“A week ago, the oxidation price was 3 million tons/ton, and it rose to 8 million/ton in a week. The price is still rising.†In the rare earth industry, the chairman of Jiangxi Quzhou Jidong Rare Earth Group Co., Ltd. has been swaying for more than 20 years. Bin was amazed when he saw the reporter of the Economic Information Daily. In his view, the price of rare earths so rapidly has never been imagined. In his memory, the price of bismuth oxide was only 500,000/ton in the same period last year. However, what really worried him and other downstream industry operators was not the high price, but the real dilemma of not buying the goods at all. In several days of research, the "Economic Information Daily" reporter found that there is a serious gap between the domestic downstream demand and the rare earth mining index issued by the Ministry of Land and Resources (hereinafter referred to as the mining index), which will seriously affect the development of downstream high-tech industries. . It is understood that the Ministry of Land and Resources "Notice on the release of the total amount of tungsten ore and rare earth mining control indicators in 2011" shows that the national total output index of rare earth ore (REO) mining is 93,800 tons, of which light rare earth 80,400 tons, medium and heavy rare earth 13,400 tons. "Undoubtedly, for the precious strategic resources, the state is right in controlling the mining of the rare earth industry, which can protect resources and promote the survival of the fittest in the downstream industry, and change the chaos under the entire chain of the rare earth industry." An official in the rare earth industry in Ganzhou In an interview with the reporter of the Economic Information Daily, the current demand gap has reached more than 60%. Compared with the actual situation, the current mining indicators have been obviously “overkilledâ€. He gave the reporter an example. According to the current demand for rare earths in China, taking cerium oxide as an example, conservative estimates are: Ningbo Yunsheng (14.04, 0.00, 0.00%) and Zhongke Sanhuan (20.86, 0.00, 0.00%). ), Antai Technology (19.93, 0.00, 0.00%) and Yantai Shougang's four leading enterprises should have an annual demand of about 1,000 tons. If you add large-scale downstream enterprises in various places, the annual demand of the entire domestic market should be It reached 2,500 tons, but according to the mining indicators given by the Ministry of Land and Resources, the amount of bismuth oxide should be less than 1,000 tons. In comparison, the gap is as high as 60%. Other gaps such as yttrium oxide should be more than 1,000 tons, and the gap of yttrium oxide is also 400-700 tons. "The direct consequence of this is that on the one hand, the huge gap brings about the continuous surge in the price of rare earths, and the more the bubble is blown up. On the other hand, the private mining will be more serious." The above-mentioned person told reporters. The reporter learned that from mid-May to the present, the southern line of ion-type rare earth oxide products has more than doubled, and high profits have stimulated the tide of goods including traders and upstream enterprises. The dilemma of the "pot" is even more serious. It is worth noting that not only some downstream enterprises in Jiangsu and Zhejiang provinces have started to stop mining, but also large enterprises including some central enterprises are also “boosting the wavesâ€, and they are starting to pick up goods and stop supplying to downstream enterprises. Wang Lingling, deputy general manager of Minmetals Donglin Lighting (Jiangxi) Co., Ltd., admitted in an interview with the Economic Information Daily, that due to the current tight supply of phosphors, many enterprises have stopped working, and the impact on the entire industry will gradually increase in the second half of the year. Reflected. The reporter learned that because rare earth raw materials play an important role in many industrial fields, especially the seven emerging industries that are mainly developed in the “Twelfth Five-Year Plan†have huge demand for rare earth resources. "Several high-tech enterprises that our country has cultivated in the past can compete with foreign countries and cannot be closed down because they cannot buy rare earth raw materials!" A rare-earth industry analyst who did not want to be named worried about the "Economic Information Daily" reporter. Say. "China's rare earth mining indicators should be adjusted to maintain a supply and demand gap of 20% to 30%, which can not only protect China's valuable strategic resources, but also reasonably meet the needs of high-tech emerging industries, and promote its industrial integration and Survival of the fittest," said the analyst. He also suggested that the state should introduce corresponding policies to promote the leading enterprises downstream of rare earths, especially high-tech enterprises with international competitiveness and upstream enterprises to carry out strategic alliances to ensure the stable supply of rare earths to such enterprises. Second, the relevant state departments should supervise the flow of rare earth products, let the rare earth resources concentrate as much as possible to the dominant production enterprises, and promote the enterprises to become bigger and stronger. Third, the state should set up thresholds for rare earth trading enterprises, and strictly punish trade companies and individuals for hoarding rare earths and speculation.
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