The State Council is concerned that the industry concentration of the top three enterprise groups in the southern ion-type rare earth industry should reach 80%, which will affect the industry.
The reporter learned from various channels that the relevant departments will hold a higher-level rare earth industry conference this week to further refine the contents mentioned in the “Several Opinions on Promoting the Sustainable and Healthy Development of the Rare Earth Industry†issued by the State Council on May 19. And implementation. Among them, the list of “top three†enterprises of rare earths in the South, which are highly concerned, is likely to be released. Once the list is confirmed, China's southern rare earth map will be reshuffled, and the production and sales pattern of ionic rare earth will also undergo major changes.
At present, there are many enterprises involved in the southern ion-type rare earth industry. It is widely recognized by the industry that there are Minmetals Group, Chinalco (10.50, -0.38, -3.49%) and China National Color (36.39). -1.63, -4.29%), Guangshao Nonferrous (69.09, -3.40, -4.69%), Xiamen Tungsten Industry (42.76, -1.36, -3.08%) and Cangzhou Rare Earth Mining Co., Ltd. In the above “alternative listâ€, the first three are central enterprises, and Minmetals has mastered the largest rare earth smelting and separation technology in the South. The latter three are local large state-owned enterprises, which are the integration platforms for mineral resources in the region.
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