Those who oppose the enemy , we will support ; whatever the enemy supports , we will oppose it.

In a recent rare public battle , we can easily see similar expressions . We see the British media said China Rare failure is a major victory for the West achieved , we see Japanese media said China 's strategy failed completely , we often thwarted by a great mood and annoyed , brain rising from strong nationalist sentiments , while lost calmly .

For example, we are that this is a conspiracy Europe and other Western countries to China , is China 's encirclement ; such as we are considered , WTO is a tool for Western countries to implement the strategic encirclement of China , to escape encirclement way is completely out of the WTO, self-reliance , their own play your own . Some people even suspect the existence of some degree of losing diving ingredients. These specious argument is not entirely without factual support , will become more confusing .

These include the fact that , the appellant is the rare case indeed in Europe and America , is the cause of their complaints preliminary WTO ruling against China . But the solution is not emotional nationalism, and should be replaced by self-examination , to find their own problems and shortcomings . Since joined the WTO, recognized its framework, we must learn to adapt to the rules and use the rules to resolve the crisis itself , rather than relying on the tragic sense of rendering nationalist sentiment , and then cover up the problem solving and accountability .

Logical source of tragic consciousness , our rare earths from the world's highest storage capacity of a sharp decline in the world's first relegated to third in the world ( the most common argument is that from 80% to 23% ) , a result like cabbage price Like cheap sale and disorderly exploitation , and when we realize that these restrictions ( quotas ) , the Western countries not to accept a trade war from open play . This time we failed even sit real judgment being bullied .

But tragic consciousness without contributing rare case in our favor . Reasons leading to this decision is made ​​WTO , China's rare earth export quotas imposed , this practice is a violation of WTO rules . Although the practice of WTO members , there are many restrictions and export quota system to take precedent , and even lack of certain commodities lock-up measures will be taken , but returned rare cases , these cases may not be able to as an example . It is also connected to a lot of Chinese trade experts hope for a successful appeal is not the reason.

Although the reason , we have taken the export quota system has a natural and reasonable : Environmental Protection . Needless to say, the past few decades, we have cheap disorderly exploitation on the environment caused great damage. But the quota system , it is difficult not to become WTO litigation handle, and this handle in recent years have not played a substantial role ( exports under quota ) , some have accordingly called on the opportunity right now to cancel the quota system . From the current reality, a quota system is not really a good idea , we want to take a more clever way to protect the environment .

Another feature of environmental protection for the purpose of the quota system is that it is from the export sector restrictions. We should also think about is why many countries have sufficient storage capacity , but only if we export in large quantity , and only we are forced to adopt export restrictions . Do not restrict mining countries only partly explain the reasons , I believe that a more fundamental reason is that they do not have a very strong urge to sell . Mining process in the past and we are cheap disorder , the destruction of the environment of unbridled process , with the big sale of the corresponding resource . Even today, still difficult to suppress local governments, businesses, and stealing by mining impulse.

This gives us an idea of ​​open - when we export restrictions , or implementing environmental protection objectives , from production processes limit rule more than the limit from the export sector to circumvent the WTO. While we put the rare earth as a national strategy , comprehensive measures from the mining areas to the export sector , but more practical to limit mining areas . From the quota system , in addition to losing the WTO , but also did not play a relevant role . For example, due to the primary products subject to quota restrictions , some countries began to take up plants in China in the guise of resource exports. To strengthen the management of production processes is particularly important .

Behind these measures should still be given full respect of the country 's rare earth strategy. In this rare big debate, another plausible idea that the reason we restrict exports of rare earths because the rapid decline in the proportion of storage capacity in the world , and if it turns out there is no accounting for the decline is not should not continue restrict exports of rare earths ? There is an article also said that China is not the shortage of rare earth reserves of light rare earths and heavy rare earths , are equivalent to the consumption of the world's end in 1000 , the rare earth has become a general resource ; there are many companies to inform the media , rare earth is not in short supply.

Since rare earths have been included in the national strategy , I do not intend to do more to explore the views . I think that , even if the argument is not shortage of establishment , is still just starting arguments with respect to the exploitation and use of capacity in terms of volume , that does not mean we ought to indulge wanton exploitation of cheap exports of rare earth , does not mean that we sell fine roughing machining realistic in relation to international trade buying continues , not the protection and use of strategically .

