Critics Autoliv Dayton: China remains the largest consumer of rare earths market
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- Category: Rare Earth News
- Published on Thursday, 09 January 2014 11:57
- Hits: 488
International Rare famous critic , Mr. Li Fu Dayton in November this year had rare technology and market published important point : He believes the use or reduce the use of rare earth will cause technological retrogression , because good light rare earth magnetic feature, you can electronic equipment to reduce the volume , weight , high-tech field is indispensable material. By the end of 2013 , Mr. Li Fu Dayton again issued a document on the rare earth market expressed their views.
He believes that in the article "light rare earths demand is now eighty percent of the Chinese domestic market, and basically one hundred percent of the demand for heavy rare earths from China market .
Therefore, he believes that since most of the demand for rare earths from China market , the producers should be on the market when the eyes and focus on the Chinese heavy on China 's domestic demand , foreign companies should try to adapt to the market of rare earth products , namely with Chinese domestic rare earth producers in the price of similar products and capabilities in the competition , of course , the rare earth miner or junior mining companies in the non- Chinese market is definitely a winner , because it 's delivered price than its Chinese competitors much lower.
He believes that this situation will not change much in 2014 , unless there are all rare earth elements outside of China supply chain . Most of the configuration for a single rare and raw materials from China 's domestic demand is still ,
Therefore, he believes that " the price of rare earth raw materials will continue to be determined by the Chinese domestic market demand , the Chinese market has a surplus because the domestic supply , and foreign suppliers of rare earth , if only the production of light rare earth, rare earth elements and not all of the supply chain , nothing that is competitive in the Chinese market, as we all know, the high cost of rare earth products produced abroad , almost the highest in the world.
Africa and China produced light rare in foreign demand would have a small market , buyers mainly because of the cost of raw material supply security considerations to keep this market. But it is impossible outside of China has a big market or any other market, unless he has a comprehensive rare earth supply chain , especially in high-purity single client products such as rare earth separation of rare earth permanent magnets such requests . Therefore, the heavy rare earth market is still worthy of attention and investment lies.
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Rare Quotes colder, some businesses offer slightly higher
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- Category: Rare Earth News
- Published on Wednesday, 08 January 2014 15:07
- Hits: 538
The current rare earth market temporarily stable, market insiders reflected a poor year, some companies have a holiday, the market is more deserted. Now, some companies do not offer, some companies because stocks end lower , offer a smooth or slightly raised , super cheap Paohuo phenomenon on the market has decreased.
Praseodymium neodymium metal market , the current price is relatively stable , in part because of the end of the volume of business to reflect less , offer terms increased slightly. Currently praseodymium neodymium metal with votes 38-38.5 yuan / ton, slightly Baotou region supplier will not raise ticket prices with 2-3 thousand dollars / ton, about the 32.8-33 yuan / ton. The companies also will offer battery-grade mixed rare earth raised $ 5,000 / ton.
Dysprosium products market , the market is no longer part of the business to reflect offer, there is no obvious adjustment offer , according to Ganzhou a supplier of dysprosium oxide with a vote that the current 1.7 million yuan / ton , the price is slightly higher in dysprosium iron 1750000 yuan / ton.
Market lutetium oxide , lutetium oxide big gap between the market price , by traders with Ganzhou understood lutetium oxide with votes 8,000 yuan / kg, while China Rare Earth Industry Association released quotes in 8600 yuan / kg, while the South precious metal trading published on the website of the latest price displayed lutetium oxide present only with votes than 7000 yuan / kg, a little more .
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Rare large group plan approved by the State Council
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- Category: Rare Earth News
- Published on Wednesday, 08 January 2014 14:25
- Hits: 538
In addition to policy support in the integration and development of good , the reporter learned from both the authorities , a large group of rare earth into six large areas of rare earth group , but also the integration of the region to assume the rare earth enterprises and optimize resources tasks, including more scattered in the integration of regional smelting and separation enterprises , but also in accordance with the industrial policy integration requirements, capacity reduction and environmental governance.
"In fact, regional integration of the things we have been doing , the next step we need to put more money and energy on the regional integration up, even if re- integration of complete Leveller capacity , including reduced number of backward production capacity . From past experience , because it involves a lot of interests of the game , still facing great test . " a rare domestic large enterprises responsible person admitted to reporters .
