No right to speak at the low end products of rare earth products need to reduce the homogenization of competition

Development of rare earth industry, the resource advantages into economic advantages, has been a rare earth science and technology with industry goals. At present, the production technology and the transformation of "dual" role, to be known as "industrial vitamins" rare earth deep processing and application of the value continued to enlarge.

Recently, the Fifth China Baotou Rare Earth Industry Forum held in Baotou, Inner Mongolia. Chinese Academy of Engineering, China Rare Earth Industry Association, Chinese Society of Rare Earths chairman Gan Yong pointed out in his speech from the rational development of resources, clean production, efficient use and improve the international discourse and application of rare earth materials, end products, need for China's rare earth industry policy, industrial scale, upstream and downstream industries and REE with balance repositioning and thinking.

Market concentration scale industrial pattern

Rare earth is an important strategic non-renewable resources, in economic and social development, the rare earth is widely used new energy, environmental protection, aerospace and other high-tech fields. After decades of development, China's rare earth industry have been expanding, the current market has reached one hundred billion yuan, and the production technology has made tremendous progress.

Ministry of Industry and Information Technology Division Chen Yanhai raw material introduced more than two years, the state authorities have issued Administrative Measures for the implementation of the rare earth industry, trade access, pollutant emission standards and a series of policies and systems to improve the rare earth resource tax, the implementation of the rare earth industry, invoices, rare earth industry management system gradually improved.

To effectively combat illegal activities, in 2011 and 2012, twice the national order of the rare earth industry to carry out special rectification action, investigate illegal mining of rare earth and other violations of more than 600, the closure of illegal mining sites 14, investigated 14 cases of smuggling of rare earth, case value of over 400 million yuan; nationwide environmental inspection, rare earth industry added more than 40 billion investment in environmental protection. At present, China's rare earth industry long-standing resource Luancailuanwa, no plan and ultra-organized production and other phenomena have been effectively curbed, to further standardize the order of the rare earth industry.

It is understood that the past two years, China's rare earth industry to accelerate the pace of integration, has formed a number of sets resource extraction, smelting separation, processing applications, technology research and development as one of the large enterprise groups. Meanwhile, China's rare earth industry to accelerate applications, industrial scale and technological strength has increased markedly, significantly improved operational quality rare earth industry. 2011 and 2012, respectively, the national rare earth industry realized profits of 15.9 billion yuan and 10.8 billion yuan.

Ministry of Industry and Information Technology Institute of raw material industries CCID Institute Yuan Kaihong that, based on existing resources, occurrence and development of basic industries, China's rare earth raw materials and rough industry remained roughly three bases and two major north-south pattern of rare earth production system, And with the implementation of relevant state policies, as well as further concentration. But now, the international supply of rare earth market is also undergoing substantial changes in the pattern, as the U.S. company Mountain Pass mine molybdenum, Australia Weld Hill, NC company to speed up rehabilitation and construction of mining and other mining and smelting and separation of rare earth industry, light rare earth part of a project to restore production capacity has been achieved, the heavy rare earth project is expected to come on stream from 2016 to 2017, it will cause some impact on China's rare earth industry.

Product no right to speak at the low end market

According to reports, since the first quarter of this year, China's rare earth trade rebounded trajectory. Especially since February, the monthly export volume gradually rise. Analysts believe that the destocking slow development of alternative technologies and foreign competition in the context of rare earth projects, although a large number of rare earth group purchasing and storage and other means to control the use of market supply. But China's rare earth enterprises, especially private enterprises export will increase, leading to a substantial increase in export volume of rare earth.

For reasons known to the longer period of time, China's rare earth industry is facing resource in our hands, prices are controlled at the hands of others embarrassment. However, the recent years, China's rare earth industry, the introduction of high-density policies to improve the whole industry on rare earths from "industrial MSG" to "the world's major strategic resource" understanding. 2010, China's rare earth products prices rose steadily, in July 2011 reached the highest value. Followed by rapid price declines, and then fell stabilized, earth a "roller coaster" market.

