Fluorite industry integration: the prelude to open resistance has been
In the context of the country's intention to reserve some important resource products such as copper and rare earths, fluorite, known as "rare earth-like", has also opened the curtain of great integration. On June 25, the Ministry of Industry and Information Technology announced the first batch of more than 10 production lines that met the fluorite industry access conditions, which means that the list of production lines that did not appear in the next announcement will be withdrawn from the fluorite mining and dressing industry.
Fluorite is one of the world's twenty important non-metallic mineral raw materials, widely used in metallurgy, aluminum, glass, ceramics, cement, chemical industry. China's fluorite reserves account for 23.6% of the world's total, but production has reached 60% of global production. Like rare earths, government regulation is not in place and market disorderly mining has led to the fluorite mines supplying the world with “cabbage prices†for a long time.
According to the reporter's understanding, the large-scale integration of the fluorite industry is intended to establish a large group mainly based on state-owned enterprises and large private enterprises to achieve large-scale integration across regions. According to people involved in the assessment of the company, it will eventually integrate more than 2,000 existing mining companies into about 20 companies.
However, the reporter's investigation revealed that many local governments and enterprises affected by this situation have resisted this integration. Some enterprises have died in mining licenses that are still in effect, and local government authorities have used negative resistance to delay time. Whether fluorite integration can achieve results in the short term like rare earth integration is unknown.
Reduced from 2,000 to 20
According to internal information from the Ministry of Industry and Information Technology, the fluorite industry review meeting held in mid-May will be divided into three steps: first, shutting down unlicensed mining; second, not meeting the requirements of the Fluorite Industry Access Standard. And production indicators; third, encourage companies with financial strength within the industry to merge and integrate.
"In the second half of this year, there will be a large integration in the fluorite industry. More than 2,000 mining and mineral processing enterprises will retain a maximum of 200, and may eventually be reduced to about 20." The China Non-Metallic Mining Industry Association fluorite committee has participated in the evaluation of the Ministry of Industry and Information Technology. Secretary-General Jiang Fulin said.
Jiang Fulin revealed that the competent authorities tend to set up a fluorite company in more than 20 provinces with fluorite in the country to unify the mining and processing of fluorite. When the conditions are ripe, the localities will join forces to form the fluorite group. "But the resistance is very high and it is very likely that it will remain within 200 in the first phase."
Similar to the rare earth industry, the fluorite industry is dominated by small-scale enterprises and is dominated by private enterprises. This integration not only involves the life and death of unqualified enterprises, but also causes many small-scale and backward-skilled enterprises to be merged and reorganized. Circumstance.
According to the planning objectives set out in the Catalogue of Fluoride Chemicals, the transformation and upgrading of industrial structure needs to be upgraded from the basic to the cutting-edge. In the future, the proportion of basic fluorinated chemicals in the overall industrial structure will be reduced from 50% to 30%, basic products and mainstream products. The target ratios for cutting-edge products are 20%, 60% and 20%, respectively. The industry predicts that China's fluorine chemical industry will reach 150 billion yuan during the "Twelfth Five-Year Plan" period.
"Now we export fluorite at a price of more than 1,000 yuan per ton. Foreign companies have sold more than 100,000 yuan through deep processing." Wang Ligang, vice president of Shenzhou Mining, said that almost no domestic company has mastered the high added value of fluorite. Processing Technology.
Jiang Fulin believes that in order to strengthen the effective control of fluorite resources, increase the added value of fluorite downstream products, and realize the structural upgrading of fluorite resources, the future fluorite industry will be determined by large state-owned enterprises and private enterprises with strong financial strength.
However, unlike the rare earths, the fluorite industry lacks large enterprises such as Baotou Steel Rare Earth 40.90, 1.44, 3.65%, which monopolize most of the resources, and also lacks local governments that have a strong voice in resource exploitation, such as Ganzhou, Jiangxi. The dispersion of fluorite and low levels of competition make the prospect of this integration unclear.
As the first fluorite mining ore dressing company in China to successfully land in the US main board market, Shenzhou Mining has an annual mining capacity of 700,000 tons and an annual ore dressing capacity of 500,000 tons. It is the largest fluorite mining and mining enterprise in China, but “10 years of development, too It can only account for about 5% of the domestic fluorite industry." Wang Ligang said.
Local resistance
Although the management department has made up its mind to “big surgery†on the fluorspar industry, the resistance has already appeared because the entire industry chain involves the issue of the duration of mining rights and cross-regional integration affects the vested interests of local governments.
