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China Rare Earth Industry Report, 2012-2015

Abstract

As the world's major rare earth country, China occupies 50% of the total global rare earth reserves, but also provides about 90% of the global rare earth products every year. In order to protect rare earth resources, it has promulgated a number of policies over the years to limit over-exploitation and export of rare earth, including mining license control, total quantity control, export quotas, special invoice system, etc., whose implementation has caused supply decrease and price increase as far as Chinese rare earth products are concerned.

In China, rare earth consumption can be divided into traditional field and new material field, of which, the former covers metallurgy / machinery, petroleum / chemicals, glass / ceramics, agriculture / light industry / textile, etc., and the latter mainly refers to permanent magnet materials, luminescent materials, polishing materials and hydrogen storage materials. In recent years, driven by downstream demand, the new material field has witnessed rising consumption of rare earth. It is expected that in 2015, the demand for rare earth from new materials will account for 79.8% of the total, of which, magnetic materials will show the largest of 61.3%.

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As China's largest manufacturer of magnetic materials especially NdFeB, Beijing Zhong Ke San Huan Hi-Tech Co., Ltd. Has an annual capacity of about 14,000 tons of sintered NdFeB (ranking first domestically) and 1,500 tons of bonded NdFeB. Its NdFeB products are primarily applied in automotive, VCM, energy-saving motors, wind power and other industries, of which, demand from the automotive industry occupies approximately 40% of the total revenue. In 2012 thanks to the substantial growth in automotive EPS demand, the company's performance experienced growth against the overall industry malaise.

Jiangmen KanHoo Industry Co., Ltd is China's largest rare earth luminescent materials producer, with an annual capacity of about 1,500 tons of rare earth phosphor powder, 97% of which for energy-saving lamp use. In 2012 due to the price fluctuations in raw materials, the company's product prices were reduced, sales volume fell, and performance showed a substantial decline, of which, revenue and operating income dropped by 51.56% and 79.87% YoY, respectively. In the first half of 2012, the company's overall performance declined, but the revenue from rare earth luminescent materials used in emerging fields achieved 27.1% growth. In the future, the company will continue to expand the market of rare earth luminescent materials for induction lamp, white-light LED, flat panel display, and so on.

China Rare Earth Industry Report, 2012-2015 of ResearchInChina mainly covers the followings:

  • Global rare earth resources and reserves, distribution, supply and demand, as well as development forecast for 2013-2015;
  • China's rare earth resources and reserves, distribution, supply and demand, consumption, exports, prices, as well as development forecast for 2013-2015;
  • Main policies and development trend of rare earth industry in China;
  • Development status and plans for rare earth industry in main areas of China;
  • Development status, demand for rare earth and growth trend of China's major new materials industries;
  • Operation, product capacity, strategic planning, etc. of China's leading rare earth producers and new materials enterprises.

Table of Contents

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 Special Invoice System for Rare Earth
    • 2.2.6 Policy Development Direction

3. China's Rare Earth Industry Development

  • 3.1 Reserves and Distribution
    • 3.1.1 Resource Distribution
    • 3.1.2 Ion-absorbing Type Rare Earth Ore
  • 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 Guangxi
    • 3.2.6 Guangdong
    • 3.2.7 Hunan
    • 3.2.8 Fujian
    • 3.2.9 Yunnan

4. China's Rare Earth Industry Market Supply and Demand

  • 4.1 Supply & Demand
    • 4.1.1 Rare Earth Ore Production
    • 4.1.2 Rare Earth Products Production
    • 4.1.3 Demand
  • 4.2 Export
    • 4.2.1 Export Quota
    • 4.2.2 Export Scale
    • 4.2.3 Export Structure
    • 4.2.4 Export Litigation
  • 4.3 Market Price
    • 4.3.1 Overall Price
    • 4.3.2 Prices of Major Middle & Heavy Rare Earth Metals
    • 4.3.3 Prices of Major Light Rare Earth Metals

5. Application of Rare Earth Metals

  • 5.1 Application Structure
  • 5.2 Magnetic Materials
    • 5.2.1 Major Application
    • 5.2.2 Consumption
    • 5.2.3 Major Enterprises and Capacity
  • 5.3 Hydrogen Storage Material
    • 5.3.1 Consumption
    • 5.3.2 Major Enterprises and Capacity
  • 5.4 Polishing Material
    • 5.4.1 Consumption
    • 5.4.2 Major Enterprises and Capacity
  • 5.5 Luminescent Material
    • 5.5.1 Major Application
    • 5.5.2 Production
    • 5.5.3 Major Enterprises and Capacity

