Muzi chop: China Rare Earth there hope?

From March 26 against China Rare Earth , and today has 60 days . In accordance with WTO appeals process , the Chinese government has up to 90 days to decide whether to appeal . Now I do not know whether the Chinese Ministry of Commerce appeal , but according to industry sources say , whether Chinese or not to appeal , this time losing all a foregone conclusion. So the next step , China Rare Earth Gairuhezou go ? What kind of measures should be taken ?

First, how to recognize the rare earth

China Rare Earth is a very small industry , from mining to smelting mineral separation, the total enterprise value of 100 billion nationwide scale it , this and other petroleum and petrochemical , steel, power and other industries compared to simply immeasurably . Such a small industry , the impact on the national economy can be said to be minimal , basically negligible .

Rare earth industry is small, but not where the significance of rare earths . Rare is called industrial monosodium glutamate , that is, if your product braced little earth, product quality will be greatly improved. Significance of rare earths is far more than that, it is widely used in high-tech products , especially in the military field, which is the most critical areas.

That you know why the United States, Japan and Western countries Osiris to sue China , right? Because the rare earth is a strategic resource , and is a strategic non-renewable resources , there is no run out , so a number of Western countries will identify reasons to restrict China 's rare earth export restrictions .

For the rare earth loses, insiders already knew that , certainly losing no doubt . There are two reasons : First, China is indeed a problem in the rare-earth management , or how there will be " rare chaos ," said ? Second, let alone do have a problem, that is no problem , the Western countries will identify a number of reasons , to break China 's export restrictions .

Second, the current status of how

Since "The Middle East has oil , China has rare earth " after shouting out , many leaders have not been immersed in such pride being sober . After many years in the past , the state has introduced a number of policies , but also to strengthen the regulation of the industry , but the chaos of the rare earth industry has not fundamentally changed until today .

One rare environmental special verification , the verification by the State Environmental Protection Administration , led at the time specified , no special verification by environmental businesses , must immediately suspend production for rectification , but until today, no still continue to produce special verification by the company .

Second, the rare earth industry access system , this system by the State Ministry in charge , there are clearly defined, not made of rare earth enterprises must access all closed , but the fact that this system has not put in place, some small rare earth enterprises continue running .

Third, the problem of the formation of the six group from last year to now, has passed more than a year, but I saw the rain but not the wind , the industry is likely to be stillborn integrate new programs , because the current there is no substantive action .

Four rare earth enterprises in regional integration , the presence of the government to help business " matchmaker " problem, the government dare not determined substantive reforms are doing balance beam to play the game, so go , will miss rare opportunity for industry reform.

Fifth, to the rules and regulations guiding the industry and then from specific measures , the basic idea is not clear, national ministries bull management , involving local interests would hesitate , it is rare over the years leading to the root cause of the chaos , but also led to the rare earth industry consolidation can not now the real reason for the rapid advance .

Third, several reform proposals

This situation can not continue rare , especially in today's rare losing , but must proceed from the overall height of the national interest , from the perspective of the future development of rare earth industry , to consider and decide on the future of Chinese rare earth.

1 , must be established strategic rare earth resource locator

Rare is a strategic resource , what is a strategic resource ? That affect a country's survival resources. That being the case , we must take into national monopoly range of rare earth , but never again as in the past , this should not be put into a competitive field stuff into the realm of perfect competition . Only under such guidelines in order to develop the right strategy and development of rare earth industry policy .

2 , the establishment of the two largest Rare Earth Group

Now talking about the establishment of six Rare Earth Group question itself is a completely wrong decision. Such a decision is entirely in the " pound paste" , is the result of balancing the interests of all parties , local interests , and not really from the rare earth industry itself to consider reforms. So, for such a small industry , the formation of two rare earth group is sufficient, rather than what the six Rare Earth Group . Baotou Steel Rare Earth Group North core formation , the South Group Ganzhou Rare Earth core formation . Another important reason is that the North is a light rare earth, rare earth metal heavy rare earth south , separated from mining to have differences , the two groups is more conducive to the formation of the North-South specialization and differentiation of rare earth management .

3 , the formation of a national R & D institutions rare

Currently addition Baotou Rare Earth Research Institute , there are no more decent rare earth research institutions. Rare cases from abroad to extend product development point of view, China still exists a big gap. From these two points is concerned, especially for such a small industry is concerned, as soon as possible to seek new breakthroughs in research and development of rare earth , we must focus its efforts . If we continue as in the past so fragmented, just the reality of corporate interests, can not be in the rare earth new products, new materials make a difference , not to early to get rare high value-added products.

4 , specification or cancel trade and joint ventures

Rare Earth Rare Earth circles the dealer has such a metaphor , called " five not open, open eat decade" This phenomenon reached its peak in 2011. This year, reselling only one ton of rare earth export quotas can earn 500,000 yuan , is absolutely rare and therefore losing the sky . Also in that year , making rare earth mining and separation of corporate entities , but also keep up a hard year of rare earth do people earn more trade , such a situation is not too normal ? Therefore, it is necessary to implement the franchise for rare earths. For the country 36 rare earth joint ventures, can no longer continue to do so , because these ventures are the main cause of rare earth outflow channels and smuggling .


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