Japan said the Chinese Rare Earth grabbed the soft underbelly, some industry confusion

In the interests of drivers , the United States , Canada, Australia and other countries to develop rare earth set off a craze . Japanese companies are also accelerating the diversification of procurement channels . Sojitz company began in the fall of 2013, imports of rare earths from Australia. Toyota Tsusho Corporation also plans 2014 production of rare earth in India. But the quality is unsatisfactory, the current data analysis showed that China 's rare earth best quality.

Reported that through their own efforts to overcome the crisis in Japan seems to behave more and more powerful.

However , Extraordinary Professor Institute of Industrial Science , University of Tokyo Toru Okabe said: " When Japanese companies grabbed the soft underbelly of China sourcing rare condition is still not changed. In particular, including Mitsubishi Heavy Industries and other military enterprises executives have complained about it , let alone consider expanding the scale of production is affected . "

Reported that the misunderstanding lies in the "rare earth " is a general term . Although called "rare earth " Overall, it subdivided it can be divided into light rare earths and heavy rare earths , the former can be extensively mined in the world to which the stock rarely , is a veritable " rare earths " , two add up to a total of 17 kinds of persons .

After the collision , the Japanese instead of Chinese from all over the world to find procurement channels mainly light rare-earth . Heavy rare earth rare earth remains the same is known almost entirely dependent on China .

Reported that representatives of heavy rare-earth is " dysprosium ." High-performance magnets mounted on hybrid and electric vehicles , in order to high temperature, it can not be separated , " Di ." By upgrading technology , although you can reduce the amount of vehicle , but with the popularity of electric cars , the total will be difficult to reduce .

If Chinese exports interrupted for some reason , then, Japan does not ensure a steady supply .

Reported that the light rare-earth there are certain risks. Glass grinding need to use " cerium " because China banned exports after the collision , " cerium " Japan has popularized the alternative polishing method , the usage is also significantly reduced.

However, the lighter rare earth mining out of the mixture, about half of the " cerium ." If miners produced according to the most " cerium " sales while reducing production plan, then a mine produced from the same raw materials , high-performance magnet " neodymium " liquidity optical lens materials " La " will be reduced .

Government source said: " As the saying goes , a good pain is forgotten . Dependent on China 's sense of crisis has been weak. Abe would like to take the opportunity to visit the Yasukuni Shrine again sounded the alarm . "

Reported that Japanese high-tech companies, including a strong military industry hopes to balance the needs for rare earths , Sino-Japanese relations must be stabilized as soon as possible .


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Separation of rare earth smelting enterprises in Jiangsu Province in December 2013 production operations

Separation of rare earth smelting enterprises , Jiangsu Province, in December 2013 the overall production and operation : the output of rare earth products (REO dollars ) 985.41 tons , compared with the same period in 2012 , decreased by 45.12% ; sales of rare earth products (REO meter ) 1637.66 tons , and 2012 Year -over-year increase of 0.49% ; exports of rare earth products (REO meter ) 1030.80 tons , compared with the same period in 2012 increased by 19.06% ; achieve output of 353,567,100 yuan , compared with the same period in 2012 decreased by 11.73% ; sales revenue 35,734.33 million in the same period in 2012 , compared with a decrease of 55.39% ; export value 67,398,400 yuan , compared with the same period in 2012 decreased by 84.14% ; corporate profits -670.78 million compared with the same period in 2012 decreased by 105.10% ; profits 11.9026 million yuan , compared with the same period in 2012, a decrease of 95.82% .

December 2013 production of all kinds of rare earth products in the top three were: lanthanum oxide 169.18 tons , accounting for 17.17% of total production , rare earth catalytic materials 120.16 tons , accounting for 12.19% of total production , yttria 91.48 tons , accounting 9.28% yield. Sales of the top three are: lanthanum oxide 412.75 tons , 25.2% of total sales ; rare earth catalytic materials 144.1 tons , 8.8% of total sales ; yttria 140.15 tons , 8.56 percent of total sales .

Rare earth market run trend: in January 2014 compared with December 2013 , the price of the main product is still rare earth showed a slight downward trend. Contradictions difficult to get a short time to ease oversupply , business mentality rather pessimistic on the outlook , a quarter of the rare earth market is still in a smooth operation. By the National Energy Automobile encourage policies, rare earth permanent magnet market will be warmer , it will touch some demand NdFeB material. Rare earth catalytic materials benefit from the increasing environmental philosophy will continue in the development of the rising channel.


