Rare earth has been divided into three parties
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The north is the sphere of influence of Baotou Steel's rare earths, with Baotou as the base camp; Minmetals Group is based on Hunan and Jiangxi provinces, and the south market is the tiger; Jiangxi Copper Industry is occupying the southwest region, and plans to expand the rare earth division in Sichuan Province.
It is reported that Baotou Steel Rare Earth is cooperating with Jiangxi Copper Industry and plans to formulate a unified national pricing mechanism for light rare earth. If the news is true, it means that the two companies dominate the domestic light rare earth market.
According to the planning of the Ministry of Industry and Information Technology, Baotou Steel Rare Earth, China Minmetals and Jiangxi Copper, these three are listed as leading enterprises in the national integrated rare earth industry. And by 2015, the number of domestic rare earth processing enterprises will be reduced from 100 to 20.
On September 15, the National Development and Reform Commission announced that the rare earths in the Inner Mongolia Autonomous Region will be franchised by Baotou Steel Group before the end of the year.
This means that Baotou Steel Group has obtained the “golden key†of the franchise license. More than 90% of the rare earth resources in northern China come from Baotou. Since the second half of this year, Baotou Steel has started integration work.
Baotou Steel Rare Earth (600111.SH), a subsidiary of Baotou Steel Group, is the largest rare earth producer in China. It is based in Baotou and has a monopoly position in the rare earth market in northern China.
However, even with the support of the local government, in recent years, Baotou Steel's status as the national leader of the rare earth is still being challenged.
Among them, China Minmetals Group, a central enterprise that bears the strategic mission of the national rare earth, directly affects the status of Baotou Steel's rare earth boss. According to the goal of Minmetals, it will reach the annual capacity of 13,500 tons of rare earths in 5 years, and achieve annual sales of 10 billion yuan.
China Minmetals has repeatedly stated that it “hopes to become a leader in the national rare earth fieldâ€, together with Chinalco, Jiangxi Copper, China Aluminum, Xiamen Tungsten, and Hunan Nonferrous, etc., have also joined the competition, the domestic rare earth industry integration drama Pull open.
As the only central enterprise among the three companies, China Minmetals has the ambition to list rare earths as its main business, and has already gained strength in the southern market of the rare earth industry.
In addition, rare earth projects such as Chinalco, Guangsui Nonferrous and Xiamen Tungsten are also gradually being launched. The price of upstream rare earths has been affected by export quotas and tariffs, showing a broad prospect and profit margins, causing leading companies to compete. At present, Chinalco is also in contact with the Jiangxi government, hoping to reorganize the local rare earth and tungsten industry in Jiangxi.
The rare earth industry is listed among the three major industrial companies by Chinalco. Chinalco will rely on Jiangxi Rare Earth Tungsten Group Co., Ltd. (referred to as “Jiangxi Dilute Tungstenâ€) as the base for the rare earth industry in Jiangxi.
However, due to the competition with Minmetals Group, Chinalco has not made great progress in negotiating rare earth in Jiangxi Province.
Fighting for the south The rare earth resources in the north are under the control of the rare earths of Baotou Steel, and the southern region has become a battleground for all kinds of roads. The mining rights of the upstream rare earths are very tight. The Ministry of Industry and Information Technology clearly stated in the plan that “it is necessary to increase the industrial concentration of the rare earth industry, and in the next six years, it will no longer approve new rare earth mining rights and will eliminate backward production capacityâ€.
“The Baotou Steel Rare Earth must enter the Southâ€, Zhang Zhongyan, the general manager of Baotou Steel Rare Earth, slashed the south.
In August of this year, Baotou Steel Rare Earth invested 230 million yuan to integrate three rare earth separation and processing enterprises in Ganzhou City, Jiangxi Province, in order to obtain the relative controlling rights of Xinfeng Xinli, Quannan Crystal Ring and Chenzhou Chenguang, three rare earth enterprises in Ganzhou City, Jiangxi Province. At the same time, Baotou Steel Rare Earth will also serve as a strategic investor in Chenzhou Chenguang to help it go public.
The industry regards this measure as a competition for the rare earth resources of Baotou Steel to intervene in the South. At the same time, Baotou Steel Rare Earth will add 115,500 tons of rare earth separation capacity.
