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China Rare Earth Industry Report, 2014-2018

Rare earth, also known as rare earth metal or rare earth element, collectively refers to lanthanides (including fifteen elements) and closely-related scandium and yttrium. As a crucial strategic resource, it is mainly contained in bastnaesite, xenotime, monazite, and other minerals. At present, rare earth resources have been discovered in about 35 countries and regions around the world, with total reserves of 130 million tons, of which 42.3% are owned by China alone.

In order to protect and rationally develop superior resources, China has adopted a cap-control policy for rare earth exploitation since 2006 so that the rare earth ore production suffered a continuous decline from 2010 to 2013. In 2014, the State raised the upper limit, a move that helped drive the rare earth output rise 14.5% year on year to 95,000 tons, occupying about 86.4% of the global total.

Besides meeting the domestic demand, China's rare earth and its products are also exported to the United States, Europe, Japan, South Korea, etc., with 2014's export volume of rare earth products reaching about 29,000 tons (rare-earth permanent magnet products 75.5%), accounting for 32.1% of the total output. Despite a steady rise in rare earth product exports over the past two years, the export value, affected by the lower export prices, continued to fall, by 35.7% to USD370 million in 2014.

China's rare earth industry has been facing quite a few challenges like low enterprise concentration and scattered layout. In 2014, Inner Mongolia Baotou Steel Rare-earth, which represents the largest market share, generated revenue that accounted for a meager 7.1% of the total nationwide. In 2015, the 6 major rare earth companies will implement integration, when the rare earth industry concentration will increase significantly.

Inner Mongolia Baotou Steel Rare-earth (Group) : As China's largest rare earth producer, the company has an annual capacity of approximately 350,000 tons/a. In April 2015, the company, along with the Department of Science and Technology of Inner Mongolia, Baotou Municipal Government, and Chinese Academy of Sciences (CAS), established CAS Baotou Rare Earth Research and Development Center, hoping to further enhance the research and development capabilities of rare earth application products.

Rising Nonferrous Metals Group: On May 30, 2015, the company proposed to raise a fund of RMB2.2 billion from targeted sources, of which RMB570 million will go into rare earth mine expansion: RMB390 million into Pingyuan Huaqi Rare Earth Industrial Co., Ltd., and RMB180 million into Dapu Xinchengji Industry & Trade Co., Ltd.

China Non-ferrous Metal Industry's Foreign Engineering and Construction: In March 2014, the company began to develop Kvanefjeld rare earth project in cooperation with Greenland Minerals and Energy. In March 2015, the project's feasibility research was completed and pilot operation can be carried out within the year.

Zhong Ke San Huan: As the largest NdFeB manufacturer in China, it now has the capacity of 14,000 tons/a sintered NdFeB and 1,500 tons/a bonded NdFeB. In February 2015, the company signed an agreement with Hitachi Metals over an attempt to set up a high-performance NdFeB joint venture in China, with a design capacity of 2,000 tons/a.

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China Rare Earth Industry Report, 2014-2018 compiled by ResearchInChina mainly deals with the following:

  • Status quo, supply and demand, key enterprises, etc. of global rare earth resources;
  • Industry environment, policy environment, regional development, etc. of rare earth in China;
  • Market size, market structure, export, market price, etc. of rare earth in China;
  • Market demand, major producers, etc. of main rare earth new materials in China;
  • Operation, revenue structure, rare earth business, etc. of 13 major rare earth producers in China;
  • Operation, revenue structure, latest developments, etc. of 5 rare earth new material manufacturers in China.

Table of Contents

1. Overview of Rare Earth Industry

  • 1.1 Definition & Classification
  • 1.2 Industry Chain

2. Development of Global Rare Earth Industry

  • 2.1 Resource Situation
    • 2.1.1 Reserves and Distribution
    • 2.1.2 Development of Rare Earth Mining Overseas
  • 2.2 Supply & Demand
    • 2.2.1 Supply
    • 2.2.2 Consumption
  • 2.3 Key Enterprises

3. Development Environment for China's Rare Earth Industry

  • 3.1 Industry Environment
  • 3.2 Policy Environment
    • 3.2.1 Production Policy
    • 3.2.2 Foreign Investment Policy
    • 3.2.3 Export Policy
    • 3.2.4 Industrial Integration Policy
    • 3.2.5 Special Invoice System
  • 3.3 Policy Trend

