The "China Times" reporter learned from the relevant ministries and commissions that a few days ago, the Ministry of Industry and Information Technology and the State-owned Assets Supervision and Administration Commission were studying and formulating the establishment plan of the Southern Rare Earth Group. "It is now certain that the South may not only form a large enterprise, there may be two to three, and it is a large-scale enterprise group of rare earths in the whole industry chain." On June 24, sources involved in the program research revealed to the newspaper. . The Rare Earth Group Program Restart The Rare Earth Group is not a fresh idea. Since the 1970s, China has proposed the formation of large-scale rare earth groups four times, and it has been a dream for the big and strong rare earth industry groups to go to the country, but these ideas have not succeeded in the end. In 2002, the former State Economic and Trade Commission and other departments jointly reported the "Request for the Establishment of a National Rare Earth Enterprise Group" and obtained the approval of the State Council to approve the formation of the South and North Rare Earth Group. However, the North China Rare Earth Group, which is scheduled to be listed in May 2003, has been abandoned, and the South China Rare Earth Group, which is scheduled to be completed later, is also silent. Recently, the official public mention of this matter was at the National Rare Earth Work Conference held in mid-June. The Minister of Industry and Information Technology, Miao Wei (column), said that the Ministry of Industry and Information Technology is studying and formulating the acceleration of large-scale construction in accordance with the principles of overall planning, policy guidance and market-oriented operation. The specific plan of the enterprise group. "In fact, from the end of last year, the Ministry of Industry and Information Technology and the State-owned Assets Supervision and Administration Commission began to investigate." The source said. A reluctant person close to the SASAC revealed to the reporter that the State-owned Assets Management Company directly established by the State-owned Assets Supervision and Administration Commission will integrate the rare earth resources of Minmetals and Chinalco (10.72, 0.22, 2.10%) to create a The aircraft carrier of "medium-heavy rare earth" (see the report of "The State-owned company intends to integrate the resources of central enterprises to build medium- and heavy-earth rare earth carriers" published on January 1, 2010). Subsequently, Chu Xuping, deputy director of the Research Bureau of the State-owned Assets Supervision and Administration Commission, said in an interview with the media that the SASAC’s policy of supporting central enterprises to integrate the rare earth industry has not changed. Obviously, in the view of the SASAC, centralized development will be the general trend of the development of the rare earth industry in the future. Rare earth is called industrial “gold” and is related to the transformation of China's economy and its future sustainable development. The data show that although China's rare earth production supplies more than 90% of the global demand, the annual production of medium and heavy rare earths is very limited, most of which are light rare earths. The rare earth resources discovered and proven abroad are mainly light rare earths, and the medium and heavy rare earths are the absolute advantages of rare earth resources in China. According to experts from the China Rare Earth Society, China's medium-heavy rare earth resources are only enough to be mined for 30 years, and the resources are scattered. Unlike the light rare earth resources, they are mainly distributed in a region of Baiyun Obo in the north, and are managed by a company of Baotou Steel Group. "The relevant state departments will also control this part of resources like oil and coal, and strengthen the control of state-owned capital on medium and heavy rare earths," said the person close to the SASAC. New Quzhou Rare Earth Group first? "The conditions for the formation of large-scale rare earth enterprise groups are basically in place." The above sources said that both local state-owned enterprises and central enterprises have formed relatively complete industrial chains in some areas, especially in recent years, some central enterprises and leading enterprises in the industry. Accelerated the pace of mergers and acquisitions, laid the foundation for the formation of large enterprise groups. "The central enterprises currently involved in the southern ion-type rare earth (which belongs to the category of heavy rare earths) include Minmetals Group, Chinalco, and China National Color (34.76, 0.60, 1.76%), among which Minmetals has mastered the largest rare earth smelting in the South. Separation ability," said the experts of the Rare Earth Society. According to the data, Minmetals has a separation capacity of 13,600 tons/year, accounting for about 1/4 of the domestic medium and heavy rare earth market. In recent years, it has been at the top of the rare earth market