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市場調查報告書

中國稀土元素市場(2021-2025)

Investigation Report on the Chinese Rare Earth Market 2021-2025

出版商 China Research and Intelligence 商品編碼 1006916
出版日期 內容資訊 英文 70 Pages
商品交期: 最快1-2個工作天內
價格
中國稀土元素市場(2021-2025) Investigation Report on the Chinese Rare Earth Market 2021-2025
出版日期: 2021年05月21日內容資訊: 英文 70 Pages
簡介

目前,中國稀土分離企業年產能約40萬噸,全球年需求量約20萬噸。國際市場需求量約9萬噸至10萬噸,國內市場需求量約10萬噸。中國在全球稀土市場仍佔上風,但主導地位正在逐漸減弱。

由於美國、日本和澳大利亞的開採量增加,中國的稀土產量從 2016 年的 81.4% 下降到 2020 年的 58.3%。到2020年,由於非法開採和走私,中國稀土實際產量將超過15萬噸,超過配額。非法開採和走私稀土是免稅的,回報率非常高,不能完全杜絕。

本報告調查中國稀土元素市場,提供全球供需、貿易、中國政府政策、生產和價格趨勢、增長因素和機會、主要公司概況等信息。

目錄

第一章稀土產業概念

  • 稀土的定義和分類
    • 稀土的定義
    • 稀土的分類
    • 稀土的使用
  • 世界稀土礦分佈及稀土產量
    • 稀土礦的世界分佈
    • 世界稀土年產能
    • 世界稀土產量
  • 調查方法
    • 來源
    • 參數和先決條件
    • 關於 CRI

第二章中國稀土供需情況(2016-2020)

  • 中國稀土產業發展
    • 中國稀土生產歷史
    • 中國稀土礦分佈
    • 中國合法稀土生產情況(2016-2020)
    • 中國稀土實際產量
    • 中國稀土消費量
    • 中國稀土價格走勢
  • 中國稀土產業發展環境
    • 中國政府對稀土產業的政策
    • 中國稀土產業經濟環境
  • 世界稀土消費量(2016-2020)
    • 全球消費概況
    • 中國稀土消費
    • 美國稀土消費量
    • 日本的稀土消費
  • 中國稀土出口
    • 合法出口
    • 非法採礦和走私

第三章中國下游稀土使用情況分析(2016-2020)

  • 稀土磁鐵
    • 製造
    • 應用
  • 稀土發光材料
    • 製造
    • 應用
  • 稀土儲氫材料
  • 稀土磨料
  • 稀土催化劑材料

第四章中國主要礦冶企業分析(2016-2020)

  • China Minmetals Corporation
    • 公司簡介
    • 企業經營成果
    • 發展戰略
  • Aluminum Corporation of China Limited (CHALCO)
  • Baotou Steel (Group) Co., Ltd.
  • Xiamen Tungsten Industry Co., Ltd.
  • Ganzhou Rare Earth Group Co., Ltd.
  • Guangdong Rare Earths Industry Group Co., Ltd.

第五章中國稀土材料主要生產國(2016-2020)

