"Rare earth industry consolidation only China's economic restructuring, optimize the layout of a capacity segments , more traditional industries are faced with the arduous task of integration and optimization , such as home appliances, steel, cement, non-ferrous metal smelting and other industries have excess capacity exists , the waste of resources , inefficiency and other serious problems . " yesterday, for the rare earth industry consolidation issues , the investment adviser metallurgical industry researcher Anhai Xuan pointed out in an interview with reporters .

September 11 , the Ministry of Industry and Information Technology Vice Minister Su Bo attended the 2013 Summer Davos Forum, said that to increase efforts to investigate illegal rare earth mining and pollution control efforts, a large group of rare earth industry consolidation will be completed before the end of the year .

"Without integration, it is impossible to achieve industrial upgrading and transformation , it is impossible to solve the problem of environmental pollution ." China Securities Regulatory Commission Qi Bin, director of Research Center recently wrote that China many industries facing many common problems, such as excess capacity, excessive decentralization , there is no scale, technological innovation capability is inadequate.

Commission Vice Chairman Jiang Yang in the " 2013 CCTV Chinese Listed Companies Summit" also stressed the need to promote industry consolidation through mergers and acquisitions , and guide enterprises to absorb the excess capacity .

An Haixuan that, at present , more serious chaos rare earth industry , the industry has long sustained downward trend , industry consolidation at national level decision-making from the rare earth industry point of view of sustainable development .

"In fact, industry consolidation work has been in full swing , the state authorities have developed a detailed and effective adjustment strategy , and urge local governments to actively support the implementation of the banking system ." Anhai Xuan said , "However, the integration of the various industrial policy is not isolated implementation of the industry consolidation is ongoing , and do not Ganxiu 's . "

Insiders said that in addition to the rare earth industry , the country has been in solar , coal , LED and other industries opened a large network integration , spare no effort for its mergers and acquisitions .

Qi Bin, believes that in the heavy industrialization phase of today's China , it should be dropping the power of capital , with the means to integrate acquisitions revitalize the stock of China's economy , so that on a new level, accelerate the completion of China 's heavy industrialization process , which is economic restructuring inevitable requirement.


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Advantage for the rational development of mineral resources and protect the ecological environment mining, Chinese Ministry of Land Resources recently issued 2013 annual rare earth ore mining tungsten ore antimony total control, which in 2013 the national total control of rare earth mining 93,800 tons.

Reporters on the 12th from the Ministry of Land and noted that according to the "National Mineral Resources Plan (2008-2015)" and the MLR targets on total control of mining minerals Interim Measures on Management of Land and Resources study to determine the 2013 annual rare earth ore, tungsten ore and antimony mining total control. 2013 annual national rare earth ore (rare earth oxides REO) total control of mining index is 93,800 tons, of which ionic (in the heavy rare earth-based) indicators of 17,900 tons of rare earth minerals, rock type (light) indicators 75,900 tons of rare earth minerals. The tungsten (tungsten trioxide content of 65%) total control of mining 89,000 tons, 71,000 tons of which the main mining index, utilization targets 18,000 tons; antimony ore (metal content) total control of mining index is 98,000 tons, of which main indicators collected 75,360 tons, 22,640 tons utilization indicators.

Ministry of Land and urged all provincial land and resources departments should strictly follow the regulations, good indicators of decomposition and release work, and timely indicators break down cities and counties, to the enterprise, graded responsibility, layers of implementation. MLR also urged all localities to strengthen statistical reporting and supervision.


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Continue for many years has been slow progress in rare earth industry consolidation , the recent breakthrough could usher . September 11 , Su Bo, vice minister of the Ministry of Industry in Dalian Summer Davos Forum, told the media that the formation of a large group of rare earth industry will be there before the end of the results.

However, due to overcapacity and weak demand , rare performance of enterprises is still not optimistic . Wind statistics show , rare earth permanent magnet plate 32 listed companies in the first half of this year, the total profit of 2.556 billion yuan , with 2012 profit of 4.846 billion yuan over the same period dropped 47 percent compared ; while adding to the inventory of excess capacity slow , leading listed company receivables rose three percent.

Insiders said that the recent rare earth industry consolidation may be just a signal , is the country 's rare earth industry consolidation prelude to subsequent integration of a large group of rare earth theme or played . With the deepening of industry consolidation , coupled with a large group of rare earth and rare earth Shouchu formed near future rare earth industry will constantly positive .


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Australian rare earths company Lynas CEO Eric Noyrez Thursday (12 May) said that based on the primary end-market forecasts of future demand, is expected by 2020, the global rare earth markets will grow 5% -6% growth rate, while some elements the growth rate will be faster.

Eric Noyre on Thursday (the 12th) at the 2013 annual meeting of the International Rare made ​​the above remarks.

"But if there is no long-term stability of prices and supply, so that would not play such rare earth market potential." Eric Noyre said.

According to Eric Noyre said, Lynas Malaysia, LAMP project two project will be three quarters of production, production capacity, and a two, like, the same as 11,000 tons / year.


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