Third Seminar on Chinese rare earth market, realize the harmonious development of rare earth application

Vice president of the Chinese Rare Earth Society : Rare Earth Industry Development Group for the first strategy , focusing on developing new materials applications. China's rare earth industry is the existence of over-exploitation of resources , price variability, lack of high-end application development technology and equipment , REE applications imbalance , disorderly competition , export smuggling more serious issues such as ; solve these problems , the association believes will be formed in the international market for rare earths diversified industrial structure under the circumstances, the Group's strategy to expand the space , and new materials industry is the inevitable trend of future development of the industry .

Nanjing Rare applied research vice chairman : adjust policies to stimulate domestic demand . Nanjing Rare applied research vice chairman Mr. Wang Zhongshan , said China's rare earth industry, there is currently excessive administrative intervention , denied equal competition environment encountered problems , which led directly to low productivity sectors , some elements of high inventories contracted downstream demand, and other issues. Mr. Wang Zhongshan insists that the existing sluggish domestic demand , lack of external demand against the backdrop , it is imperative to play the market self-regulation mechanisms , release the quota management and purchasing and storage mechanisms , some varieties due to lower export tariffs as soon as possible , in the light rare earth export release while encouraging the application of rare earth has made a positive innovation, hoping to make the rare earth industry in the two years after the supply and demand pattern has been optimized to return to the normal price orbit. In addition , Mr. Wang Zhongshan think oxide, praseodymium , neodymium 300,000 yuan / ton, the price is more reasonable.

Steel Hospital Institute of Functional Materials : high performance sintered rare earth permanent magnet is the future direction of development of new energy vehicles require attention. Rare is widely used in the field of new materials, which accounted for the bulk of permanent magnetic materials , rare earth permanent magnet industry has gone through several rounds of trends, technological progress is mainly reflected in its ultra-fine powder to reduce the ratio of remanence significantly improved uniformity and consistency magnets improved regulation of the preparation of ultra- high-performance magnet organization industrialization , saving more than 20% of raw materials and so on. Current need to build a new multi-channel demands of different magnetic materials , including through the regulation of dual phase rare earth permanent magnet technology to produce corrosion-resistant materials, high temperature by adding various elements manufacturing rare earth permanent magnet materials , because high performance sintered rare earth permanent magnet is the future direction of development of new energy automotive needs attention.

Hangzhou Daming fluorescent material Chairman : Phosphor downstream demand grim , LED energy-saving lamps greater impact on the rare earth . China in 2011 produced 8,650 tons of rare earth trichromatic phosphor Rare Earth about 5 billion energy-saving lamps , accounted for more than 80 % of the world , but the 2012 output fell by 50 %, while in 2013 only downstream of the actual demand of 4,000 tons in 2014 - 2018 annual demand is only 1000-2000 tons. First, in 2011 primarily due to rare earth prices shot up 10 times , and later rapid decline , and end users can not afford the downstream end demand power drops . Chinese lighting industry suffered a serious setback , while LED quick access to high-end market , technology matured , the price dropped to an annual rate of 30% , the market began to accept the occupation is expected in 2013 LED general lighting 5% 2014 - 2015 will quickly enter the market.

Changchun Institute of Applied Chemistry: high costs and excess capacity constraints nickel-metal hydride hydrogen storage materials development , hydrogen fuel cell hydrogen storage alloy to seek a breakthrough. Rare earth hydrogen storage alloys research trends of high capacity and low self-discharge NiMH battery remaining costs are too high and the problem of overcapacity . NiMH battery anode material is still the main downstream rare earth hydrogen storage alloys. NiMH applications primarily for consumer electronics market products and hybrid (HEV) in two major areas , more than 90 % of the existing HEV battery market share is still a nickel -hydrogen battery , the top three were HEV manufacturers Toyota, Honda and modern , on behalf of a Toyota Prius. Lithium -ion batteries battery industry is facing competition , hydrogen fuel cell hydrogen storage alloy to seek a breakthrough.

