Currently the cost of rare earth separation products appear upside down

Because of the current market for rare earths serious excess capacity , black chain repeated, downstream industries demand weakened , the vast majority of rare earth product prices remain low , thinly traded. Separation costs which products appear upside down , in addition to the price of individual species praseodymium oxide, praseodymium , neodymium and other relatively strong, most of the rare earth oxide prices fell last year .

Wood Yi Zhang made ​​the remarks in a jurisdiction listed Hainan held the 22nd annual results 2013 online collective briefing , he believes the rare earth industry is facing very severe form of management , but in view of the country 's rare earth industry consolidation to continue to strengthen over the long term rare earth industry is still a good prospect.

It shows that the recent stock market as a whole is relatively stable rare earth weak turnover , upstream businesses shipped more downstream receiving significantly less disk capacity , most businesses wait and see outlook .


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May 23, 2014 Price of rare earth products

May 23, 2014 Price of rare earth products

Name Specifications Origin / Mark Reference Price Average Change
Rare earth carbonate REO 42.0-45.0% Domestic 24000-25000 yuan / ton 24500 0
Lanthanum oxide La2O3/TREO 99.5-99.9% Domestic 18500-19500 yuan / ton 19000 0
Cerium oxide CeO2/TREO 99.5-99.9% Domestic 19500-20500 yuan / ton 20000 0
Praseodymium oxide Pr6O11/TREO 99.0-99.9% Domestic 570000-580000 yuan / ton 575000 0
Neodymium oxide Nd2O3/TREO 99.0-99.9% Domestic 320000-330000 yuan / ton 322500 0
Samarium oxide Sm2O3/TREO 99.5-99.9% Domestic 17500-18500 yuan / ton 18000 0
Europium oxide Eu2O3/TREO 99.95-99.99% Domestic 3800-4000 yuan / kg 3900 0
Gadolinium oxide Gd2O3/TREO 99.5-99.9% Domestic 145000-150000 yuan / ton 147500 0
Terbium oxide Tb4O7/TREO 99.95-99.99% Domestic 3000-3200 yuan / kg 3100 0
Dysprosium oxide Dy2O3/TREO 99.5-99.9% Domestic 1600-1650 yuan / kg 1625 -25
Erbium oxide Er2O3/TREO 99.5-99.9% Domestic 320000-330000 yuan / ton 325000 0
Yttria Y2O3/TREO 99.995-99.999% Domestic 49000-51000 yuan / ton 50000 0
Praseodymium , neodymium oxide (Nd2O3 + Pr6O11) / TREO ≥ 75.0% Domestic 325000-335000 yuan / ton 327500 0
Metal lanthanum La / TREM ≥ 99.0% Domestic 45000-50000 yuan / ton 47500 0
Metal cerium Ce / TREM ≥ 99.0% Domestic 56000-58000 yuan / ton 57000 0
Metal Pr Pr / TREM 96.0-99.0% Domestic 800000-840000 yuan / ton 820000 0
Neodymium Nd / TREM 99.0-99.9% Domestic 410000-420000 yuan / ton 412500 0
Metal terbium Tb / TREM ≥ 99.9% Domestic 4400-4600 yuan / kg 4500 0
Dysprosium Dy / TREM ≥ 99% Domestic 2400-2600 yuan / kg 2500 0
Metal yttrium Y / TREM 99.9-99.95% Domestic 270-290 yuan / kg 280 0
Lanthanum cerium metal Ce / TREM ≥ 65.0% TREM ≥ 98.5% Domestic 38000-40000 yuan / ton 39000 0
Praseodymium neodymium metal Pr / TREM 20-25% Nd / TREM 75-80% TREM ≥ 98.5% Domestic 410000-420000 yuan / ton 415000 0
Praseodymium , neodymium and dysprosium metal TREM ≥ 99.0% Domestic 420000-430000 yuan / ton 425000 0
Battery grade mixed rare earth TREM ≥ 99.0% Nd / TREM ≥ 15% Domestic 135000-145000 yuan / ton 140000 0
Dy alloy Dy80% Domestic 1650000-1700000 yuan / ton 1675000 -50000



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Baotou Rare Earth Project Construction And Other Key Industries

 
 

Iron and steel industry projects 24 , 12 projects have been started or restarted , 1- April totaled 3.95 billion yuan in fixed assets investment , accounting for 31.2% of the industrial city of Baotou key projects to complete the amount of investment in fixed assets .