  • Lingyi Itech (Guangdong) Company
    • 公司簡介
    • 業務狀態
  • Beijing Zhongke Sanhuan High-tech Co., Ltd.
    • 公司簡介
    • 業務狀態
  • Guangdong Weihua Corporation
    • 公司簡介
    • 業務狀態
  • Guangdong Fenghua Advanced Technology Holding Co., Ltd.
    • 公司簡介
    • 業務狀態
  • Yantai Zhenghai Magnetic Material Co., Ltd.
    • 公司簡介
    • 業務狀態
  • Innuovo Technology Co., Ltd.
  • China Minmetals Rare Earth Co., Ltd.
  • Guangsheng Nonferrous Metals Co., Ltd.
  • Fujian Mindong Electric Power Co., Ltd.
  • Tiantong Holdings Co., Ltd.
  • Antai Technology Co., Ltd.
  • Hunan Corun New Energy Co., Ltd.
  • Ningbo Yunsheng Co., Ltd.
  • Nordisk Investment Co., Ltd.
  • China Nortnern Rare Earth (Group) High-Tech Co., Ltd.
  • Jiangxi Copper Industry Co., Ltd.
  • Aluminum Corporation of China Limited
  • China Nonferrous Metals Industry's Foreign Engineering and Construction Co., Ltd.
  • Grinm Advanced Materials Co.,Ltd.
  • Tibet Mining Development Co., Ltd.
  • Pengqi Technology Development Co., Ltd.
  • Chengdu Yinhe Magnet Co., Ltd.
  • Hengdian Group Dongci Magnetics Co., Ltd.
  • Sinosteel Anhui Tianyuan Technology Co., Ltd.
  • Bgrimm Technology Co., Ltd.
  • Shenghe Resources Holdings Co., Ltd.
  • Xiamen Tungsten Co., Ltd.
  • Minmetals Development Co., Ltd.

第六章中國稀土產業展望(2021-2025)

  • 影響中國稀土產業發展的因素(2021-2025)
    • 增長因素和市場機會
    • 威脅和挑戰
  • 中國稀土供應預測(2021-2025)
    • 中國稀土產能預測
    • 中國稀土產量預測(2021-2025)
    • 中國稀土需求預測(2021-2025)
    • 中國稀土進出口預測(2021-2025)
  • 中國稀土行業投資機會預測(2021-2025)
目錄
Product Code: 2105484

Rare earth elements and metals are widely used in the industry. Rare earths are used to improve the production efficiency of traditional industries such as petrochemicals, metallurgy, glass, ceramics, and textiles. At the same time, they are widely used in new energy, energy saving and environmental protection, smart phones, consumer electronics and other fields.

According to CRI's analysis, driven by low mining costs and low environmental protection costs, in the 1990s, Chinese enterprises started mining and exporting rare earth on a large scale. In the past decade, China's rare earth reserves fell sharply. Its proportion in the global rare earth reserves once exceeded 70% while at the end of 2020, the proportion was only 38%. From 1998 to 2015, the Chinese government introduced an export quota licensing system for rare earth. On Mar. 26, 2014, the WTO ruled that China's administrative measures for rare earth exports breached WTO rules. On May 1, 2015, the Chinese government canceled its tariffs on rare earth exports. On Jan. 1, 2016, it abolished the export quota licensing system. Before the export quota licensing system was abolished, many Chinese rare earth enterprises had difficulty obtaining export quotas, and smuggling became the main export method. Although the Chinese government rectified this phenomenon many times, it has not been able to completely eliminate this phenomenon.

In China, there is also a total control index system for rare earth ore (rare earth oxide REO) mining. The Rare Earth Mining Index is an enterprise mining index promulgated by the State Council of China, targeting strategic metal resources such as rare earth, tungsten, and molybdenum. In 2020, China's total control indicators for the mining, smelting and separation of rare earth ore (rare earth oxide REO) are 140,000 tons and 135,000 tons respectively. Compared with 2019, mineral products increased by 6.1%, and smelting and separated products increased by 6.3% in 2020.

According to CRI's analysis, the mining and refining of rare earth in China is monopolized by six major state-owned enterprises (SOEs). Non-SOEs only have access to downstream industries such as the production and application of rare earth materials.

At present, the annual production capacity of rare earth separation enterprises in China is about 400,000 tons, and the global annual demand is about 200,000 tons. The international market demand is about 90,000-100,000 tons, and the domestic market demand is about 100,000 tons. China's rare earth dominance in the global market still exists, but its dominant advantage is gradually weakening. With the increase in local mining efforts in the United States, Japan, Australia and other countries, China's rare earth production has fallen from 81.4% in 2016 to 58.3% to 2020. In 2020, China's actual production of rare earths will exceed 150,000 tons, which is higher than the quota. The reason is that there are illegal mining and smuggling. There is no tax to engage in illegal mining and smuggling of rare earths, and the profit rate is very high, so it cannot be completely eliminated.