4. Development Status of China's Rare Earth Industry

  • 4.1 Reserves and Distribution
    • 4.1.1 Resource Distribution
    • 4.1.2 Ion-absorbing Type Rare Earth Ore
  • 4.2 Development in Major Regions
    • 4.2.1 Inner Mongolia
    • 4.2.2 Sichuan
    • 4.2.3 Shandong
    • 4.2.4 Jiangxi
    • 4.2.5 Guangxi
    • 4.2.6 Guangdong
    • 4.2.7 Hunan
    • 4.2.8 Fujian
    • 4.2.9 Yunnan

5. Supply and Demand of China's Rare Earth Market

  • 5.1 Supply & Demand
    • 5.1.1 Production of Rare Earth Ore
    • 5.1.2 Production of Rare Earth Products
    • 5.1.3 Consumption of Rare Earth
  • 5.2 Export
    • 5.2.1 Export Scale
    • 5.2.2 Export Price
    • 5.2.3 Export Structure
    • 5.2.4 Export Litigation
  • 5.3 Market Price
    • 5.3.1 Overall Price
    • 5.3.2 Prices of Major Middle & Heavy Rare Earth Metals
    • 5.3.3 Prices of Major Light Rare Earth Metals

6. Rare Earth New Material Market in China

  • 6.1 Magnetic Materials
    • 6.1.1 Major Applications
    • 6.1.2 Consumption
    • 6.1.3 Major Enterprises and Capacity
  • 6.2 Hydrogen Storage Material
    • 6.2.1 Consumption
    • 6.2.2 Major Enterprises and Capacity
  • 6.3 Polishing Material
    • 6.3.1 Consumption
    • 6.3.2 Major Enterprises and Capacity
  • 6.4 Luminescent Material
    • 6.4.1 Major Applications
    • 6.4.2 Production
    • 6.4.3 Major Enterprises and Capacity

7. Major Rare Earth Enterprises in China

  • 7.1 Inner Mongolia Baotou Steel Rare-Earth (Group) Hi-Tech Co., Ltd.
    • 7.1.1 Profile
    • 7.1.2 Operation
    • 7.1.3 Revenue Structure
    • 7.1.4 Gross Margin
    • 7.1.5 Rare Earth Business
  • 7.2 China Minmetals Rare Earth Co., Ltd.
    • 7.2.1 Profile
    • 7.2.2 Operation
    • 7.2.3 Revenue Structure
    • 7.2.4 Gross Margin
    • 7.2.5 Rare Earth Business
  • 7.3 Jiangxi Tungsten Industry Group Co., Ltd.
    • 7.3.1 Profile
    • 7.3.2 Operation
    • 7.3.3 Rare Earth Business
  • 7.4 China Nonferrous Metal Industry's Foreign Engineering and Construction Co., Ltd.
    • 7.4.1 Profile
    • 7.4.2 Operation
    • 7.4.3 Revenue Structure
    • 7.4.4 Rare Earth Business
  • 7.5 Rising Nonferrous Metals Group Co., Ltd.
    • 7.5.1 Profile
    • 7.5.2 Operation
    • 7.5.3 Revenue Structure
    • 7.5.4 Gross Margin
    • 7.5.5 Rare Earth Business
  • 7.6 Xiamen Tungsten Co., Ltd.
    • 7.6.1 Profile
    • 7.6.2 Operation
    • 7.6.3 Revenue Structure
    • 7.6.4 Rare Earth Business
  • 7.7 Hunan Rare-Earth Research Institute
    • 7.7.1 Profile
    • 7.7.2 Operation
  • 7.8 Leshan Shenghe Rare Earth Technology Co., Ltd.
    • 7.8.1 Profile
    • 7.8.2 Operation
    • 7.8.3 Revenue Structure
    • 7.8.4 Rare Earth Business
  • 7.9 China Rare Earth Holdings Ltd.
    • 7.9.1 Profile
    • 7.9.2 Operation
    • 7.9.3 Revenue Structure
    • 7.9.4 Rare Earth Business
  • 7.10 Grirem Advanced Materials Co., Ltd.
    • 7.10.1 Profile
    • 7.10.2 Operation
    • 7.10.3 Latest Developments
  • 7.11 Jiangyin Jiahua Advanced Material Resources Co., Ltd.
    • 7.11.1 Profile
    • 7.11.2 Operation
  • 7.12 Zibo Jiahua Advanced Material Resource Co., Ltd.
    • 7.12.1 Profile
    • 7.12.2 Operation
  • 7.13 Gan Zhou Chen Guang Rare Earths New Material Shares Co., Ltd.
    • 7.13.1 Profile
    • 7.13.2 Operation