18 colored industrial projects , 10 projects have been started or restarted , 1- April totaled 760 million yuan in fixed assets investment , accounting Baotou key industrial projects completed investment in fixed assets of 6.0 %.

Equipment manufacturing industry projects 34 , 20 projects have been started or restarted , 1-4 months total fixed assets investment of 1.78 billion yuan, accounting for 14.0% of Baotou City Industrial key projects to complete the amount of investment in fixed assets .

New materials and rare earth industry projects 14 , nine projects have been started or restarted , 1- April totaled 770 million yuan in fixed assets investment , accounting for 6.1% of Baotou City Industrial key projects to complete the amount of investment in fixed assets .

Energy industry projects 51 ( including scenery, natural gas and other new energy projects 38 ) , 24 projects have been started or restarted , 1-4 months total investment in fixed assets 35.2 yuan , accounting for key projects in Baotou City Industrial amount of investment in fixed assets 27.8 %.

12 energy-saving industrial projects , 10 projects have been started or restarted , 1- April totaled 680 million yuan in fixed assets investment , accounting for 5.4% of Baotou City Industrial key projects to complete the amount of investment in fixed assets .

Building material industrial projects nine , six projects have been started or restarted , 1- April totaled 140 million yuan in fixed assets investment , accounting Baotou key industrial projects completed investment in fixed assets of 1.1%.

Chemical Industry Project 8 , two projects have been started or restarted , 1- April totaled 100 million yuan in fixed assets investment , accounting for 0.8% of Baotou City Industrial key projects to complete the amount of investment in fixed assets .

11 light industrial projects have been started or restarted the project six 1- April totaled 540 million yuan in fixed assets investment , accounting for 4.2% of Baotou City Industrial key projects to complete the amount of investment in fixed assets .

14 other industrial projects , projects have been started or restarted on April 9 , 1- investment in fixed assets totaled 440 million yuan, accounting for 3.5% of Baotou City Industrial key projects to complete the amount of investment in fixed assets .


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Rare pollution transfer of clean energy

WTO announced the United States, European Union, Japan v. China rare earths , tungsten, molybdenum export management measures related to the case of the panel report , and ruled that China's export restrictions imposed in violation of free trade regulations.

The latest ruling means not only to discuss China since 2005 to implement the rare earth export quota system will face an end , but also triggered a series of issues surrounding rare earths . Regardless of the United States , European Union, Japan, in the case of rare earth export restrictions by limiting the supply of rare earth in China in exchange for other diplomatic achievements , or manipulate international prices of rare earth accusations are true , the domestic rare earth buyers will indeed because of reduced exports of rare earths benefit . In other words, because of the rare earth forced "to export domestic ", the domestic supply increases , prices remain low , resulting in the loss of natural resources caused by over-exploitation , calculate its cost of production in the downstream equipment manufacturers when ignored. While those using rare earth clean energy technologies such as permanent magnet direct drive wind turbines , new energy vehicles , energy storage , and even the promotion of energy-saving LED light bulbs are also worthy of further investigation .

According to the State Council in 2012 released " China 's rare earth situation and policy " white paper , China 's rare earth reserves account for about 23% of the world's total reserves. According to Bloomberg New Energy Finance statistics, China in 2013 to provide 120,000 tons of the world's rare earths . Which is mainly used for the number of new energy technologies to reach 30,000 tons .

