On March 1 day, the representative of the Ministry of Industry and Information Technology made it public? Rare earth sells cabbage prices? The explanation of this phenomenon is mainly divided into the following four reasons:
First, the vicious competition and competitive price reduction in the rare earth industry have led to the scarcity of rare earths not being highlighted; Secondly, there are environmental problems in the rare earth industry in China, and the public reaction is strong; Third, existence? Random mining? Phenomenon, the efficiency of comprehensive utilization of resources is very poor; Fourth, there are too many rare earth products developed repeatedly and at a low level, and there are few high-level rare earth products, which is not conducive to overall technological innovation and scientific and technological progress.
The representative also bluntly pointed out that Japan is worth learning about the issue of high-end rare earths, and the level of high-end rare earths of many Japanese companies is obvious to all in the industry.
You know, due to the technical advantages of holding high-end rare earth production equipment and rare earth production patents, Japan imports rare earth raw materials from China for deep processing, and then exports the finished products overseas. Japanese companies can earn more than 10 times the profit, which is called the rare earth in China? What is the price of cabbage? The biggest beneficiary country.
In addition, unlike China's eagerness to exploit rare earth raw materials and sell them abroad, Japan has been laying out rare earth patents since 1980s. Taking NdFeB as an example, China contributed 80% of the world's NdFeB production, but Japan applied for the core patent of NdFeB production in 1983, which made China unable to obtain the right to speak in NdFeB production for many years.
It is worth mentioning that China has also begun to strengthen the rectification of the rare earth industry. In the middle of 65438+ 10 this year, the Ministry of Industry and Information Technology of China issued the Regulations on Rare Earth Management (Draft for Comment), which intends to implement total index management for rare earth mining and rare earth smelting separation, so as to help the high-quality development of rare earths in China. Soon, China's action attracted the close attention of the United States.
It is reported that the United States recently signed a review order in the field of rare earths and semiconductors, requiring relevant departments and institutions to comprehensively review the supply chain risks of key products and industries within 100 days, paying special attention to the vulnerability and risks faced by the US rare earth supply chain.
To put it bluntly, the United States sees China's new moves in the field of rare earths and is worried that rare earths may be? Being controlled by others? So hurry up and start your own rare earth industry? Check for leaks and fill gaps? .
According to public information, the external dependence of rare earths in the United States is as high as 100%, of which more than 80% depends on China. However, the American media reported on February 27th that there is only one rare earth mine in operation in the United States, and that is the Yamaguchi rare earth mine. Even if the United States can make adjustments in the rare earth supply chain, it will take at least ten years to achieve self-sufficiency. It is estimated that the mined rare earth will eventually be transported to China for processing.
Observer.com has previously revealed that the only rare earth mine in the United States is not only produced and planned by China rare earth production giant and Sheng Resources Company, but also 50,000 tons of rare earth concentrate produced every year will be transported to China for processing.
Generally speaking, China has many advantages in the field of rare earth, but? Short board? It is also obvious. How to play the trump card of rare earth is an urgent problem for China.