China rare earth industry report,2010 2011

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China rare earth industry report,2010 2011

  1. 1. China Rare Earth Industry Report, 2010-2011 July 2011
  2. 2. <ul><li>This report </li></ul><ul><li>analyzes the development environment of China rare earth industry </li></ul><ul><li>Focuses on the supply and demand of rare earth market, also application of rare earth metals </li></ul><ul><li>Highlights the operation of rare earth enterprises and rare earth materials enterprises in China. </li></ul>Please visit our website to order this report and find more information about other titles at www.researchinchina.com Related Products China Fluorite Industry Report, 2010 China Glass Fiber Industry Report, 2010 China Resin Industry Report, 2009-2010 Global and China Low-E Glass Industry Report, 2010 Global and China Styrene Butadiene Rubber (SBR) Industry Report, 2010 China Papermaking Industry Report, 2010
  3. 3. <ul><li>Currently, among key rare earth mines overseas, Mountain Pass </li></ul><ul><li>in the United States and Mt. Weld in Australia are the only two </li></ul><ul><li>mines with specific exploiting plans released and will officially </li></ul><ul><li>start operation in 2012 at the earliest, with an optimistic estimated </li></ul><ul><li>rare earth capacity of 30 thousand tons in total. As for Nechalacho, </li></ul><ul><li>Hoidas Lake and other mines, they will be put into production after </li></ul><ul><li>2013.   </li></ul><ul><li>In 2010, the actual rare earth output approximated 120 thousand </li></ul><ul><li>tons in China, a slight decline compared to 2009. The integration </li></ul><ul><li>of rare earth industry in the main producing areas including Inner </li></ul><ul><li>Mongolia and Jiangxi province has been accelerated. For instance, </li></ul><ul><li>rare earth resources in Inner Mongolia will be monopolized by </li></ul><ul><li>Inner Mongolia Baotou Steel Rare-earth (Group) High-Tech; major </li></ul><ul><li>rare earth mines in Ganzhou (Jiangxi province) have stopped </li></ul><ul><li>production for consolidation. It is expected that the disordered </li></ul><ul><li>situation of rare earth production in China will be significantly </li></ul><ul><li>improved in 2011. In the next few years, the output of rare earth will </li></ul><ul><li>remain steady with a slight decline in China. </li></ul>Abstract 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
  4. 4. <ul><li>The skyrocketing prices of rare earth materials have put costs </li></ul><ul><li>pressure on the downstream rare earth deep processing </li></ul><ul><li>enterprises in China. Downstream industries such as rare earth </li></ul><ul><li>permanent magnet material and rare earth luminescent material </li></ul><ul><li>are faced with product restructuring. In the meantime, industry </li></ul><ul><li>investment has switched to high value-added product projects. </li></ul><ul><li>For instance, in 2011, Beijing Zhong Ke San Huan High-Tech </li></ul><ul><li>Co., Ltd., the largest producer of rare earth permanent magnet </li></ul><ul><li>materials in China, has aimed all its fund-raising projects at the </li></ul><ul><li>application fields of high-end NdFeB rare earth permanent </li></ul><ul><li>magnet materials, including new energy vehicle, energy-efficient </li></ul><ul><li>home appliance, and wind power.  </li></ul>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% YoY respectively. Operating Income and YoY Growth Rate of Rare Earth Upstream Enterprises (RMB mln) Source: ResearchInChina