6. Major Rare Earth Enterprises of China

  • 6.1 Inner Mongolia Baotou Steel Rare-Earth(Group) Hi-Tech Co.,Ltd
    • 6.1.1 Profile
    • 6.1.2 Operation
    • 6.1.3 Revenue Structure
    • 6.1.4 Gross Margin
    • 6.1.5 Business Performance Prediction
  • 6.2 Shanxi Guanlu Co.,Ltd.
    • 6.2.1 Profile
    • 6.2.2 Operation
  • 6.3 Jiangxi Tungsten Industry Group Co., Ltd
    • 6.3.1 Profile
    • 6.3.2 Operation
  • 6.4 China Nonferrous Metal Industry's Foreign Engineering and Construction Co.,Ltd.
    • 6.4.1 Profile
    • 6.4.2 Operation
    • 6.4.3 Rare Earth Business
    • 6.4.4 Development Plan
  • 6.5 Rising Nonferrous Metals Share Co., Ltd.
    • 6.5.1 Profile
    • 6.5.2 Operation
    • 6.5.3 Revenue Structure
    • 6.5.4 Gross Margin
    • 6.5.5 Investment Planning
  • 6.6 Xiamen Tungsten Co.,Ltd
    • 6.6.1 Profile
    • 6.6.2 Operation
    • 6.6.3 Rare Earth Business
    • 6.6.4 Business Performance Prediction
  • 6.7 Hunan Rare Earth Metal & Material Institute Co., Ltd.
    • 6.7.1 Profile
    • 6.7.2 Operation
  • 6.8 Leshan Shenghe Rare Earth Technology Co., Ltd.
    • 6.8.1 Profile
    • 6.8.2 Operation
    • 6.8.3 Construction Projects
  • 6.9 China Rare Earth Holdings Ltd.
    • 6.9.1 Profile
    • 6.9.2 Operation
    • 6.9.3 Construction Projects
  • 6.10 Grirem Advanced Materials Co., Ltd.
    • 6.10.1 Profile
    • 6.10.2 Operation
  • 6.11 Jiahua Advanced Material Resources
    • 6.11.1 Profile
    • 6.11.2 Operation
  • 6.12 Gan Zhou Chen Guang Rare Earths New Material Shares Co.,Ltd.
    • 6.12.1 Profile
    • 6.12.2 Operation

7. Major Rare Earth New Material Enterprises of China

  • 7.1 Beijing Zhong Ke San Huan High-Tech Co.,Ltd.
    • 7.1.1 Profile
    • 7.1.2 Extension of Industry Chain
    • 7.1.3 Operation
    • 7.1.4 Revenue Structure
    • 7.1.5 Gross Margin
    • 7.1.6 Business Performance Prediction
  • 7.2 Ningbo Yunsheng Co.,Ltd.
    • 7.2.1 Profile
    • 7.2.2 Operation
    • 7.2.3 Revenue Structure
    • 7.2.4 Gross Margin
    • 7.2.5 Business Performance Prediction
  • 7.3 Taiyuan Twin Tower Alomllum Oxide Co., Ltd.
    • 7.3.1 Profile
    • 7.3.2 Operation
    • 7.3.3 Revenue Structure
    • 7.3.4 Gross Margin
    • 7.3.5 Business Performance Prediction
  • 7.4 Jiangmen Kanhoo Industry Co., Ltd.
    • 7.4.1 Profile
    • 7.4.2 Operation
    • 7.4.3 Revenue Structure
    • 7.4.4 Gross Margin
    • 7.4.5 Output and Sales Volume
    • 7.4.6 Capacity Construction
    • 7.4.7 Business Performance Prediction
  • 7.5 Shannxi IRICO Fluorescent Materials Co., Ltd.
    • 7.5.1 Profile
    • 7.5.2 Operation
    • 7.5.3 Development Plan