According to the reporter's understanding, in the face of the strong integration of the state authorities, the attitude of the local government is different. Jiangxi, Inner Mongolia and other regions have not made a clear statement. Some parts of Zhejiang said: "The mining license expires and one family shuts down."
In fact, the integration of the Ministry of Industry and Information Technology has been delayed by one year from the original plan, mainly because the publicity list was published a full year later.
On January 2, 2010, the Notice of the General Office of the State Council on the Adoption of Comprehensive Measures to Control the Exploitation and Production of Refractory Clay Fluorite. Guo Banfa [2010] No. 1 hereinafter referred to as the “Notice†for the fluorite industry. Governance put forward specific requirements: stop mining exploration and mining licenses, eliminate fluorite mining and mining enterprises that do not meet the standards, and ban unlicensed mining.
The "Notice" mentioned that it is necessary to take comprehensive measures from mining, production planning management, taxation, environmental protection, industrial access, export management, etc., to control the reduction of fluorite mining and production, and to divide the relevant departments. The Ministry of Land and Resources is responsible for the annual arsenic total mining control index and the annual mining total control index of the sub-region; the National Development and Reform Commission studies and proposes the annual production quota directive plan; the Ministry of Industry and Information Technology issues the annual production directive plan for the sub-region.
In the eyes of the industry, the “Notice†established the strategic resource status of fluorite.
In February 2010, the lead department of the Ministry of Industry and Information Technology announced the “Fluorstone Industry Access Standardsâ€, from production layout conditions, production scale, process and equipment, comprehensive utilization of resources, main product quality, environmental protection, safety, health and social responsibility, supervision. The mining and dressing requirements of the fluorspar industry are regulated in terms of management and other aspects.
The standard proposes that enterprises that fail to meet the requirements of the “Fluorite Industry Access Standards†on July 1, 2010 should stop production and rectify, and resume production after passing the experience.
However, since then, the matter has disappeared. Until May 2012, the industry access review work was resumed. The list was not announced until June 25.
In fact, the real resistance comes from the affected companies and local governments.
"I have a mining license, and it is illegal to shut down." The person in charge of a fluorite business in Chongqing made it clear to reporters. The reporter learned that there are not a few companies with the above mentality.
According to experts who participated in the evaluation work of the Ministry of Industry and Information Technology, the Chongqing side reported more than a dozen fluorite enterprises, but all the application materials were not required, and all were returned. "And in many places, there is no enterprise declaration."
Fluorite chaos
According to the official data released by the Ministry of Land and Resources, China's fluorite basic reserves are 110 million tons, and the proven reserves are 21 million tons, accounting for 23.6% and 9.3% of the world's total respectively, but the output has reached 60% of the global total. Development is very serious.
Like rare earths, China is a major supplier of fluorite in the world, but it has no pricing power and right to speak. “The foreign fluorine chemical technology is relatively advanced. They suppress China and have been suppressing it 20 years ago.â€
After the “Notice†targeted fluorite to the national strategic resources, there was a sharp increase in domestic fluorite prices. “There are places in the fluorite mining, because the government supervision is not in place, and the industry can not be self-disciplined. This has led to a relatively simple production and mining, and the unlicensed mining has led to an increase in production, and the price has naturally fallen. Jiang Fulin said.
At present, there are more than 2,000 enterprises qualified for mineral processing in the country, in addition to a large number of unlicensed mining and pirate enterprises.
The “not implemented†of the “Notice†and the lag of the “Fluorite Industry Access Standards†elimination work caused the “Fluorite Heat†to cool down quickly. The price of fluorite dropped from the peak of US$600 per ton in 2011 to the present. $240 per ton.
Yin Liwen, an analyst at the Statistical Analysis Office of the Information Department of the Ministry of Land and Resources, once said, "According to this, after 10 years, China's fluorite is likely to be exhausted. Instead, it needs to import fluorite. Once China needs to import, the price of fluorite will be It is likely to be more than 10 times now."
Jiang Fulin analyzed that in 2010, the Office No. 1 document, the Ministry of Land and Resources issued mining and production indicators, but the supervision has not kept up, the market is still in a disorderly state.
Another important reason is that the macroeconomic downturn has caused a decline in demand for fluoride chemicals and metallurgical steelmaking in downstream industries, and it has also brought shock to the hot fluorite industry.
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