"However, these are technical enterprises after all, and Baotou Steel's rare earths will use local resources in the next step and match their own rare earth raw materials," said a person in charge of a department of Baotou Steel Rare Earth.
Jiangxi Luzhou is known as the “Rare Earth Capital†of the South. Due to the relatively perfect industrial development, Jiangxi Province has become the most intense place for all leading enterprises to compete in the south.
"Now the mining license is not easy to obtain, Baotou Steel also hopes to obtain the mining rights of Jiangxi, but the local government is not willing to involve foreign companies in mining." Baotou Steel Rare Earth Secretary Office revealed.
China Minmetals took the lead in this, and took the lead in capturing the resources of the Jiangxi copper industry.
At present, Minmetals is relying on Hunan to develop a rare earth enterprise alliance in Hunan Province. They plan to invest 4.5 billion to 5.5 billion yuan in the territory of Chenzhou, Hunan Province in the next five years.
In addition, Xiamen Tungsten, which is held by China Minmetals, will also make a difference in Fujian Province in the future. At present, the Fujian provincial government has made clear that the Xiamen tungsten industry is the core to manage the province's rare earth industrial chain.
However, industry insiders told this newspaper that although Minmetals has made great progress in the field of rare earths in the south, it is only the middle and lower reaches of separation and deep processing, and there are still no rare earth resources in hand.
Although Minmetals Group is eager to become the leader in the national rare earth field, its integration path is not smooth. In June last year, Jiangxi Copper eliminated China Minmetals and obtained China's second largest rare earth resource base, the Wei Niuping rare earth mine in Suining County, Sichuan.
“China Minmetals is a trade background, and local governments want more capital and technology companies to participate in shares.†An industry analyst pointed out that in the rare earth industry, the demand for technology is higher than the demand for funds.
After the main business of Jiangxi Copper Industry, it is also planning to use copper as a platform to enter the field of rare earth resources. Because of the preemption of the Minmetals Group, Jiangxi Copper had to leave Sichuan, and then eliminated the Minmetals Group in the Sichuan Rare Earth Resources Competition.
The rare earth reserves in Sichuan are second only to Baotou, Inner Mongolia, and the concentration is high. 87% of the rare earth resources in the province are concentrated in Suining County, Liangshan Prefecture, Sichuan Province.
In June 2008, Jiangxi Copper first acquired the mining rights of China's second largest rare earth mine, Niuping Rare Earth Mine in Suining County, Sichuan Province. Then, in August of that year, Jiangxi Copper Group established Sichuan River in the local area. Copper Rare Earth Co., Ltd., and in the beginning of 2009, increased capital and reorganized the Suining Fangxing Rare Earth Company. At the end of 2009, Jiangxi Copper and Sichuan Mining Investment Group jointly developed rare earth mines with RMB 1 billion. In the future, the rare earth resources in Sichuan Province will be further integrated.
A series of actions, Jiangxi Copper has taken root in Sichuan Province and confronted the northern Baotou Rare Earth and the Southern Minmetals Group with the southwestern position of the rare earth industry.
On August 10th, the five southern provinces and regions jointly supervised the development of rare earths. The heads of government in 15 cities signed the Joint Action Plan for Rare Earth Development and Supervision, which means that the rare earth resources in the future, The local government will lead the joint supervision to implement the national mining total control indicators. Wang Min, deputy director of the Ministry of Land and Resources, believes that this joint action will crack the stubbornness of the mining rebound.
Relying on this move, it is reported that Minmetals will play a role in the price uniformity of the five southern provinces. After all, the Jiangxi base relying on Minmetals is one of the major provinces. However, Baotou Steel Rare Earth has not yet made substantial progress in the southern market. However, the news was not approved by Minmetals.
On the contrary, Baotou Steel Rare Earth began the planning of the rare earth pricing mechanism. According to the news, Baotou Steel Rare Earth is joining Jiangxi Copper Industry and plans to develop a unified national pricing mechanism for light rare earths. If the news is true, it means that the two companies will strengthen their voice in the domestic light rare earth market.
Baotou Steel Rare Earth will also receive support from the local government. The Baotou Municipal Government revealed at the local rare earth industry forum that it is preparing to build a rare earth trading center and a rare earth technology property rights trading center, which is ready to be submitted to the Inner Mongolia Autonomous Region government for approval.