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Recently, the 2012 exports of rare earths qualified enterprises and subject to audit companies announced by the Ministry of Commerce, Foreign Trade Division, showing rare earth exports next year tightening trend intensified. The declaration of the 32 rare earth enterprises, only 11 of the first batch of qualified enterprises, the world's largest rare earth manufacturer Baotou Steel Group unexpectedly out.
Essence Securities analyst Ye Xin Heng Kun, the industry report pointed out that in 2012 China's rare earth export quotas will be significantly reduced, at least in the first half of next year, the rare earth quota has substantially narrowed.
Baotou Steel Group did not enter the list of the Commerce Department first, but as with the influential enterprises in the international market, approved only a matter of time, the shock of the Baotou Steel shares dropped, and this did not enter the list of little relevance.
Rare earth export control intensified
The 2010 annual rare earth export quotas the total number of 30,258 tons, decreased by almost 40% compared with 50,145.1 tons in 2009.
2011, the Commerce Department a total of 31 enterprises approved annual export quota of the general trade of rare earth 3.0184 million tons, but the third quarter of 2011 only the export of rare earth 12,000 tons, a decrease of 65% over the same period last year to the current situation, this year expected annual export quota remaining 10,000 tons, "said Hong-Bin Zhang.
He pointed out that the global economic downturn, coupled with China's rare earth export quotas have not been used, the estimated 2012 rare earth export quotas will be reduced by 20-30%.
In addition to economic factors, the reduction of exports of rare earths reflect the fundamental need to ensure that the interests of national security, but also regulate the sensitive areas and the inevitable choice of China's new market economy conditions.
Weiqing Liang "Science Times" reporter securities analyst at Shanghai Securities, said, rare earth as an important strategic resource, should further establish a comprehensive management system program.
Bin Zhang also believes that the ill-functioning of the existing protection mechanisms, through the export control path will further deepen the strategic protection of rare earth resources.
At present, China's economy is in a transition period, while the rare earth industry market diversification exists, the concentration is low, small-scale enterprises, market disorder of unfavorable factors, a direct result of the low-cost output of rare earth resources in unauthorized mining and uncontrolled affect the rare earth industry, industrial upgrading, restructuring and long-term development.
Export control of rare earth resources will become the main guidelines of the management of the rare earth in China, Hong-Bin Zhang said.
Deep processing of exports will rise
Since December, the prices of rare earth in China is not the end of the downstream decline since the third quarter, many industry analysts expect 2012 first quarter RE prices will stabilize and is expected to pick up.
In the first half of this year, the process of rare-earth prices, many downstream companies increased purchases, consumption of the second half of the demand in advance.
Bin Zhang said: "2012 rare earth market in the state support of the rare earth industry and global economic recovery, is expected to achieve an orderly development, to avoid the 2011 boom, crash phenomenon, all kinds of rare earth products, the price stabilization and recovery."
He told the "Times" reporter, recently held in Beijing, more than 200 participants-scale national Rare Earth Conference, staff from foreign enterprises accounted for nearly a quarter of the total number of participants.
China's restrictions on the export of rare earth raw materials, the unprecedented enthusiasm of foreign companies on the Chinese rare earth. The rare earth separation technology in the international arena is superb, mature, but not mature processing applications, so more foreign investment focus in the rare earth field of downstream industries, such as deep processing field.
Shun the securities industry report also pointed out that the rare earth exports is gradually restricted, will result in overseas upstream and downstream enterprises turn to buy domestic products of deep processing of rare earth neodymium iron boron rare earth permanent magnet products on behalf of the rare earth deep-processing products will usher in the window of the export boom.
Which have export qualification of domestic rare earth permanent magnet listed companies, such as the Ke San Huan, Ningbo Yunsheng, Advanced Technology, Galaxy magnet or will benefit.
Bin Zhang said, the rare earth industry leading manufacturers benefit from the channel, raw materials, technology and other factors, the medium-term investment value to be significantly stronger than other SMEs.
关键词："Cerium Zirconlum Catalysts""Cerium Zirconlum Mixed Oxide"