It is reported that a large group into the territory of six rare earth rare earth group , mainly in Inner Mongolia Baotou , Ganzhou, Jiangxi , Guangdong , Fujian and other rare earths main producing areas. Reporters learned that, in the case of access to upstream resources of nowhere , south central enterprises involved in the process of ionic rare earth industry often use "infiltration routes " , that is, through mergers and acquisitions separation downstream smelting and processing industry , and gradually penetrate upstream.
The program is approved, from 2011 the State Council issued " Several Opinions of the State Council on promoting the sustainable and healthy development of rare earth industry ," clearly put forward with 1-2 years basic form to large enterprises as the leading rare earth industry structure , after a lapse of nearly three years .
As the center of a large group , to build the whole industry chain of rare earth and really change the status of rare scattered over the years to achieve international competitiveness of the country is undoubtedly important to seek the "blueprint" , the rare earth industry has become a precious mineral resources in the field of integration "sample ." Notably , the reporter learned from a number of industry department , in order to better improve the industry concentration, the realization of large enterprises as the leading pattern of rare earth industry , including production quotas next , mandatory plan , the new mining permits , etc. a series of policies will be inclined to the overall large group .
"The State Council in late December 2013 open meeting to discuss the meeting and reported in principle by the large group of rare earth solution to the current document has been approved by the Ministry of Industry , estimates will soon be officially announced . "the source told reporters. According to reports , the current program to obtain approval of a large group , in fact, is to promote the development of an overall framework for the healthy development of rare earth industry , mainly involving rare earths existing enterprises as the main focus of the business through increased industrial concentration , build a reasonable development of rare earth industry pattern, in order to achieve resource conservation and rational exploitation of rare earths .
The sources also revealed that the program is open only approved integrated rare big screen , according to the State Department authorization , the Ministry will launch the next series of work approved for the above six range included a large group of rare earth enterprises, need to prepare a detailed program established and reports to the Ministry , in order to ultimately obtain approval to enter the ranks of a large group of rare earth .
" Basically, a large group of rare earth will be a series of national support at the policy level , the latter will focus on the integration of several of these rare earths Group , focused on the integration of the above group is domestic upstream businesses and smelting of rare earth ore separation , which means rare earth resources will be further concentrated to a large group . " A source close to the Ministry of Industry , told reporters.
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January 9, 2014 market price of rare earth products
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- Category: Rare Earth News
- Published on Wednesday, 08 January 2014 14:10
- Hits: 491
January 9, 2014 market 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 | 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 | 305000-315000 yuan / ton | 310000 | 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 | 4300-4500 yuan / kg | 4400 | 0 |
Gadolinium oxide | Gd2O3/TREO 99.5-99.9% | Domestic | 152000-158000 yuan / ton | 154000 | -1000 |
Terbium oxide | Tb4O7/TREO 99.95-99.99% | Domestic | 3300-3400 yuan / kg | 3350 | 0 |
Dysprosium oxide | Dy2O3/TREO 99.5-99.9% | Domestic | 1650-1750 yuan / kg | 1700 | 0 |
Erbium oxide | Er2O3/TREO 99.5-99.9% | Domestic | 330000-350000 yuan / ton | 340000 | 0 |
Yttria | Y2O3/TREO 99.995-99.999% | Domestic | 55000-60000 yuan / ton | 57500 | 0 |
Praseodymium , neodymium oxide | (Nd2O3 + Pr6O11) / TREO ≥ 75.0% | Domestic | 305000-315000 yuan / ton | 310000 | 0 |
Metal lanthanum | La / TREM ≥ 99.0% | Domestic | 53000-55000 yuan / ton | 53000 | -1000 |
Metal cerium | Ce / TREM ≥ 99.0% | Domestic | 58000-62000 yuan / ton | 60000 | 0 |
Metal Pr | Pr / TREM 96.0-99.0% | Domestic | 800000-820000 yuan / ton | 810000 | 0 |
Neodymium | Nd / TREM 99.0-99.9% | Domestic | 395000-405000 yuan / ton | 400000 | 0 |
Metal terbium | Tb / TREM ≥ 99.9% | Domestic | 4800-4900 yuan / kg | 4850 | 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 | 42000-44000 yuan / ton | 43000 | 0 |
Praseodymium neodymium metal | Pr / TREM 20-25% Nd / TREM 75-80% TREM ≥ 98.5% | Domestic | 390000-400000 yuan / ton | 392500 | -2500 |
Praseodymium , neodymium and dysprosium metal | TREM ≥ 99.0% | Domestic | 405000-415000 yuan / ton | 410000 | 0 |
Battery grade mixed rare earth | TREM ≥ 99.0% Nd / TREM ≥ 15% | Domestic | 135000-145000 yuan / ton | 140000 | 0 |
Dy alloy | Dy80% | Domestic | 1700000-1800000 yuan / ton | 1750000 | 0 |
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Copper Lead Zinc rare earth "three rate" indicator ban companies announced the development of non-compliance
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- Category: Rare Earth News
- Published on Wednesday, 08 January 2014 14:02
- Hits: 415
In order to strengthen the mining recovery rate under seven minerals iron , copper and other different conditions , recovery rates , the indicator comprehensive utilization of mineral resources to promote the rational exploitation of these supervision and management of mining enterprises to promote conservation and comprehensive utilization of mineral resources . MLR January 6 issued a " iron, copper, lead, zinc, rare earths , potash and fluorite rational development and utilization of mineral resources ," three rate " minimum index requirements ( Trial)" ( hereinafter referred to as " requirements" ) .