Selected Charts

  • Rare Earth Classification
  • Rare Earth Industry Chain
  • Rare Earth Ore Classification
  • Global Distribution of Rare Earth Reserves, 2012
  • Development Projects of Rare Earth Mines Overseas, 2012
  • Overview of Major Overseas Rare Earth Mine Development Projects
  • Global Rare Earth Output by Country, 2009-2012
  • Global Rare Earth Supply Pattern, 2015
  • Global Rare Earth Supply Prediction, 2015
  • Global Rare Earth Consumption, 2006-2015
  • Consumption Structure of Rare Earths in the US
  • Consumption Structure of Rare Earths in Japan
  • Consumption Structure of Rare Earths Worldwide, 2015
  • Global Consumption of Rare Earth Elements in Downstream Sectors, 2015
  • Major Rare Earth Industrial Policies Released by China, 2002-2011
  • Quantity of Rare Earth Mining Licences by Region in China, 2013
  • China's Export Duties on Rare Earth Products, 2013
  • Chinese Policies on Rare Earth Industry Integration, 2011-2013
  • Distribution of Rare Earth Resources in China
  • Ore Bed Utilization of Leading Rare Earth Mines in China
  • Distribution of Ion Absorption Type Rare Earth Ore in China
  • Share of Ion Absorption Type Rare Earth Ore in China
  • Static Reserves-to-Output Ratio of Major Resources Worldwide
  • The First Batch of Rare Earth Exploitation Control Indices, 2013
  • China's Output of Rare Earth Ore, 2008-2013
  • China's Production Structure of Rare Earth Ore, 2008-2012
  • China's Output of Rare Earth Products, 2008-2013
  • China's Production Structure of Rare Earth Products, 2008-2012
  • Name List of Rare Earth Companies Having Passed Environmental Protection Examination
  • Proportion of New Material Field in Rare Earth Consumption in China, 2006-2015
  • China's Rare Earth Consumption Structure, 2012
  • Rare Earth Export Quota of China, 2008-2013
  • Distribution of China's Rare Earth Export Quotas, 2012
  • Name List of Chinese Rare Earth Exporting Companies and the First Batch of Quotas, 2013
  • China's Export Volume of Rare Earths, 2006-2012
  • China's Export Volume of Rare Earths by Month, 2012
  • China's Rare Earth Export Quota, 2006-2012
  • Proportion of Export Volume of Different Rare Earth Elements in China, 2012
  • Basic Flows to Address WTO Disputes about Rare Earths
  • Price Trend of Global Four Major Resources, i.e., Rare Earth, Copper, Iron Ore and Gold, 2005-2012
  • Average Price of Key Rare Earth Oxides in China, 2012
  • Price of Dy Oxide of China. 2012-2013
  • Price of Dy Metal of China, 2012-2013
  • Price of Er Oxide of China, 2012-2013
  • Price of Eu Oxide of China, 2012-2013
  • Price of Gd Oxide of China, 2012-2013
  • Price of Sm Oxide of China, 2012-2013
  • Price of Tb Metal of China, 2012-2013
  • Price of Tb Oxide of China, 2012-2013
  • Price of Yt Metal of China, 2012-2013
  • Price of Yt Oxide of China, 2012-2013
  • Price of Ce Oxide of China, 2012-2013
  • Price of Nd Oxide of China, 2012-2013
  • Price of La Oxide of China, 2012-2013
  • Price of Pr Oxide of China, 2012-2013
  • Price of Nd Metal of China, 2012-2013
  • Price of La Metal of China, 2012-2013
  • Price of Pr Metal of China, 2012-2013
  • Price of Ce Metal of China, 2012-2013
  • Structure of Rare Earth Application in Traditional Consumption Fields in China, 2012
  • Structure of Rare Earth Application in the Field of New Materials in China, 2012
  • Structure of Rare Earth Application in the Field of New Materials in China, 2006-2015
  • Application of Rare Earth Elements in Rare-earth Permanent Magnet Material
  • Performance Comparison between NdFeB Permanent Magnetic Material and Other Permanent Magnetic Materials
  • Applications of NdFeB in China
  • Consumption Structure of Rare Earth Permanent Magnets in China, 2012
