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市場調査レポート - 234673

中国におけるレアアース産業の分析

Research Report on Rare Earth (RE) Industry in China, 2014-2018

発行 China Research and Intelligence
出版日 ページ情報 英文 50 Pages
価格
中国におけるレアアース産業の分析 Research Report on Rare Earth (RE) Industry in China, 2014-2018
出版日: 2014年04月10日 ページ情報: 英文 50 Pages
概要

中国は1998年にレアアース輸出割当制度を開始し、近年は輸出割当量を継続的に削減してきました。2005年に5万トンだった割当量は、2008年には34,000トン、2014年には21,590トン(推定)にまで縮小しています。一方でレアアースの密輸も横行する事態となっています。さらに2014年3月26日、世界貿易機構(WTO)は米国・EU・日本からの提訴を審議した結果、中国のレアアース輸出制限がWTO協定に違反していると認定しました。そのため、輸出割り当て制度は廃止される可能性が出てきました。中国でも世界全体でも、今後はハイテク産業の発展と共に、レアアース消費量は更に拡大していくものと思われます。

当レポートでは、中国におけるレアアース産業の最新動向と将来展望とについて分析し、全世界の需給・貿易状況や、中国国内のレアアース生産・消費・輸出状況および価格動向、下流工程産業での利用状況、主要企業の概要、今後の市場動向・投資機会の見通しなどを調査・予測して、その結果を概略以下の構成でお届けします。

第1章 レアアース産業の関連概念

  • レアアースの定義と分類
  • レアアース産業の分布と生産性
    • 世界のレアアースの分布状況
    • 世界のレアアース産業の生産能力
  • レアアースの活用分野

第2章 中国のレアアースの供給量(過去5年間分)

  • 中国のレアアース産業の発展経路
    • 概要
    • 中国のレアアース鉱山の産出能力
    • 中国国内のレアアース消費量
    • 中国国内のレアアース価格の動向
  • 中国のレアアース産業の発展環境
    • 政策環境
    • 経済環境
  • 世界のレアアース消費量
    • 全世界の消費量の分析
    • 米国
    • 日本
  • 中国のレアアース輸出量
    • 中国からのレアアース輸出の分析
    • レアアースの盗掘・密輸

第3章 下流工程産業でのレアアース利用の分析(過去6年間分)

  • レアアース磁石
    • ネオジム磁石(NdFeB)の生産状況
    • レアアース磁石の利用
  • レアアース発光素材
    • 中国国内のレアアース発光素材の生産状況
    • 中国国内のレアアース発光素材の利用
  • レアアース水素吸蔵素材
  • レアアース研磨素材
  • レアアース触媒素材

第4章 主要企業の分析

  • Baotou Iron & Steel (Group) Co., Ltd.
    • 企業プロファイル
    • 経営状況
    • 発展戦略
  • China Minmetals Group Corporation
  • China SinoSteel Group Corporation
  • Grirem Advanced Materials Co., Ltd.
  • Ganzhou Qiandong Rare Earth Group Co., Ltd.
  • Leshan Shenghe Rare Earth Co., Ltd.
  • Jiangyin Jiahua Advanced Material Resource Co., Ltd.
  • Yixing Xinwei Leeshing Rare Earth Co., Ltd.
  • Aluminum Corporation of China Limited
  • Jiangxi Rare Earth and Rare Metals Tungsten Group Corporation
  • Ganzhou Chenguang Rare Earths New Material Co., Ltd.
  • Yiyang Hongyuan Rare Earth Co., Ltd.
  • Gansu Rare Earth Advanced Materials Co., Ltd.
  • Shandong Pengyu Industrial Co., Ltd.
  • Xuzhou Jinshi Rare Earth material Factory
  • GUANGDONG ZHUJIANG RARE EARTHS CO.,LTD.
  • Liyang Solvay Rare Earth New Materials Co., Ltd.
  • Baotou Solvay Rare Earth Co., Ltd.
  • Huhhot Rongxin New Material Smelting Co., Ltd.
  • Baotou Sande Battery Material Co., Ltd.
  • Zibo Jiahua New Materials Resource Co., Ltd.

