Inner Mongolia Baotou Steel Rare-earth (Group) High-Tech Co., Ltd.
- 簡介
- 營運
- 開發計劃
China Minmetals Non-ferrous Metals Co. Ltd. (CMN)
- 簡介
- 營運
- China Minmetals Rare Earth Co., Ltd.
- Jiangxi Tungsten Industry Group
China Nonferrous Metal Industry's Foreign Engineering and Construction Co., Ltd. (NFC)
- 簡介
- 營運
Guangdong Rising Nonferrous Metals Group
- 簡介
- 營運
- 開發計劃
Xiamen Tungsten Co., Ltd.
- 簡介
- 營運
6.5.3 Development Plan
Hunan Rare Earth Metal & Material Institute
- 簡介
- 營運
Leshan Shenghe Rare Earth Technology Co., Ltd.
China Rare Earth Holdings Limited
Grirem Advanced Materials Co., Ltd.

第7章主要的新加入企業

Beijing ZhongKeSan Huan Hi-Tech Co., Ltd.
Ningbo YunshengCo., Ltd.
Taiyuan Twin-Tower Aluminum Oxide Co., Ltd.
Shaanxi IRICO Phosphor Material Co., Ltd.
Jiangmen KanHooIndustry Co., Ltd.
Gansu Rare Earth New Material Co., Ltd.

圖表一覽

The prices of rare earth have skyrocketed since 2010. For instance, the spot market price of europium oxide in China hit the historic high of RMB25,000/kg on Jun. 17, 2011, with a 739% increase against the beginning of the year 2011. As China is tightening the policies on rare earth production and major overseas rare earth mines haven' t been put into production, the global rare earth supply shortage will continue in 2011.

Market Price Rise of Major Rare Earth Products in China, H1 2011

Source: Bloomberg; ResearchInChina

Currently, among key rare earth mines overseas, Mountain Pass in the United States and Mt. Weld in Australia are the only two mines with specific exploiting plans released and will officially start operation in 2012 at the earliest, with an optimistic estimated rare earth capacity of 30 thousand tons in total. As for Nechalacho, HoidasLake and other mines, they will be put into production after 2013.

In 2010, the actual rare earth output approximated 120 thousand tons in China, a slight decline compared to 2009. The integration of rare earth industry in the main producing areas including Inner Mongolia and Jiangxi province has been accelerated. For instance, rare earth resources in Inner Mongolia will be monopolized by Inner Mongolia Baotou Steel Rare-earth (Group) High-Tech; major rare earth mines in Ganzhou(Jiangxi province) have stopped production for consolidation. It is expected that the disordered situation of rare earth production in China will be significantly improved in 2011. In the next few years, the output of rare earth will remain steady with a slight decline in China.

In 2010, being affected by the continued price increase of rare earth products, the operating performance of major enterprises in the upstream industry of rare earth was significantly improved, with their operating incomes soared vigorously. Take Inner Mongolia Baotou Steel Rare-earth for instance, in 2010, its REO output only raised 8.3% YoY, whereas, the operating income and net income sharply increased 102.8% and 1241.1% YoYrespectively.

Operating Income and YoYGrowth Rate of Rare Earth Upstream Enterprises (RMB mln)

Source: ResearchInChina

The skyrocketing prices of rare earth materials have put costs pressure on the downstream rare earth deep processing enterprises in China. Downstream industries such as rare earth permanent magnet material and rare earth luminescent material are faced with product restructuring. In the meantime, industry investment has switched to high value-added product projects. For instance, in 2011, Beijing ZhongKeSan HuanHigh-Tech Co., Ltd., the largest producer of rare earth permanent magnet materials in China, has aimed all its fund-raising projects at the application fields of high-end NdFeBrare earth permanent magnet materials, including new energy vehicle, energy-efficient home appliance, and wind power.

1. Overview of Rare Earth Industry

1.1. Definition & Classification
1.2. Industry Chain

2. Development Environment of China' s Rare Earth Industry

2.1. Global Rare Earth Industry Development
- 2.1.1. Reserves and Distribution
- 2.1.2. Development of Rare Earth Mining Overseas
- 2.1.3. Supply
- 2.1.4. Demand
2.2 China' s Rare Earth Industry Policy Adjustment
- 2.2.1. Production Policy
- 2.2.2. Foreign Investment Policy
- 2.2.3. Export Policy
- 2.2.4. Industrial Integration Policy
- 2.2.5. Policy Adjustment Target

3. China' s Rare Earth Industry Development

3.1. Reserves and Distribution
3.2. Development in Major Regions
- 3.2.1. Inner Mongolia
- 3.2.2. Sichuan
- 3.2.3. Shandong
- 3.2.4. Jiangxi
- 3.2.5. Guangdong
- 3.2.6. Fujian
- 3.2.7. Guangxi

