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Chinalco teamed up with Guangxi Nonferrous Metals Rare Earth Strategy
Recently, Chinalco (hereinafter referred to as Chinalco) and Guangxi Nonferrous Metals cooperated to develop Guangxi rare earth resources. The news has been continuously reported by the media. The news also continues to drive China Aluminum's share price to rise, from the opening of 9.67 yuan / share on January 18 The closing price on January 21 is 10.60 yuan / share. Rare earth can be said to be the field that Chinalco has always dreamed of, but it has been impossible before. In September 2010, through the capital increase and expansion of Jiangxi Rare Metal Tungsten Group Co., Ltd., Chinalco was able to cut into the most abundant rare earth resources in Jiangxi, but for various reasons, it did not get what it wanted, and then turned to heavy rare earth. Guangzhou is also rich in resources. In October 2010, Chinalco and the Guangxi Provincial Government exchanged views on the joint development of rare earth resources between Chinalco and Guangxi Nonferrous Metals. Two months later, on January 19, 2011, Chinalco said that the company has signed a memorandum with Guangxi Nonferrous Metals Group. The two parties will form a joint venture to jointly develop rare earth resources in Guangxi. Chinalco will account for the joint venture. Holding position. This shareholding ratio clearly shows that Chinalco has been able to master certain dominance in the rare earth industry. In the rare earth industrial chain, there are several types of companies, one is Baotou Steel Rare Earth (600111), which has rare earth resources and has rare earth separation processing technology to produce rare earth products; the other is such as Minmetals Group, which mainly uses rare earth separation. The processing technology is the main one; the remaining companies such as Zhongke Sanhuan (000970) are downstream processing enterprises mainly producing rare earth new materials. Then, from which aspect should Chinalco cut into the rare earth industry? At present, it is widely speculated that Chinalco and Guangxi Nonferrous jointly develop rare earth resources in Guangxi, and some industry experts believe that Chinalco can go to Guangxi to obtain the mining rights of local rare earths, and Chinalco proposed in the announced plan. In the 5-10 years, we will achieve the first and global leading in the field of 3-5 varieties of rare earths. What choice of resources? Or choose to process? At present, Chinalco does not give a clear signal. However, the author believes that if Chinalco cuts into the rare earth industry with resource processing, it seems to be a good choice. From a policy perspective, the country is currently integrating rare earth resources. In January 2011, the Ministry of Land and Resources announced the first batch of 11 rare earth minerals national planned mining areas and two iron ore national planning mining areas to strengthen the protection and rational utilization of rare earth and iron ore resources in China. The background of this plan is that China's rare earth resources are still in disorderly mining. Experts from the rare earth industry have told the author that due to the status of rare earth resources in industrial development, China's rare earth resources should be rationally integrated. The best way is to seal up the rare earth resources and store them or store them. Lei Xiping, secretary-general of the China Metallurgical and Mining Association, once said that China has once again released the national planning mining area, in which only the state can stipulate the exploration of miners. It can be seen that the state attaches importance to strategic resources and hopes to improve the level of resource utilization. For the exploitation of rare earth resources, the policy has become increasingly obvious. At this time, the choice of mining rare earth resources has not been as simple as before the introduction. And some people in the rare earth industry have told the author that the country is now interested in integrating rare earth resources and integrating them in rare earth enterprises. After integration, several large enterprises have been formed, and the remaining small and medium-sized rare earth processing enterprises are affiliated with these large-scale enterprises. Enterprise. At present, there is speculation that the state will provide raw materials for rare earth processing enterprises by quotas, and the mining rights of mining areas may not be easily issued. With the background of Chinalco's state-owned enterprises and the processing and separation technology of cash, there will definitely be a place for Chinalco in the next few large enterprises. For example, although the former Minmetals did not have rare earth mining rights, they were in Hunan and Jiangxi. With its processing and production enterprises, its development model in the rare earth industry may be able to replicate, and in line with the country's current planning and policies for rare earth resources.