Reporters from the just-concluded "the Seventh International Symposium on Rare Earth Development and Application of the second session of China Rare Earth Summit" has learned that concern RE litigation may result in the formation before the end of this year. From the Chinese Rare Earth Society and the Chinese Society of Rare Earths stakeholders have indicated a greater chance of losing China, Chinese rare earth export policy faces major changes.

"Unsuccessful outcome is Chinese rare earth quotas cancellation policy, open the supply of rare earths, the government can not constrain the export business behavior." One has been involved in the matter experts told reporters that the past experience shows that companies competing prices is inevitable.

Meanwhile, the uncontrolled expansion of domestic production capacity of rare earth, rare earth application of collective weakness, so this has been widely favored industry in recession, the industry had been high hopes for the domestic market is also a two-year price "roller coaster" gradually shrinking .

Go to the quota of?

In the August 11 meeting of Ganzhou Rare Earth, in addition to industry analysis, how to control excess capacity to become one of the most important issues, the background is still kept in secret rare earth litigation. In 2009 the EU was first proposed lifting of the rare metal products requires China's export quota system; 2010 United States, Mexico and other countries WTO ED also submitted memorandum demanding that the Chinese rare earth export quota system canceled; 2012 U.S., EU official in the WTO China's rare earth export quota system proceedings.


It is understood, Ganzhou Rare Earth conference shortly before the Chinese Society of Rare Earths relevant agencies should be required to provide to the WTO once material. Experts said that the elimination of export quotas for the possible impact, has begun to assess the worst case back to the old way, foreign companies took orders to the domestic enterprises to seek to find a quote, attracted companies competing underselling, "rare earths Prices may have to return to 'cabbage price'. "

China Rare Earth Association Deputy Secretary-General Chen Zhanheng said, now is oversupply, the annual quota of 30,000 tons, the actual sales 10,000 tons, it is in terms of supply and demand will be no major changes, "if the elimination of quotas, tariffs have come down smuggling does not make sense. "

One can not ignore the background, the current domestic rare earth separation smelting capacity has been severely surplus. Ganzhou Rare Earth Group Qiandong Gong Bin, chairman and managing director, told reporters that the current separation of the South ionic rare earth smelting capacity has exceeded 100,000 tons, and as the boss of the Southern Rare Earth Jiangxi in 2013 the first batch of 3,950 tons production target .

"We have a plant capacity is twenty-three one hundred tons, but give only a few dozen tons of indicators, there is enough to eat." An isolated enterprises in Jiangxi official told reporters, "hungry" is a universal phenomenon, very hungry will buy the black ore, "Now is not strict practiced invoices, black mine a lot, so much could not have been separated smelting capacity idle."

According to the China Rare Earth Industry Association, introduced the Secretary-General Ma Rongzhang Southern separated ion ore smelting enterprises to obtain more than 70% of unknown origin. According to statistics, China's rare earth more than 200,000 tons, the actual annual production capacity of 15 to 18 million tons, while the actual global annual demand of 13 million tons, China's demand of about 100,000 tons.

Chinese Society of Rare Earths expert who requested anonymity told reporters that although the pattern of rare earth supply diversification trends are becoming evident, "but if the abolition of quotas and tariffs, China rare earth prices will plummet, topple other countries may again rare earth production line. "

A year ago, the reporter had learned that national administrations organize expert-level discussions, assessment of rare earth export quotas after the abolition of the impact of policy, in the long term rare earth export quotas is the general direction, but the premise is to make domestic production order straightened out, to avoid confusion after the opening.

Bin Gong that rare earth production capacity from the south point of view, the central enterprises and local state-owned holding separate production capacity has reached 78.5 percent, close to the national requirements of large enterprise groups control 80 percent of the south separating capacity requirements.

"But now the 80% is an enlarged version, is not consistent with the original intention of the State Council, if the unlimited expansion of production capacity, control useless, is a waste." The expert said.

Officials from the Ministry of Commerce, said the earth is still kept in secret proceedings, can not be made public. However, the officials said, to solve the rare earth export problems of excess capacity and not simply expect the government's policy, the industry itself needs discipline.

Industry "recession"

According to China Rare Earth Industry Association statistics, in 2012 the output of these three were Applied Materials fell significantly, magnetic yield 78,000 tons, 04,500 tons luminescent materials, hydrogen storage materials, 08,200 tons, down 11.9%, respectively, 43.8% 34.4%, while in the field of non-mainstream applications catalyst "slightly."

China Rare Earth Industry Association of rare earth price index compiled by the December 2012 of 234.1 points down to 3 July 2013 of 153.8 points, down 52.2%, then rebounded to 5 August, up 19.6%.

However, Ma Rongzhang still said that despite the recent praseodymium, neodymium, terbium, dysprosium, europium prices rise up to 100%, but can not make up the shrinking market.

Beijing Nonferrous Metal Research Institute Zhuang Weidong rare earth luminescent materials expert, told reporters that now, in addition to downstream applications of rare earth magnetic material relative prosperity, the light-emitting materials, hydrogen storage materials are very depressed, "LED light-emitting material by a big impact, lithium hydrogen storage materials are facing the squeeze. "Zhuang Weidong said, LED and lithium battery industry growth rate than originally predicted to be fast.

However, the relative prosperity of the magnetic field is currently facing Japan's patented extrusion. Japan's Hitachi Metals official website announced that its global total of more than 600 applications NdFeB, where more than 100 applications in the United States, in China in the year 2000 did not start the application to be published recently by some media quoted insiders as saying up to 320 more. The Hitachi Metals announced this year in addition to already authorized Zhong Ke San Huan, Ningbo Yunsheng, Beijing Beijing and magnetic eight enterprises, no longer licensed to other Chinese enterprises. 2012 Hitachi Metals has been requested in the United States on Chinese enterprises, "337", the final Chinese enterprises to pay to obtain patents pending.

It is reported by patents squeeze some Chinese companies are organized resistance, more than a dozen medium-sized rare earth neodymium formed a business alliance companies, each contributed $ 1.5 million to prepare the United States to prosecute Hitachi Metals.

Ma Rongzhang in Ganzhou Rare proposed to open up new fields of application, such as Chinese surplus every year 30,000 to 50,000 tons of lanthanum, cerium rare earth, rare earth catalyst, if the market is likely to open, you can partially digested these surplus products.

But from Japan Hirosaki University Faculty of Humanities, Professor Dr. Huang Xiaochun pointed out that from the 1970s to date, there have been no applications of rare earth revolutionary technological breakthrough, which reduces the explosive growth in demand for rare earth application possibilities, he believes now overseas Rare weak demand, partly because rare earth prices curbed demand, on the other hand is also a technical bottleneck caused by natural decrease.


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