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Within a week, Chalco (11.32,0.18,1.62%) (hereinafter referred to as "aluminum") even twice generous.

September 21 Japan-China Aluminium was established in aluminum Mineral Resources Co., Ltd. officially put into operation. 5 days after the September 26, the aluminum and Jiangxi Province SASAC initialed an agreement to increase their investment funded Jiangxi Tungsten Holdings, as its controlling shareholder.

"The two moves mean that the strategic transformation of the aluminum in the implementation of international multi-metal mining companies into a new phase of a long-term follow-up study of Aluminum Corporation of China, industry insiders told reporters.

The layout of the heavy rare earth

"Rare-Earth (78.68,1.82,2.37%), a virtual monopoly on rare earth resources in the north, in aluminum involved in the rare earth a breakthrough in the field of selection in Jiangxi Province, have also been carefully considered." A close in aluminum, insiders said, Baotou Steel Rare Earth China's rare earth industry leading enterprises, supply more than 40% of the rare earth oxides and rare earth metals.

Baotou Steel Rare Earth Baotou rare earth oxides and rare earth metals with centralized purchasing, uniform sales, control and monopoly of the local 90 percent of the oxides and rare earth gold, with the absolute dominance of northern China rare earth market, the aluminum is involved in a few without any chance of winning.

However, in the Southern Rare Earth, Minmetals, China Nonferrous Metals Group, Jiangxi Copper (34.23,3.11,9.99%), number of enterprises of Guangxi colored, colored and other separatist warlords status quo of aluminum have come from behind can take the machine. Enter the field of Southern Rare Earth allows aluminum to master the more the core of the heavy rare earth resources in the future of the global rare earths market.

The open data show that China's rare earth resources are mainly divided into light rare earths and heavy rare earth. The light rare earth resources are mainly concentrated in the north of Baotou, Sichuan, Shandong; in heavy rare earth resources are concentrated mainly in Jiangxi, Guangdong, Fujian, Hunan, Guangxi, southern region, especially in Ganzhou, Jiangxi majority.

It is reported that the heavy rare earth value is much higher than the light rare earth elements, and abroad also have a large number of non-mining of rare earth resources, but its main light rare earth resources.

Therefore, the heavy rare earth resources in southern China is undoubtedly advantageous resources, Jiangxi is the heavy rare earth resources are concentrated intent of Aluminum Corporation of China holdings of Jiangxi Tungsten Industry is self-evident.

It is reported that the aluminum that will fully support and help-owned Jiangxi Rare Earth and Metal Tungsten Industry Group Co., Ltd., Jiangxi Tungsten companies listed, and accelerate development. In the next 3-5 years, Jiangxi Tungsten Holdings total revenue reached 50 billion yuan, of aluminum and its affiliated enterprises to invest not less than 10 billion yuan.

"Currently the domestic application of rare earth with foreign countries there is a large gap, including the central enterprises, including the local government to introduce the value of the central enterprises is their financial strength." A long-term follow-up study of rare earth industry insiders told reporters, for the protection of local state-owned enterprises, local governments do not yet make a rare earth mineral resources mining rights, the central enterprises only in the rare earth industry the middle and lower reaches of the field of deep processing done here in recent years they have been trying to PR, hoping to make a difference in the upper reaches of the rare earth mining areas, does not exclude they can grasp the possibility of some rare earth resources.

Aluminum in the financial worries

Of aluminum has access to resources more than once emphasized in the annual development plan of the Annual Report, and vigorously promote the company resources strategy, multi-channel expansion of resource reserves. Even in the expense of the resources strategy in 2009, the head of the new term of the aluminum Xiong did not discard a huge loss.

September 21, the establishment of aluminum in aluminum Mineral Resources Limited was officially put into operation, the company pre-registered capital of 300 million yuan in the next two years the Group will further increase the injection of mineral resources company funds, so The registered capital rose to 10 million.

"The running of this company is more prepared to make a transition system for aluminum long-term, but the focus of recent aluminum to ensure this year's results of operations, improving the past few years of bad financial situation, adjust the industrial structure for the next step comprehensive transition to pave the way. "an analysts said.

After a series of internal adjustments, the 2010 semi-annual disclosure of the successful turnaround of the first half of aluminum, but this half-year earnings two quarters after the merger of performance statistics, in fact, if the net first quarter profit, the second quarter, in fact, they again at a loss, seems to appreciate the extent of the state.

In aluminum from the aluminum semi-annual report in 2010, current ratio and quick ratio of these two key data indicators are not encouraging. Mid-2010, the current ratio and quick ratio of aluminum continued to decline, respectively, 0.76 and 0.39 respectively, compared to the end of 2009 decreased by 0.15 and 0.01.

For aluminum in recent big moves in the resources sector, analysts said: "such a resource cluster-style layout of the whole industry chain, just learn from the practices of foreign Vale, the three mining companies, help protect businesses from the industry is cyclical and external risks, this approach most vividly reflected in the bright three major mining company's annual report this year. "Rio Tinto recently semi-annual report to disclose the company's net profit doubled up to $ 6.91 billion, while BHP Billiton's latest report shows that in 2009 January to June 2010 fiscal-year net profit of $ 12.72 billion, compared with $ 5.88 billion a year earlier net profit growth more than doubled.

However, compared with these operators on a century multinational companies, just a few years, the aluminum metal in the internationalization of resource strategy to implement the effect does not seem obvious, a short period of time on the performance of enterprises can not produce a positive more realistic The significance of the good.

Strange to clarify the notice

Reporters learned from Jiangxi Tungsten Holdings Group website, Jiangxi Tungsten Holdings Group will strive to seize the rare metal resources to high ground, and strive to own and control the colored tungsten tin rare earth molybdenum and nickel and cobalt reserves reached more than 15 million tons.

Of aluminum metal strategy, this restructuring has been quite fit. But a few days of Aluminum Corporation of China Holdings Aluminum Corporation of China (hereinafter referred to as China Aluminum 601600.SH) to clarify the notice for this should be simple with another layer of imagination.

After signing a contract on September 26, the Aluminum Corporation of China has risen to 18.30% in September 28 and 29 trading days. September 30, the Aluminum Corporation of China issued a clarification announcement said the company, not in September 26 signed an agreement with Jiangxi SASAC counterparties, the actual parties to the transaction is its controlling shareholder, Aluminum Corporation of China.

Three days of the time difference so that the market has adequate interpretation and imagination space. "An industry source said, within three days, including corporate, media are not well to clear and conclusive transactions subject, so that the outside world interpreted as A shares listed on the Aluminum Corporation of China, as well as the company's shares for two consecutive days limit, ultimately halted before the holiday, as people outside some rumors convertible bonds, laying the groundwork.

Also explains the above-mentioned persons, it is also a very ambiguous statement, because, look at the news release issued from the Aluminum Corporation of China is not interested in going to confuse the concept of the parent company and holding company, to some extent, is largely misunderstood in the aluminum holdings of rare-earth concept, of Jiangxi Tungsten Holdings, will get confused with the rare earth resources, in fact, the former refers to the rare earth industry chain in the field of deep processing.

关键词："Cerium Zirconlum Catalysts""Cerium Zirconlum Mixed Oxide"