The final battle of rare earth quota

RE integration initiative war , has been burned to the MIIT .

Several local officials went from Jiangxi in Beijing Xidan Civil Aviation Building, 5th floor of the Ministry of Industry Division and Planning Division , and later went to the other side of the raw material Wanshoulu Division .

" said the minister during the seedlings of rare earth into two sessions take less than three , leading Jiangxi particularly concerned about it , they sent us to inquire inquire about specific integration programs , how Jiangxi enterprises to participate ? " An official committee of Jiangxi Public letter ," said China Times " reporter .

Miao Wei, Minister of Industry and March 11 has said publicly that , in order to cherish our precious resources and the sustainable use of rare earth , rare earth enterprises to integrate the country to form the 2-3 large enterprises , " integration program is not necessarily divided by province . "

Jiangxi letter appoint officials above the question of shifting the Industry Department and Planning Division , but two divisions again end it passed back and Raw Materials Division , while the raw materials with Miao Wei, the Secretary 's answer was to say the same: there is no time integration scheme table .

There are many , an official of the Ministry of Industry and Raw Materials Division told this reporter for the local officials to run the Ministry of rare , since the two sessions, Inner Mongolia, Guangdong, Sichuan and other provinces intensive visiting officials , was simply trying to take advantage of the integration program has not officially the introduction of more local initiative in the fight for the integration of rare earth .

Compete for dominance

Jiangxi Rare Earth contention has been heating up . " Minmetals , Chinalco and other central enterprises in Jiangxi Rare Earth Industry has meddle , even Baotou Steel Rare Earth , Rising and other local state-owned enterprises are blending in. "These Jiangxi letter appoint officials said.

According to reports, China Minmetals entered the South from 2003 heavy rare earth market . Minmetals Group currently has a total of 13,600 tons separation capacity , accounting for about domestic heavy rare earth market is 1/ 4 .

In 2010, the Aluminum Corporation of China has planted a foot, and Jiangxi Province SASAC initialed an agreement on ways to increase their investment in Jiangxi Tungsten Holding Group invested , becoming its controlling shareholder .

The above Jiangxi letter appoint officials told reporters , "because a single large northern Baotou Steel Rare Earth , we can only take strength is weak, higher strategic value of Southern Rare Earth start, Southern Rare Earth to the main heavy rare earth ions , mainly in Ganzhou, Jiangxi . "

Ganzhou became the focal points of control. It is understood that the Baotou Rare Earth invested 232 million yuan acquisition of Xinfeng Xinli and other three companies Ganzhou rare earth separation capacity of 11,500 tons , while the colored Rising also established the Jiangxi Ganzhou Rare Earth Rising LLC .

"But people are smart Ganzhou , whether foreign central enterprises , state-owned enterprises , the investment is to invest the money to take over, but the gain is not the processing capacity of mining rights , mining rights are all in the hands of their own people. "These Jiangxi letter appoint officials said.

According to reports, from 2004 began to build , Ganzhou Ganzhou Rare Earth Mining Co., Ltd. is the only rare earth mine mining rights , the company holds 88 mining warrants , only 89 throughout Jiangxi mining warrants .

Rare pricing competition, Ganzhou also refused to yield .

Last May, approved the formation of Baotou Steel Rare earth products trading platform. Ganzhou on November 11 in the first year established Ganzhou Rare Exchange . From the planning to the establishment , took only 100 to days. Jiangxi letter appoint these officials said , it also got the full support of the provincial Industry and Information Commission , as the rare earth industry is big profits Jiangxi , once established trading platform Baotou Steel Rare Earth , rare earth enterprises in Ganzhou Rare Earth take the deal, then the Ganzhou taxation in this area to reduce the more than 1 billion .

Who are the top three

According to the Ministry of the above sources, asked the most is , Miao 2-3 home minister said rare large enterprise which refers to several .

But compared to the above-mentioned letter appoint officials and Jiangxi Jiangxi hanging heart , Inner Mongolia is more at ease . During an interview with this reporter two sessions , deputies Inner group and did not mention one aspect of the proposed rare earths , regional leaders have not done on important occasions related to speak.

So at ease is due to the Authority by letter of Inner Mongolia Autonomous Region with the relevant companies to develop a " high-tech northern China Rare Earth Group Co., Ltd. set up the program draft" has been submitted to the Ministry of Industry , the Ministry agreed in principle to the proposed scheme rare conglomerate formation step .

It is understood that the integration of northern China mainly light rare earth -based, led by Inner Mongolia Baotou Steel Group Company , a joint Gansu Rare Earth Group, absorb Sichuan, Jiangxi, Shandong and other places backbone enterprise jointly set up in northern China Rare Earth ( Group ) Hi-tech Corporation .

It is worth mentioning that after the February 27 , Guangdong Rare Earth Industry Group listing ceremony was held at the Guangdong Rising Assets Management Co. headquarters. Vice Governor of Guangdong Province LiuZhiGeng in his speech , said the group will strive to become the national focus on the development of three rare conglomerate .

However , the Ministry of the above persons and not too mention this company just listed . According to the sources , the integration of rare earth in northern Baotou Steel Rare Earth as the center, this is no suspense, there Minmetals integrate Southern Jiangxi Ganzhou Rare Earth Resources , Southwest is the integration of Sichuan Jiangxi Copper Rare Earth Industry .

"Encouraging strong, conditional large enterprises to capital as the link , optimize the allocation by association, merger , reorganization of assets , resources, the country has gradually formed 2-3 RE furniture product advantages , economic strength , strong specialization internationally competitive group . " The source said .

I heard Minmetals integration Ganzhou Rare Earth , above Jiangxi letter appoint officials beg to differ. He said, let Ganzhou headache more than just mining rights and pricing issues , and more importantly, a large number of undocumented mining Jiangxi memory phenomenon in some areas to sustain economic development through the exploitation of rare earth , want to ban illegal mining are difficult . Previously, Ganzhou Economic Commission deputy director He Changhong has admitted , "Do not say that inter-provincial integration is the integration of the province , the city is also quite easy. "

RE integration issues in the final analysis is the distribution of interests , local governments will not easily put the mining rights to the central rate . Ministry sources said the above , inter-provincial necessarily need to address the integration of rare earth distribution of benefits among different parts of the problem , there are many solutions , where the central enterprises can work together to form enterprise groups , between the central level, the central enterprises and local businesses can float mutual .


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