Ministry of Mineral Resources and Reserves Division of Homeland official also highlighted that the time to carry out spot checks and inspections , regularly publish a list of compliant and non- compliance with the requirements of this indicator mining enterprises , the implementation of social supervision , dynamic management . For indexes reach the requirements will not be through the development and utilization of mineral annual inspection .
Mining recovery rate , recovery rates , the comprehensive utilization rate is to evaluate the effect of conservation and comprehensive utilization of mineral resources, the main indicators . The announcement of the Ministry of Land and mining recovery rate under the copper, lead, zinc, iron , rare earth, fluorite , potash seven different conditions minerals , mineral recovery , comprehensive utilization indicator.
Where a large open-pit iron ore mining recovery rate of not less than 95% , small open pit mining recovery rate of not less than 90 %. Underground mining of iron ore to determine the recovery rate of 75% to 83% of the six-speed ; copper mining recovery rate , large open copper mine not less than 95% , not less than 92% of small and medium class . Underground mining based on the thickness and grade of copper ore body is different , determined the 75% to 92% of nine files.
The concern of rare earth resources are divided into two types of rock and ionic , using heap leaching mining ionic rare earth mining recovery rate of not less than 87% ( leaching phase ) , 70% ( all phases ) , in situ dip ionic rare earth mining mining recovery rate of not less than 84% ( leaching phase ) , 67% ( all phases ) .
Hebei Province Bureau of Geology and a professional told the " Daily Economic News" reporter , mining recovery rate is the percentage of the mining process mined ores or the amount of metal ore mining area owned or metal reserves. Mining recovery rate is higher , indicating mined ore , the more little lost in a mine ore , resource use efficiency , the better development of the mine .
He explained that in the actual mining process, miners may consider such factors as the cost of mining easy choice , taste high priority to start, and for mining rights have been obtained but not easily abandoned mined ore mining, which will cause a great waste .
The "request" a highlight that defines the scope and responsibilities of supervision and management of land and resources department standards , emphasizing the provincial land and resources department is responsible for the implementation of the indicator area of mining enterprises to conduct supervision and management, from time to time carry out spot checks and inspections , regularly publish a list of compliant and non- compliance with the requirements of this indicator mining enterprises , the implementation of social supervision , dynamic management .
Above the Department of Homeland responsible person, reach for the indicator will not be through the development and utilization of mineral annual inspection . For special cases, the provisions of the mining enterprise shall submit an explanation and demonstration report , submitted to the original mining rights registration and management authorities.
It is understood that the requirements for this indicator is lower than the actual resource conditions are better indicators of the provinces , the provisions of " provincial land and resources department in accordance with the characteristics of the administrative area of mineral resources , the development of this standard is not less than the indicator ."
The official said that the timely establishment of a sound "three rate " standard, designate the source of ecological civilization "red line" , is to implement the spirit of the Third Plenary Session , the transformation of government functions and strengthen standards established to protect the environment from the source important measures. Another background strict regime of mineral resources is to reduce dependence on foreign exports . ,
Hebei Bureau of Geology and analysis to reporters , said the release of " three rate" standard seven minerals , compared to five last year in the industrial production of mineral resources and accounting applications should be much larger , it is more conducive to resource utilization efficiency and environmental protection.
