Major listed companies in rare earth industry: At present, listed companies in rare earth industry in China mainly include Northern Rare Earth (60011), Guangsheng Nonferrous Metals (600259), Minmetals Rare Earth (00083 1) and Xiamen Tungsten Industry (600549).
Core data of this paper: reserves, output, revenue scale and gross profit margin.
1. All-round comparison of rare earth industrial enterprises in China: North rare earth is the "king of rare earth".
As a major supplier and producer of rare earth resources, China is constantly reforming in the development and utilization of rare earth resources. At present, the total amount of rare earth mining in China is controlled, and the national rare earth mining and smelting separation are completed by six major groups.
No matter from the mine's rare earth reserves, the distribution of mining and smelting, or from the revenue scale and gross profit margin of rare earth business, North Rare Earth is a well-deserved "king of rare earth" in China.
2. Northern Rare Earth: Rare Earth business layout.
North Rare Earth was formerly Baotou Steel, 196 1 year, and the company's third rare earth factory was established. 1980 company's concentrator rare earth workshop was completed. 1997, the company established Inner Mongolia Baotou Steel Rare Earth High-tech Support Co., Ltd., which was listed on the Shanghai Stock Exchange on September 24th of the same year. In 2006, the company completed the share-trading reform and began to use the registered trademark of "Baiyun Obo". In 20 15, Northern Rare Earth completed the integration and reorganization of eight rare earth smelting and separation enterprises in Inner Mongolia and Gansu Rare Earth Company, and passed the national acceptance. 2065438+2008, Jiangsu Xinxijie Electromechanical Technology Co., Ltd. was established by the North Rare Earth Joint Venture to develop the rare earth permanent magnet motor industry. 202 1, Baotou Steel Group Energy Conservation and Environmental Protection Technology Industry Co., Ltd., a wholly-owned subsidiary of Baotou Steel (Group) Company, the controlling shareholder of North Rare Earth Acquisition.
3. Northern Rare Earth: the business layout and operation status of Northern Rare Earth.
-Rare Earth: It has the largest reserves of rare earth minerals in the world, and its output is increasing year by year.
The rare earth mine owned by Northern Rare Earth is located in Inner Mongolia. The company has the largest rare earth reserves in the world, and the rare earth resources owned by Northern Rare Earth are 46 million tons (light rare earth). The company produces and sells three kinds of rare earth raw materials: rare earth oxides, rare earth salts and rare earth metals.
In terms of output, from 2018 to 2020, the output of rare earth raw materials in the north will increase year by year. In 2020, the company's output of rare earth raw materials is 102 157. 17 tons, of which the output of rare earth oxides is 10585.5438+03 tons; The output of rare earth salt is 73,695.42 tons; The output of rare earth metals is 17876.62 tons.
—— Distribution of rare earth mining and smelting: ranking first among the six major groups, rising year by year.
From 20 18 to 2020, the distribution of rare earth mining and smelting in the north ranks first among the six groups, and the total amount of rare earth mining, production and distribution in the north is increasing year by year. In 2020, the total amount of rare earth mining, production and distribution in North China will reach1373,334 tons, including 73,550 tons of mineral products and 73,550 tons of smelting and separation products.
4. Northern Rare Earth: Operating Performance of Rare Earth Business
From 2065438+08 to 2020, the sales of rare earth oxides and rare earth salts in the north fluctuated, and the sales of rare earth metals increased year by year. In 2020, the sales of rare and rare earth metals in North China increased significantly, which boosted the sales of rare earth raw materials in the whole company. In 2020, the sales volume of rare earth raw materials in North China will exceed 654.38 million tons.
In terms of revenue, in 2020, the revenue scale of rare earth raw material products in the north showed a slight downward trend. However, the overall gross profit margin of the company's rare earth raw materials products increased again, reaching 27.47%.
5. Northern Rare Earth: Development Plan of Rare Earth Business
In terms of development strategy, Northern Rare Earth proposes that in the future, it will continue to rely on the resource advantage of Baiyun Obo, which is exclusively mastered by the controlling shareholder, strengthen the control of rare earth resources, actively explore and develop rare earth resources at home and abroad, and continuously consolidate and improve the competitive advantage of upstream industries.
At the same time, the company said that in the future, it will accelerate the transformation and upgrading of "green, digital and intelligent", accelerate the construction process of major infrastructure technical transformation projects, promote the extension and expansion of industrial chains, implement the transformation project of industrial bases, promote the transformation and upgrading of smelting separation projects in a green, digital and intelligent way, and build a world-class green, digital and intelligent smelting separation processing base.
In terms of business plan, the company put forward that in the first year of the Tenth Five-Year Plan, the company plans to realize operating income of 22 billion yuan and total profit of 654.38+0 billion yuan.
The above data comes from the Analysis Report on Market Foresight and Investment Strategic Planning of Rare Earth Industry in China by Forward-looking Industry Research Institute.