Rare Earth in Baotou Steel (600 1 1 1)
Baotou Steel Rare Earth is the largest rare earth industrial base in China and even the world, the largest rare earth production, scientific research base and important rare earth information center in China, and the largest rare earth industrial base in China and even the world, with a complete industrial chain from mineral processing, smelting, separation, scientific research, deep processing and application.
The company is the largest monopoly stock of scarce resources in China. Relying on Baiyun Obo rare earth and iron ore, Baotou Steel's rare earth industrial reserve accounts for 62% of the world and 87. 1% of the whole country respectively. The unique resource advantage forms the unique industrial advantage of Baotou Steel, which is mainly composed of steel and rare earth.
Baotou Steel's industrial chain of rare earth application has been extended and enjoyed the policy dividend for a long time. The company is extending to the downstream deep processing field with great development potential through acquisition, combination and reorganization, including: rare earth praseodymium, neodymium-permanent magnet NdFeB, rare earth lanthanum-nickel-hydrogen power battery, rare earth cerium polishing material and rare earth europium-fluorescent material.
At present, the company has formed a perfect development pattern of rare earth industry, with a complete industrial chain from mineral processing, smelting, separation, scientific research, deep processing and application. At the same time, the company established Inner Mongolia Baotou Steel Rare Earth International Trading Co., Ltd. in conjunction with some subsidiaries and other enterprises, and implemented unified acquisition and targeted sales of rare earth oxides and rare earth metals with Baiyun Obo mine as raw materials, further extending the company's resource control over the rare earth industry, which will have an important impact on the development of the company and the entire northern rare earth industry.
Guangsheng non-ferrous (600259)
Guangsheng Nonferrous's main business includes mining, metallurgy, warehousing and logistics, futures trading, import and export trade, etc. The leading industries are tungsten, rare earth, copper and silver and tin. In 2008, the company acquired eight rare earth enterprises such as Pingyuan Huaqi and Xinchengji, and now has three rare earth mining licenses, making it the only legal rare earth miner in Guangdong Province. The rights and interests reserves of rare earth minerals in the exploration area are 6 1 1 10,000 tons (equivalent to about 1 10,000 tons of rare earth oxides). At the same time, Jintan Hailin Rare Earth Company 1 year was commissioned in August, 201year, and the company has a joint separation production line for medium and heavy ion rare earths and light rare earths. On June 20 1 1, he was entrusted to operate dongyuan guyun mining company and Hong Jie rare earth company for three years, and controlled the rare earth mining right through trusteeship. At present, the company cooperates with Baotou Steel, a northern rare earth giant, to conduct rare earth application research and build a rare earth cooperation platform. At the same time, actively carry out research on rare earth application, study advanced rare earth smelting and separation, rare earth metal production technology and environmental protection technology, master key technologies and materials related to rare earth competitiveness, and improve product added value and core competitiveness of enterprises.
Xiamen Tungsten Industry (600549)
Xiamen tungsten industry is the largest tungsten smelting enterprise in the world at present, with an annual output of ammonium paratungstate 1 10,000 tons. The annual export volume of main tungsten products accounts for 35% of the total national export volume, and the rare earth reserves are130,000 tons, with an annual output of 2,000 tons. The company's rare earth industry involves upstream rare earth mining, intermediate rare earth separation and downstream rare earth deep processing. At present, the company's rare earth mining is mainly carried out through its holding subsidiary Longyan Rare Earth Development Co., Ltd., which holds Fujian Changting Jin Min Mining Co., Ltd., Fujian Wuping Xia Long Mining Development Co., Ltd., Fujian Shanghang Zhao Rui Mining Co., Ltd. and Fujian Liancheng Huang Fang Rare Earth Mining Co., Ltd. Among these four companies, Zhao Rui and Liancheng Huang Fang have rare earth mining licenses. The mid-stream rare earth separation business is mainly carried out by Fujian Changting Jinlong Rare Earth Development Co., Ltd., a holding subsidiary. Nanjing Securities said that the company has formed a separation capacity of 4,000 tons of rare earth, a production capacity of 2,500 tons of rare earth metal and 1 10,000 tons of rare earth phosphor, and is building a project of 3,000 tons of rare earth permanent magnet materials. The company's acquisition of new materials of Zhujiang Optoelectronics will further strengthen the company's competitiveness in rare earth phosphors.
China Nonferrous Group Company (000758)
China National Color Co., Ltd. is an upstream and downstream integrated zinc producer and a leading non-ferrous metal engineering contractor in China. At the same time, it is also one of the major rare earth separation enterprises in southern China, mainly engaged in international project contracting and non-ferrous metal mineral resources development. The company's main business is non-ferrous metal business, project contracting and equipment manufacturing. At present, the contribution of non-ferrous metal business income to the company's income exceeds 40%. Due to the relatively high gross profit margin, non-ferrous metal business is the company's biggest source of profit.