  • Demand of Permanent Magnetic Materials for Rare Earth in China, 2006-2015
  • Production Capacity of Leading NdFeB Companies in China, 2012
  • Application of Rare Earth Elements in Rare-earth Hydrogen Storage Material
  • Demand of Hydrogen Storage Materials for Rare Earth in China, 2006-2015
  • Production Capacities of Key Rare Earth Hydrogen Storage Material Companies in China, 2012
  • Application of Rare Earth Elements in Rare-earth polishing material
  • Global Consumption of Rare Earth Polishing Powder, 2006-2012
  • Major Applications of Rare Earth Polishing Powder in China
  • Demand of Polishing Materials for Rare Earth in China, 2006-2015
  • Production Capacities of Leading Polishing Material Companies in China, 2012
  • Application of Rare Earth Elements in Rare-earth Luminescent Material
  • Application of Rare-Earth luminescent Material
  • Global Consumption Structure of Rare Earth Fluorescent Materials, 2012
  • Global Distribution of Rare Earth Fluorescent Material Output, 2012
  • China's Distribution of Rare Earth Fluorescent Material Output, 2012
  • China's Output of Rare Earth Fluorescent Materials, 2008-2015
  • Production Capacities of Key Rare Earth Fluorescent Material Companies in China, 2012
  • Prime Products of Inner Mongolia Baotou Steel Rare-earth (Group)
  • Capaciy of Major Products of Inner Mongolia Baotou Steel Rare-Earth(Group), 2012
  • Revenue and Net Income of Inner Mongolia Baotou Steel Rare-Earth(Group), 2008-2012
  • Revenue Structure of Inner Mongolia Baotou Steel Rare-Earth(Group) by Product, 2011-2012
  • Revenue Structure of Inner Mongolia Baotou Steel Rare-Earth(Group) by Region, 2010-2012
  • Gross Margin of Inner Mongolia Baotou Steel Rare-Earth(Group) by Product, 2011-2012
  • Revenue and Net Income of of Inner Mongolia Baotou Steel Rare-Earth(Group), 2012-2015
  • Leading Rare Earth Products and Production Capacities of Key Subsidiaries under Shanxi Guanlu Co.,Ltd.
  • Assets and Total Liabilities of China Minmetals Rare Earth Co., Ltd, 2010-2012
  • Operating Revenue and Total Profit of China Minmetals Rare Earth Co., Ltd, 2010-2012
  • Major Rare Earth Companies under Jiangxi Tungsten Industry Group Co., Ltd
  • Revenue of Jiangxi Tungsten Industry Group Co., Ltd, 2009-2015
  • Revenue and Net Income of China Nonferrous Metal Industry's Foreign Engineering and Construction Co.,Ltd., 2008-2012
  • Profit Indices on Rare Earth Business ofChina Nonferrous Metal Industry's Foreign Engineering and Construction Co.,Ltd., 2008-2012
  • Production Scale of Major Rare Earth Subsidiaries of Guangdong Rising Nonferrous Metals Group
  • Revenue and Net Income of Rising Nonferrous Metals Share Co., Ltd., 2008-2012
  • Revenue Structue of Rising Nonferrous Metals Share Co., Ltd.by Product, 2010-2012
  • Gross Margin of Rising Nonferrous Metals Share Co., Ltd.by Product, 2010-2012
  • Revenue and Net Income of Xiamen Tungsten Co.,Ltd, 2008-2012
  • Capacity of Major Rare Earth Products of Xiamen Tungsten Co.,Ltd, 2012
  • Rare Earth Exploitation Control Indices of Xiamen Tungsten Co., Ltd., 2011-2012
  • Revenue and Net Income of Xiamen Tungsten Co.,Ltd, 2013-2015
  • Major Rare Earth Projects of Hunan Rare Earth Metal & Material Institute
  • Revenue Planning of Hunan Rare Earth New Energy Material Co., Ltd., 2010-2015
  • Output of Major Products of Leshan Shenghe Rare Earth Technology Co., Ltd, 2011-2012
  • Key Financial Indices of Leshan Shenghe Rare Earth Technology Co., Ltd., 2009-2012
  • Revenue and Net Income of China Rare Earth Holdings Ltd., 2005-2011
  • Revenue Structure of China Rare Earth Holdings by Business, 2005-2011
  • Revenue Structure of China Rare Earth Holdings Ltd by Region, 2010-2011
  • Main Products of Grirem Advanced Materials
