Time:12/13/2018 1:56:12 PMauthor:source:
Industry experts said that the integration of rare earth resources to benefit the industry
“Rare earth prices have been seriously underestimated due to over-exploitation and lack of proper management to protect these scarce resources. For this reason, the country’s integration of these resources is critical and will benefit the entire industry.” China Rare Earth [1.86 0.00%] Zhang Anwen, deputy secretary general of the society, said.
Since the dispute over rare earths has been around for a long time, according to the ore report published on the website of the Ministry of Commerce in 2009, since the end of June 2009, WTO members such as the United States, the European Union and Mexico have appealed to the WTO dispute settlement mechanism for the export restrictions of China's 9 industrial raw materials. In August of the same year, Europe and the United States expressed strong concerns about the relevant plans for China's rare earth production and export.
Some scholars believe that the state now considers macroscopically, in addition to eliminating backward production capacity and protecting the environment, there are also reasons for regulating rare earth exports and obtaining pricing power for scarce resources. From the “Northern Rare Earth” in Inner Mongolia to the “South Rare Earth” in southern China, it is very valuable because it has core uses in the six new technology groups of information, biology, new materials, western energy, space and ocean.
China's access to rare earth pricing power is also a legitimate and legitimate trade right, because precious resources cannot be sold for a long time.
"One way to effectively control the price of rare earths is to control the export of rare earths and add a lock to the 'supply'. While overseas buyers such as the United States are eager to 'seek China's rare earths, the logical result is naturally the strategic rise of rare earth prices." Experts told reporters like this.
Company-level news: Integrating resources is beneficial to the development of listed companies
“The government has long had the idea of integrating the rare earth industry, but it has not been implemented. The reasons include many aspects.” Zhang Weiguo, deputy manager of China Color Construction, told Securities Daily. "The pattern of rare earth enterprises in China can be divided into two parts: the north rare earth mine has basically been monopolized by Baotou Steel Rare Earth [38.75 -0.23%]. Since the reserves of rare earth minerals in Bayan Obo are 36 million tons, accounting for the world. 36%, Baiyun Ebo's rare earth resource reserves account for 97% of the country's total, more than five times the world's total reserves in addition to China, so it is known as the 'Rare Earth Township'. Because of the abundant reserves of rare earth resources, Baotou Steel's rare earth accounts for a unique advantage. Advantages, the basic control of the rare earth in the north. The southern rare earth controlled the mining rights of Jiangxi and Hunan by Minmetals. The mining rights of rare earth mineral resources in Guangdong have not yet been determined, and large-scale listings such as non-ferrous construction and Guangzhao Nonferrous [26.34 0.11%] The company will probably get it."
Zhang Weiguo also said: "The idea that the country wants to integrate the resources of rare earth industry is good for rare earth enterprises. For the elimination of backward production capacity and industrial upgrading in the rare earth industry, the advantages outweigh the disadvantages. At the same time, if it can really be owned by several countries. If the backbone enterprises control the rare earth ore, then the price control of the rare earth can be guaranteed."
In recent years, both the Baotou Steel Rare Earth in the north and the Minmetals in Jiangxi are actually integrating local rare earth resources.
In 2008, Baotou Steel Rare Earth and Baotou Rare Earth High-tech Zone jointly invested to form Baotou Steel Rare Earth International Trading Co., Ltd., and the rare earth industry in Baotou City was unified by mining, mining and production, and entered the stage of production, supply and marketing.
The main function of the established Guomao Company is to uniformly acquire and sell all rare earth separation and metal products produced by Baotou Separation Enterprise to control the price of rare earth. According to the reporter's understanding, there are already many enterprises in the rare earth high-tech zone in Inner Mongolia. The mission of these enterprises is to make long-term rare earth industrial chain for Baotou Steel Rare Earth and Baotou City.
In Minzhou, Jiangxi Province, Minmetals Co., Ltd. has established a joint venture with local companies to acquire local rare earth related companies, and has also established a number of rare earth separation companies. At present, it has firmly grasped the control of Jiangxi rare earths.
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