Recently, the Raw Materials Division of the Ministry of Industry and Information Technology of China announced the list of the first batch of enterprises that meet the conditions for access to the rare earth industry on the website, which has aroused widespread concern in the market. The announcement shows that a total of seven companies from Jiangxi, Shandong, Gansu and Liaoning were shortlisted for the first batch of rare earths. It is worth noting that many large industrial companies have unexpectedly “absent†the list, and the leading company Baotou Steel Rare Earth has only one subsidiary to be short-listed. In addition, as a rare earth enterprise in the domestic rare earth industry, there is no one. So, what is the reason for this? What kind of impact will the first batch of rare earth industry access lists will have on the market? Leading enterprises will appear in succession. In fact, the Ministry of Industry and Information Technology issued a notice on the declaration of the approval of rare earth enterprises in August this year. The notice pointed out: For enterprises listed in the list of access announcements, the relevant departments will be in the mandatory production plan. Priority is given to support. According to the previously announced access conditions for rare earth industry, the management department has clearly defined the production scale, process equipment, energy consumption and comprehensive utilization of resources. For example, the production scale of mixed rare earth mining enterprises should be no less than 20000. Ton/year (in terms of oxides), the scale of independent smelting and separating enterprises using mixed rare earth ore should be no less than 8,000 tons/year, and the production scale of rare earth metal smelting enterprises should be no less than 2,000 tons/year (physical quantity). . Judging from the list of the first batch of enterprises that have been approved to meet the requirements for rare earth industry, these seven companies are Dingnan Dahua New Material Resources Co., Ltd. in Jiangxi Province and Jixian Red Gold Rare Earth Co., Ltd., from Zibo Baogang Ganoderma Lucidum in Shandong Province. Rare Earth High-Tech Co., Ltd., Zibo Lingzhi Chemical Co., Ltd., Zibo Jiahua New Material Resources Co., Ltd., and Gansu Rare Earth New Materials Co., Ltd. and Liaoning Jinzhou Kunhong New Material Industrial Co., Ltd. Surprisingly, there is no single company in Sichuan Province, where the rare earth reserves rank second in the country. In addition, except for the two companies in Jiangxi and Zibo Baogang Ganoderma lucidum, respectively, related to Minmetals development and Baotou Steel Rare Earth, There are not many leading companies in the rare earth industry in this list. The reporter called the relevant listed company for this. “The list of companies that have entered the rare earth access conditions has not had much impact on us.†The staff of the Baosteel Rare Earth Company’s securities department said: “It should be said that the shortlist is only for us to have access to the rare earth industry. At present, our subsidiary Zibo Baogang Ganoderma Lucidum has been short-listed, and the company headquarters has also applied for admission, which may be seen in the new list announced later.†It is intended to be used by Sichuan rare earth giants and rare earths. The listed STS Tiancheng company staff told reporters that many investors have recently expressed concern about the failure of Shenghe Rare Earth to be included in the first batch of lists, and Shenghe Rare Earth said that the current domestic rare earth enterprises need to go to the Ministry of Industry and Information Technology. Industry access applications, this year's access approval is carried out in batches. Sichuan enterprises have not been listed in the first batch of applications, so Shenghe Rare Earth did not appear in the list of the first batch of short-listed enterprises. "Maybe the company's application for admission is still in the process of expert approval. We are very confident in entering the list of companies that are allowed to enter the company." *ST Tiancheng Securities Department staff said. As of press time, the phone of Guangshao Nonferrous and Xiamen Tungsten Company has been in the state of no answer. Industry capacity needs to integrate an industry analyst to agree with the above-mentioned company: "In the first half of this year, the relevant departments have also announced the environmental protection list. The list of rare earth industry enterprises that are now released is only the first batch. We expect that Many companies will be approved and announced batch by batch. For example, Baotou Steel Rare Earth, Guangzhao Nonferrous Metals and Shenghe and other rare earth enterprises have obtained entry barriers. In the long run, the Ministry of Industry and Information Technology has introduced The access conditions for rare earth enterprises are to regulate the industry and to optimize the industry's production capacity structure by limiting the capacity of small companies.†Ma Rongzhen, secretary general of China Rare Earth Industry Association, said earlier this year that China's rare earth enterprises in the rare earth industry 126 At home, the production capacity is about 320,000 tons (rare earth oxides), which is far greater than the world's total demand of about 120,000 tons per year. Overcapacity requires us to integrate the industry and increase industrial concentration. Wang Jianhu, an analyst at Great Wall Securities, told the reporter: "The current overcapacity in the domestic rare earth industry is somewhat serious. Those small rare earth enterprises cannot form economies of scale on the one hand, but also bring problems to local environmental protection. Therefore, the industry is in the process of standardization. In the middle, it tends to turn off those small and chaotic enterprises and reduce production capacity.†He also said: “From the perspective of future development, although China’s rare earth reserves rank first in the world, some countries now consider strategically. I am also working hard to solve the demand for rare earths. For example, the rare earth projects in the United States, Australia and other countries have made some progress. The development of foreign rare earth industries will also affect our own industries, such as light rare earth products, and its technical barriers. It is not high, and it is relatively likely to be affected. In terms of heavy rare earths, we still have advantages. Currently, the resources are mainly distributed in southern regions such as Jiangxi, Fujian and Guangdong.†The above-mentioned analysts who do not want to be named think that The rise of foreign rare earth industry will eventually affect China’s rare earth The right to speak at the mouth, and the development of the domestic rare earth industry itself is still affected by the “fundamental + policyâ€. “The domestically implemented rare earth industry access policy is mainly to limit production capacity and optimize the structure. The fundamentals and demand are still the key factors for leading industry development. The current situation is not very good. At this time, the policy support and direction for the industry It will be more important," said the analyst who declined to be named.
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