  • Rare Earth Export Quotas of Grirem Advanced Materials Co., Ltd., 2011-2013
  • Rare Earth Product Capacities of Jiangyin Jiahua Advanced Material Co., Ltd and Zibo Jiahua Advanced Material Resource Co., Ltd
  • Rare Earth Export Quotas of Jiangyin Jiahua Advanced Material Co., Ltd and Zibo Jiahua Advanced Material Resource Co., Ltd, 2011-2013
  • Export Quotas of Rare Earth Products of Gan Zhou Chen Guang Rare Earths New Material Shares Co.,Ltd., 2011-2013
  • Key NdFeB Manufacturers Affiliated to Zhong Ke San Huan
  • Key Rare Earth Raw Materials Manufacturers Affiliated to Zhong Ke San Huan
  • Revenue and Net Income of Beijing Zhong Ke San Huan High-Tech, 2008-2012
  • Revenue Breakdown of Beijing Zhong Ke San Huan High-Tech by Product, 2010-2012
  • Revenue Breakdown of Beijing Zhong Ke San Huan High-Tech by Region, 2010-2012
  • Gross Margin of Beijing Zhong Ke San Huan High-Tech by Product, 2010-2012
  • Key Rare Earth Permanent Magnetic Material Technology Transformation Projects of Beijing Zhong Ke San Huan High-Tech, 2012
  • Revenue and Net Income of Beijing Zhong Ke San Huan High-Tech, 2012-2015
  • Revenue and Net Income of Ningbo Yunsheng Co.,Ltd., 2008-2012
  • Revenue Breakdown of Ningbo Yunsheng Co.,Ltd by Product, 2010-2012
  • Revenue Breakdown of Ningbo Yunsheng Co.,Ltd by Region, 2010-2012
  • Gross Margin of Ningbo Yunsheng Co., Ltd by Product, 2010-2012
  • Revenue and Net Income of Ningbo Yunsheng Co., Ltd., 2012-2015
  • Revenue and Net Income of Taiyuan Twin Tower Alomllum Oxide Co., Ltd., 2008-2012
  • Revenue and Net Income of Key Rare Earth Material Production Companies under Taiyuan Twin Tower Alomllum Oxide Co., Ltd., 2012
  • Revenue Breakdown of Taiyuan Twin Tower Alomllum Oxide Co., Ltd by Product, 2010-2012
  • Revenue Breakdown of Taiyuan Twin Tower Alomllum Oxide Co., Ltd by Region, 2010-2012
  • Gross Margin of Taiyuan Twin Tower Alomllum Oxide Co., Ltd, 2008-2012
  • Gross Margin of Taiyuan Twin Tower Alomllum Oxide Co., Ltd by Product, 2010-2012
  • Revenue and Net Income of Taiyuan Twin Tower Alomllum Oxide Co., Ltd., 2013-2015
  • Revenue and Net Income of Jiangmen Kanhoo Industry Co., Ltd., 2008-2012
  • Revenue Breakdown of Jiangmen Kanhoo Industry Co., Ltd by Product, 2009-2012
  • Revenue Breakdown of Jiangmen Kanhoo Industry Co., Ltd by Region, H1 2012
  • Gross Margin of Jiangmen Kanhoo Industry Co., Ltd, 2009-2012
  • Gross Margin of Jiangmen Kanhoo Industry Co., Ltd by Product, 2009-2012
  • Output and Sales Volume of Various Products of Jiangmen Kanhoo Industry Co., Ltd, 2009-2011
  • Average Selling Price of Various Products of Jiangmen Kanhoo Industry Co., Ltd, 2009-2011
  • Production Capacity and Capacity Utilization of Jiangmen Kanhoo Industry Co., Ltd, 2009-2012
  • Capacity Construction Planning of Jiangmen Kanhoo Industry Co., Ltd
  • Revenue, Net Income and Gross Margin of Jiangmen Kanhoo Industry Co., Ltd, 2013-2015
  • Revenue and Total Profit of Shannxi IRICO Fluorescent Materials Co., Ltd., 2010-2012
  • Sales Volume of Major Products of Shannxi IRICO Fluorescent Materials Co., Ltd., 2010-2012

Related Companies

  • Inner Mongolia Baotou Steel Rare-earth (Group) Hi-tech Co.,Ltd.(600111.SH)
  • Shanxi Guanlu Co.,Ltd.(000831.SZ)
  • China Nonferrous Metal Industry's Foreign Engineering and Construction Co.,Ltd.(000758.SZ)
  • Rising Nonferrous Metals Share Co., Ltd.(600259.SH)
  • Xiamen Tungsten Co.,Ltd.(600549.SH)
  • China Rare Earth Holdings Limited(00769.HK)
  • Beijing Zhong Ke San Huan High-Tech Co., Ltd.(000970.SZ)
  • Ningbo Yunsheng Co.,Ltd.(600366.SH)
  • Taiyuan Twin Tower Aluminum Oxide Co.,Ltd.(000795.SZ)
  • Jiangmen Kanhoo Industry Co.,ltd.(300340.SZ)
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