8. Major Rare Earth New Material Manufacturers in China

  • 8.1 Beijing Zhong Ke San Huan High-Tech Co., Ltd.
    • 8.1.1 Profile
    • 8.1.2 Industry Chain Expansion
    • 8.1.3 Operation
    • 8.1.4 Revenue Structure
    • 8.1.5 Gross Margin
    • 8.1.6 Latest Developments
    • 8.1.7 Rare Earth Business
  • 8.2 Ningbo Yunsheng Co., Ltd.
    • 8.2.1 Profile
    • 8.2.2 Operation
    • 8.2.3 Revenue Structure
    • 8.2.4 Gross Margin
    • 8.2.5 Rare Earth Business
  • 8.3 Taiyuan Twin Tower Alomllum Oxide Co., Ltd.
    • 8.3.1 Profile
    • 8.3.2 Operation
    • 8.3.3 Revenue Structure
    • 8.3.4 Gross Margin
    • 8.3.5 Rare Earth Business
  • 8.4 Jiangmen Kanhoo Industry Co., Ltd.
    • 8.4.1 Profile
    • 8.4.2 Operation
    • 8.4.3 Revenue Structure
    • 8.4.4 Gross Margin
    • 8.4.5 Rare Earth Business
  • 8.5 Shannxi IRICO Fluorescent Materials Co., Ltd.
    • 8.5.1 Profile
    • 8.5.2 Operation