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Eight ministries rare heavy regulation is expected to solve overcapacity
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- Category: Rare Earth News
- Published on Wednesday, 08 January 2014 13:57
- Hits: 527
Department of Homeland website revealed on the 7th , "Combating illegal behavior rare special action " inspection team led by the Ministry of Public Security, the Ministry of Land , State Administration of Taxation jointly composed of eight departments , rare earth enterprises in Guangdong Province recently conducted spot checks .
Eight ministries jointly issued a document "Combating rare earth mining , production and circulation of illegal conduct special action program ." The source said , eight departments Rare Joint Inspection Unit of the Southern inspections is to implement action programs .
Because of widespread indiscriminate digging of private Rare , rare earth our government repeatedly to start combating the illegal action. China Rare Earth Association Deputy Secretary-General Wang iron think , compared to eight ministries of the Joint Inspection action this time is very different , mainly grabbed from the source , the whole event has a clue , a purpose .
The so-called tax invoice clue is rare . According to the inspection team leader Shi Yaoqiang introduced in the past to combat illegal behavior of rare earth passively rely on clues , and now the tax system to provide more information and support for the initiative to investigate rare illegal precise lines .
Since June 2012 the national tax system to enable RE VAT invoices , the national tax system into rare earth enterprises have more than 1600 households, of which the separation of rare earth smelting enterprises more than 400 households , trade and business enterprises more than 1,100 households.
Since October 2011 , rare earth prices continued to fall . In June, a strong blow in the south under the law of rare earth production capacity of news, rare earth started a wave of rebound, rebound the end of September .
Since the fourth quarter , rare good news for more regulation , why did not take advantage of the rare earth prices rise ? Analysts believe that 2011 rare earth prices skyrocketing negative impact on the downstream are still suppressed , weak demand weighed on prices rebounded .
Market research shows that in addition to the higher number of rare earth magnetics manufacturers operating rate , the small businesses operating at only three percent . As in previous years , it is currently being re-stocking period, but it is understood that this year fewer companies Dongchu stocking . Relevant sources, promote downstream applications of rare earth policy is also in the pipeline. But demand recovery will be a slow process.
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January 8, 2014 Price of rare earth products
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- Category: Rare Earth News
- Published on Wednesday, 08 January 2014 13:50
- Hits: 522
January 8, 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 | 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 | 305000-315000 yuan / ton | 310000 | 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 | 4300-4500 yuan / kg | 4400 | 0 |
Gadolinium oxide | Gd2O3/TREO 99.5-99.9% | Domestic | 152000-158000 yuan / ton | 155000 | 0 |
Terbium oxide | Tb4O7/TREO 99.95-99.99% | Domestic | 3300-3400 yuan / kg | 3350 | 0 |
Dysprosium oxide | Dy2O3/TREO 99.5-99.9% | Domestic | 1650-1750 yuan / kg | 1700 | 0 |
Erbium oxide | Er2O3/TREO 99.5-99.9% | Domestic | 330000-350000 yuan / ton | 340000 | 0 |
Yttria | Y2O3/TREO 99.995-99.999% | Domestic | 55000-60000 yuan / ton | 57500 | 0 |
Praseodymium , neodymium oxide | (Nd2O3 + Pr6O11) / TREO ≥ 75.0% | Domestic | 305000-315000 yuan / ton | 310000 | 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 | 800000-820000 yuan / ton | 810000 | 0 |
Neodymium | Nd / TREM 99.0-99.9% | Domestic | 395000-405000 yuan / ton | 400000 | 0 |
Metal terbium | Tb / TREM ≥ 99.9% | Domestic | 4800-4900 yuan / kg | 4850 | 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 | 42000-44000 yuan / ton | 43000 | 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 | 405000-415000 yuan / ton | 410000 | 0 |
Battery grade mixed rare earth | TREM ≥ 99.0% Nd / TREM ≥ 15% | Domestic | 135000-145000 yuan / ton | 140000 | 0 |
Dy alloy | Dy80% | Domestic | 1700000-1800000 yuan / ton | 1750000 | 0 |
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January 8, 2014 Market Price of Rare Earth
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- Category: Rare Earth News
- Published on Wednesday, 08 January 2014 13:46
- Hits: 520
Spring Festival approaching, the rare earth market because fewer and fewer actual demand , buyers are reluctant to purchase market , resulting in less than normal market price . Suppliers wait and see, said they would consider the amount of goods to go .