4. China' s Rare Earth Industry Market Supply and Demand

4.1. Supply & Demand
- 4.1.1. Rare Earth Ore Production
- 4.1.2. Rare Earth Smelting and Separation
- 4.1.3. Demand
4.2. Export
- 4.2.1. Export Quota
- 4.2.2. Export Scale
- 4.2.3. Export Structure
4.3. Market Price
- 4.3.1. Prices of Major Middle & Heavy Rare Earth Metals
- 4.3.2. Prices of Major Light Rare Earth Metals

5. Application of Rare Earth Metals

5.1. Traditional Application Fields
5.2. Magnetic Materials
- 5.2.1. Major Application Fields
- 5.2.2. Supply & Demand
- 5.2.3. Market Competition
5.3. Hydrogen Storage Material
- 5.3.1. Market Scale
- 5.3.2. Market Competition
5.4. Polishing Material
5.5. Luminescent Material

6. Key Enterprises

6.1. Inner Mongolia Baotou Steel Rare-earth (Group) High-Tech Co., Ltd.
- 6.1.1. Profile
- 6.1.2. Operation
- 6.1.3. Development Plan
6.2. China MinmetalsNon-ferrous Metals Co. Ltd. (CMN)
- 6.2.1. Profile
- 6.2.2. Operation
- 6.2.3. China MinmetalsRare Earth Co., Ltd.
- 6.2.4. Jiangxi Tungsten Industry Group
6.3. China Nonferrous Metal Industry' s Foreign Engineering and Construction Co., Ltd. (NFC)
- 6.3.1. Profile
- 6.3.2. Operation
6.4. Guangdong Rising Nonferrous Metals Group
- 6.4.1. Profile
- 6.4.2. Operation
- 6.4.3. Development Plan
6.5. Xiamen Tungsten Co., Ltd.
- 6.5.1. Profile
- 6.5.2. Operation
- 6.5.3. Development Plan
6.6. Hunan Rare Earth Metal & Material Institute
- 6.6.1. Profile
- 6.6.2. Operation
6.7. LeshanShengheRare Earth Technology Co., Ltd.
6.8. China Rare Earth Holdings Limited
6.9. GriremAdvanced Materials Co., Ltd.

7. Major Rare Earth New Material Enterprises of China

7.1. Beijing ZhongKeSan HuanHi-Tech Co., Ltd.
7.2. Ningbo YunshengCo., Ltd.
7.3. Taiyuan Twin-Tower Aluminum Oxide Co., Ltd.
7.4. Shaanxi IRICO Phosphor Material Co., Ltd.
7.5. JiangmenKanHooIndustry Co., Ltd.
7.6. Gansu Rare Earth New Material Co., Ltd.

