Interface News Reporter Wang Yong

Interface News Editor

The two major industries of rare earth and silicon will support Baotou to build a new industrial cluster.

On January 1, the Baotou Municipal Committee of the Communist Party of China and the Baotou Municipal Government issued the ''Implementation Opinions on Accelerating the Implementation of the Innovation-Driven Development Strategy and Promoting the Development of Strategic Emerging Industries'' (hereinafter referred to as the ''Implementation Opinions''). As the No. 1 document of the Municipal Party Committee in 2024, it was officially released.

this is Baotou's deployment of scientific and technological innovation and the development of new industries in the form of municipal party Committee document No.1 since 2023. the goal is to build Baotou into "the world's rare earth capital" and "the world's green silicon capital".

Rare earth resources are the foundation for Baotou to build "the world's rare earth capital. According to the United States Geological Survey (USGS), China's rare earth reserves will be 44 million tons in 2022, accounting for about 33.8 percent of global reserves.

Huafu Securities report pointed out that the distribution of rare earth resources in China generally shows the characteristics of "light in the north and heavy in the south", with light rare earth reserves accounting for more than 90%, and Baotou Ebo light rare earth mine accounting for 83.7 and 37.8 of China's rare earth reserves and global rare earth reserves respectively.

According to data from the Oriental Wealth Securities Research Institute, the total reserves of rare earth resources identified in the Baiyunebo mining area have reached 0.18 billion tons, and the total reserves of reserved resources have reached 0.159 billion tons, ranking first in the world.

The rare earth resources in the south are relatively scattered, mainly distributed in Jiangxi, Guangdong, Fujian, Hunan, Guangxi and other southern provinces. Most of them are ion-type rare earth minerals, mainly medium and heavy rare earths.

Rare earth is a general term for 17 kinds of metal elements such as lanthanide, scandium and yttrium. It is not only a lubricant for many high-tech such as electronics, laser, nuclear industry, superconductivity, but also a necessity for manufacturing aircraft, tanks, missile steel and alloy, which has important strategic significance.

The report "2023 China's Investment Hotspot Cities" released by the China International Investment and Trade Fair Organizing Committee pointed out that seven of the top ten rare earth magnetic materials companies in the country have invested and developed in Baotou, and the rare earth industry in 2022 The output value exceeded 65 billion yuan, the production capacity of rare earth magnetic materials accounted for 40% of the country, and the production capacity of rare earth metals, hydrogen storage materials and polishing materials ranked first in the country.

The "Implementation Opinions" pointed out that Baotou should build "two major rare earth bases"-the country's largest rare earth new material base and the world's leading rare earth application base, and build "the world's rare earth capital". 2024, the city's rare earth industry output value of more than 100 billion yuan.

This also means that the goal of "reaching 100 billion output value by 2025" set in the previous year will be achieved one year ahead of schedule.

The resource side is still the focus of the industry. In addition to continuing to consolidate Baotou's position as the world's largest rare earth raw material supply base, it is also necessary to coordinate the promotion of rare earth resource exploration, waste recycling, and green smelting upgrades.

in addition, the construction of a 100000-ton light rare earth smelting and separation production line of northern rare earth (group) company will be accelerated, with a capacity scale of 15000 tons of waste recovery and 110000 tons of smelting and separation within the year, with the output value of rare earth raw materials reaching 40 billion billion yuan.

in terms of rare earth new materials, we will continue to expand the scale of rare earth magnetic materials industry, increase the research and development of high-performance magnetic materials, vigorously develop high-end magnetic materials, support and guide leading enterprises such as jinli permanent magnet (300748.SZ), tianhe magnetic materials and northern magnetic materials to continuously release production capacity, and promote the production and efficiency of magnetic materials projects such as yunsheng strong magnetic and keda magnetic industry.

according to the "implementation opinions", Baotou magnetic material production enterprises will reach 38 in 2024, and strive to achieve the national comprehensive strength of the top 10 magnetic material head enterprises all settled in Baotou. During the year, 150000 tons of magnetic materials, 7000 tons of hydrogen storage materials, 80000 tons of alloy materials, 40000 tons of polishing materials, 20000 tons of catalytic materials and additives were formed, and the output value of rare earth new materials reached 20 billion yuan.