China Nonferrous Metals Corporation, Jiangsu Zhuo Qun, Changshu Changsheng and other enterprises invested in different places to build a 7,000-ton/year rare earth separation project in Xinfeng County, Shaoguan City, Guangdong Province. Xinfeng county is also an important producing area of ionic rare earth minerals in China. The existing rare earth separation capacities of Zhujiang Rare Earth, Jiangsu Zhuo Qun and Changshu Changsheng, subsidiaries of China National Color Corporation, are 3,000 tons/year, 2,000 tons/year and 1500 tons/year respectively. After the project construction, the existing production capacity will be closed, and the future rare earth separation capacity controlled by China National Color Corporation will also reach 7,000 tons/year. At the same time, China Rare Earth Group (Guangdong) Co., Ltd. is jointly established with Xinwei Group, and it is expected to control the domestic rare earth separation capacity 1.7 million tons/year, and become a leading domestic rare earth separation enterprise.
China Aluminum Industry (60 1600)
China Aluminum Industry is the only large-scale aluminum production and operation enterprise in domestic aluminum industry, which integrates bauxite exploration, mining, alumina, primary aluminum and aluminum processing, production, sales and technology research and development. It is the largest producer of alumina, primary aluminum and aluminum processing materials in China, the second largest producer of alumina and the third largest producer of primary aluminum in the world.
China Aluminum took the lead in making new moves in the integration of rare earths in the south. Chinalco Guangxi Rare Earth Development Co., Ltd., jointly funded by China Aluminum, Guangxi Nonferrous Metals Group and Youyan Rare Earth New Materials Co., Ltd., was completed on July 9, 2009.
Based on the Framework Agreement of Guangxi Rare Earth Development Cooperation signed by Chinalco, Guangxi Nonferrous Metals Group Co., Ltd. and Youyan Rare Earth New Materials Co., Ltd. in Beijing, the wholly state-owned enterprise integrating rare earth mineral resources exploration, smelting separation, deep processing, rare earth scientific research and trade, as a state-owned key large-scale enterprise with the right to operate rare metals and rare earth industries, aims to build "the most growing world-class mining company", and Chinalco Guangxi Nonferrous Rare Earth Development Co., Ltd. is finally controlled by Chinalco. According to its target scale, the company will strive to invest 2 billion yuan in three years, realize sales of 3.5 billion yuan and profit and tax of 800 million yuan, and strive to list the newly established joint venture company in about five years. China Aluminum disclosed that it currently has more than 654.38+0.2 billion yuan of rare earth operating assets, and the total amount of rare earth mineral resources and rare earth separation capacity with exploration and mining rights is 34,700 tons/year.
Minmetals Development (600058)
Minmetals Development Stock Market Co., Ltd. is a modern enterprise mainly engaged in the trade and production of steel and metallurgical raw materials, and mainly engaged in logistics, bidding, investment and transnational operation. The controlling shareholder of the company is China Minmetals Corporation, one of the 44 key state-owned enterprises managed by the central government.
The company is a central enterprise that has been deeply involved in the field of rare earths in the south for more than 20 years, and has been at the forefront of the industry in building a rare earth industrial chain. Focusing on industry integration, the company's goal is not only to obtain resources, but also to explore in the early stage, reserve resources and follow-up research and development of new materials.
The latest breakthrough of Minmetals in the development of rare earth resources in South China is that it signed a strategic agreement with Heyuan City, Guangdong Province. According to the agreement, Minmetals will integrate the concentrated area of rare earth mines in Heyuan City, rapidly promote the exploration and development of rare earth mines, carry out various forms of cooperation with local governments and enterprises, and establish a comprehensive rare earth joint production enterprise integrating rare earth mineral processing, smelting, processing and trade.
Jiangxi began to integrate rare earth resources: Ganzhou City, Jiangxi Province, a joint venture project between Minmetals Nonferrous Metals and two rare earth separation enterprises. The reserves of ionic rare earth minerals in Ganzhou account for about 40% of the national ionic rare earth minerals, and it is an important rare earth production base in China. At present, Jinhong Rare Earth in Ganxian and Dahua in Dingnan have an annual production capacity of 4,000 tons and 3,000 tons of ionic rare earth ore respectively, and will have a total production capacity of 7,000 tons/year in the future.
Other rare earth concept stocks
Antai Technology (000969), Zhongke Sanhuan (000970), Tiantong (600330), Ningbo Yun Sheng (600366), Beikuang Magnetic Materials (600980), Taiyuan corundum (00095), etc.