Rare earth prices serious damage LED energy-saving lamp industry chain

Rare earth is not rare, in 1 months, the price per ton rose to more than 10 million yuan? From the "cabbage price" to "silver price", the perfect interpretation of the myth of the price of rare earth. In rare earth materials led three phosphor from 300 yuan / kg three months ago rose to 1800 yuan / kg, with prices of raw materials, how to deal with China's LED industry?

Rare earth "modern industrial vitamin" strong advance into the bubble

At present, single rare earth oxide europium oxide purity more than 99.99% has reached 19 million yuan / ton, which is two times more than the price of silver. The first half of May, the product price is only 8 million 200 thousand yuan / ton, just over the past 1 months rose more than 10 million yuan / ton. In addition, terbium oxide, dysprosium oxide also has more than 1 times the increase. Rare earth prices in 1 months, the price per ton rose more than 10 million yuan, and even some people say that the rare earth to catch up with gold. The original raw material Department of the Ministry of industry and information technology deputy inspector, Chinese rare earth industry association preparatory group leader Wang Cai Feng needle said this phenomenon, on the upper reaches of rare earth companies to bid farewell to the price of cabbage".

The person in charge of a well-known Zhejiang lighting company purchasing department said that as rare earth downstream users, energy saving lamp, LED lamp, raw materials of rare earth three color phosphor price almost every day, but it is difficult to buy, even failing to get a fluorescent powder and suspension of the phenomenon, Zhejiang has a lot of lighting companies to stop production of fluorescent lamp. Rare earth, an essential industry many "auxiliaries" even by people known as the "crown of modern industrial vitamin" strong advance, or mark it into the bubble era, what are the reasons?

Information from the "cabbage price" to "silver price"

Relative to the south of heavy rare earth, the northern light rare earth prices rose slightly. According to the Baotou rare earth enterprises Union (Union) June 4th offer shows that the price of lanthanum oxide 169 thousand -17 yuan / ton, the price of cerium oxide is -22 / T. Compared with April 29th quotes rose nearly 40 thousand -5 yuan / ton. For the rare earth price is not the "return value", one of Ganzhou's largest rare earth smelting separation enterprises responsible person said, despite the high price of rare earth, but there are still many traders to shipment, the market is "price city", which is the market "buy and sell" form, rare earth prices to get rid of the Chinese cabbage the price of rare earth upstream not what is not good. But for downstream companies, up to a certain time there should be a normal convergence transition, rare earth prices are too high for domestic related industry chain will certainly cause damage.

Minmetals (Jiangxi) Co., Ltd. Donglin lighting a deputy general manager said that due to the current fluorescent powder supply, many enterprises have been shut down, the second half of the year for the entire industry will gradually reflected.

The Ministry of industry and information technology department deputy inspector of raw materials, China rare earth industry association preparatory group leader Wang Caifeng also said there are NdFeB companies to "complain" prices rise too fast, resulting in NdFeB materials also will rise, although the day is not "run", but if the next two years or "no market price, certainly will cause great damage to the rare earth industry. At present, the fluorescent lamp, hydrogen storage materials with rare earth are declining, with the progress of technology, there are a lot of materials are constantly being replaced, but there is no material can be replaced NdFeB material. A downstream enterprises hoarding rare earth materials, if the material made of light may not make money, selling rare earth raw materials but high profits, but this stockpile phenomenon is not sustainable, is built on the premise of the development of industrial injury.

The impact of soaring raw material industry by LED

Rare earth metal transition elements on the periodic table of the chemical group IIIB, containing scandium (Sc) and yttrium (Y) and 15 lanthanide, a total of 17 species, with compounds or ions distribution on the surface of minerals, are indispensable for manufacturing LED, LCD panel, touch panel, hybrid electric vehicles, motor DVD and other high-tech products of raw materials. Rare earth is widely used in various electronic components. For example, Eu, LED and Dy, Nd and laser light sources used in the neodymium magnets as the phosphor used as hydrogen storage batteries as hydrogen storage alloy used in the hydrogen storage alloy. Moreover, in order to improve the characteristics of the capacitor will add La, in the superconducting material will use Y. In addition, the liquid crystal panel glass substrate and digital camera optical lens grinding also need to use Ce.

The rare earth mine with mining industry value mainly bastnaesite, monazite, xenotime, weathered crust rare earth ore, the 2 main production of light rare earth, after the 2 main production of heavy rare earth, the weathering drench distribution in the South China type rare earth ores, not only heavy rare earth rich in reserves, and smelting easy, as the main source of global heavy rare earth current. Our country is rich in rare earth resources and smelting of low cost, currently more than 90% of global rare earth supply by our country, but in recent years, due to the transformation of China's industries, is committed to the development of high-tech, the rare earth demand in China than in 1990 increased by more than 10 times, become the world's largest rare earth consumption areas, mining in our country the rare earth gradually turn to the supply of domestic demand, China has to increase tariffs, export volume restrictions etc., reduce the output of rare earth.

The decrease of China's rare earth output as a result of rare earth prices, raw materials commonly used in high-tech products such as neodymium and dysprosium (Nd) (Dy), cerium (Ce) price soaring 2~5 times in the month of 2010 6~9, forcing countries to actively develop new rare earth resources, the United States, Australia, Canada, Japan and other countries have rare earth mining plan, is expected to start this year students