9. Summary

  • 9.1 Market
  • 9.2 Enterprises

Selected Charts

  • Rare Earth Classification
  • Rare Earth Industry Chain
  • Rare Earth Ore Classification
  • Global Distribution of Rare Earth Reserves, 2014
  • Overseas Rare Earth Mine Development Projects, 2014
  • Overview of Major Overseas Rare Earth Mine Development Projects
  • Global Rare Earth Output by Region, 2009-2014
  • Global Rare Earth Supply Pattern, 2015
  • Global Rare Earth Consumption and Growth Rate, 2006-2018E
  • Global Rare Earth (by Country) Consumption, 2014
  • U.S. Rare Earth Consumption Structure by Product, 2014
  • Japan's Rare Earth Consumption Structure by Product, 2014
  • Consumption Structure of Global Rare Earth, 2018E
  • Consumption of Rare Earth Elements Worldwide by Application, 2018E
  • Major Foreign Rare Earth Enterprises
  • China's Major Policies on Rare Earth Industry, 2002-2014
  • List of Enterprises Qualified for Rare Earth Industry Access Conditions in China, 2014
  • Quantity of Rare Earth Mining Licenses by Region in China, 2014
  • China's Policies on Rare Earth Industry Integration, 2011-2014
  • China's Rare Earth Distribution, 2014
  • Ore Bed Utilization of Leading Rare Earth Mines in China
  • Distribution of Ion Absorption Type Rare Earth Ore in China, 2014
  • Share of Ion Absorption Type Rare Earth Ore in China
  • Static Reserves-to-Output Ratio of Major Resources Worldwide
  • Rare Earth Exploitation Control Indices, 2015
  • Main Rare Earth Application Enterprises in Sichuan
  • Output and Growth Rate of Rare Earth Ore in China, 2008-2014
  • China's Production Structure of Rare Earth Ore, 2008-2014
  • Output and Growth Rate of Rare Earth Products in China, 2008-2014
  • China's Production Structure of Rare Earth Products, 2008-2014
  • Name List of Rare Earth Companies Having Passed Environmental Protection Examination
  • Rare Earth Consumption in China, 2006-2018E
  • Proportion of New Materials in Rare Earth Consumption in China, 2006-2016E
  • China's Rare Earth Consumption Structure, 2014
  • Export Volume and Growth Rate of Rare Earth Products in China, 2006-2014
  • Export Value and Growth Rate of Rare Earth Products in China, 2006-2014
  • Average Export Price for Rare Earth Products in China, 2006-2014
  • China's Rare Earth Smelting Separation Product Export Structure by Country/Region, 2014
  • Export Volume and Value of Major Rare Earth Oxides in China, 2014
  • Export Volume and Growth Rate of Rare Earth Permanent Magnet in China, 2001-2014
  • Export Structure of China's Rare Earth Permanent Magnet (by Country/Region) ,2014
  • General Procedure for Settlement of WTO Disputes over Rare Earths
  • Average Price of Key Rare Earth Oxides in China, 2014
  • Dy Oxide Price in China, 2013-2015
  • Dy Metal Price in China, 2013-2015
  • Er Oxide Price in China, 2013-2015
  • Eu Oxide Price in China, 2013-2015
  • Gd Oxide Price in China, 2013-2015
  • Sm Oxide Price in China, 2013-2015
  • Tb Metal Price in China, 2013-2015
  • Tb Oxide Price in China, 2013-2015
  • Yt Metal Price in China, 2013-2015
  • Yt Oxide Price in China, 2013-2015
  • Ce Oxide Price in China, 2013-2015
  • Nd Oxide Price in China, 2013-2015
  • La Oxide in China, 2013-2015
  • Pr Oxide Price in China, 2013-2015
  • Nd Metal Price in China, 2013-2015
  • La Metal Price in China, 2013-2015
  • Pr Metal Price in China, 2013-2015
  • Ce Metal Price in China, 2013-2015
  • 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, 2014
  • Demand of Permanent Magnetic Materials for Rare Earth in China, 2006-2016E
  • Production Pattern of NdFeB in China, 2014
  • Capacity of Leading NdFeB Companies in China, 2014
  • Application of Rare Earth Elements in Rare-earth Hydrogen Storage Material
  • China's NI-MH Battery Consumption Structure, 2014
  • Demand of Hydrogen Storage Materials for Rare Earth in China, 2006-2016E
  • Capacity of Key Rare Earth Hydrogen Storage Material Companies in China, 2014
  • Application of Rare Earth Elements in Rare-earth Polishing Material
  • Major Applications of Rare Earth Polishing Powder in China
  • Demand of Polishing Materials for Rare Earth in China, 2006-2016E
  • Capacity of Leading Polishing Material Companies in China, 2013
  • Application of Rare Earth Elements in Rare-earth Luminescent Material
  • Applications of Rare Earth Elements in Rare-earth Luminescent Material
  • Output of Rare Earth Fluorescent Material in China by Region, 2014
  • Output of Rare Earth Fluorescent Materials in China, 2008-2016E
  • Capacity of Key Rare Earth Fluorescent Material Companies in China, 2014
  • Equity Structure of Inner Mongolia Baotou Steel Rare-Earth (Group), 2015
  • Revenue and Net Income of Inner Mongolia Baotou Steel Rare-Earth (Group), 2008-2015
  • Revenue of Inner Mongolia Baotou Steel Rare-Earth (Group) by Product, 2011-2014
  • Revenue of Inner Mongolia Baotou Steel Rare-Earth (Group) by Region, 2011-2014
  • Gross Margin of Inner Mongolia Baotou Steel Rare-Earth (Group) by Product, 2011-2014
  • Leading Rare Earth Products of Inner Mongolia Baotou Steel Rare-Earth (Group)
  • Major Product Capacity of Inner Mongolia Baotou Steel Rare-Earth (Group), 2014
