China monopolizes more than 80% of the world's rare earths, and the strategic significance of 10 will be greater than that of oil.

Energy can be regenerated, but rare earth can't be copied.

In today's world, one out of every six new technological inventions is inseparable from rare earth. Rare earth is an important strategic resource in 2 1 century, and it is the' monosodium glutamate' of modern industry. Its development and application prospects are very broad and important. It can be said that rare earth influences, promotes and determines the contemporary scientific and technological revolution, and it should be an important strategic choice for China to accelerate the establishment of a national industrial base for new rare earth materials and technologies.

China's advantages in the supply of rare earths and the idea of developing rare earths into "2 1 century economic weapons" triggered the so-called "intangible industry tsunami" panic in Japan. Almost 100% of the rare earth needed by Japan is imported from China. The Japanese side believes that rare earths will probably become the battlefield of future trade wars. American rare earth mines that lost power in the price war will be put back into use. But many industry observers believe that this may plan a global supply crisis before competitors appear. These views seem a bit sensational. However, as long as we scrutinize it carefully, we still think what the author said is reasonable. Because rare earth can greatly improve the tactical performance of steel, aluminum alloy, magnesium alloy and titanium alloy used to make tanks, planes and missiles, at the same time, rare earth is also a lubricant for many high technologies such as electronics, laser, nuclear industry and superconductivity. If western countries can't import rare earths, it is unthinkable. In fact, the importance of rare earths is increasingly recognized by people.

It is understood that Japan, the United States and Europe are facing breakthroughs in rare earth functional materials and their application technologies. Superconducting materials, microelectronic materials, photonic materials, information materials, energy conversion and energy storage materials, eco-environmental materials, biomedical materials and molecular and atomic design of materials are changing with each passing day. Developing functional materials technology is becoming an important means for these countries to strengthen their economic and military advantages.

At present, China's rare earth resources account for 80% of the world's known reserves, which can be compared with the oil in the Middle East and has important strategic significance.

Before 2002, the countries that bought China's rare earth products were only concentrated in a few developed countries, such as Japan, the United States and France. By 2003, 56 countries and regions had purchased rare earth products from China, and by 2004, 74 countries and regions had purchased rare earth products from China.

This is a huge increase in the demand for rare earths in the West and other countries. From 1990 to 2007, the export volume of rare earths in China increased by nearly 10 times. However, it is incredible that although China's rare earth exports have increased, the average exportable price has dropped to 64% of the original price. With the global demand for high-tech electronics, lasers, communications, superconductivity and other materials increasing geometrically, the price of rare earths in China has not gone up. According to some rare earth enterprises, according to the current price, the profit of rare earth enterprises is generally between 1%-5%, that is, the profit is about 5% at most.

This shows that China's rare earth trade is facing an unbearable embarrassment:

On the one hand, the rare earth industry has created a number of "firsts" in resource reserves, production, sales and consumption in the world;

On the other hand, under the absolute market advantage, the rare earth in China only sold for a "earth price". In developed countries, rare earths are regarded as strategic resources, but in China, rare earths are only regarded as ordinary commodities in exchange for foreign exchange.

In September, 2008, Southern Weekend published a long article entitled "China should immediately ban the export of rare earths" by Dr. Peking University Qing Yan, pointing out that the development of rare earths in China remained at a low level due to the neglect of leaders, the spare efforts of the competent authorities and a large number of suggestions from experts and scholars in the past decades. Therefore, in the long run, the most effective and easiest way to implement is to immediately ban the export of rare earths, only maintain the production scale required for domestic production and R&D, or simply buy them from the international market.

This is the first time that China scholars have expounded the reasons why China banned the export of rare earths from the political, military and economic perspectives. Facts have proved that if the country does not take effective measures to restrict or stop the export of rare earths as soon as possible, it will inevitably affect the sustainable development of related industries and even endanger China's industrial security. The relevant state departments should determine the export scope after the annual examination of rare earth products, manage the actual export quantity, and gradually close the gate for the export of rare earth products.

Based on this, in recent months, the National Development and Reform Commission, the Ministry of Land and Resources and the Ministry of Commerce have issued a series of policies, such as reducing export quotas and increasing export tariffs, to limit or reduce the export volume of rare earths. At the same time, in the export field, the Ministry of Commerce has further strengthened the management of rare earth export enterprises. In the list of rare earth export enterprises in 2009 published from June 5438 to February 2008, only 20 enterprises were registered, a decrease of 19 compared with 2007. Previously, there were as many as 200 rare earth export enterprises in China.