CRI shows that the prices of rare earth oxides and metals in China in 2020 are mostly higher than that in 2019. With the continuous escalation of the Chinese government's crackdown on the illegal mining of rare earths and the adoption of policies such as the national reserve of rare earths, it is expected that rare earth prices can increase in the next few years.

The downstream demand for rare earths is divided into five major sectors: permanent magnet materials, catalytic materials, luminescent materials, polishing materials, and hydrogen storage materials. With the rapid development of global high-tech industries, rare earths are being applied to more high-tech fields and the consumption of rare earth new materials is growing rapidly. The new energy vehicle industry, the wind power industry and other consumers of rare earth all have a promising future, which promotes the development of the rare earth industry. For example, in 2020, the global production of new energy vehicles reached 2.55 million, among which 1.366 million units were produced in China, up by about 10% YOY. Rare earth hydrogen storage alloys are mainly used in NiMH power batteries. 95% of the world's rare earth hydrogen storage alloys are supplied by China and Japan. The production of China's hydrogen storage alloys exceeds 70% of the world's total production. A hybrid electric vehicle needs about 10 kg of hydrogen storage alloy. In general, a hydrogen storage alloy contains 30% mischmetal, which means that a hybrid electric vehicle consumes about 3 kg of rare earth. The drive motor of a hybrid electric vehicle consumes about 1 kg to 3 kg of neodymium-iron-boron magnetic materials; the drive motor of a battery electric vehicle consumes about 5 kg to 10 kg.

CRI analyzes that according to the plan of the Chinese government, the annual production of new energy vehicles in China will exceed 5 million units by 2025. If this goal can be achieved, new energy vehicles will consume 50,000 tons of rare earths in 2025 or more, which will boost the development of China's rare earth industry.

Topics Covered:

  • Global supply of and demand for rare earth
  • Global trade of rare earth
  • Chinese government's policies on rare earth
  • Rare earth production in China
  • Demand for rare earth in China
  • China's rare earth imports and exports
  • Price trends of rare earth and rare earth materials in China
  • Major rare earth mining and refining enterprises in China
  • Major producers of rare earth materials in China
  • Driving forces and market opportunities for China's rare earth industry from 2021 to 2025
  • Forecast on the supply of and demand for rare earth in China from 2021 to 2025

Table of Contents

1 Concepts of the Rare Earth Industry

  • 1.1 Definition and Classification of Rare Earths
    • 1.1.1 Definition of Rare Earths
    • 1.1.2 Classification of Rare Earths
    • 1.1.3 Applications of Rare Earths
  • 1.2 Global Distribution of Rare Earth Ores and Production Volume of Rare Earths
    • 1.2.1 Global Distribution of Rare Earth Ores
    • 1.2.2 Global Production Capacity of Rare Earths per Year
    • 1.2.3 Global Production Volume of Rare Earths
  • 1.3 Methodology
    • 1.3.1 Data Sources
    • 1.3.2 Parameters and Assumptions
    • 1.3.3 About CRI

2 Supply of and Demand for Rare Earths in China, 2016-2020

  • 2.1 Development of China's Rare Earth Industry
    • 2.1.1 History of Rare Earth Production in China
    • 2.1.2 Distribution of Rare Earth Ores in China
    • 2.1.3 Production Volume of Legal Rare Earths in China, 2016-2020
    • 2.1.4 Actual Production Volume of Rare Earths in China
    • 2.1.5 Consumption of Rare Earths in China
    • 2.1.6 Price Trend of Rare Earths in China
  • 2.2 Development Environment for China's Rare Earth Industry
    • 2.2.1 Chinese Government's Policies on the Rare Earth Industry
    • 2.2.2 Economic Environment for China's Rare Earth Industry
  • 2.3 Global Consumption of Rare Earths, 2016-2020
    • 2.3.1 Overview of Global Consumption
    • 2.3.2 Consumption of Rare Earths in China
    • 2.3.3 Consumption of Rare Earths in the U.S.
    • 2.3.4 Consumption of Rare Earths in Japan
  • 2.4 China's Rare Earth Exports
    • 2.4.1 Legal Exports
    • 2.4.2 Illegal Mining and Smuggling