Rare earth polishing materials industry experts : capacity expansion frenzy narrow application market suffered a sharp deterioration of the industry supply and demand . Currently demand for rare earth polishing powder corresponding to about 10,000 tons , far below the capacity of 60,000 tons . With glass cover while processing technology to improve and enhance the thinning process consumes substantial reduction of rare earth polishing powder , and accompanied by chemical thinning thinning gradually replace rare earth polishing in the field of production of high-end enterprise technology is difficult because the case involved , the rare earth polishing powder applications market is gradually narrowing , industry supply and demand pattern of deterioration .


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Russian media: China's rare earth export policy from their own strategic considerations

According to Russian media reports, China 's WTO requires its not on the rare earth export quota system " ignored ." China announced the first half of the year 2014 the quota situation , then, will the international market supply 15,110 tons of rare earth materials. And ( 2013 ) in the second half compared to a decrease of 2.5% in quantity .

China controls 95% of the world's rare earth market . November , when , and its largest importer in - the U.S., EU , and Japan 's defeat in World Trade lawsuit . WTO to support these countries against China 's rare earth export restrictions complaint . WTO believes that the quota system violated the free trade regime.

This case has a sensational effect . In the history of the WTO , the first time a player wins three geopolitical monopoly lawsuit against the rare countries in the arbitration court. Everyone is waiting for China's counterclaim , but not limited to counterclaims. China has made to reduce the reverse quotas, quotas and all of a sudden decrease of 2.5 %. World metal market experts believe that this percentage is quite huge. This decision will lead to rare or scarce supply , prices rise.

In this way, China once again so that we understand , will continue to implement its own rules of conduct in this area. Asia-Pacific Research Center Director Sergei ? Luke Ning believes that China's move from their own strategy. He said: " China 's rare earth export restrictions in full compliance with the relevant government strategy to modernize the economy . This decision will force foreign companies to move to China's domestic high-tech production capacity . In addition, through this initiative , China can win a favorable position in the EU, U.S. and Japan on WTO negotiations on aspects of the complaint . It appears that China will conduct negotiations on the issue of its products into the U.S. and European markets . The use of rare earth export quota for the way China is trying in these negotiations Ringside ' terrain ' . Furthermore, Chinese companies use those rare because quotas can not enter the international market , can produce a more competitive high-tech equipment . Then, smoothly into the U.S., EU and Japan markets. "

China introduced new quota of rare earth , even to reduce its supply , it is not unexpected for the experts . Between the major competitors in this trade war or other platforms are periodically increase the number of revolutions . Moreover , the WTO from the essence of reality is there is no effect of leverage. Decisions made ​​by the agency , the most they can become a piece of paper on the table officials , Luke Ning think so.

He said: " Perhaps, the WTO will take some supplementary response measures . For example, you can implement the new tariffs on Chinese exports of equipment. But I think that , in this respect , the WTO may not be able to win anything. Such as the production of rare earth resources needed for electronic goods , almost all concentrated in China . These products accounted for 70-80 % of the world market. Europe can not refuse imports of computer and telephone from China . WTO does not take serious measures against China restrictive . You know, these measures will the company's interests to those engaged in this business a blow . China's export tariff measures utilized complementary , will the United States , European Union and Japan assembled in China these products company profits will cause harm. "

It is worth mentioning that Chinese competitors will continue to keep a close eye to take hold of all aspects of its strategy . Moreover, this pressure will be more severe and more coordinated. Exports of rare earths used to be , the future will be one of the major political and economic leverage China . Designer of China's reform Deng Xiaoping once said that the Middle East has oil , China has rare earths. Now, China 's opponents tried to let it lose this advantage. That is, the trade war will dusty field .


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December 18 rare earth market price quotes

RE market downturn, a downward trend in prices of some products . Downstream market orders scarce, actually lukewarm . Watching the market atmosphere .

Dysprosium oxide mainstream manufacturers tax 170-180 yuan / ton, dysprosium iron mainstream manufacturers tax price 195-205 yuan / ton.

Praseodymium oxide mainstream manufacturers tax price 560,000-580,000 yuan / ton. Neodymium oxide 315,000-325,000 yuan / ton.

Lanthanum oxide manufacturers tax price 22,000-23,000 yuan / ton. Cerium oxide mainstream manufacturers tax price 23,000-25,000 yuan / ton.