  5. 5. <ul><li>4. China’s Rare Earth Industry Market Supply and </li></ul><ul><li>Demand </li></ul><ul><li>4.1 Supply & Demand </li></ul><ul><li>4.1.1 Rare Earth Ore Production </li></ul><ul><li>4.1.2 Rare Earth Smelting and Separation </li></ul><ul><li>4.1.3 Demand </li></ul><ul><li>4.2 Export </li></ul><ul><li>4.2.1 Export Quota </li></ul><ul><li>4.2.2 Export Scale </li></ul><ul><li>4.2.3 Export Structure </li></ul><ul><li>4.3 Market Price </li></ul><ul><li>4.3.1 Prices of Major Middle & Heavy Rare Earth Metals </li></ul><ul><li>4.3.2 Prices of Major Light Rare Earth Metals </li></ul><ul><li>5. Application of Rare Earth Metals </li></ul><ul><li>5.1 Traditional Application Fields </li></ul><ul><li>5.2 Magnetic Materials </li></ul><ul><li>5.2.1 Major Application Fields </li></ul><ul><li>5.2.2 Supply & Demand </li></ul><ul><li>5.2.3 Market Competition </li></ul><ul><li>5.3 Hydrogen Storage Material </li></ul><ul><li>5.3.1 Market Scale </li></ul><ul><li>5.3.2 Market Competition </li></ul><ul><li>5.4 Polishing Material </li></ul><ul><li>5.5 Luminescent Material </li></ul><ul><li>6. Key Enterprises </li></ul><ul><li>6.1 Inner Mongolia Baotou Steel Rare-earth (Group) </li></ul><ul><li>High-Tech Co., Ltd. </li></ul><ul><li>6.1.1 Profile </li></ul>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 Table of contents 6.1.2 Operation 6.1.3 Development Plan 6.2 China Minmetals Non-ferrous Metals Co. Ltd. (CMN) 6.2.1 Profile 6.2.2 Operation 6.2.3 China Minmetals Rare 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 Leshan Shenghe Rare Earth Technology Co., Ltd. 6.8 China Rare Earth Holdings Limited 6.9 Grirem Advanced Materials Co., Ltd. 7. Major Rare Earth New Material Enterprises of China 7.1 Beijing Zhong Ke San Huan Hi-Tech Co., Ltd. 7.2 Ningbo Yunsheng Co., Ltd. 7.3 Taiyuan Twin-Tower Aluminum Oxide Co., Ltd. 7.4 Shaanxi IRICO Phosphor Material Co., Ltd. 7.5 Jiangmen KanHoo Industry Co., Ltd. 7.6 Gansu Rare Earth New Material Co., Ltd.
  6. 6. <ul><li>Rare Earth Classification </li></ul><ul><li>Rare Earth Industry Chain </li></ul><ul><li>Rare Earth Ore Classification </li></ul><ul><li>Global Rare Earth Reserves Distribution </li></ul><ul><li>Reserves and Development Stage of Main Rare Earth Mines Overseas, 2010 </li></ul><ul><li>Capacity of Main Rare Earth Mines Overseas, 2012E-2015E </li></ul><ul><li>Supply and Demand of Rare Earth Worldwide, 2005-2015E </li></ul><ul><li>Major Rare Earth Industrial Policies Released by China, 2002-2011 </li></ul><ul><li>Target of Total Amount Control on Rare Earth Exploitation of China, 2007-2011 </li></ul><ul><li>Rare Earth Products Banned in Processing Trade of China, 2010 </li></ul><ul><li>Export Tariff Rate of Rare Earth Products in China, 2011 </li></ul><ul><li>Rare Earth Export Quota of Major Enterprises in China, 2011 </li></ul><ul><li>Distribution of Rare Earth Resources in China </li></ul><ul><li>Content of Rare Earth Elements of Major Rare Earth Deposits in China </li></ul><ul><li>Mandatory Planning Output of Rare Earth Products in Major Regions of China, 2011 </li></ul><ul><li>Output of Rare Earth Ore in China, 2005-2011E </li></ul><ul><li>Capacities of Major Rare Earth Mining Enterprises of China, 2009 </li></ul><ul><li>Output of Rare Earth Smelting and Separation Products of China, 2004-2011E </li></ul><ul><li>Rare