And now, of rare earth price "roller coaster" market continues, the market is weak, there is no market price, business watch, to inventory, discontinued insured, etc., on the rare earth mining, smelting enterprises have a significant impact on separation of rare earth has moved from "Not for most people know "to" talk about rare pale. "

In fact, rare earth products from the international industrial chain, China's main products are mostly rare earth raw materials and roughing in the primary stage of development and other downstream applications and product development is slow, and the "heavy market, light technology, heavy hardware, software light" phenomenon still serious.

Yuan Kaihong that China's rare earth industry problems, in addition to over-exploitation of resources, ecological environment severely damaged, irrational industrial structure, and other traditional export smuggling of more serious problems, as well as in human resources, technology and other aspects of the short board, there are several reasons: First, industry concentration is low, excess capacity. Such as the current separation of rare earth smelting enterprises 99, capacity 399,000 tons / year, an average of less than 4,000 tons per possessions can, but in recent years as part of the new project on the problem of raw materials cut-off phenomenon. Second, the emerging alternative products, such as civilian areas instead of rare earth permanent magnet materials appear ferrite phenomenon. Third, the lack of high-end technology and equipment research and development, basic research is weak. As big as the world's first application of rare earth country, China's rare earth products are mainly in the low-end, high-end technology and equipment is heavily dependent on imports. Various alloys of rare earth equipment technology, nature, lack of performance studies, technical reserves is relatively scarce. Fourth, the international discourse is further weakened, as the international rare earth resources in the country to accelerate the development of domestic mineral resources of rare earth, rare earth supply side in the future will be significantly increased, and showed a pattern of supply diversification. Meanwhile, the implementation of some of the policies that will lead to decline in the proportion of China's market share, which could undermine the right to speak. Five is uneven application of rare earth elements, to a certain extent, affected the application of rare earth downstream market. Such as neodymium, europium, terbium, dysprosium, scandium in the optical, electrical, magnetic and other functional materials in an important role, but more a lack of content and yield, making it extremely scarce elements. And lanthanum, cerium, yttrium and other elements due to the relatively large natural reserves, the "excess" phenomenon.

Homogeneous competition against black industry to reduce

Gan Yong in his speech pointed out that the healthy development of China's rare earth industry, rational use of resources, variable resource advantage into industrial, economic advantage, really into sustainable, normalization of the track, there are still a number of issues need to be solved. As against black industry chain, the formation of large groups to form a stable and reasonable price mechanism, the implementation of LREE treated separately and so on.

China Rare Earth Industry Association Secretary-General Ma Rongzhang that because local protection and benefits, China's rare earth black chain is rampant, there is found difficult to combat difficult problem. In fact, in market economy conditions, fierce competition among enterprises, the market reflects the inherent economic laws and objective facts. Of rare-earth prices from the past "roller coaster" market, to the "black earth industry" illegal mining, tax evasion, low-cost rival, greatly disturbed earth of the normal market order, to the law-abiding companies brought great injury.

Marong Zhang said the first half of this year, China's rare earth industry, the majority of enterprises are facing losses, some enterprises in production, semi-shutdown state, the industry generally reflect a lack of confidence. Ma Rongzhang recommendations, and resolutely crack black chain, rare metals regulations as soon as possible. Moreover, there are other ways the severity of the future to take the focus control heavy rare earth exports gradually liberalized light rare earth production mandatory planning and supporting the introduction of appropriate management practices.

Yuan Kaihong suggested that the Government should focus on supporting application of rare earth link basic, strategic, research-oriented and reduce administrative intervention. Cultivating core competitive enterprises, accelerate the process of mergers and acquisitions, reducing the homogenization of competition. Strengthen the financial and brokerage services, and promote research with the official combined.

Southwest University of Finance and China Center for Financial Research Fellow Tangji Jiang believes that such a broad application prospects of rare earth strategic resources, should jump out of a profession, a single area of ​​thinking, that rare earth development strategy can not be limited in the region, should be placed in the whole country and even the world framework for consideration. In the production, not only to consider the production of upstream products and pricing, product chain should also consider further downstream integration and transformation. Meanwhile, rare earth enterprises vigorously promote access to financial markets, the use of financial instruments to participate in global resource pricing to go, so that industry self-regulation, to achieve real intensive use of rare earth resources.


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