Neodymium oxide, praseodymium mainstream manufacturers tax price 310,000-320,000 yuan / ton , praseodymium , neodymium metal mainstream manufacturers tax price 390,000-400,000 yuan / ton.

Fluorescent europium oxide mainstream manufacturers tax price 4,500-4,700 yuan / kg. Terbium oxide phosphor grade tax price of mainstream manufacturers 3,400-3,500 yuan / kg.


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December 18 rare earth products price quotes

December 18 rare earth products price quotes

Name Specifications Origin / Mark Reference Price Average Change
Rare earth carbonate REO 42.0-45.0% Domestic 26000-27000 yuan / ton 26500 -1000
Lanthanum oxide La2O3/TREO 99.5-99.9% Domestic 22000-23000 yuan / ton 22500 0
Cerium oxide CeO2/TREO 99.5-99.9% Domestic 23000-25000 yuan / ton 24000 0
Praseodymium oxide Pr6O11/TREO 99.0-99.9% Domestic 560000-580000 yuan / ton 570000 0
Neodymium oxide Nd2O3/TREO 99.0-99.9% Domestic 315000-325000 yuan / ton 320000 0
Samarium oxide Sm2O3/TREO 99.5-99.9% Domestic 18000-19000 yuan / ton 18500 0
Europium oxide Eu2O3/TREO 99.95-99.99% Domestic 4500-4700 yuan / kg 4600 0
Gadolinium oxide Gd2O3/TREO 99.5-99.9% Domestic 164000-169000 yuan / ton 166500 -1000
Terbium oxide Tb4O7/TREO 99.95-99.99% Domestic 3300-3500 yuan / kg 3400 -50
Dysprosium oxide Dy2O3/TREO 99.5-99.9% Domestic 1700-1800 yuan / kg 1750 -50
Erbium oxide Er2O3/TREO 99.5-99.9% Domestic 340000-350000 yuan / ton 345000 -2500
Yttria Y2O3/TREO 99.995-99.999% Domestic 55000-65000 yuan / ton 60000 0
Praseodymium , neodymium oxide (Nd2O3 + Pr6O11) / TREO ≥ 75.0% Domestic 310000-320000 yuan / ton 315000 0
Metal lanthanum La / TREM ≥ 99.0% Domestic 53000-55000 yuan / ton 54000 0
Metal cerium Ce / TREM ≥ 99.0% Domestic 58000-62000 yuan / ton 60000 0
Metal Pr Pr / TREM 96.0-99.0% Domestic 590000-610000 yuan / ton 600000 0
Neodymium Nd / TREM 99.0-99.9% Domestic 410000-420000 yuan / ton 415000 0
Metal terbium Tb / TREM ≥ 99.9% Domestic 4800-4900 yuan / kg 4850 0
Dysprosium Dy / TREM ≥ 99% Domestic 2800-3000 yuan / kg 2900 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 45000-47000 yuan / ton 46000 0
Praseodymium neodymium metal Pr / TREM 20-25% Nd / TREM 75-80% TREM ≥ 98.5% Domestic 390000-400000 yuan / ton 395000 0
Praseodymium , neodymium and dysprosium metal TREM ≥ 99.0% Domestic 425000-435000 yuan / ton 430000 0
Battery grade mixed rare earth TREM ≥ 99.0% Nd / TREM ≥ 15% Domestic 135000-145000 yuan / ton 140000 0
Dy alloy Dy80% Domestic 1950000-2050000 yuan / ton 2000000 0



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Launched the National Movement Yang Huang Yan rare earth plant shut off do not go home without

Green Gathering Chairman Huang said it will launch a national movement off the Lynas rare earth plant , rare plants and threatened to do if he will not go home. He said , reaching millions of people in the anti- rare earth plant after signing his anti- rare earth plant to bring the sport to another level . He hoped that the people support the Lynas rare earth plant shut campaign , let this anti- pollution campaign a success.

Huang Taiping this afternoon, when the sun and the Pacific Shared Services team members for lunch , said he traveled to Australia recently anti- Lynas , two members of Congress to get the country 's support for him in just 36 days , was able to raise one million signatures surprised. He thanked the public to give him cooperation on anti- Lynas rare earth plant movement , which shows the national anti- pollution awareness has improved.


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