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Praseodymium, neodymium, dysprosium oxide quote slightly increased

Currently trading due to market demand and is still less than normal , the rare earth market, there are still many businesses in the wait and see attitude , offer is not clear. There quote quote vendors have steady rising trend bias .

Recent oxide, praseodymium , neodymium slight increase in market inquiries by regional suppliers with Ganzhou understood neodymium oxide, praseodymium with ticket prices rose 31.5-32 yuan / ton, other local businesses also revealed that there will be 310,000 yuan quotes from years ago 320,000 yuan / ton intentions raised / t on .

Lanthanum, cerium market is still relatively deserted , the price is not much to adjust to a quote Jiangxi Rare Earth traders , the current market price of lanthanum oxide 4N still 24,000 yuan / ton , 3N cerium oxide prices steady in 22,000 yuan / ton.


In addition to neodymium oxide, praseodymium rising trend in prices , dysprosium oxide quotes from traders stable and slightly forward, today there is a business to reflect the company's current foreign quote dysprosium oxide over 1.75 million yuan / ton.

Shen grass praseodymium oxide market , after the holidays on the market slightly Inquirer , traders offer from traders offer high gap larger stockpile years ago , the current vendor to disclose the grass sink current price of praseodymium oxide 2N5 60 yuan / ton or so.


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There are nearly 400 million yuan investment and develop the rare earth material base construction

Grinm the 11th evening announced that 39,995 million was invested in Yanjiao , Hebei Yanjiao National High-Tech Industrial Development Zone, the new base construction projects . The project has been reviewed and approved by the Board.

According to reports, the new base project consists Grirem funded exclusively with its own funds , the total investment 39,995 yuan, the construction area of ​​91,300 square meters , total construction area of ​​46,500 square meters . The new projects include rare earth materials base , rare earth luminescent materials, special material properties of rare earth compounds , rare earth bonded isotropic magnetic four industrial projects and advanced materials industries rare public technical service platform for the project , a total of five sub-projects , building capacity of about 5700 t ; while advanced rare earth materials industries into the national public technical service platform with the international advanced level .

The future of the project will be built high levels of rare earth functional materials industry base , but also with the international advanced level of rare public technical service platform. Announcements, the future will vigorously develop high-end rare earth functional materials industry , the project will build a set of advanced technology, advanced equipment , high-end talent , high-end products in one , with a world-class production base of rare earth functional materials , supporting long-term health Grirem development.

Meanwhile, construction of basic materials , including rare earths ( compounds, metals and alloys ) , advanced rare earth magnetic materials, high-end rare earth luminescent materials, new energy and environment of rare earth materials, rare earth materials research and development of high-end test base , as well as rare earth materials comprehensive performance testing, application ( service ) Characterization and application of technology evaluation platform, a set of rare-earth common key technology development and integration , high-end rare earth functional materials development, pilot , technical and economic feasibility validation , engineering and technology development and transformation of materials characterization capabilities , product application performance testing, evaluation and application of technical personnel training is one of the public technical service platform.

Yanjiao base will accelerate technological innovation and scientific and technological achievements in the efficient conversion of rare earth industry , providing innovative platforms and technical support for rapid and sustainable development of China's rare earth industry . After a restructuring, market positioning is very clear, namely to accelerate the development of new energy battery materials and rare earth . Market analysts believe that it 's only as a listed company, will be deeply involved in the future or the General Hospital of multiple projects , development of great imagination.


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China's rare earth polishing materials industry overview

China's rare earth polishing materials industry in numerous applications in the field of rare earth materials , spanning from ordinary glass manufacturing industry optoelectronic display industry shift from traditional applications to optoelectronic high-tech upgrade process. Rare earth polishing materials for its unique and flexible use of properties, has become the world's optoelectronics industry is essential for the transmission display materials . At present , China's rare earth polishing materials are widely used in LCD glass , cell phone panels , optical glass polishing device . With the continued development of downstream applications, the application of domestic rare earth polishing materials from the 1980s to less than 40 tonnes to about 20,000 tons in 2010 .

China's rare earth polishing materials production enterprises are mainly concentrated in Inner Mongolia, Gansu, Shandong , Hunan and other places where large production scale , leading technology companies, such as Baotou Rare Earth Polishing tianjiao Kiyomi Materials Co. , Hunan Ho Chi New Material Co. , Gansu rare Earth new materials Co., Ltd., to become the major player , and occupy most of the market share.


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