Earth Consumption and Growth Rate of China, 1996-2009 </li></ul><ul><li>Export Quota of Rare Earth Products of China, 2004-2011 </li></ul><ul><li>Export Volume of Rare Earth Products in China, 2006-2011 </li></ul><ul><li>Export Value of Rare Earth Products of China, 2006-2011 </li></ul><ul><li>Export Structure of Rare Earth Products of China by Product, 2006-2011 </li></ul><ul><li>Export Structure of Rare Earth Products of China by Country, 2009-2010 </li></ul><ul><li>Market Price Rise of Major Rare Earth Products of China, 2011H1 </li></ul>Selected Charts
  7. 7. <ul><li>Spot Market Price of Dy Oxide of China, 2005-2011 </li></ul><ul><li>Spot Market Price of Dy Metal of China, 2005-2011 </li></ul><ul><li>Spot Market Price of Er Oxide of China, 2009-2011 </li></ul><ul><li>Spot Market Price of Eu Oxide of China, 2005-2011 </li></ul><ul><li>FOB Price of Eu Metal of China, 2005-2011 </li></ul><ul><li>Spot Market Price of Gd Oxide of China, 2010-2011 </li></ul><ul><li>Spot Market Price of Sm Metal of China, 2005-2011 </li></ul><ul><li>FOB Price of Sm Oxide of China, 2005-2011 </li></ul><ul><li>Spot Market Price of Tb Metal of China, 2005-2011 </li></ul><ul><li>Spot Market Price of Tb Oxide of China, 2005-2011 </li></ul><ul><li>FOB Price of Yttrium Metal of China, 2005-2011 </li></ul><ul><li>Spot Market Price of Yttrium Oxide of China, 2005-2011 </li></ul><ul><li>Spot Market Price of Yttrium+europium Oxide of China, 2005-2011 </li></ul><ul><li>Spot Market Price of Ce Oxide of China, 2005-2011 </li></ul><ul><li>Spot Market Price of Nd Oxide of China, 2005-2011 </li></ul><ul><li>Spot Market Price of La Oxide of China, 2005-2011 </li></ul><ul><li>Spot Market Price of Pr Oxide of China, 2005-2011 </li></ul><ul><li>Spot Market Price of PrNd Oxide of China, 2005-2011 </li></ul><ul><li>Spot Market Price of Nd Metal of China, 2005-2011 </li></ul><ul><li>Spot Market Price of La Metal of China, 2005-2011 </li></ul><ul><li>FOB Price of Pr Metal of China, 2001-2011 </li></ul><ul><li>Spot Market Price of Ce Metal of China, 2005-2011 </li></ul><ul><li>Consumption Structure of Rare Earth Worldwide, 2010 </li></ul><ul><li>Application of Rare Earth in Traditional Consumption Fields, 2010 </li></ul><ul><li>Application of Rare Earth Elements in Rare-earth Permanent Magnet Material </li></ul>Selected Charts
  8. 8. <ul><li>Market Structure of NdFeB by Application in China, 2009 </li></ul><ul><li>Market Scale of NdFeB for Electric Vehicle in China, 2010-2020E </li></ul><ul><li>Market Scale of NdFeB for Wind Generator, 2008-2014E </li></ul><ul><li>Market Scale of NdFeB for Frequency Conversion Air-Conditioner, 2010-2015E </li></ul><ul><li>Capacity of Key NdFeB Enterprises in China, 2010 </li></ul><ul><li>Application of Rare Earth Elements in Rare-earth Hydrogen Storage Material </li></ul><ul><li>Capacity of Key Rare-earth Hydrogen Storage Material Enterprises in China, 2010 </li></ul><ul><li>Application of Rare Earth Elements in Rare-earth Polishing Material </li></ul><ul><li>Capacity of Key Rare-earth Polishing Material Enterprises in China, 2010 </li></ul><ul><li>Application of Rare Earth Elements in Rare-earth Luminescent Material </li></ul><ul><li>Application of Rare-Earth Luminescent Material </li></ul><ul><li>Global Rare-Earth Luminescent Material Consumption Structure, 1993-2009 </li></ul><ul><li>Capacity of Rare-Earth Luminescent Materials of China, 2006-2013E </li></ul><ul><li>Market Demand for Rare