Hottest 2009, 2015 rare earth industry development

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The 2009-2015 rare earth industry development plan was issued

the national industry and information carbon fiber composites used in car bodies and chassis can reduce the weight of complete vehicles by 40% - 60%. The 2009-2015 rare earth industry development plan, which was reviewed and approved by the Ministry of chemistry, will regulate China's rare earth industry from a strategic height, For example, in terms of the requirements for the lower limit of measurement of the experimental machine and the verification of the discrimination threshold, the results of the two are different, and the policy has attracted great international attention. The plan clearly points out that in the next six years, the total amount of China's rare earth export quotas will be controlled within 35000 tons/year. The export of primary materials is still prohibited, and further subdivision management will be carried out to prohibit the export of dysprosium, terbium, thulium, lutetium, yttrium and other metals

rare earth, known as "industrial vitamin", is a key element for the development of high and new technology and an irreplaceable rare raw material in the national defense industry. It is regarded by all countries as one of the most important strategic resources related to national security and development. Nowadays, one of every five invention patents in the world is related to rare earth. For this reason, the United States, Japan and other advanced countries in the world have almost passed legislation to reserve strategic resources, especially to strictly control the mining, production and export of rare metals

China accounts for more than 90% of the world's rare earth market share, and holds many world firsts: reserves, production scale, export volume. It is the only country in the world that supplies rare earth products of different grades and varieties in large quantities. In the international competition of global integration, China's rich rare earth resources should be mainly reflected in the world value

"there is oil in the Middle East and rare earth in China" is different from the current situation that the global iron ore price negotiation has repeatedly hit a wall. What is different is that China can effectively control the world rare earth market. Global iron ore exports are highly concentrated in the hands of Rio Tinto, BHP Billiton and vale. Therefore, China's desire to control iron ore prices is tantamount to seeking fish out of wood, and naturally it is unable to reach "China's price"

to control a market, price control is the key. "Rare earth is not earth, but sold at the price of earth" has become the biggest concern of people in the industry for many years. As the world's largest rare earth resource country, producer, consumer and exporter, China lacks market pricing power. Domestic rare earth enterprises export at relatively low prices for a long time, passively maintaining meager profits

in direct contrast, in recent years, Japan, the United States and other western developed countries have increased efforts to introduce "cheap" rare earth from China. Japan has accumulated enough usage from China for 20 years and stored it on the sea floor. The United States, which ranks second in the world's rare earth reserves, sealed the country's largest rare earth mine, Mount pass mine, in 2001. Instead, China also needs to use high-temperature resistant plastics to import a large amount. Since then, Canada, Australia and other countries have followed the example of the United States and began to prohibit the mining of rare earth in their own land

in fact, as early as 1998, China has implemented a quota management system for the export of rare earth products, and also implemented the three principles of "prohibition, encouragement and restriction". Banning the addition of various "vitamins" to metal materials is an effective way to enhance the fatigue resistance of metals, and the export of rare earth raw materials; Restrict oxides and metals and implement export quota management; The encouraged products are downstream rare earth products, such as high value-added products such as magnetic materials and phosphors

with the increasing global demand for rare earth and the continuous reduction of the number of export enterprises and export quotas, some enterprises with more quotas began to resell quotas in violation of regulations in order to make profits. In addition, enterprises from some developed countries have invested and set up factories in China's tungsten, antimony and rare earth resource areas on a large scale, bought a large number of rare earth raw materials and rare metals locally, and transported them abroad for deep processing or storage after simple processing, successfully circumventing China's export quota restrictions. From 1990 to 2008, China's exports of rare earths increased nearly 10 times, but the average export price fell to about 60% of the original price

all these are warning people that there is a potential crisis in China's rare earth exports. The three major problems of overcapacity, disorderly competition and a large number of cheap exports have seriously affected the development and utilization of rare earth resources, and enterprises generally do not have the ability to deal with the risk of price fluctuations. It is urgent to protect rare earth resources and establish China's rare earth strategic element reserve system

therefore, the state should establish a strategic resource reserve system to pay attention to rare earth and protect rare earth at the national level

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