Selected Charts

Rare Earth Classification
Rare Earth Industry Chain
Rare Earth Ore Classification
Global Rare Earth Reserves Distribution
Reserves and Development Stage of Main Rare Earth Mines Overseas, 2010
Capacity of Main Rare Earth Mines Overseas, 2012E-2015E
Supply and Demand of Rare Earth Worldwide, 2005-2015E
Major Rare Earth Industrial Policies Released by China, 2002-2011
Target of Total Amount Control on Rare Earth Exploitation of China, 2007-2011
Rare Earth Products Banned in Processing Trade of China, 2010
Export Tariff Rate of Rare Earth Products in China, 2011
Rare Earth Export Quota of Major Enterprises in China, 2011
Distribution of Rare Earth Resources in China
Content of Rare Earth Elements of Major Rare Earth Deposits in China
Mandatory Planning Output of Rare Earth Products in Major Regions of China, 2011
Output of Rare Earth Ore in China, 2005-2011E
Capacities of Major Rare Earth Mining Enterprises of China, 2009
Output of Rare Earth Smelting and Separation Products of China, 2004-2011E
Rare Earth Consumption and Growth Rate of China, 1996-2009
Export Quota of Rare Earth Products of China, 2004-2011
Export Volume of Rare Earth Products in China, 2006-2011
Export Value of Rare Earth Products of China, 2006-2011
Export Structure of Rare Earth Products of China by Product, 2006-2011
Export Structure of Rare Earth Products of China by Country, 2009-2010
Market Price Rise of Major Rare Earth Products of China, 2011H1
Spot Market Price of DyOxide of China, 2005-2011
Spot Market Price of DyMetal of China, 2005-2011
Spot Market Price of ErOxide of China, 2009-2011
Spot Market Price of EuOxide of China, 2005-2011
FOB Price of EuMetal of China, 2005-2011
Spot Market Price of GdOxide of China, 2010-2011
Spot Market Price of SmMetal of China, 2005-2011
FOB Price of SmOxide of China, 2005-2011
Spot Market Price of Tb Metal of China, 2005-2011
Spot Market Price of Tb Oxide of China, 2005-2011
FOB Price of Yttrium Metal of China, 2005-2011
Spot Market Price of Yttrium Oxide of China, 2005-2011
Spot Market Price of Yttrium+europiumOxide of China, 2005-2011
Spot Market Price of CeOxide of China, 2005-2011
Spot Market Price of NdOxide of China, 2005-2011
Spot Market Price of La Oxide of China, 2005-2011
Spot Market Price of Pr Oxide of China, 2005-2011
Spot Market Price of PrNdOxide of China, 2005-2011
Spot Market Price of NdMetal of China, 2005-2011
Spot Market Price of La Metal of China, 2005-2011
FOB Price of Pr Metal of China, 2001-2011
Spot Market Price of CeMetal of China, 2005-2011
Consumption Structure of Rare Earth Worldwide, 2010
Application of Rare Earth in Traditional Consumption Fields, 2010
Application of Rare Earth Elements in Rare-earth Permanent Magnet Material
Market Structure of NdFeBby Application in China, 2009
Market Scale of NdFeBfor Electric Vehicle in China, 2010-2020E
Market Scale of NdFeBfor Wind Generator, 2008-2014E
Market Scale of NdFeBfor Frequency Conversion Air-Conditioner, 2010-2015E
Capacity of Key NdFeBEnterprises in China, 2010
Application of Rare Earth Elements in Rare-earth Hydrogen Storage Material
Capacity of Key Rare-earth Hydrogen Storage Material Enterprises in China, 2010
Application of Rare Earth Elements in Rare-earth Polishing Material
Capacity of Key Rare-earth Polishing Material Enterprises in China, 2010
Application of Rare Earth Elements in Rare-earth Luminescent Material
Application of Rare-Earth Luminescent Material
Global Rare-Earth Luminescent Material Consumption Structure, 1993-2009
Capacity of Rare-Earth Luminescent Materials of China, 2006-2013E
Market Demand for Rare Earth Luminescent Materials Applied in Energy-saving Lamps, 2006-2013E
Unit Demand for Rare Earth Luminescent Materials Applied in Panel Display Products
Market Demand for Rare Earth Luminescent Materials Applied in Panel Displays of China, 2006-2013E
Market Demand for Rare Earth Luminescent Materials Applied in Special Light Source, 2006-2013E
Capacity of Key Rare-earth Luminescent Material Enterprises in China, 2010
Main Products of Inner Mongolia Baotou Steel Rare-earth (Group)
Operating Income and Net Income of Inner Mongolia Baotou Steel Rare-earth (Group), 2005-2011
Operating Income of Inner Mongolia Baotou Steel Rare-earth (Group) by Main Product, 2009-2010
Investment of Baotou Steel Rare-earth in Southern Rare Earth Enterprises, 2010
Operating Income and Total Profit of CMN, 2005-2009
Major Rare Earth Subsidiaries of Jiangxi Tungsten
Operating Income of Jiangxi Tungsten, 2004-2015E
Rare Earth Processing Capacity of NFC, 2007-2010
Operating Income and Total Profit of the Rare Earth Business of NFC, 2007-2010
Production Scale of Major Rare Earth Subsidiaries of Guangdong Rising Nonferrous Metals Group
Operating Income and Net Income of Guangdong Rising Nonferrous Metals Group, 2009-2011
Operating Income Structure of Guangdong Rising Nonferrous Metals Group by Product, 2010
Rare Earth Industry Investment of Guangdong Rising Nonferrous Metals Group, 2010
Operating Income and Net Income of Xiamen Tungsten, 2005-2011
Operating Income and Net Income of Fujian ChangtingJinlongRare Earth Co., Ltd., 2009-2010
Major Rare Earth Projects of Hunan Rare Earth Metal & Material Institute
Operating Income of Hunan Rare Earth New Energy Material Co., Ltd., 2010-2015E
Operating Income of ShengheRare Earth, 2005-2011E
Operating Income and Net Income of China Rare Earth Holdings Limited, 2005-2010
Operating Income of China Rare Earth Holdings Limited by Business, 2005-2010
Key NdFeBManufacturers Affiliated to ZhongKeSan Huan
Key Rare Earth Raw Material Enterprises Affiliated to ZhongKeSan Huan
Operating Income and Net Income of ZhongKeSan Huan, 2005-2011
Technological Transformation Projects of Rare-earth Permanent Magnet Material of ZhongKeSan Huan, 2011
Operating Income and Net Income of Ningbo Yunsheng, 2005-2011
Operating Income of Ningbo Yunshengby Product, 2010
Operating Income and Net Income of Taiyuan Twin-Tower Aluminum Oxide, 2005-2011
Operating Income of Taiyuan Twin-Tower Aluminum Oxide by Product, 2010
Operating Income and Total Profit of Shaanxi IRICO, 2005-2010
Output and Sales Volume of JiangmenKanHoo, 2007-2010
Operating Income and Net Income of JiangmenKanHoo, 2007-2010
Rare Earth Investment Projects of Gansu Rare Earth New Material

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中國的稀土產業報告:2010-2011年

China Rare Earth Industry Report, 2010-2011