In today's world, with the continuous development of aviation and new energy sources, people have a profound understanding of the total importance of rare metals. Although China has a wealth of rare metal resources, due to the lack of attention from the Chinese people, there has been a serious waste of resources! Nowadays, with the increase of demand and cognition, the rare metal has finally attracted people's attention. In terms of rare earth, although China is the richest resource in the world, its export volume accounts for over 63% of international trade. However, in the past few decades, it has been cheaply supplying the global market. The stimulation of overseas markets has led to the indiscriminate exploitation of rare earths in China, which has reduced China's proven reserves of rare earths from 43% in 1995 to 36.52% in 2009. At the same time, China, as the world’s largest exporter of rare earths, cannot grasp the right to speak about rare earth prices. Nowadays, China has finally put the two strategic resources of coal and rare earth on the reserve track. The national mineral reserve strategic pilot point for brewing for 4 years will soon be launched. The first batch of pilots will Around the coal and rare earth resources, which also changed the country's emphasis on the demand for rare metals, changed the past, China's 'scarce metal sells' Funny situation, but also caused the United States, Japan and other countries to develop rare metals!
After the financial crisis, the development of new energy and new industries is becoming the focus of economic restructuring and structural adjustment in various countries. Rare earths are an indispensable core resource for these new industries. At the same time, the Chinese rare earth industry experienced more internal structures in 2009. Adjustment, industry concentration has improved, the country has also stepped up the control of the rare earth industry. With the advent of low-carbon economy, the rare earth industry will face new opportunities for development.
Recently, the Ministry of Industry and Information Technology issued the "Circular on Public Opinions for Admitting Access to the Rare Earth Industry" to set a threshold for a number of indicators in the rare earth industry and conduct a two-week public consultation. This marks the introduction of an integrated catalyst for the rare earth industry. Leading enterprises will benefit. The "Notice" makes provisions in terms of production scale, technological equipment, energy consumption, comprehensive utilization of resources, environmental protection, product quality, supervision and management.
It is one of the policy orientations to improve the industry concentration by raising the thresholds of environmental protection, access, etc.. The draft “Environmental Access Requirements for the Rare Earth Industryâ€, “Special Plan for Rare Earth Industry Development†and “Rare Earth Industry Development Policy†are under formulation. Focusing on increasing concentration and raising barriers to entry, China has reorganized nearly 100 rare earth separation companies in China to 20. At present, the integration of northern rare earths led by Baotou Steel Rare Earth has already begun to take shape, and the breakthrough for future industry consolidation will be concentrated in the south. In particular, Sichuan, Jiangxi, Guangdong and other places of rare earth mineral rights to clean up and rectify. It is expected that the catalyst for the integration of rare earth industry will continue to be introduced, activated rare earth prices, the company's implementation of rare earth resource reserves will also stabilize the market price.
With the advent of a low-carbon economy, NdFeB permanent magnets are the main force of rare earth magnetic materials, and their markets in wind power, new energy vehicles, and energy-saving compressors are being formed. It is expected that the global NdFeB industry will continue to grow in the next five years. Maintain a growth rate of 15%, while China is expected to maintain a growth rate of 20%. In 2009, the output of rare earth trichromatic fluorescent lamps in China exceeded 3 billion, and if 80% of incandescent lamps were replaced, the total annual demand would be 10,000 tons of phosphor. Total rare-earth trichromatic phosphors will be needed for about 60,000 tons by 2015. In short, rare earths will face more new development opportunities in the future, and the downstream application industry will show a rapid growth. Under the national industrial policy for the protection of rare metals, At the same time as the northern rare earth group has completed the industry consolidation, the entire rare earth industry ushered in the opportunities for development.
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China has the most rare earth resources, accounting for 30.68% of the world's rare earth resources. Rare earths have important applications in the fields of metallurgy, petrochemical, textile and other traditional fields and magnetic materials, luminescent materials, hydrogen storage materials and other high-tech fields. China's current rare earth smelting separation capability In 200,000 tons or more, in 2009 the output of rare earth was 122,400 tons, and the global consumption of rare earth was about 90,000 tons. It is estimated that the output in 2010 will be over 130,000 tons. The situation of oversupply is still difficult to change. Although the prospecting has been increased recently in foreign countries, prospecting Progress, but currently it will not have any material impact on the supply of the rare earth market.