share. Chinalco Group has jointly established Sino-Aluminum Rare Earth (Jiangsu) Co., Ltd. with five rare earth separation enterprises and a trading company that have obtained the directive production plan indicators in Jiangsu Province. The total separation capacity of rare earths has reached 34,700 tons/year. China National Colors Co., Ltd. is not to be underestimated. Its holding capacity of Guangdong Zhujiang Rare Earth Smelter is 3,000 tons, and the National Development and Reform Commission has approved the relocation of the Pearl River Rare Earth Smelter to Guangdong Xinfeng County and can expand to 7,000 tons. “The rare earth smelting and separating capacity owned by these three central enterprises has an absolute advantage in the south,” said the source. “But they can’t be called “rare earth big enterprise groups” because they don’t have rare earth mines.” In the eyes of the industry, If there is no mineral resources, there is no real right to speak in the industry. This is also the "hard injury" of the above three central enterprises. It is understood that the distribution of rare earth resources in the South is not as concentrated and easy to manage as in the north. Jiangxi, Fujian, Hunan, Guangdong, and Guangxi all have rare earth resources, and there are more than 100 mining warrants, but these mining warrants are in the hands of local governments, and local governments I don’t want to see companies in the province have no mining rights, so central enterprises have been left out. However, things are changing. The first breakthrough in mining rights is likely to be Minmetals. Wang Ping, the mayor of Ganzhou City, Jiangxi Province, disclosed to the media that the Chenzhou Municipal Government will take a part of the high-quality mining license from the Luzhou Rare Earth Mining Company to form a new rare earth group company, and the Minmetals Group will participate in the New Quzhou Rare Earth Group Company. It is understood that in the southern ion-type rare earth distribution area, Ganzhou has the highest proportion, reaching 36%. And among the 104 mining warrants in the southern provinces, 88 are controlled by Jiangxi Yanzhou Rare Earth Mining Company. It is worth noting that Chinalco's ability to acquire resources is also relatively strong. At present, Guo Shengyu, secretary of the Party Committee of the Guangxi Autonomous Region, a major producer of medium and heavy rare earths, is the former general manager of China Aluminum Corporation. His former former general manager is currently the deputy secretary general of the State Council. His duties are to assist Zhang Dejiang (column) deputy prime minister in charge of industry, telecommunications, Important industries such as energy and transportation. Central enterprises and locals hold shares in each other The work of forming a rare earth enterprise group has quietly begun. It is reported that Guoxin Company is an important platform for the formation of rare earth enterprises. On December 16, last year, China Minmetals Co., Ltd. was established in Beijing, and Guoxin Company, which was not listed at the time, made its debut publicly, holding 2.5%. Insiders of Minmetals Group told reporters that Guoxin Company appeared in the overall listing platform established after the overall restructuring of Minmetals Group. One action is to reorganize the rare earth assets of Minmetals. “Guoxin Company is also integrating the rare earth resources of Chinalco in the same way.” The above-mentioned people close to the State-owned Assets Supervision and Administration Commission disclosed to the newspaper. It is necessary not only to integrate the resources of central enterprises, but more importantly, to integrate local resources. The above sources said that to form a rare earth enterprise group, we must first consider how to combine local interests and bring local state-owned enterprises into it. It is understood that in the current process of rare earth integration, there have been different standards for shutting down backward production capacity. Many mining warrants of rare earths in the South are in the hands of private enterprises, which means that a large number of private enterprises must withdraw from rare earths. industry. The above sources said that the most likely result of the central enterprises joining hands with local governments is to form a group of enterprises. Central enterprises, central enterprises and local enterprises can each hold shares. Previously, officials of the State-owned Assets Supervision and Administration Commission (SASAC) also had similar aspirations: The State-owned Assets Supervision and Administration Commission (SASAC) supported the central enterprises' integration of the rare earth industry with a very clear attitude. The shareholding system was adopted to absorb local enterprises, including private enterprises, to participate in integration and improve the scale of economies of scale. "Specifically, the establishment of a rare earth group, or a number of established, there is no final conclusion, but tend to 2 to 3 people," the source said.  

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