第5章 レアアース産業の将来展望(今後5年間分)

  • 発展への影響要因
    • 政策環境
    • 経済環境
  • 市場の展望
    • 生産能力の予測
    • 生産量の予測
    • 需要量の予測
  • 投資機会の予測

図表一覧

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目次

Rare earth is a set of 17 chemical elements while the price of medium and heavy rare earth elements is over 10 times higher than that of light rare earth elements because of the scarcity.

China began to massively export rare earth at low prices in the 1990s due to the low cost, including labor cost and environmental cost, which ceased the mining of rare earth in most countries in the world. Its reserves of rare earth once took 71.1% of the global reserves while the percentage declined to 23% in 2012. However, over 80% of the global RE is supplied by China.

There are three major production bases built around three major RE mines in China, including the Northern China RE production base built around the mixed RE mine in Baotou represented by INNER MONGOLIA BAOTOU STEEL RARE-EARTH HI-TECH CO. and Gansu Rare Earth New Material Limited-Liability Company, the medium and heavy RE production base built around the Southern China ionic mine represented by Guangzhou Pearl River Smelter and JAMR, and the bastnaesite production base built around the bastnaesite mine in Mianning, Sichuan.

China launched the license system of RE export quotas in 1998. In recent years, Chinese government starts to cut the amount of export enterprises and quotas as well as the annual yield of rare earth. The gross export quota of rare earth set by Ministry of Commerce of China for domestic enterprises declined from 50,000 tons in 2005 to 34,000 tons in 2008. It continues the downward trend and fell to approximately 21,590 tons in 2014. Decrease in the export quota results in increasing amount of smuggling. It is estimated that the annual export volume of rare earth will exceed 20,000 tons in China.

On March 26, 2014, WTO ruled that the export management measures of RE, tungsten and molybdenum in China, including the tariff, quota and restrictions on enterprises, violated relevant provisions. The plaintiffs are the U.S., EU and Japan. The verdict stated that the export restrictions of rare earth failed to protect natural resources and be implemented with restrictions on production and consumption. The export quota system may be abolished in China.

The annual production capacity of RE separation enterprises exceeds 0.3 million tons in China while the annual demand is lower than 0.15 million tons, of which 0.1 million tons is from domestic market. The global consumption of rare earth is estimated to reach 0.3 million tons in 2020 due to rapid development of the high-tech industry. The production volume of rare-earth magnet, luminescent materials, hydrogen storage materials and polishing materials in China ranks the first in the world. Meanwhile, the rare earth industry is expected to grow as demand of downstream consumers increases.

Through this report, the readers can acquire the following content:

  • Supply and Demand Status of Rare Earth
  • Global Trade Status of Rare Earth
  • Government Policies of Rare Earth Industry in China
  • Export Status of Rare Earth in China
  • Smuggling Status of Rare Earth in China
  • Price Trend of Rare Earth in China
  • Key Enterprises in China Rare Earth Industry
  • Prospect of China Rare Earth Industry

The Following Enterprises and People Are Recommended to Purchase This Report:

  • Rare Earth Manufacturers
  • Trading Enterprises of Rare Earth
  • Downstream Enterprises of Rare Earth
  • Investors/Research Institutes Concerned About China Rare Earth Industry

Table of Contents

1. Relevant Concepts of Rare Earth Industry

  • 1.1. Definition and Classification
    • 1.1.1. Definition
    • 1.1.2. Classification
  • 1.2. Distribution and Production Capacity of Rare Earth Mines
    • 1.2.1. Global Distribution of Rare Earth
    • 1.2.2. Global Production Capacity of Rare Earth
  • 1.3. Application Fields of Rare Earth

2. Supply and Demand of Rare Earth in China, 2009-2013

  • 2.1. Development Process of Rare Earth Industry in China
    • 2.1.1. Overview
    • 2.1.2. Production Capacity of Rare Earth Mines in China
    • 2.1.3. Consumption of Rare Earth in China
    • 2.1.4. Price Trend of Rare Earth in China
  • 2.2. Development Environment of Rare Earth Industry in China
    • 2.2.2. Policy Environment
    • 2.2.2 Economic Environment
  • 2.3. Global Consumption of Rare Earth
    • 2.3.1. Overview of Global Consumption
    • 2.3.2. The U.S.A.
    • 2.3.3. Japan
  • 2.4. Export of Rare Earth in China
    • 2.4.1. Analysis of Rare Earth Export from China
    • 2.4.2. Stealing and Smuggling of Rare Earth in China