After the disorderly price war and export quota reduction, more than 95% of the world's rare earth metals will be produced and supplied by China. This is what Japan, the United States and other western countries do not want to see. Kazuo Hamada, a representative of Japan International Institute for Future Science, said: "China has 88% of the world's rare earth resources, which stifles Japan and the United States. Without these rare metals, Japan and the United States could not manufacture sophisticated guided weapons. If China restricts or bans exports, it will suffocate the Japanese. China probably shouldn't pinch other people's throats. " Kazuo Hamada's words expressed western countries' fear of China's restrictions on rare earth exports. 1992, Deng Xiaoping famously said, "There is oil in the Middle East and rare earth in China". Rare earth is not soil, but a metal with less reserves. Their chemical element symbols are Sc, Y, La, Ce, Pr, Nd, Pm, Sm, Eu, Gd, Tb, Dy, Ho, Er, Tm, Yb, Lu, and there are 17 kinds of * *. These metals have wonderful properties. If added to steel, ceramics or glass according to a certain formula, the properties of these materials will change greatly. Therefore, rare earths have important applications in high-performance batteries, hard disk drives, nuclear magnetic resonance imaging machines, solid-state lasers, maglev trains and other high-tech industries. And rare earth materials must be used in their manufacturing process.

Militarily, rare earths have greater strategic value.

Because sights, night vision devices, tank shells and aircraft engines also rely on rare earth materials. With the development of more and more rare earth materials, the consumption of rare earth has been increasing since 1970s, and it has maintained a growth rate of over 15% for decades. Today, like oil, it has become an irreplaceable strategic resource. Especially for a country that relies on high-tech manufacturing, once the output of rare earth is insufficient, the whole industrial system will be affected. In allocating this precious resource, it was China who was blessed by God. More than half of the 92,665,438+ten thousand tons of rare earth minerals known in the world are stored in Baiyunebo, Baotou City, Inner Mongolia. China's total reserves "at least" account for 7 1% of the world. In terms of species, China is also the only country that can supply all 17 kinds of rare earth metals, especially heavy rare earths (Gd, Tb, Dy, Ho, Er, Tm, Yb, Lu) with outstanding military applications, and China has a larger share. Compared with China's monopoly potential in this field, I'm afraid even the Organization of Petroleum Exporting Countries (OPEC), which has a global share of 69%, has to sigh.

China has never established the Organization of Rare Earth Petroleum Exporting Countries.

Most of the time, we adopt the policy of opening production and supply. According to the data provided by relevant websites, in 2005, China's rare earth output reached 96% of the world's, and its export volume also reached more than 60%. However, the pricing power of rare earths is not in the hands of China enterprises. Compared with 1998, the export volume of rare earths in China increased by 10 times, but the price decreased by 36%.

As the largest importer of rare earths, Japan is not optimistic. China, as an emerging country catching up rapidly in the manufacturing field, has always been famous for its low cost, and its industrial scale has reached the forefront of the world. However, the high-tech manufacturing industry is not strong enough, and many advanced equipment must still be imported. Because of the high profits of these high-tech enterprises, their bosses are unwilling to transfer their production areas to China. If China restricts the use of rare earth resources, it will mean that overseas high-tech industries will be hit as a whole, and its cost will include the extra fees paid for rare earths. At this time, in order to obtain cheap rare earth resources, more high-tech enterprises will consider setting up factories in China, and China will acquire more advanced technologies. From this perspective, it is entirely possible for China to establish a rare earth version of the Organization of Petroleum Exporting Countries one day.

In fact, people concerned in China have expressed their attitude towards the prospect of monopolizing rare earths. On September 4th, 2008, Southern Weekend published an article by Dr. Peking University with a very clear title, "China should immediately ban the export of rare earths". Next to the article is a picture full of oppression. Above the map of China, there are pictures of American Raptors, Patriot missiles and Abrams tanks. The article itself analyzes in detail how many rare earth materials are used in these three weapons, and how many of these rare earths are from China. At the end of the article, it is said that "without these rare metals, Japan and the United States cannot manufacture precision guided weapons. China may not be able to hold someone else's throat, but he must plan ahead and don't let others hold his throat in the future. " The author's suggestion is that "the export of rare earths should be banned immediately, and only the output scale required by domestic production and R&D should be maintained".

After selling hundreds of thousands of tons of rare earth products at lower prices in recent ten years, China has been quietly changing the rules and order of the rare earth industry.

In 2000, China began to implement the quota system for rare earth and tungsten mining, which was distributed by provinces or enterprises, and over-quota mining became illegal. While restricting the issuance of new mining licenses.

