Application of industrialization to be solved by the Ministry of Science and Technology to plan 300 million rare earth special funds

The National 'Twelfth Five-Year Plan will set up a special rare earth special fund, and the Ministry of Science and Technology will allocate 300 million to 450 million yuan to support the development and application of rare earth. At the 2nd Baotou Rare Earth Forum held on August 8, Academician Gan Yong, the vice president of the Chinese Academy of Engineering and the chairman of the China Rare Earth Society, gave the participants an exciting message.

At present, the prices of domestic rare earth resources are rising, the stock prices of rare earth listed companies have risen all the way, and the other side faces the reality that rare earths are poorly applied and core technologies are backward. The news released by Ganyong may be the “treasure to change this reality”. ".

Can the special fund of more than 300 million yuan really transform the "industrial MSG" of rare earth into "industrial grain"? What impact will it have on the future pattern of the rare earth industry? The industry is highly anticipated.

Rare earth application is expected to be industrialized
The news of Gan Yong made the industry inspiring. For the establishment of special funds by the Ministry of Science and Technology, an official of the Ministry of Science and Technology who did not want to be named told the China Business News that further special rules were being formulated, and it is not convenient to disclose it now. . Earlier, it was reported that the draft of the "Twelfth Five-Year Plan" of the rare earth industry has begun to be formulated, and it is expected to be released in September at the earliest.

The reporter was informed that the National Development and Reform Commission is also studying the use and industrialization of rare earth functional materials as a national strategy. Rare earth functional materials and luminescent materials may be written into the “Twelfth Five-Year Plan” as a major strategic project.

“After experiencing intensive resource remediation, the application of the rare earth industry began to be truly valued by the state.” An expert from the Baotou Steel Rare Earth Research Institute told reporters that if implemented well, the “Twelfth Five-Year Plan” will become a development of the rare earth industry. In the golden period, "If we miss it again, we will have a hard time chasing it. In the past, there were many special funds for rare earths launched by various departments, but the planning and assessment could not keep up. In the end, no significant results were achieved."

The reporter learned that the support for the rare earth industry has been the peak of many years. Although the country started to set up special funds for rare earths in the 1990s, it has been fluctuating. For example, during the “Eleventh Five-Year Plan” period, it was not established. The amount of funds is relatively small, and the 35 million yuan allocated during the 10th Five-Year Plan period is the largest amount in history. Therefore, the special funds of up to 300 million yuan in the “Twelfth Five-Year Plan” are regarded as unprecedented strength support, and the money is only from the start of the project in July 2010 to the amount of funds in July 2012, and there may be follow-up The greater investment, and therefore the industry is called "the most powerful financial support in a unit of time."

In fact, the country’s attention to the whole industry of rare earths has gradually escalated with the changes in the international situation. With the continuous development of new energy, new technologies and new materials, rare earths are changing from “industrial MSG” to “industrial food”. Electric vehicles, wind turbines, lighting, computer hard disks, mobile communications, etc. are called dependence technologies for rare earths.

“Dependence means that no material can replace rare earth materials to achieve these technologies.” Gan Yong explained that rare earths are used in more than 40 industries in 13 fields, such as electrical appliances, aerospace, and health care. Developed countries have listed rare earths as strategic resources. The relevant application industry is the key development area, and China has become the largest producer, supplier and consumer of rare earth oxides and alloys.

Technical bottleneck to be broken
Zhang Anwen, vice president of the China Rare Earth Society, was not surprised by the establishment of special funds for rare earths in the “Twelfth Five-Year Plan”. He believes that application issues have become the key to the future development of China's rare earth industry. “Our mineral processing and separation technology is already at the advanced level in the world. But behind the West in the application process."

Take the luminescent materials discussed in this rare earth forum as an example. Although the annual output of 5.5 billion has already allowed China to sit firmly in the world's energy-saving lamp production, and China's huge market space will keep this number rising, but the Chinese products The low grade and poor consistency are also recognized facts in the industry. In terms of longevity, the life expectancy of foreign advanced energy-saving lamps can reach 50,000 hours, while the vast majority of domestically produced is about 10,000 hours.

The well-known NdFeB magnetic materials, China and abroad also have a big gap, domestic products are only 200 degrees Celsius, while foreign countries have reached 260 degrees Celsius, "this makes us not as good as the application of permanent magnet motors. We will demagnetize at 200 degrees Celsius. In order to cool down, we can only install a cooling system, so the volume and weight will become much larger." Du Fengchen, Secretary General of Henan Electric Vehicle Engineering Association, said in an interview with the reporter of China Business News. The difference in core technology directly affects the grade of the product. The poor performance of the permanent magnet motor is a big problem for domestic electric vehicles.