Strategic protection of rare earths , should continue. If the appeal fails , the quota system was canceled foregone conclusion . Although I believe that the abolition of the quota system is not the end of the world , should not be given too much fear, we still have a few months to take advantage of this grace period , re-adjust strategies to prevent the disorder occurs after the abolition of the quota system industry again and barbaric growth conditions . We must be soberly aware that losing face and blase smell and there are many .


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Weiqi Ning said the outcome of trade disputes has long been expected to insiders , the corporate level also has taken steps to advance the impact of indigestion , rare and storage policies at the national level will further enable enterprises out of this predicament . "However, given China's rare earth industry, which sounded the alarm , industrial upgrading, optimization and adjustment , mergers and acquisitions, technology development , and many other core work urgently accelerated . "

If the export duties and export quotas really canceled , how to maintain China's rare earth products in the international market competitiveness ? How to change the unfavorable situation of rare earth "cabbage price" outlet ? Analysts believe that to solve these problems , you need to improve purchasing and storage policies to promote and further the implementation of the Group's integrated research and development work .

Recently, the U.S. , EU, Japan v. China's rare earth export quotas for trade disputes to let China 's rare earth industry once again feel the impending pressure - in accordance with the rules of the World Trade Organization if China is no longer appeal or final results unchanged China will be the elimination of export taxes , export quotas and other management measures.

For a long time , rare earth deep processing industry in the field of short board is pain in my heart for all enterprises : China claims 90 percent of the global supply of rare earth resources, but the main exports are mostly low value-added semi-finished products , to buy from Europe and other countries back , it is increasing the price of a few hundred deep processing products. If the export duties and export quotas really canceled , how to maintain China's rare earth products in the international market competitiveness ? How to change the unfavorable situation of rare earth "cabbage price" outlet ?

"cabbage price " come from

"My colored net" Rare researcher Li Qing in an interview with reporters, said the International Business Daily , Chinese exports of rare earth products at low prices and industrial structure scattered, chaotic, not unrelated . "Domestic business concentration is very low , a vicious cycle can lead to price competition brought about by increasingly lower quote . " Li Qing said," In addition, the illegal trade of rare earth still exist on the market , were unable to be resolved from the roots. "

In addition, the structural supply and demand of rare earth industry also increased the degree of rare earth prices " runaway" . Enterprises would demand certain kinds of distribution points where large and over-exploitation , causing other partition surplus.

" Differences rare earth mineral content between the various distribution points are often large. For example, a rare earth mine in the light rare earth lanthanum and cerium serious excess , praseodymium , neodymium and dysprosium there is a big gap. Although a large number of mining praseodymium , neodymium and dysprosium can alleviate to some extent, supply and demand, but the extent of causing a surplus of other rare earth elements to deepen , which dragged down the overall price of rare earths . " Li Qing said.

Investment Advisor in the metallurgical industry researcher Weiqi Ning said that in addition to the lack of a unified , strong industrial policy, leading to Luancai illegal mining , human smuggling and other bad behavior will be dragged into a vicious cycle pattern of the entire industry , the domestic rare earth enterprises in the science and technology research and development, technology research , etc. insufficient emphasis areas are also an important reason for China's rare earth industry dragged down the global value chain to climb .

" China's rare earth deep processing of a small number of products , companies merely to puerile profit model, and thus missed the best opportunity occupied the commanding heights of industry . " Weiqi Ning said . To solve these problems, countries need to further improve the implementation of the R & D work in the purchasing and storage policies to promote the integration of the group simultaneously.

Learn to adapt to the new situation and new rules

Insiders said that to ensure that China occupies a favorable position in international trade , and enhance China 's rare earth industry in the international market competitiveness, we must adapt to the rules of the game under the new situation .

As early as a few years ago, China 's rare earth industry consolidation began , intended to build the whole industry chain of rare earth and really change the status of the rare earth scattered over the years . 2014 , the State Council approved the formation of a national program of work of large rare earth group , a clear north Steel ( Group ) Corporation, China Minmetals , Chinalco , Ganzhou Rare Earth , Guangdong and Xiamen Tungsten Rare were led to further promote mergers and acquisitions , formation of large rare earth enterprise Group .

Li Qing said that if the formation of the six Group , the country is expected to create a new pricing mechanism for rare earths , foreign customers want to buy Chinese products , you can go to negotiate and sign a long-term agreement on behalf of several large companies throughout the domestic industry , and the current " a meeting of one price "approach compared to , of course, to get a bigger say in the international market .

