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The rare earth industry consolidation will enter the fast lane or to stabilize the price of rare earthPublished:2013年02月21日
Before many ministries released guidance on corporate mergers and acquisitions to accelerate key industries that, to support large enterprises as a link to the capital by way of association, merger, reorganization, and vigorously promote the integration of resources and significantly reduce the mining and smelting of rare earth separation of the number of enterprises, improve industrial concentration, basic industry pattern formation led to large enterprises. The experts said, which means the strength of the central enterprises and local resources the docking will gradually expand, some powerful enterprises such as Baotou Steel Rare Earth, the color of shares, the Minmetals Group, China's aluminum enterprises become the main force of the rare earth industry consolidation .
In recent years, the overall consideration of the domestic and foreign markets, resources and environment carrying capacity, as well as domestic production premise, our strict control of rare earth mining and production total, simultaneous implementation about exploitation, production, consumption and export restrictions and reasonable determination of the annual rare earth the total amount of export quotas. The data show that 1-9 months of 2012, the export volume of 9,967 tons of rare earth ore, metals and compounds, a decrease of 11.5% compared to the same period in 2011, less than 1/3 of the total annual quota. Insiders said that the decline in the current world economic situation, global rare earth demand decline, China's rare earth export tariffs in serious cases of smuggling of rare earth, rare earth industry, the industrial restructuring of the road a long way to go.
 
Insiders pointed out that Rare is the important strategic non-renewable resources, to increase the mining of rare earth resources in remediation efforts, acts of indiscriminate digging of private governance from the source of rare earth resources, non illicit procurement instruction plans to purchase rare earth minerals behavior purification of rare earth resources market order.
 
Yan Chunhua, Chinese Academy of Sciences, that the rare earth materials industry in China is facing many problems to be solved and severe challenges. Capacity of primary products serious excess capacity, and the existence of the phenomenon of export low prices; performance of rare earth materials and industrial preparation technique compared with developed countries, there is still a gap, the products are mainly used in middle and low device, the lower the value, you can not meet the significant demand for engineering applications of wind power, new energy vehicles, semiconductor lighting engineering; waste of resources and environmental pollution problems in the preparation of rare earth materials, elements uneven. These issues have become important "bottleneck" restricting the development of China's rare earth industry.
 
The industry believes that to solve the problem of rare earth and rare earth prices able stabilized the best way is to implement the national mergers and reorganizations, rather than regional reorganization.
 
It is worth noting that the domestic rare earth industry consolidation has speed signs. In recent years, the government has introduced a series of related policies, in May 2011, to promote the sustained and healthy development of rare earth industry, the State Council issued the "Opinions" clearly the future basic form a pattern of rare earth industry led to large enterprises. June 20, 2012, the State Council Information Office published "China's rare earth Conditions and Policies" White Paper goal to accelerate industry mergers and acquisitions. White Paper requirements, rare earth policy and further improve laws and regulations, and gradually establish a unified, standardized, efficient rare earth industry management system, a reasonable development, orderly production, efficient use of state-of-the-art technology, intensive development of rare earth industry sustained and healthy development pattern. August 6, 2012, the MIIT issued the rare earth industry access conditions, in terms of production scale, production technology, the energy consumption of the rare earth industry norms, 20% of the country's rare earth production capacity is expected to be eliminated . Not standard enterprise merger and reorganization, or shut down. Improve industry access threshold, but also conducive to the improvement of the concentration of the rare earth enterprises.
 
The analysts believe that China will continue the policy direction of the rare earth industry, protective mining of rare earth resources in order to achieve the protection of the environment, the goal of sustainable development. Means or rare earth mineral resources integration, environmental and verification and access, to combat smuggling and illegal mining of purchasing and storage, enable rare earth invoice, to set up a trading platform upgrade pricing, fiscal and financial policies to support the development of deep processing of combination punches.
 
In addition, the experts said, the emerging strategic industries, accelerate advanced rare earth materials to meet the low-carbon economy, the high-tech industry and defense needs of cutting-edge applications, and change the situation of China's rare earth export mainly to rare earth raw materials or primary products. More important is that China should strengthen the policies and standards of the rare earth industry strategy to break the monopoly of foreign patents to China, in compliance with international norms, and earnestly safeguard the interests of our country
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