3 Analysis on Downstream Applications of Rare Earths in China, 2016-2020

  • 3.1 Rare-earth Magnets
    • 3.1.1 Production
    • 3.1.2 Application
  • 3.2 Rare Earth Luminescent Materials
    • 3.2.1 Production
    • 3.2.2 Application
  • 3.3 Rare Earth Hydrogen Storage Materials
  • 3.4 Rare Earth Polishing Materials
  • 3.5 Rare Earth Catalytic Materials

4 Analysis of Major Rare Earth Mining and Refining Enterprises in China, 2016-2020

  • 4.1 China Minmetals Corporation
    • 4.1.1 Profile of China Minmetals Corporation
    • 4.1.2 Operation Performance of China Minmetals Corporation
    • 4.1.3 Development Strategies of China Minmetals Corporation
  • 4.2 Aluminum Corporation of China Limited (CHALCO)
  • 4.3 Baotou Steel (Group) Co., Ltd.
  • 4.4 Xiamen Tungsten Industry Co., Ltd.
  • 4.5 Ganzhou Rare Earth Group Co., Ltd.
  • 4.6 Guangdong Rare Earths Industry Group Co., Ltd.

5 Major Producers of Rare Earth Materials in China, 2016-2020

  • 5.1 Lingyi Itech (Guangdong) Company
    • 5.1.1 Overview of Lingyi Itech (Guangdong) Company
    • 5.1.2 Operation Status of Lingyi Itech (Guangdong) Company
  • 5.2 Beijing Zhongke Sanhuan High-tech Co., Ltd.
    • 5.2.1 Overview of Beijing Zhongke Sanhuan High-tech Co., Ltd.
    • 5.2.2 Operation Status of Beijing Zhongke Sanhuan High-tech Co., Ltd.
  • 5.3 Guangdong Weihua Corporation
    • 5.3.1 Overview of Guangdong Weihua Corporation
    • 5.3.2 Operation Status of Guangdong Weihua Corporation
  • 5.4 Guangdong Fenghua Advanced Technology Holding Co., Ltd.
    • 5.4.1 Overview of Guangdong Fenghua Advanced Technology Holding Co., Ltd.
    • 5.4.2 Operation Status of Guangdong Fenghua Advanced Technology Holding Co., Ltd.
  • 5.5 Yantai Zhenghai Magnetic Material Co., Ltd.
    • 5.5.1 Overview of Yantai Zhenghai Magnetic Materials Co., Ltd.
    • 5.5.2 Operation Status of Yantai Zhenghai Magnetic Materials Co., Ltd.
  • 5.6 Innuovo Technology Co., Ltd.
  • 5.7 China Minmetals Rare Earth Co., Ltd.
  • 5.8 Guangsheng Nonferrous Metals Co., Ltd.
  • 5.9 Fujian Mindong Electric Power Co., Ltd.
  • 5.10 Tiantong Holdings Co., Ltd.
  • 5.11 Antai Technology Co., Ltd.
  • 5.12 Hunan Corun New Energy Co., Ltd.
  • 5.13 Ningbo Yunsheng Co., Ltd.
  • 5.14 Nordisk Investment Co., Ltd.
  • 5.15 China Nortnern Rare Earth (Group) High-Tech Co., Ltd.
  • 5.16 Jiangxi Copper Industry Co., Ltd.
  • 5.17 Aluminum Corporation of China Limited
  • 5.18 China Nonferrous Metals Industry's Foreign Engineering and Construction Co., Ltd.
  • 5.19 Grinm Advanced Materials Co.,Ltd.
  • 5.20 Tibet Mining Development Co., Ltd.
  • 5.21 Pengqi Technology Development Co., Ltd.
  • 5.22 Chengdu Yinhe Magnet Co., Ltd.
  • 5.23 Hengdian Group Dongci Magnetics Co., Ltd.
  • 5.24 Sinosteel Anhui Tianyuan Technology Co., Ltd.
  • 5.25 Bgrimm Technology Co., Ltd.
  • 5.26 Shenghe Resources Holdings Co., Ltd.
  • 5.27 Xiamen Tungsten Co., Ltd.
  • 5.28 Minmetals Development Co., Ltd.

