFD is a key factor in the detection of Plant Growth Light. Optical quantum flux density (PPFD) refers to the luminous flux density in photosynthetically active radiation. Most Plant Growing Lamp on the market that can achieve an average PPFD of 2000 μmol/m²/s have a power of 600W, while Litehome's Plant Light just only need 200W. Can greatly reduce your electricity bills.

With lower production costs, your products will have more advantages. This is why you should choose litehomeLED Plant Grow Light.

Led Grow Light Indoor Plants,Led Grow Light 250w,Led Grow Light Kit,Likesuns Led Grow Light

SHENZHEN LITEHOME OPTOELECTRONIC TECHNOLOGY CO., LTD. , https://www.szlitehomelight.com

Posted on