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China Rare Earth:Central processing of rare earth three leading enterprises 2012-08-03
As announced in the aluminum
industry in the areas of Jiangxi Rare Earth and tungsten the gradual
implementation of the investment is 100 billion, China rare
earth industry, will soon form a new pattern of competition.
However, local governments do not
want to sell mining rights in the case of rare earth, aluminum, Minmetals, the
color and other three central enterprises investment in client currently only
isolated areas of smelting, and downstream processing areas.
Statistics show that China's rare
earth resources are mainly divided into light rare earths and the heavy rare
earth, and heavy rare earth resources in the South is much higher than the value
of rare earth north is the biggest advantage of rare earth resources in China.
Aluminum high-profile
announcement in the field into the earth, the new competitive landscape in
several of the main bargaining chip in the hands has been very clear: Baotou
Steel Rare Earth (600111), Jiangxi Copper (600362), colored Rising (600259),
Guangxi Nonferrous Metals Group, etc. local state-owned holding
enterprises have mining rights, while the aluminum, Minmetals, the color and
other three central level but not mining rights. Areas of local government
promising to see rare earth, rare earth resources will not easily be transferred
to foreign enterprises, even if it is the central enterprises are no exception.
In the absence of mining rights
in the three central level, there are obvious advantages of deep processing
differences. Among them, the most obvious
advantage of Minmetals, now the company has with its capacity of 13,500 tons
separation, accounting for the heavy rare earth market, about 1 / 4.
At the same time, Minmetals
downstream processing in the field of rare earth has a greater advantage, and
established in Ganzhou early processing ore from the earth to the luminous
material application a complete industrial chain. The aluminum plate is short,
neither the rare earth resources, and lack of downstream processing of the
technology.
Rare
Earth in the local government do not want to transfer the case of
mining rights, the three central enterprises can only invest in the refining end
of the field of separation and downstream processing areas. In the rare earth industry chain
and downstream processing areas of high technical threshold. Although Over the years, China
has made in the application of rare earth some achievements, but there is still
far behind Japan, the United States and other developed countries.
In the field of aluminum to play
in a world of rare earth, only to seek a breakthrough in the field of deep
processing, but the lack of application of rare earth in China is the area of
personnel. At present, China is trying to
attract companies in developed countries to invest in China Rare
Earth, and then study the application of these advanced
technologies, but this is not achievable overnight. These enterprises with advanced
technology to China will not easily invest in, thereby allowing the Chinese
companies to technology Xuedao Shou.
Although the field of rare-earth
lack of experience who was the Nuggets, but with the involvement of these large
enterprises, which means more money into the rare-earth applications, thereby
enhancing the capacity of China rare earth application.