Break through the bottleneck to the group of rare earth industry

Experienced a fanatical type of disorderly exploitation after plagued by overcapacity rare earth industry will usher in the era of their own group .

Recently, the Ministry of Industry and Information Technology was held in conjunction with the relevant departments to form large conglomerates rare special meeting in Beijing , the further strengthening of the rare earth industry mergers and acquisitions, rectification work carried out deployment. The meeting noted that at present , China has basically formed a Baotou Steel Group , China Minmetals , Chinalco , Guangdong earth, Ganzhou Rare Earth and Xiamen Tungsten and other six companies led industry development pattern. Next , to the flow, focusing on this six companies were led to further promote mergers and acquisitions , formation of large rare earth enterprise groups.

This indicates that China's rare earth industry to be disorderly competition before , into the age group . " Through this meeting, you can clearly feel the national integration of rare earth attitude . " Zhuo record information analyst edge Binbin analysis," the formation of large enterprise groups is a rare development trend of China's rare earth industry , but also on the domestic rare earth industry in a reshuffle after the respective national policies will tend to these Group of rare earth enterprises . "

Disorderly development of the industry after carding

As a strategic resource , rare earth known as " industrial MSG ," said. Because of its excellent optical and electromagnetic physical properties can vary with the performance of other material , a wide variety of new materials that can be widely used in military, metallurgy , petrochemical , glass, ceramics , new materials, and great economic value. Because of this, it attracted a large number of hot money into the private conduct disorderly exploitation , thus making China's rare earth resources have been severely damaged.

According to one industry source, " rich rare earth resources in Ganzhou , in previous years the myth of the rich overnight explosion staged almost every day . Due to the rare earth mining equipment is very cheap, as long as ten million yuan to buy , so many locals have joined the ranks of private indiscriminate digging of rare earths. As the mining process backward, not only for the local natural environment caused serious damage , but also waste a lot of rare earth resources . "

To combat excessive digging private mining , rare earth invoice country has issued a special system, but on the side Binbin and other industry view that the system does not seem to curb private mining work .

According side Binbin introduction , the current market is still a lot of "black ore " there, but becomes a form. They are usually "shot for a gun ," which is to set up trading companies to the tax authorities for VAT invoice will be illegal acquisition of rare earths "status bleaching" , and then sell the rare earth export quotas to large enterprise , the company will cancel the transaction , thereby circumventing the rare earth invoice system.

Similarly , another aspect of rare earth analyst also said that the so-called rare earth invoices did not play a constraint 'black production capacity ' role , because in rare invoices issued , the policy has some exposed holes, no no qualified invoicing company formed effective control . This leads to rare earths invoice system fall into an awkward position.

In recent years , although the state is a thorough renovation rare earth industry , have implemented a " rare access conditions" , the " crackdown " a number of measures , but over the years accumulated abnormal phenomena too serious, involved in the remediation process too many things , not immediate. It is in this case, the state hopes to build it easier to manage large-scale enterprise group of rare earth , rare earth industry to promote the development of standardization .

According side Binbin analysis, " the formation of a large group of rare earth rare earth industry after carding a large group formed to facilitate the completion of effective management of the country , after the formal large rare earth enterprises can truly comprehend the policy intentions of the country. And can be determined , after appropriate policies will tend to support some of these rare earth group of companies . Some do not have to integrate qualified enterprises will be eliminated . "

" overcapacity, weak demand , a shortage of cash flow , it is difficult prevalence of rare earth enterprises , industries need reshuffle. The formation of a large group of rare earth market can better play the role of the fittest , eliminate backward production capacity . " Edge Binbin said.

Changing situation in the coping strategies of international

One reason except overcapacity , the urgent need to eliminate backward production capacity , the current international situation, China's rare earth industry is also changing select group development .

Because a greater impact on the environment of rare earth mining , the United States, Australia and other rare earth resources in the same rich countries have introduced stringent environmental policies , the high cost of corporate exploitation of rare earth , rare earth enterprises so they are more willing to go abroad to seek rare earth resources. In order to protect resources and the environment , China's export quota system implemented in recent years , which caused their opposition.

Currently, the World Trade Organization (WTO) preliminary ruling our existing rare earth export quota policies , tariffs and other restrictions of rare earth export policy violations , which means that existing rare earth export controls may have to end . The industry is expected , from 2015 , China's rare earth export policy may make adjustments to the export quotas or export licenses , tariffs will be canceled.

In this regard , while Binbin and other industry insiders quite worried because export quotas and tariffs once the change or cancellation , the rare earth industry may be back to the old way : foreign companies took orders to the domestic enterprises to seek to find a quote, attracted companies compete to lower prices sales. And to avoid the occurrence of such incidents , and take the road of development of the Group will be the inevitable choice.

In addition, industry analysis, accelerating the integration process , while the rare earth industry , China will introduce other appropriate policies to address the negative impact of losing WTO arbitration brought by the industry .

Director of the National Science and Technology Information Network Center of modern materials Yichun had said in an interview with reporters , if in the rare earth litigation against our country , China's export quota of rare earth will be let go , then, to protect our resources and the environment may introduce new policies , such as increasing resource taxes , rare earth mining process to adopt environmental regulations treatment . It is understood that the Ministry of Industry and Information Technology recently issued the " rare earth industry clean production technology implementation plan " clearly required to achieve the clean development . Another industry sources, in order to further boost market confidence, 2013 RE stranded purchasing and storage plan may be implemented in 2014 , is expected to stabilize rare earth prices rise .

Help the industry move towards high-end

As the years of development , China's rare earth industry always stay in a simple selling resources development stage , that is an extremely low price to sell rare earth resources , and then to an extremely high price to buy back the finished rare earth , which caused the country 's great waste of rare earth resources . And by the way may be able to take the group to change this situation , to help China's rare earth industry to high-end .

According side Binbin analysis because research requires a lot of manpower and financial resources, if the business is small , the strength is not strong, the development will be impossible. And our ongoing group of rare earth enterprises can increase their R & D capabilities , to guide the application of rare earth high force .

Similarly, Baotou rare treasure Bo , general manager of the health care system even Jianyu said , build the industrial chain , from simple exploitation of rare earth resources to strengthen the downstream end product development is the development of rare earth industry must go through stages. In fact , some large rare earth companies have already realized this , rare treasure Bo downstream applications as a rare earth enterprises , is the Baotou Steel Rare Earth Group and Hebei ENN Group invested founded . " If the government can strengthen guidance in this regard , China's rare earth industry chain will develop better ".

Obviously , the government has recognized this. The Ministry of Industry and Information Technology jointly held with the relevant departments of the formation of large enterprise groups rare special meeting made ​​it clear that a large group of rare earth enterprises should play a leading role in the implementation of national policies to maintain market order , the development of industry and other high-end applications .

Side Binbin said, " in the production of a number of rare earth products , many companies are spending money to buy foreign patents , the cost is very high , and are subject to strong conditionality abroad . The formation of a large group of rare earth can improve R & D capabilities of domestic products , in favor of domestic enterprises and foreign advanced enterprises compete. "


Rare Earth Supplier: Chinatungsten Online - http://www.chinatungsten.com
Tel.: 86 592 5129696; Fax: 86 592 5129797
Email:  sales@chinatungsten.com
Tungsten & Molybdenum Information Bank: http://i.chinatungsten.com
Tungsten News & Tungsten Prices, 3G Version: http://3g.chinatungsten.com
Molybdenum News & Molybdenum Price: http://news.molybdenum.com.cn

 

WeChat