3. Analysis of Downstream Application Fields of Rare Earth, 2009-2014

  • 3.1. Rare-earth Magnet
    • 3.1.1. Production Status of NdFeB
    • 3.1.2. Applications of Rare-earth Magnet
  • 3.2 Rare Earth Luminescent Materials
    • 3.2.1. Production Status of Rare Earth Luminescent Materials in China
  • 2.2. Applications of Rare Earth Luminescent Materials in China
  • 3.3. Rare Earth Hydrogen Storage Materials
  • 3.4. Rare Earth Polishing Materials
  • 3.5. Rare Earth Catalytic Materials

4. Key Enterprises of Rare Earth Industry in China, 2013-2014

  • 4.1. Baotou Iron & Steel (Group) Co., Ltd.
    • 4.1.1. Enterprise Profile
    • 4.1.2. Operation Status
    • 4.1.3. Development Strategies
  • 4.2. China Minmetals Corporation
  • 4.3. China SinoSteel Group Corporation
  • 4.4. Grirem Advanced Materials Co., Ltd.
  • 4.5. Ganzhou Qiandong Rare Earth Group Co., Ltd.
  • 4.6. Leshan Shenghe Rare Earth Co., Ltd.
  • 4.7. Jiangyin Jiahua Advanced Material Resource Co., Ltd.
  • 4.8. Yixing Xinwei Leeshing Rare Earth Co., Ltd.
  • 4.9. Aluminum Corporation of China Limited
  • 4.10. Jiangxi Rare Earth and Rare Metals Tungsten Group Corporation
  • 4.11. Ganzhou Chenguang Rare Earths New Material Co., Ltd.
  • 4.12. Yiyang Hongyuan Rare Earth Co., Ltd.
  • 4.13. Gansu Rare Earth Advanced Materials Co., Ltd.
  • 4.14. Shandong Pengyu Industrial Co., Ltd.
  • 4.14. Xuzhou Jinshi Rare Earth material Factory
  • 4.15. GUANGDONG ZHUJIANG RARE EARTHS CO.,LTD.
  • 4.16. Liyang Solvay Rare Earth New Materials Co., Ltd.
  • 4.17. Baotou Solvay Rare Earth Co., Ltd.
  • 4.18. Huhhot Rongxin New Material Smelting Co., Ltd.
  • 4.19. Baotou Sande Battery Material Co., Ltd.
  • 4.20. Zibo Jiahua New Materials Resource Co., Ltd.

5. Prospect of Rare Earth Industry in China, 2014-2018

  • 5.1. Factors Influencing Development
    • 5.1.1. Policy Environment
    • 5.1.2. Economic Environment
  • 5.2. Market Prospect
    • 5.2.1. Forecast on Production Capacity
    • 5.2.2. Forecast on Output Volume
    • 5.2.3. Forecast on Demand
  • 5.3. Forecast on Investment Opportunities

Selected Charts

  • Chart Categories of Rare Earth
  • Chart Applications of Rare Earth in Traditional Industries
  • Chart Applications of Rare Earth in Functional Material Industries
  • Chart Production Volume of Rare Earth in China, 2005-2013
  • Chart Major Enterprises of Rare Earth Mines in China
  • Chart Development Process of Rare Earth Quota System in China
  • Chart Number of Legal Exporters of Rare Earth in China
  • Chart Export Quotas of Rare Earth in China, 2008-2014
  • Chart Export Quotas of Light Rare Earth in China, 2008-2014
  • Chart Export Volume of Rare Earth in China, 2008-2013
  • Chart Export Value of Rare Earth in China, 2008-2013
  • Chart Enterprises with Export Quotas of Rare Earth in China, 2014
  • Chart Major Manufacturers of NdFeB in China, 2014
  • Chart Major Manufacturers of Rare Earth Luminescent Materials and the Production Capacity in China, 2014
  • Chart Major Policies of Rare Earth Industry in China, 2008-2014
  • Chart Government Departments of Rare Earth Industry in China
  • Chart Forecast on Production Volume of Rare Earth in China, 2014-2018
  • Chart Global Emerging Regions in Need of Rare Earth
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