Limited to an unlimited processing foreign factories disguised export-re

Core Tip: for is in rare earth words power climb, force pushing the limit of the number of storage "of China, is must be vigilant.

China rare earth export has "quota + customs duties" of the double threshold, which is awakened and the rise of great powers, be regarded as a rare double positive. However, before China rare earth compared to export "no quota limit + export tax rebates" hyper-treatment, this undoubtedly gave long-term dependence on China rare earth materials exported by a blow in the foreign-funded enterprises.

Because of this, rare earth industry "disguised" sign is quietly breeding. In 2009, the global supply of rare earth market remains 90% comes from China. National business news reporter's investigation found that some foreign-funded through China rare earth after the primary processing of raw materials "disguised export" in early existence, but in recent years, foreign "nd-Fe-b" application production transfer to China enterprises has become even more obvious. This is in rare earth words power climb, force pushing the limit of the number of storage "of China, is must be vigilant.

The export of primary raw materials processing disguised

Ganzhou Hua Jing rare new material co., Ltd. Yang Manager very positively on national business news, because exports limited, disguised in a outlet.

"A case study in Ganzhou, Japanese and local private Ganzhou cooperatively, rare-earth processes into simple alloy, alloys exports than raw materials exports are not so restricted, this is a typical export in disguise. "Yang said.

According to Mr Manager explains, Jiangxi rare company basic little scientific research investment, similar case, the export of disguise already exists or six years, of which 90% of Ganzhou rare earth alloys production enterprises are investing in Japan.

Yang Manager also revealed that, in view of this, the Government's previous disguise export Basic will not interfere, but attracting. Since the introduction of foreign capital, the more the stimulation of local achievements the effect. But Mr managers also indicated that, as countries on rare earth export levels increasing attention and concern for local government is also beginning to realize that this problem, the situation may change.

It is well known in China, production of primary processing with high energy consumption, high pollution characteristics, while Japan is once again deep processing is clean, developed countries will lose in China's pollution is currently rare metals industry recognized fact.

Currently, in some places, in order to attract investment, in total disregard of the national industrial policy, ultra vires. Some enterprises to finance and in total disregard of the national industrial policy, and "bait".

"Nd-Fe-b" Enterprise transfer visible

"This is a contradiction. The Directorate in the home of a large re company insiders on national business news. On the one hand, in view of China rare earth application technology research and development of backward compatibility, the State had to encourage foreign investment projects through the application of rare earth. On the other hand, large amounts of foreign investment and to avoid "disguised export". But the problem lies, for "disguised export" is very difficult to define exactly, very easy to abuse.

"As far as I know, the last two years, the application of NdFeB ' abroad ' production company transfer to China is very obvious. "These insiders on national business news, ND-Fe-b levy from last year 15% of export tariffs, ND-Fe-b is the development of emerging electric vehicle, wind, and other important rare earth elements of important application industry, many rare earth application product of the actual cost of 60% to 70% are from Earth.

There is no doubt that the factories in China, not only to purchase raw materials will not be affected by the restrictions that can be beneficial for avoiding China rare earth export restrictions. The export restrictions in China, NdFeB, strong lift to move China's factories, a certain degree also can be counted as "disguised export".

As the substrate application of rare-earth elements, more and more widely, the data indicate that since 2002, with the rare-earth magnetic materials "as representative of" new materials "strong growth, accounting for more than 34% in 2003 to 2009 55.21%.

Some analysts believe that with the advent of low-carbon economy, wind power and new energy vehicles, energy-saving compressors and other new applications are being formed, it is expected that the next five years, "nd-Fe-b" industry global will maintain a growth rate of 15%, and China will maintain a 20% growth rate, this is a great temptation.

China rare earth application difficulties to be broken

From rare big to rare earth power to China was a severe test.

Rare in global supply chain occupy an absolute monopoly position in the Chinese market has been dominated discourse, one of the most important reason is that China rare earth application development behind soft ribs, industry profits are often the main flows of rare earth industry chain and back-end.

Great Wall securities colored analyst Geng Nua on national business news that China rare earth application technology research and development is far from the world of feet, this is a difficult to avoid the fact that, while the domestic market for high-end application product needs of rare or very rare, so that the country most large rare earth enterprise has committed to fighting for the right to re mining, basic still in a rather original, primary stage of development.

Have Analytics show, the 2000 ~ 2009 10-year period, from China's domestic consumption, the emerging area of rare earth average annual compound growth rate applied only 24.2%.

As the global low-carbon, energy-saving and new energy ideas, strong advocacy materials, rare earth's features is the rapid development of downstream uses. Some analysts said that, as of 2009, the emerging area of rare earth needs in domestic demand in occupies ratio has reached 55.2%. These industries include wind energy, new energy Green cars, batteries, etc.

In view of China rare earth application technology development lag, China's domestic business development of rare earth downstream industry walked many detours.

It is understood, baotou steel rare earth investment dilute aoke Ni-MH battery plate co., Ltd. and dilute aoke NiMH battery co., Ltd since 2003 to be since 2009 has been a continuing losses,

Insolvency.

Industry insiders on national business news analysis pointed out, first of all because of the technical level of immaturity, the United States was also introduced, although the automation technology, stable operation level is very poor, baotou steel rare earth hurt minds, also directly result in 2003 ~ 2007, energy consumption in a relevant technical innovation, sustainable production, without loss. And since 2007 after the introduction of Japan technology improved, and finally started mass production, then they encounter market positioning.

The power battery is electric tools, although they produce high performance products that, indeed, but the price is not high, the majority of electric bicycles are not willing to spend a big price to buy, especially in the Chinese market size smaller. Therefore, the two companies 2009 sales are not large, are losing money 2001 million and $ 2218, dilute AO battery company specializing in income only 7.84 million. "Industry insiders say.

And national business news latest was informed from the sources, the 2008 baotou steel rare earth once again into the 1200 million to two companies for the third technical transformation and restructuring production car batteries, transformation of the first batch of product is also listed at the end of this year. However, the industry on their market prospects still have high uncertainty. (Daily economic news)