Dysprosium oxide mainstream manufacturers tax 170-175 yuan / ton, dysprosium iron mainstream manufacturers tax price 175-185 yuan / ton.
Praseodymium oxide mainstream manufacturers tax price 560,000-580,000 yuan / ton. Neodymium oxide 305,000-315,000 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 305,000-315,000 yuan / ton , praseodymium , neodymium metal mainstream manufacturers tax price 390,000-400,000 yuan / ton.
Fluorescent europium oxide mainstream manufacturers tax price 4,300-4,500 yuan / kg. Terbium oxide phosphor grade mainstream manufacturers tax price 3,300-3,400 yuan / kg.
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The first step to save rare earth, rare earth formation of large groups
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- Category: Rare Earth News
- Published on Wednesday, 08 January 2014 11:03
- Hits: 531
According to media reports, the rare large group program led by the Ministry of recently enacted by the State Council for approval. According to the plan, the country will form six large group of rare earth , which, some experts believe that the formation of the industry is expected to completely end a large group of rare earth industry capacity and production patterns dispersed situation, so that the rare earth industry more orderly.
Rome was not built in a day . Similarly, China 's rare earth industry in recent years, the chaos is also not only shape. Data show that in the past few decades , China has supplied more than 90 percent of the world's rare earth resources , but not rare international pricing . The reason is mainly the layout of China's rare earth industry more scattered among enterprises lower prices with each other , thus forming a vicious competition. Due to the low threshold for the mining of rare earth , rare earth industry, there are companies , small -scale problems. At present , China has rare earth smelting and separation of nearly 100 companies , but the average annual capacity of less than 4,000 each ton. In this context, the establishment of large industry group , merger or elimination of backward production capacity of large , polluting small businesses , improve Chinese enterprises in rare earth pricing , naturally has a positive meaning.
As the "mother of the new material ", " modern industrial vitamin" , is widely used in cutting-edge technology in the field of rare earth . However, such a large number of valuable resources are being used to export in exchange for "cabbage price" of foreign exchange, or the production of low value-added rare earth functional materials , and its value has not been the greatest degree of mining. In this sense , although the formation of the rare earth group can effectively suppress the smuggling of rare earth , rare earth exports raise the price , but do not let the rare earth industry from the road onto the healthy development of all.
Therefore, the true value of rare earths to play , the key is to accelerate the development of rare earth industry, high-end technology and equipment , construction of high value-added chain backend . And the formation of large industry group, just "save rare earth" first step. At the same time strengthening the centralization of rare earth resources , relevant departments should increase the development and application of rare earth products, high-end technology to accelerate the technological transformation of enterprises, promote the extension of the high-end rare earth industry to downstream areas . In addition , the state should promote the construction of the rare earth permanent magnet motor base , nickel-hydrogen batteries and industrial projects such as nuclear magnetic resonance project results into effective large-scale application of rare earth development projects as soon as possible , in order to promote the optimization and upgrading project of rare earth industry structure.
For the purposes of the practical level , the integration of a large group of rare earth easy , so rare earth products to high-end you need to take a longer time. However , for the entire rare earth industry and government decision-making departments , this is precisely the problem had to be considered. Otherwise, China 's rare earth industry to rely on significant foreign exchange gain , but it will lose the application of rare earth tomorrow.
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List of rare earth large group formation process is still difficult to integrate emerging
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- Category: Rare Earth News
- Published on Wednesday, 08 January 2014 10:58
- Hits: 571
According to reports, the formation of a large group of rare earth program led by the Ministry of recently enacted by the State Council approved the program will be finalized rare large group " 1 +5 " pattern , including the reporter to verify the message from the rare corporate executives at a major , but it said there has not been officially approved MIIT . Some analysts said that although the list of rare earth group formation have been identified, but the integration process is still very difficult.
Industry to accelerate the integration
In recent years , China 's rare earth resources integration urgency increasingly apparent.
May 2011 , the State Council issued the " Opinions on Promoting the sustainable and healthy development of rare earth industry ," and proposed the formation of large-scale enterprises basically dominated the pattern of rare earth industry , industrial conglomerates Southern ionic concentration of rare earth industry 's top three 80 % or more, ie "1 +3" pattern. Since then, the country 's rare earth resources to accelerate the pace of integration , Baotou Steel Rare Earth "dominate " the North . On the south , the Minmetals has rare earth mine in Hunan ; integration of rare earth resources in Chalco Guangxi ; Rising colored body integration is rare in Guangdong Province , and entered the Yunnan ; Ganzhou , Jiangxi Rare Earth Rare Earth Group is an integrated platform ; Fujian Xiamen Tungsten formed the core of the rare earth group ; JCC enters Sichuan RE fields.