In addition, Li Qing suggested the rare earth industry can also try new financial instruments . "At present, Baotou and Ganzhou Rare Earth have set up exchanges . Should support these exchanges, if the futures and spot trading volume on the big upgrade these platforms , we may be done by the average exchange settlement price . These new international business model are worth exploring. "

Enhance the degree of integration also allows the industry to deal with WTO requirements liberalization of export quotas to add some " clout ." The industry believes that liberalization of China's export quota of rare earth industry competition will become more intense , but not for the industry to produce " devastating " impact. "In the past companies scramble for more export quotas for foreign exchange , if the six group formed , will bear some responsibility for the development of the industry . " Li Qing said.

Weiqi Ning said the outcome of trade disputes has long been expected to insiders , the corporate level also has taken steps to advance the impact of indigestion , rare and storage policies at the national level will further enable enterprises out of this predicament . "However, given China's rare earth industry, which sounded the alarm , industrial upgrading, optimization and adjustment , mergers and acquisitions, technology development , and many other core work urgently accelerated . "


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I was on the village of Yongding County or Township , since the beginning of the second half of 2013 our village at the junction with West Township horse Ishiyama foot ( Hill tube attached to our village, private -owned ) someone in the private mining rare earth mine , put us on the village drinking water contaminated ( with the water bath will pockmarked from the body , itching intolerable , think the villagers drank the water that happens ) , raised fish pond , creek where the fish are all dead , mine damage to vegetation .

We reported several times to the government did not completely resolved, the county government leaders have repeatedly sent law enforcement brigade County Land Bureau to regulation , but they are flirtation , nowhere near it, it just hook the PVC pipe break , do not hurt The fundamental , it is not the real thing . Law enforcement unit , the stealing by 2-3 days in advance to know, and then put the equipment moved to other places important to the law enforcement team was gone, who has openly stealing fanfare production .

Perhaps some leaders have been bribed ? Law enforcement officers are in cahoots the team ? Sadly , what a pity Yeah , so do not act, so let malfeasance by stealing more crazy now , and now those who are stealing our villagers openly challenge the " just tell you to go see if you can win the case to me, eggs and stones can touch it? " so arrogant. Hope superiors attention to this situation , but also we a mountains .


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By the end of March , the U.S. and Japan on the EU lawsuit against Chinese export quota of rare earth and other management measures related products filed with the preliminary results , the World Trade Organization (WTO) ruled against China . The ruling received a US-Japan EU welcomed before they complain that China 's export restrictions enable Chinese enterprises to gain an unfair advantage. However , in this two-year litigation, we see it is part of the country in the name of fairness , abuse of international rules , a double standard , seeking their own interests.

Over the years, there are rare earth industry , " gold" , in the field of cutting-edge technology and defense are widely used. If the 20th century was the century of oil , then the 21st century is the century of rare earths . However, due to other reasons related technology , environmental technology as a key raw material in the rare earth mining process has caused great environmental damage .

In fact , the U.S. reserves of rare earth -rich, rare earth mining was once a big country , but recognizing the high environmental cost of rare earth mining after the United States adopted a series of measures to halt the rare earth mining . In China, more than 90% of long-term supply of rare earths to the global market , has paid a heavy environmental price . To this end, China has adopted a series of policies and measures remediation rare earth industry , which is completely out of the need to protect resources, environment and sustainable development. Rising prices of rare earth , rare earth goodbye to the West " cabbage price " era , they shouted unfair . While China 's share of global long-term to 36% of the total rare earth reserves , supply the world market with more than 90% of the rare earths , which is fair? For them this quiet , " fairness" is undoubtedly fair to call pseudo : only focus on their own economic interests , but they ignore the environmental costs of other countries.

Formulation of international rules is to make between countries to peaceful coexistence and common development. But in today's world , some countries are not only self-restraint rule , but the abuse of the rules , a double standard in order to safeguard their own interests . The lawsuit initiated by the United States against the EU is China 's rare earth export restrictions policy , but it is ironic that they also take such measures. The EU was trying to be a similar policy Naruduoha Round negotiations on non-agricultural market access framework , natural gas and other resources for the United States to adopt similar policies . After the outcome of the proceedings out of the U.S. " Foreign Policy " magazine for American policy tucao a lot , claiming that if the "rare earth " with " natural ", " Chinese enterprises" replaced " U.S. companies ", then Washington will find that their future will also be subject to this ruling .

The reason why some countries by the name of "fairness" , the abuse of the rule , the reason lies in the formulation of the rules they are dominant . Such a rule itself has limitations and can not achieve true justice. As a developing country , how to better protect their own interests in international trade, the rare case of losing to us sounded the alarm. ( Hui )


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