Abstract Recently, it was learned that the Ministry of Industry and Information Technology is preparing to use the “special invoices†as a clue to conduct large-scale special investigations on domestic mining, smelting, separation and trading enterprises involving rare earths, register one by one, and establish a “black and white list†of rare earth management based on the price difference. , classify and manage, build...
Recently, it was learned that the Ministry of Industry and Information Technology is preparing to use the “special invoices†as a clue to conduct large-scale special investigations on domestic mining, smelting, separation and trading enterprises involving rare earths, register one by one, and establish a “black and white list†of rare earth management according to the price difference. Manage in different categories and establish a long-term regulatory mechanism. It is reported that the target of rare earth remediation includes not only rare earth mineral mining and smelting and separating enterprises such as Baotou, Zhangzhou and Guangdong, but also some rare earth trading companies such as Shanghai and Beijing are also in the inspection scope, with a total of 1,594.
In this regard, some insiders said that the action was a prelude to a three-month crackdown on the illegal activities of rare earth mining, production and circulation, which were jointly issued by the Ministry of Industry and Information Technology and other eight ministries and commissions on August 7. Follow-up or have more action.
Since the price of rare earth resources was not reflected in the previous period, after a round of skyrocketing, the price of rare earths declined, the whole market was extremely unstable, and the investment in the policy intensive period was overheated. The overreaction of the market was not conducive to the sustainable development of the industry. The "Notice of the Ministry of Land and Resources on the release of the 2013 total control index for rare earth ore and tungsten ore mining" confirms that this year, the country will maintain the same total amount of ionic rare earth mining, while moderately increasing the mining index of rock-type rare earth.
Rare earth is an important strategic resource in China. In order to protect resources and the environment, China’s crackdown on the “black†industrial chain of rare earths has been strong. However, driven by huge profits, the “black†industrial chain of rare earths outside the scope of supervision has been repeatedly banned, not only intangible to resources. Waste has caused serious damage to the environment, and it has also brought many difficulties to the integration of rare earth resources in China.
At the Baotou Rare Earth Forum held in August, Ma Rongzhen, secretary general of the China Rare Earth Association, said with anxiety that the current national illegal rare earth production capacity is close to the sum of legitimate enterprises. According to industry insiders, although there have been many rectification actions in the past, they have always been based on the region and have not concentrated their actions, so the results have not been effective. Judging from the relevant plans issued by the government this year, this year's rectification actions have been expanded from regional to national, which is conducive to the management of the rare earth 'black' industrial chain from the source.
Market participants believe that the launch of this special rectification action will cause a significant decline in the supply of rare earths in the market in the short term, which will form a certain support for the price of rare earth. With the launch of the nationwide crackdown on the “black†industrial chain of rare earths, the price of rare earths will pick up. Relevant data shows that the price of some rare earth products has increased by nearly 50% in the past two months.
In addition to the price of rare earths, some analysts said that with the launch of special rectification actions for rare earths, industry restructuring will also enter a period of high tide. The current policy orientation is to establish a large-scale rare earth group, which lays a clear foundation for the future market structure of the rare earth industry. Mergers and acquisitions of large companies have also entered a new phase.
As the industry continues to deepen, the industry's smelting and separation capacity is expected to decline on a large scale. Not only that, but the resource recycling and recycling links are also expected to be on the right track.
Some analysts said that in the short term, the government is determined to be obvious. In the long run, the follow-up market still needs institutional management constraints. In 2012, due to the pressure of the international market, there are not many time available for policy regulation and control. This is the reason why policies are intensively introduced and strictly enforced in the short term. The current mandatory policy means is undoubtedly laying the foundation for the later market operation. For example, the integration of large groups is the most direct and efficient means of industry adjustment. Despite the obvious form of industry integration, there are still difficulties in multi-party regulation in the specific implementation. Although the future rare earth market structure is clear, the responsibility of large enterprises is significant. â€
For the enterprise, will this rectification action be beneficial? The heads of several rare earth enterprises said that the special rectification actions are undoubted for the industry's good, and it is even better for raw materials enterprises. After all, the "black mines" are less, the price of rare earths has gone up, and the profits of enterprises have been improved.
For the trend of rare earth prices in the second half of this year, some analysts predict that there is room for growth, but the pressure at the end of the year is still very large.
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