In 2005, "Rare Earth Raw Ore" was listed in the Catalogue of Prohibited Commodities in Processing Trade of China Ministry of Commerce and Customs, and its export was prohibited. Since then, foreign countries can only buy processed and purified rare earth materials. This provision is conducive to China's control of the total export of rare earths, and it is also not conducive to foreign reserves of rare earths. In the same year, the export tax on rare earths was greatly raised.

Inner Mongolia undertakes the transfer of non-ferrous metal industry in developed areas and controls the integration of rare earth resources in Baotou. It is reported that the "Work Plan for Key Industrial Zones in the Region to Undertake Industrial Transfer in Developed Areas" was recently released, and Inner Mongolia decided to undertake industrial transfer in developed areas.

Among them, the non-ferrous metal industry is based on the aluminum processing and non-ferrous metal industrial parks in Baotou City, Hulunbeier City, Tongliao City, Chifeng City, Xilin Gol League and Bayannaoer City, focusing on aluminum deep processing products, copper, lead and zinc smelting and deep processing products projects. By 20 12, the proportion of aluminum deep processing in the whole region will reach over 80%, and the proportion of copper, lead and zinc deep processing will reach over 50%.

Control and integrate the rare earth resources in Baotou City, build a world rare earth new material base integrating rare earth research and development, production, application and promotion, focus on introducing rare earth research and development institutions (companies) and patented technologies and processes, and undertake high-performance and mature rare earth permanent magnets, rare earth luminescence, rare earth hydrogen storage and rare earth catalytic materials projects. By 20 12, more than 50 new rare earth materials projects will be built to realize large-scale production, and the sales revenue of the rare earth industry will exceed 10 billion yuan.

According to the power production capacity formed in this area, a "big electronics" manufacturing base will be built in industrial parks in Hu Bao and Hubei to serve new energy sources such as electricity and solar photovoltaic. Focus on wholesale power, power transmission and transformation supporting equipment and electrical switching facilities, instruments, meters and other projects, as well as polysilicon, solar thin film batteries and other silicon industry projects. Regarding 600 1 1 1, the points I mentioned above are completely consistent. 60011integrates various hot concepts (rare earth metal monopoly, new energy), and its actual performance is better than other concept stocks. With the extremely important strategic value of rare earth resources and the deepening and unprecedented promotion of global awareness of its strategic position (China's strategic opponents are extremely frightened), 60011will eventually sublimate from ordinary non-ferrous resources stocks (including precious metals) and stand out. It's just a matter of longer or shorter time. It is not far away for Bao to become the biggest bull stock and the forever shining star of wealth! This is entirely determined by the strategic value of rare earth (more accurately, it should be called micro-rare gold) and the monopoly position of the baby in the world, and it is independent of anyone's will! Quote a sentence I often say to describe Bao Xi: it has connotation and infinite natural scenery!

China's rare earth reserves account for 80% of the world's total, while the company's reserves account for 90% of the country's total. The company is rich in rare earth resources. Rare earth-the key to new energy: permanent magnet materials are mainly divided into cast magnets, ferrite magnets and rare earth magnets, among which NdFeB permanent magnets are big heads. Advanced electric motors have a great demand for NdFeB. Take the Toyota Prius as an example. This model is equipped with a 60kW motor, and the main motor adopts NdFeB permanent magnets over 2 kg. In addition to the sexual demand derived from the new energy automobile market, the automobile market has long been one of the main target markets for NdFeB permanent magnets: each automobile is equipped with more than 40 motors on average (more than 65,438+000 motors for high-end models), and its specific applications include electric power steering devices, electromagnetically controlled intake valves, air-conditioning servo motors, ABS anti-lock braking system motors, electric seat drive motors, and so on. With the reasonable quotation of neodymium, NdFeB permanent magnets have the opportunity to gradually penetrate into the market share of low-priced permanent ferrite and high-priced AlNiCo magnets in the past. Permanent magnet motors are not only used in automobiles, but also play an important role in household appliances (variable frequency air conditioners/refrigerators), wind power generation and other application fields. Market segments include HDD VCM (hard disk voice coil motor), high-end motor/engine, MRI (nuclear magnetic resonance instrument), audio and communication equipment. It is predicted that the rare earth permanent magnet industry in China will become the most important part of this new energy automobile leather in the future.

Throughout the ages, things are rare, and monopoly determines valuation. After 20 years, China's "Baotou Steel Rare Earth" will surely become a hot potato for the future world.

Steamed bread! ! In addition, China's hydropower, solar energy and coal resources rank first, second and third respectively in the world. The planting area of Eucommia ulmoides forest accounts for more than 90% of the world. China's research technology is also in a monopoly position.