Abstract After years of increasing prices before 2011, graphite prices have started to decline since 2012. The data shows that before 2011, the price of graphite powder, the largest raw material for natural graphite production, has reached 6,000 yuan/ton, and in 2011 it reached 6...
Graphite prices have fallen since 2012, after years of increasing prices before 2011.

The data show that before 2011, the price of graphite powder, the largest raw material of natural graphite production, has reached 6,000 yuan / ton, and in 2011 it reached 6,700 yuan / ton, but the amount of graphite used in refractory materials has been decreasing year by year, and it is subject to China's cheap graphite products. The impact of graphite, the price of graphite has not recovered since then, as of now, the price of graphite fine powder has fallen by more than 50%.

From the price rise and fall of graphite, it is somewhat similar to the situation of rare earths. At the same time, these two industries are currently facing the same problem.

Graphite outlet has no added value

Enterprise R & D investment is meager

Graphite is a strategic non-metallic mineral resource that can be widely used in many fields such as new materials, machinery, energy, etc. It is also another advantageous mineral resource in China, in addition to rare earth.

"Like the rare earth industry, graphite is China's traditional export commodities. There are nearly 1,000 graphite enterprises in China, mainly producing medium and low grade high carbon graphite, high purity graphite, differential graphite and expandable graphite. These graphite products are mainly exported. The United States, Japan, the European Union and other countries. However, the export price is very low, about 2,000 yuan / ton - 4,000 yuan / ton. After foreign purification processing can be sold to 100,000 yuan / ton - 200,000 yuan / ton, the price The gap is huge." Yesterday, a brokerage analyst told reporters.

The same is true for the rare earth industry. Most of the rare earth products currently exported in China are mainly raw materials, and there are not many value-added products. In recent years, due to policy influence and protection of rare earth resources, the export volume of rare earths in China is decreasing year by year. But still based on raw materials. According to customs statistics, the current export products of natural graphite are mainly graphite fine powder, which is also a raw material. In 2011-2013, the export volume was 440,000 tons, 250,000 tons and 250,000 tons respectively.

"The reason why the above-mentioned export products are mainly based on raw materials is mainly due to the fact that China's enterprises are constrained by funds, shortage of talents and foreign technology monopoly, which makes the innovation ability of China's graphite industry insufficient, and the development of high-tech application products is slow. The scientific and technological content is not high, and the industrial advantage is not strong. As a main body of product research and development, the graphite enterprise lacks the awareness of technological R&D and innovation, and the research funding is seriously insufficient.” Some industry experts said.

According to public information, taking China's graphite capital, Jixi, as an example, among the 37 graphite companies involved in the survey, there are only 4 research and development expenses, and the research and development expenses are only 3.8% of the total revenue of the main business.

"The overall market of China's graphite industry is developing rapidly, but there are many low-end products, and there is a phenomenon of using low-cost labor to produce inferior products to profiteering at the expense of the environment. The low-end market is chaotic." Some analysts pointed out.

Graphite industry development

Should learn from the management model of rare earth resources

Perhaps after the concept boom has receded, people can find that if the funds are not invested in areas such as technological innovation, but in the large-scale output of resources or unjustified short-term speculation, then graphite resources are still the old way of rare earth.

As early as 2012, the "Graphic Industry Access Conditions" has been released, and it has been regarded by the industry as "timely rain", and the license is to regulate the industry. However, when planning and local governments pursue GDP conflicts, how to implement them becomes the biggest problem. "The development of graphite industry requires not only documents, but also the high-end development of the industry requires a large amount of technology research and development funds," said industry analysts.

In the eyes of the industry. In the future, the development of graphite industry will be based on the efficient use of resources and intensive processing, mainly in the following aspects, that is, the characteristics of industrial cluster development are more obvious, and the governments of major producing areas pay more and more attention to the development of graphite industry, which is to accelerate the development of the industry. The important factors are: the pace of industrial restructuring is accelerating, cultivating large-scale key enterprises, eliminating backward small enterprises, realizing large-scale and industrialization, and developing towards deep processing products and products; research and development of new products and new technologies will promote the development of the industry. The fundamental driving force, high-end graphite and deep-processing technology will become the central battlefield for the core enterprises of the graphite industry; protecting resources and protecting the environment will become one of the important contents of industrial development; the export situation will undergo new changes, restricting the export of raw ore and primary processed products, and encouraging Intensive processing and increased product added value will further optimize the structure of export products.

In addition, high-tech, strategic emerging fields will create a broader space for the development of graphite. With the advancement of the world's technology, the application of new graphite materials will be more extensive. The world economic integration is continuously strengthened, and the production factors will accelerate free flow and optimal allocation on a global scale. The scope and scope of the world unified market will be further expanded, which will provide convenient conditions for the development of international trade in graphite.

At the same time, some experts suggest that to ensure the healthy and sustainable development of the graphite industry, the state also needs to learn from the rare earth resource management and control model, regulate the graphite production capacity nationwide, encourage scientific and technological research and development, and plan the development of the graphite industry.

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