In the context of the integration of the provinces have formed the subject , the Ministry finally come up with a " 1 +5 " proposal Rare large group . According to reports, after the integration of a large group of rare earth , rare earth industry, the next series of policies , including production quotas, mandatory plan , the new mining permits , etc., generally large group of rare earth will tilt . Upstream resources and production targets which means that the domestic rare earth ore and smelting separation , will be further concentrated to a large group of rare earth industry will usher in a new round of reshuffle .
Among them, the upstream resources of rare earth most attention. Although the country has formed a respective integrated body , but the country still has a lot of resources to be integrated , and there are new opportunities for rare earth resources . China has a long time is not a new batch of rare earth mining permits , some of the old mining permits rare earth resources have been exhausted , some companies may hold the future of the old certificate is eliminated.
In addition to policy support in the integration and development of good , the rare large group into six large areas of rare earth group , but also the integration of the region to assume the rare earth enterprises optimize resources and tasks, including the integration of the region are more scattered smelting separation enterprises , but also in accordance with the requirements of the industrial policy to reduce production capacity and environmental governance .
Integration process difficult
Rare earth industry is very small, the entire value of the domestic rare earth enterprises but also one hundred billion yuan or so, but the important position of rare earths should not be overlooked . Over the years, low barriers to entry due to rare earth enterprises , investment is relatively small, the process is relatively simple , with the temptation of high interest, and the protection of local authorities , there is a serious over-exploitation , private dug Luancai phenomenon , the market has been in a non- sequence race condition can be described as chaos . In recent years , the state environmental protection special inspection of rare earth enterprises , the introduction of rare access system , the implementation of invoices initiatives to carry out special operations , such as regulation of rare earth industry , but still does not solve the fundamental problem of rare earth chaos .
The Company executives said the formation of large rare earth group , it should be a major positive rare earth industry . Rare earth mine in terms of the source , you can block the illegal mining of private dug upstream ; enterprise in terms of the overall planning , you can eliminate a large number of illegal and excess capacity ; from technological advances in terms of , you can concentrate manpower accelerate new technology, new technology research and development, reduce energy consumption, environmental protection and other outstanding problems to solve ; from the product point of view, you can speed up the extension of downstream products ; from the market side, the problem can be solved vicious competition and maintain market is relatively stable , to avoid all these years & ldquo ; the peaks and valleys " of the disorder.
A rare earth analyst told reporters , although the list of rare earth group formation have been identified , but the integration process is still very difficult. For example, now the parties are competing for Sichuan 's rare earth resources, foreign enterprises to integrate difficult to imagine.
Even within regional integration , nor is it easy. In Baotou Steel Rare Earth , for example, since the spread of rare earth industry consolidation , the company as a leading enterprise in the north of rare earth , rare earth consolidation carrying the banner of the North , but in fact, the integration process is still very difficult. Update program again , and again promised to postpone the completion of the integration time , which is from the company's announcement will be aware of .
December 28, 2012 , and 12 in Inner Mongolia Baotou Steel Rare Earth Rare upstream companies signed a "rare earth upstream integration and restructuring of the framework agreement ." The above announcement Jan. 3, 2103 , until only the latest progress , but the number of corporate restructuring has 12 turns 9 , and the remaining 3 Why has not signed a formal agreement , remains to be seen .
Rare Large Group was established on a formal list recognizes the impact of the rare earth market , said analyst told reporters after the formation of large groups about the list of rare earth industry has long been expected that the large group announced the formation of the list , just to name the , so the impact on rare earth prices weak.
For purchasing and storage of rare earth market has been expected , these analysts said , by the end of December 2013 the national reserve of rare earth Bureau has deployed Shouchu meeting in Beijing , but the quotation State Reserve Bureau is too low, no companies willing to do , resulting in bids . Currently, purchasing and storage of rare earth is still no timetable. "Even though the official launch of purchasing and storage of rare earth , rare earth prices to stimulate is limited, delays in downstream demand open in the background , this rare earth market is still not optimistic. "
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