6 Prospect of China's Rare Earth Industry, 2021-2025

  • 6.1 Factors Influencing Development of China's Rare Earth Industry, 2021-2025
    • 6.1.1 Driving Forces and Market Opportunities
    • 6.1.2 Threats and Challenges
  • 6.2 Forecast on Supply of Rare Earths in China, 2021-2025
    • 6.2.1 Forecast on Production Capacity of Rare Earths in China
    • 6.2.2 Forecast on Production Volume of Rare Earths in China, 2021-2025
    • 6.2.3 Forecast on Demand for Rare Earth in China, 2021-2025
    • 6.2.4 Forecast on China's Rare Earth Imports and Exports, 2021-2025
  • 6.3 Forecast on Investment Opportunities in China's Rare Earth Industry, 2021-2025

Selected Charts

  • Chart China's Rare Earth Reserves, 2016-2020
  • Chart Production Volume of Rare Earths in China, 2016-2020
  • Chart Average Spot Price of Rare Earths in China, 2016-2020: Neodymium Oxide (Nd2O3/TREO 99.00%-99.90%)
  • Chart Average Spot Price of Rare Earths in China, 2016-2020: Lanthanum Oxide (La2O3/TREO 99.50%-99.90%)
  • Chart Average Spot Price of Rare Earths in China, 2016-2020: Cerium Oxide (CeO2/TREO 99.50%-99.90%)
  • Chart Average Spot Price of Rare Earths in China, 2016-2020: Praseodymium Oxide (Pr6O11/TREO 99.00%-99.90%)
  • Chart Average Spot Price of Rare Earths in China, 2016-2020: Lanthanum (La/TREM≥99.00%)
  • Chart Average Spot Price of Rare Earths in China, 2016-2020: Praseodymium (Pr/TREM 96.00%-99.00%)
  • Chart Average Spot Price of Rare Earths in China, 2016-2020: Neodymium (Nd/TREM 99.00%-99.90%)
  • Chart Average Spot Price of Rare Earths in China, 2016-2020: Battery-grade Mischmetal (TREM≥99.00% Nd/TREM≥15%)
  • Chart Average Spot Price of Rare Earths in China, 2016-2020: Praseodymium-neodymium-dysprosium Alloy (TREM≥99.00%)
  • Chart Average Spot Price of Rare Earths in China, 2016-2020: Dysprosium-iron Alloy (Dy 80%)
  • Chart Average Spot Price of Rare Earths in China, 2016-2020: Sintered Neodymium Iron Boron
  • Chart Major Policies on China's Rare Earth Industry, 2016-2020
  • Chart Volume of China's Legal Rare Earth Exports, 2016-2020
  • Chart Production Volume of New Energy Vehicles in China, 2016-2020
  • Chart Rare Earth Ores of China's Six Major Rare Earth Groups, 2020
  • Chart Operation Performance of JL MAG Rare Earth Co., Ltd., 2016-2020
  • Chart Operation Performance of China Minmetals Rare Earth Co., Ltd., 2016-2020
  • Chart Forecast on Legal and Actual Production Volumes of Rare Earths in China, 2021-2025
  • Chart Forecast on Production Volume of New Energy Vehicles in China, 2021-2025
  • Chart Volume of China's Rare Earth demand,2021-2025