Wind power on a global scale is regarded as the most mature , but also the lowest cost of electricity generation clean energy technologies. According to the Global Wind Energy Association statistics , in 2013 , global wind power capacity reached 35 GW , which uses the number of permanent-magnet direct-drive wind turbine technology accounted for 25 %, about 4500 units. Each permanent magnet direct drive motors main material NdFeB (NdFdB-Neodymium Iron Boron) requires one ton . From 2014 onwards, the annual global demand for wind power development of rare earth , permanent magnet direct drive wind turbine capacity according to forecasts , will be close to 6,000 tons.

Clean energy demand for rare earths in the same car can not be ignored. In the world of electric car batteries are widely used nickel metal hydride (NiMH - Nickel Metal Hydride, mainly used in hybrid cars ) and adding lithium iron rare earth (Lithium-ion, mainly used in hybrid and pure electric car ) two battery . Take the 2013 global sales of new energy vehicles ( including hybrid and pure electric vehicles ) to calculate the total rare earth use is more than 2000 tons . In addition , the same use of rare earth lithium batteries as the energy storage device , and a fluorescent element LED bulbs used in rare earth mining demand will also increase each year.

Since the implementation of China's rare earth export quotas , foreign enterprises to ensure that his country needs new energy technologies of rare earth , have set up a joint venture in China , together with the exploitation of domestic enterprises , including the United States mining group Molycorp. The rapid development of clean energy to reduce local pollution, but the pollution - excessive exploitation of rare earth remain in the country .

In addition , the domestic in the past five to 10 years time to accelerate the development and utilization of new energy technologies , electric vehicles and battery energy storage development and promotion has not stopped, but are built on the basis of price competition . The average selling price of the domestic wind turbine prices below the international average of 15% to 20 % of domestic electric cars more than 50% of the price even lower than the international level . Able to obtain a price advantage on the premise that the cost advantage , especially the transfer of pollution cost advantage.

In fact China's rare earth export restrictions policy shift from simple production processes . 2012 began to include more competent departments of Commerce, Ministry of Environmental Protection , the Ministry of Industry , etc. are involved in the regulation of rare earth mining and processing order. But so far low inefficient disorderly exploitation of rare earth continues, the individual provinces mined several times more than the approved amount of the reality still exists, causing severe environmental damage.

In order to achieve the goal of reducing air pollution , clean energy can not unilaterally increase the installed capacity from the start, or focus only on the quantity of crude oil has been replaced , but the need to increase R & D investment , particularly from improved resource utilization and resource recycling .


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Rare PVC stabilizer during landing results

After a year of trial and error, Baotou Rare Earth Rare hospital successfully developed a new type of PVC stabilizer non-toxic, environmentally friendly, long-term stability and good for . Currently , rare earth PVC stabilizer in the test line is under construction , scientific research and is expected to achieve during the year .

It is understood that , at present , rare earth rare earth stabilizer hospital pilot project has been completed equipment tender , is expected to more than three months after the construction , installation , debugging put into operation, is expected to achieve scientific research and then went into effect.

When using PVC material is heated to 200 ℃ require pretreatment , the need to add material to prevent thermal decomposition of PVC stabilizers . At present , the domestic PVC stabilizer to lead salt stabilizer most widely used , but there are safety hazards environmental issues. To meet the international trend to ban lead on PVC industry , China in recent years have gradually taken a series of measures to limit and reduce the use of lead salt stabilizer , lead stabilizer will gradually withdraw from the market , PVC materials production enterprises urgently need a stabilizing effect good cheap alternative and environmentally efficient products . The successful development of rare earth stabilizer , PVC producers can meet the demand for environmentally efficient stabilizers great extent.

Rare hospital engineer Zhang Yuxi told reporters , accounting for 3.5% PVC stabilizer weight , and now our nation's annual PVC production is 13 million tons , and production is still rising , demand is also increasing year by year stabilizers , especially our stabilizer overall lead ban is imminent. The main component of the rare earth lanthanum cerium stabilizer element content is about 10% , the annual output of 13 million tons terms of PVC per year to use 40,000 tons of elements lanthanum , cerium , lanthanum surplus for digestion Baiyunebo Ce important.


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