CNREE data shows this year on January 1, to February 20, the main monitoring data statistics rare earth products average price for: rare earth materials concentrate carbonated rare earth 71000 ~ 74000 yuan (tons price, similarly hereinafter), y rich ore in 260000 ~ 310000 yuan eu, oxidation pr neodymium 340000 ~ 370000 yuan, oxidation pr 460000 ~ 510000 yuan, oxidation neodymium 590000 ~ 620000 yuan.
Late February began, rare earth prices have fallen to the bottom line of business psychology, rare earth varieties of market price has cost to line, together with the downstream enterprises in ascension of starts, rare earth is price will receive certain support. In addition, the state administration of taxation for rare earth special invoice related enterprise, names of commodity research are over, rare earth special invoice of the specific implementation method has been gradually emerging, the ministry of land and resources also in February first partial issued “rare earth mining index” increase supervision. The industry consensus forecasts, march to rare earth market is expected in the second quarter of stabilising reason.
Rare earth industry group in guangdong province on February 27 th,, and listed company wide sheng non-ferrous belong to guangdong wide sheng assets management Co., LTD, a subsidiary of the. The government of guangdong province and wide sheng company makes the rare earth group of guangdong province, intended to use this as in guangdong rare earth resources integration platform.
The government of guangdong province of guangdong rare earth industry the establishment of the group very attention, is interested in guangdong province are rare earth resources into the guangdong rare earth industry group. According to introducing, guangdong is China’s rare earth resource type of the most complete province, and to the world of rare heavy rare-earth primarily.
According to estimation, guangdong all kinds of rare earth resources reserves of more than 9 million tons, the rare earth resources reserves accumulated using non-ionic 525000 tons (REO), in the front in the whole country. In addition, the industrial chain of rare earth minerals from middle production and refining separation strength look, at present the rare earth years production close to 3000 tons, has become the ionic type rare-earth minerals important source of supply.
Rare earth products deep processing industry chain from downstream application look, guangdong is China’s rare earth materials applied to the first province function. In 2011, guangdong rare earth industry output value 50 billion yuan, drive the downstream application industry output value over 1.5 trillion yuan. Guangdong have become the further development of rare earth has a significant effect on the research and development production base and application center of potential.
China’s rare earth portal nets CNREE trade center shows, members of the continuous buyers enquiry and purchase intention. Recently, shandong, zhejiang, jiangsu, fujian province rare earth downstream processing enterprise to get out of difficult situation, to discuss jointly for rare earth products, pull the rare earth market, hope to stabilize market prices improve confidence, and will also help processing enterprise to increase sales.
Price stability, the growth of the downstream demand pulling, rare earth industry chain for each link would be beneficial development, now all parties is brewing market factors promote reason, which will benefit is rare earth price running smoothly.
Up to now, guangxi, fujian, Inner Mongolia, and other provinces have been issued its first rare earth mining index, showed that the most of the rare earth industry chain upstream again, the supervision of the increase.
Reporter mid-february land given interview in Inner Mongolia to understand, rare earth mining in the country to require a mining contracts and the total amount control, carry out the specialist for the mine enterprise control index implementation regulation, and strictly carry out the system of statistics reports of land and resources.
The policy of the new change, the rare earth index issued by partial time, will benefit to the enterprise reasonable layout production, more benefit at the market supply balance, won’t appear in the last six months of the index, also can avoid excess capacity serious phenomenon, essential for rare earth market price stability will play a positive role.
Policy: newly published new material 1025 planning said, 1025 during will vigorously develop the rare earth industry, is expected to 1025 new material industrial scale during will amount to 2 trillion yuan.
The planning of the rare earth industry for the downstream put forward a series of high value-added capacity growth targets, including the newly added rare earth permanent magnetic material capacity of 20000 tons/year, etc. Permanent magnet is to point to namely can keep constant once magnetized magnetic, rare earth permanent magnet materials known as a new generation of permanent magnetic materials, widely used in electric motors, sensors, magnetic thrust bearing, etc.
And it is rare earth permanent magnet functional material four high added value of application field, and the size of the permanent magnet application and the most potential.
The development of the high energy product new organization rare earth permanent magnet materials and production technology of high coercive force, high temperature resistant ndfeb magnets and samarium cobalt magnet, isotropic samarium iron nitrogen bond magnetic powder and the industrialization of magnets, the new permanent magnetism materials production capacity of 20000 tons/year.
To speed up the development of electric vehicle high capacity, high stability new hydrogen storage alloy, the new increase hydrogen production capacity and powders 15000 tons/year.
Promote three different schemes, 3 D display short rays phosphor, white LED the industrialization of phosphor, new luminescence materials production capacity of 05000 tons/year. To speed up the high-grade rare earth polishing powder, petroleum cracking catalytic materials, purify the automobile exhaust catalytic material industrialization, new polishing powder production capacity of 05000 tons/year, catalyst materials 05000 tons/year.
International aspects: the second half of 2011 because of the high prices, foreign order down sharply, China’s rare earth export basic stagnation, 2011 years of China’s rare earth export quota used only 49%.
Export “limited loosening” on 30 January this year, the WTO appeal institution of the United States, the European Union, Mexico v. China 9 kinds of raw materials export restrictions the WTO dispute case measures released report award, policy led to the export stagnation index mining and smuggling long-standing, appropriate international market not only helps to let go to break the stalemate of the market, but also to China’s rare earth industry development advantage.
Market outlook predicted, with China’s rare earth export “loose”, export increase will make domestic supply relatively less, rare earth domestic prices and rising stabilising. Cause rare earth exports will further increase domestic. In domestic market supply reduced correspondingly, stable domestic market to have a positive effect.