Zhang Anwen said in an interview with the reporter of China Business News that the basic technology research is difficult to achieve major results in a short period of time. It is impossible to achieve technological breakthroughs in "short, flat and fast". The patent technology does not mean core technology. More, it depends on how much gold is protected. “Our materials are not behind, but there is still a gap in our equipment level, analytical testing level, and post-processing R&D capabilities.”

"I don't know how much the rare earth special fund will end up, but the country's increasing attention is certain." Zhang Anwen said that in the application field, it is more hoped that the company will lead research and development. "I think the special funds will take into account basic research and application. Such as important materials, technological breakthroughs, optimization, including the improvement of laboratory technology, how to use the tight elements, etc."

The Baotou Rare Earth High-tech Zone, which is a rare earth application company, is also trying to solve the financial problem of breaking through the technical bottleneck. Ren Fu, director of the High-tech Zone Management Committee, told the China Business Journal that in order to help enterprises to innovate independently, it is proposed to establish “Rare Earths”. "Special funds for industrial research", at the same time, "China Rare Earth Industry Development Fund" may also become an option.

At the same time, Ren Fu also said that he would build a “Rare Earth Property Rights Technology Trading Center” in Baotou, build a rare earth technology trading platform, effectively connect technology with the market, timely acquire advanced scientific and technological achievements and accelerate the industrialization process of new technologies and new processes.

Who will benefit?

The reporter also learned that both the corporate and academic circles are full of expectations for the "public technology platform". The so-called public technology platform refers to the rare earth scientific research center funded by the government, which can realize unified research and development, and can also be tailored for enterprises. Customized, technology transfer is affordable.

At present, there are three similar platforms in China, namely Baotou Steel Rare Earth Research Institute, Minmetals Rare Earth Research Institute, and Rare Earth Research Institute.

SMEs in the rare earth industry believe that this will be an effective way to solve the technical problems of enterprises. If rare earth special funds can be used for this, it can reduce the burden on enterprises and avoid redundant construction.

Different from SMEs' desire for public technology platforms, large companies with strong research capabilities have begun to gear up. According to the reporter's understanding, the R&D Rare Earth New Materials Co., Ltd., which has considerable research and development capabilities in China, has started to launch related projects. An engineer who did not want to be named revealed to the China Business News that the research company has always been the field of luminescent materials. The research and development center, this time the "12th Five-Year" rare earth special fund support is a foregone conclusion.

300 million yuan of special funds to support the impact of rare earth applications in electrical appliances, aerospace, medical and health, as many as 13 areas will have any impact in the next five years? Su Lifeng, a researcher at Shanghai Guoyuan Securities Co., Ltd., believes that China has been providing resources to the world and has long been lagging behind in application. The special funds for rare earths should focus on basic research, such as the Baotou Steel Rare Earth Research Institute, the Minmetals Rare Earth Research Institute, and the research. The Rare Earth Institute should receive support.

"The current distance from the market is still far away, but the breakthrough of technology will eventually affect the market. For example, Japan's electric vehicles use Japanese-made batteries. Unless our technology is groundbreaking, it will have little impact on the market in the short term. I think This favorable policy of the country has little effect on the enterprises downstream of the industrial chain.” However, Su Lifeng also predicted that the rare earth application technology that is most likely to make breakthroughs during the “Twelfth Five-Year Plan” period may be permanent magnet materials and nickel-hydrogen batteries, but already have technology. The listed companies such as Zhongke Sanhuan, Antai Technology, and Ningbo Yunsheng are most likely to benefit from it.

Just as how to improve the application technology to become a new topic of rare earth, the country has launched a new round of integration and remediation actions for rare earth resources. On August 10, 15 cities of Guangdong, Guangxi, Fujian, Jiangxi and Hunan signed The "Joint Action Plan for Rare Earth Development and Supervision Areas in 15 Cities of the Five Provinces of the South" blew the horn for the "unified war" of rare earths in the south. At the same time, the rumors that Baotou Steel Rare Earth will cooperate with Jiangxi Copper to price the light rare earths in the north are also receiving more and more attention. It seems that the days of unified pricing of rare earths in China are close at hand.

However, the reporter learned from Baotou Steel's rare earth that although Baotou City has plans to build a national rare earth trading platform, Baotou Steel's rare earth as a self-financing company has not yet planned to unite with Jiangxi Copper. "There is too much speculation recently, as a listed company. , everything is subject to the announcement."

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