In terms of terminal applications, we will make every effort to develop and expand the rare earth permanent magnet motor industry, accelerate the creation of a high-end undertaking carrier for Baotou permanent magnet motor industrial park, and focus on the development of industrial energy-saving motors, wind generators, motors for new energy vehicles, special motors for robots, General motors, and actively develop permanent motors such as micro-special motors, servo motors, and green home appliance motors. During the year, more than 30 enterprises settled in the permanent magnet motor industrial park, the output value of the permanent magnet motor industry reached 5 billion yuan, and the output value of rare earth applications reached 40 billion yuan during the year.

In addition to the rare earth industry, Baotou will also build a "world green silicon capital" and plans to reach more than 200 billion yuan in the city's crystalline silicon photovoltaic industry by 2024.

the report "2023 China's investment hot cities" points out that Baotou city has Tongwei shares (600438.SH), Hongyuan green energy (603185.SH), Shuangliang energy saving (600481.SH), jingao technology (002459.SZ), Meike shares, Zhongqing photovoltaic and other photovoltaic industry head enterprises and key enterprises, forming a full industrial chain of "industrial silicon-polysilicon-monocrystalline silicon chips-cell chips-modules.

target by 2025, Baotou's multi-product silicon and monocrystalline silicon production capacity will account for half of the country and 45% of the world's total, and the production capacity of slices, batteries and components will account for more than 25%, 20% and 20% of the country's total respectively.

in terms of crystalline silicon production capacity, the implementation opinions propose to speed up the development from p-type to n-type silicon, implement projects such as 200000 tons of polycrystalline silicon in tongwei phase iii and 100000 tons of polycrystalline silicon in daqo energy (688303.SH) phase ii, and promote the landing of 170000 tons of polycrystalline silicon in xinte energy phase ii, 120000 tons of polycrystalline silicon and 40 GW of monocrystalline silicon in xuyang, all account for more than 40% of the national production capacity.

in addition, the implementation of Tongwei 300000 tons, Daquan 300000 tons and other industrial silicon projects, to promote the development of industrial silicon projects in TEPCO, Hongyuan green energy, Xuyang and other head enterprises, industrial silicon production capacity reached 790000 tons during the year, the local matching rate reached 80%.

In terms of the photovoltaic industry chain downstream of crystalline silicon, the Implementation Opinion proposes to fully introduce downstream enterprises such as battery chips and photovoltaic power station supporting industries, promote the production of Hongyuan 25 GW slice and Jingao 20 GW slice projects, and speed up the landing of Xuyang 40 GW slice projects. The target year slice, battery chip production capacity reached 88 GW, 60 GW, accounting for more than 15% of the national production capacity, respectively, more than 10%.

in addition, in the electronic silicon and silicone industry, Baotou city will promote the full production of 1000 tons of semiconductor silicon-based materials in the first phase of daquan, and speed up the implementation of 20000 tons of semiconductor silicon-based materials in the second phase of daquan, and projects such as Jiangxi panmeng, weir phase ii and century golden semiconductor monocrystalline silicon rods and wafers. Introduce leading enterprises in the silicone industry such as blue spark and sanyou chemical industry to speed up the construction of daquan 200000.

In addition to these two banner industrial clusters, Baotou will also focus on the "five major industries" of wind power equipment industry, energy storage and hydrogen energy industry, advanced metal materials industry, new energy heavy trucks and supporting industries, and carbon fiber and polymer new materials industry. ", vigorously promote strategic emerging industrial clusters. It is planned that in 2024, the output value of the new industries in the above five wars will reach more than 110 billion yuan.

According to the "Implementation Opinions", Baotou City will continue to increase its investment promotion efforts. It is expected that more than 100 new industrial projects with an investment of more than 100 million yuan will be introduced within the year.

Baotou City plans to strive to reach more than 1000 high-tech enterprises and state-registered high-tech small and medium-sized enterprises within the year, adding 10 specialized and special new small and medium-sized enterprises and 2 "little giant" enterprises. Two enterprises will be listed and two enterprises will be listed on the new third board within the year.