Earth Luminescent Materials Applied in Energy-saving Lamps, 2006-2013E </li></ul><ul><li>Unit Demand for Rare Earth Luminescent Materials Applied in Panel Display Products </li></ul><ul><li>Market Demand for Rare Earth Luminescent Materials Applied in Panel Displays of China, 2006-2013E </li></ul><ul><li>Market Demand for Rare Earth Luminescent Materials Applied in Special Light Source, 2006-2013E </li></ul><ul><li>Capacity of Key Rare-earth Luminescent Material Enterprises in China, 2010 </li></ul><ul><li>Main Products of Inner Mongolia Baotou Steel Rare-earth (Group) </li></ul><ul><li>Operating Income and Net Income of Inner Mongolia Baotou Steel Rare-earth (Group), 2005-2011 </li></ul><ul><li>Operating Income of Inner Mongolia Baotou Steel Rare-earth (Group) by Main Product, 2009-2010 </li></ul><ul><li>Investment of Baotou Steel Rare-earth in Southern Rare Earth Enterprises, 2010 </li></ul><ul><li>Operating Income and Total Profit of CMN, 2005-2009 </li></ul><ul><li>Major Rare Earth Subsidiaries of Jiangxi Tungsten </li></ul><ul><li>Operating Income of Jiangxi Tungsten, 2004-2015E </li></ul>Selected Charts
  9. 9. <ul><li>Rare Earth Processing Capacity of NFC, 2007-2010 </li></ul><ul><li>Operating Income and Total Profit of the Rare Earth Business of NFC, 2007-2010 </li></ul><ul><li>Production Scale of Major Rare Earth Subsidiaries of Guangdong Rising Nonferrous Metals Group </li></ul><ul><li>Operating Income and Net Income of Guangdong Rising Nonferrous Metals Group, 2009-2011 </li></ul><ul><li>Operating Income Structure of Guangdong Rising Nonferrous Metals Group by Product, 2010 </li></ul><ul><li>Rare Earth Industry Investment of Guangdong Rising Nonferrous Metals Group, 2010 </li></ul><ul><li>Operating Income and Net Income of Xiamen Tungsten, 2005-2011 </li></ul><ul><li>Operating Income and Net Income of Fujian Changting Jinlong Rare Earth Co., Ltd., 2009-2010 </li></ul><ul><li>Major Rare Earth Projects of Hunan Rare Earth Metal & Material Institute </li></ul><ul><li>Operating Income of Hunan Rare Earth New Energy Material Co., Ltd., 2010-2015E </li></ul><ul><li>Operating Income of Shenghe Rare Earth, 2005-2011E </li></ul><ul><li>Operating Income and Net Income of China Rare Earth Holdings Limited, 2005-2010 </li></ul><ul><li>Operating Income of China Rare Earth Holdings Limited by Business, 2005-2010 </li></ul><ul><li>Key NdFeB Manufacturers Affiliated to Zhong Ke San Huan </li></ul><ul><li>Key Rare Earth Raw Material Enterprises Affiliated to Zhong Ke San Huan </li></ul><ul><li>Operating Income and Net Income of Zhong Ke San Huan, 2005-2011 </li></ul><ul><li>Technological Transformation Projects of Rare-earth Permanent Magnet Material of Zhong Ke San Huan, 2011 </li></ul><ul><li>Operating Income and Net Income of Ningbo Yunsheng, 2005-2011 </li></ul><ul><li>Operating Income of Ningbo Yunsheng by Product, 2010 </li></ul><ul><li>Operating Income and Net Income of Taiyuan Twin-Tower Aluminum Oxide, 2005-2011 </li></ul><ul><li>Operating Income of Taiyuan Twin-Tower Aluminum Oxide by Product, 2010 </li></ul><ul><li>Operating Income and Total Profit of Shaanxi IRICO, 2005-2010 </li></ul><ul><li>Output and Sales Volume of Jiangmen KanHoo, 2007-2010 </li></ul><ul><li>Operating Income and Net Income of Jiangmen KanHoo, 2007-2010 </li></ul><ul><li>Rare Earth Investment Projects of Gansu Rare Earth New Material </li></ul>Selected Charts
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