  • Revenue and Net Income of Inner Mongolia Baotou Steel Rare-Earth (Group)'s Major Rare Earth Subsidiaries, 2014
  • Equity Structure of China Minmetals Rare Earth, 2015
  • Revenue and Net Income of China Minmetals Rare Earth, 2011-2015
  • Revenue of China Minmetals Rare Earth by Product, 2012-2014
  • Gross Margin of China Minmetals Rare Earth by Product, 2011-2014
  • Leading Rare Earth Product and Capacity of China Minmetals Rare Earth's Subsidiaries
  • Rare Earth Output and Sales Volume of China Minmetals Rare Earth, 2011-2014
  • Revenue and Growth Rate of Jiangxi Tungsten Industry Group, 2009-2015
  • Major Rare Earth Subsidiaries of Jiangxi Tungsten Industry Group
  • NFC's Equity Structure, 2015
  • NFC's Revenue and Net Income, 2008-2015
  • NFC's Global Layout
  • NFC's Revenue by Product, 2011-2014
  • NFC's Revenue by Region, 2011-2014
  • NFC's Production and Sales Volume of Rare Earth Oxide, 2011-2014
  • Earnings of NFC's Major Rare Earth Subsidiaries, 2014
  • Rising Nonferrous Metals' Equity Structure, 2015
  • Revenue and Net Income of Rising Nonferrous Metals, 2008-2015
  • Revenue of Rising Nonferrous Metals by Product, 2010-2014
  • Revenue of Rising Nonferrous Metals by Region, 2010-2014
  • Gross Margin of Rising Nonferrous Metals by Product, 2010-2014
  • Rare Earth Cost Structure of Rising Nonferrous Metals, 2014
  • Production Scale of Rising Nonferrous Metals' Major Rare Earth Subsidiaries
  • Xiamen Tungsten's Equity Structure, 2015
  • Revenue and Net Income of Xiamen Tungsten, 2008-2015
  • Revenue Structure of Xiamen Tungsten by Product, 2013-2014
  • Xiamen Tungsten's Revenue by Product, 2011-2014
  • Xiamen Tungsten's Major Rare Earth Product Capacity, 2014
  • Xiamen Tungsten's Sales Volume of Major Rare Earth Products, 2013-2014
  • Rare Earth Exploitation Control Indices of Xiamen Tungsten, 2011-2014
  • Hunan Rare-Earth Research Institute's Major Rare Earth Projects
  • Revenue Plan of Hunan Rare-Earth Research Institute, 2010-2015
  • Leshan Shenghe's Equity Structure, 2015
  • Revenue and Net Income of Leshan Shenghe, 2009-2015
  • Leshan Shenghe's Revenue by Product, 2011-2014
  • Leshan Shenghe's Revenue by Region, 2011-2014
  • Leshan Shenghe's Output and Sales Volume of Main Rare Earth Products, 2013-2014
  • Operation of Leshan Shenghe's Major Rare Earth Subsidiaries, 2014
  • China Rare Earth Holdings' Equity Structure, 2015
  • Revenue and Net Income of China Rare Earth Holdings, 2008-2014
  • Operating Revenue of China Rare Earth Holdings by Region, 2008-2014
  • Rare Earth Revenue Proportion of China Rare Earth Holdings by Region, 2010-2014
  • Grirem Advanced Materials' Main Products
  • Revenue and Growth Rate of Grirem Advanced Materials, 2009-2014
  • Operating Revenue of Langfang GANS Magnetic Material, 2009-2014
  • Rare Earth Export Quota of Grirem Advanced Materials, 2011-2014
  • Jiangyin Jiahua's Rare Earth Export Quota, 2011-2014
  • Zibo Jiahua's Rare Earth Export Quota, 2011-2014
  • Revenue and Net Income of Gan Zhou Chen Guang, 2010-2014
  • Rare Earth Product Export Quota of Gan Zhou Chen Guang, 2011-2014
  • Equity Structure of Zhong Ke San Huan, 2015
  • Zhong Ke San Huan's Major Rare Earth Raw Material Manufacturers
  • Revenue and Net Income of Zhong Ke San Huan, 2008-2015
  • Revenue of Zhong Ke San Huan by Product, 2010-2014
  • Revenue of Zhong Ke San Huan by Region, 2010-2014
  • Gross Margin of Zhong Ke San Huan by Product, 2010-2014
  • Zhong Ke San Huan's Major Rare Earth Permanent Magnetic Material Technological Upgrading Projects, 2014
  • Zhong Ke San Huan's Major NdFeB Manufacturers
  • Ningbo Yunsheng's Equity Structure, 2015
  • Revenue and Net Income of Ningbo Yunsheng, 2008-2015
  • Ningbo Yunsheng's Revenue by Product, 2010-2014
  • Ningbo Yunsheng's Revenue by Region, 2010-2014
  • Ningbo Yunsheng's Gross Margin by Product, 2010-2014
  • Ningbo Yunsheng's NdFeB Cost Structure, 2014
  • Operation of Ningbo Yunsheng's Major Magnet Subsidiaries, 2014
  • Taiyuan Twin Tower's Equity Structure, 2015
  • Revenue and Net Income of Taiyuan Twin Tower, 2008-2015
  • Revenue of Taiyuan Twin Tower by Product, 2010-2014
  • Gross Margin of Taiyuan Twin Tower by Product, 2008-2014
  • Ningbo Yunsheng's NdFeB Capacity, 2014
  • Ningbo Yunsheng's NdFeB Output and Sales Volume, 2013-2014
  • Jiangmen Kanhoo's Equity Structure, 2015
  • Revenue and Net Income of Jiangmen Kanhoo, 2008-2015
  • Operating Revenue of Jiangmen Kanhoo by Product, 2009-2014
  • Jiangmen Kanhoo's Revenue by Region, 2013-2014
  • Jiangmen Kanhoo's Gross Margin by Product, 2009-2014
  • Jiangmen Kanhoo's Rare Earth Luminescent Material Sales Volume, 2009-2014
  • Revenue and Growth Rate of Shannxi IRICO Fluorescent Materials, 2010-2014
  • China's Rare Earth Output and Sales Volume and Growth Rate, 2009-2014
  • Export Volume and Value and Growth Rate of Rare Earth Products in China, 2007-2014
  • Revenue and Growth Rate of Major Chinese Rare Earth Enterprises, 2009-2014
  • Competitive Landscape of China's Rare Earth Market, 2014
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