The road to integration of rare earth industry is difficult to move forward and the work is still the focus

After the announcement of the good news of the establishment of the six major rare earth groups in China during the year, the price of rare earths began to stabilize gradually, but it has declined in recent days.

Yesterday, bismuth oxide manufacturers included a tax price of 16500 yuan - 17,500 yuan / ton; bismuth oxide mainstream manufacturers including tax price of 15500 yuan -16,500 yuan / ton; bismuth oxide mainstream manufacturers including tax price of 540,000 yuan - 560,000 yuan / Tons; yttrium oxide 288,000 yuan - 295,000 yuan / ton. On August 13th, the bismuth oxide manufacturers included a tax price of 17,000 yuan - 18,000 yuan / ton; the mainstream manufacturers of cerium oxide included a tax price of 16500 yuan - 17,500 yuan / ton; the mainstream manufacturers of cerium oxide included a tax price of 550,000 yuan - 570,000 yuan / ton; cerium oxide 290,000 yuan - 300,000 yuan / ton, the price has dropped.

In this regard, experts in the industry analyzed that due to the strong price of upstream separation manufacturers, most merchants hold the wait and see, so the price of rare earth will continue to weaken in the short term.

"Black" will still be the focus of work

"Although a lot of good news about the rare earth industry has been announced recently, the price of rare earths is still not going up. The rumored rare earth national reserves have not been able to raise the price of rare earths." The above-mentioned industry experts said, "the whole market inquiry and The transaction has not been increased due to the determination of the purchase and storage. The seller neither quotes nor sells, the buyer does not purchase, and most of the merchants involved in the market are waiting to see."

"Even if the integration of rare earth enterprises is smooth in the future and the formation of the six major groups is successful, the price of rare earths will still be a problem." Some analysts believe that.

Gan Yong, deputy dean of the Chinese Academy of Engineering and president of the China Rare Earth Industry Association, said at the 6th Baotou Rare Earth Industry Forum held last week that from the current reaction of the rare earth market, the development of the rare earth industry is not optimistic. Since the second half of last year, the prices of some rare earth products have continued to fall. For example, the production of antimony, antimony and antimony accounts for about 70% of the total output of light rare earths. However, the prices of antimony, antimony and antimony oxides have fallen by 40% since last year, indicating that the supply of rare earths remains More than demand, some products have a serious excess capacity.

In addition, fierce competition among rare earth companies is also one of the factors that cause the price of rare earths to slump.

Then, how to fundamentally solve the problem of persistently low prices of rare earths and serious overcapacity?

"In the future, we want to solve the problem of rare earth prices and overcapacity. We must start from cracking down on privately-owned rare earth enterprises. At present, the output of private mining and unplanned mining has reached half of China's rare earth mining index. At this year's rare earth forum, Director Jia Yinsong of the National Rare Earth Office has expressed very clearly." The above-mentioned industry experts said.

At this year's rare earth forum, Jia Yinsong said that the problem of illegal mining of rare earths must be resolved, otherwise the rectification of the rare earth industry is difficult to have a good effect. It is reported that the Ministry of Industry and Information Technology will continue to unite with many ministries this year to continue a new round of rare earth blackening, and the intensity will be greater than last year. The data shows that after the start of the blackout in August last year, the rare earth index representing the prosperity of the rare earth industry rebounded by 30%.

Industry integration is difficult

After the completion of the establishment of the six major rare earth groups, how will the small and medium-sized rare earth enterprises “survive” in the future?

"Now many formal small businesses are still very willing to rely on the six major groups." Industry analysts said. “These companies are integrated into large groups and at least some corresponding production indicators can be obtained.”

However, Du Shuaibing, an analyst at Baichuan Information, said: "Enterprises are profitable. The indicators obtained by each integrated entity are limited. How are the indicators allocated to subordinate companies and integrated companies? How to overcapacity and corresponding employees Waiting for processing is a tricky problem."

Not only that, but how to conduct mergers and acquisitions, how to evaluate the assets of the acquired company is also a difficult problem in the integration process. Last year, when the person in charge of Baotou Rare Earth was asked why the integration with the Northern Rare Earth Group was delayed for a year, the company was found to have different conditions, so it is still in the stage of evaluation and pricing.

In fact, all companies in the rare earth industry know that after the completion of the six major rare earth groups, the impact on the overall industry pattern will be enormous. Therefore, small and medium-sized rare earth enterprises have begun to adjust themselves by using the gap between the integration of rare earth groups. There are research rare earths.

In January of this year, the research and development of new materials has been completed and reorganized. The major shareholders will have research on rare earths, research and development of billions of gold, and research and development of optoelectronics into listed companies.

In February, the company issued a major investment announcement, plans to invest about 400 million yuan to build a rare earth new base in Yanjiao, Hebei Province, with a production capacity of about 5,700 tons, to promote industrial restructuring, eliminate backward production capacity, and adjust the development focus to competition. Advantages and high-end industries that master core technologies. In March, the company released the "Cooperation Letter of Intent", and the research and development of new materials together with China's rare rare earth, Leshan Sheng and rare earth and Sichuan Hanxin Mining Development Co., Ltd. jointly set up a joint venture to integrate Sichuan rare earth mines and smelting and separating enterprises. Previously, the company has completed its layout in Guangxi. In May, the major shareholder of the company signed a strategic cooperation framework agreement with the Ganzhou Municipal Government of Jiangxi. The two sides will strengthen cooperation in the upgrading of rare earth and tungsten resources and related industries, and the specific integration of related rare earth industries will involve the participation of new materials. carried out. In addition, the company announced in the recent resumption of trading that it will completely divest its silicon segment business, specializing in new materials.

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