water cooling electromagnetic separator for Kaolin
PTMS MAGNETIC SEPARATOR
what is magnetic separation in Quartz？
In recent years, especially after China's economy has entered a new normal, China's mining development has shown some new signs, new trends, new features, especially molybdenum as one of the strategic mineral raw materials, the molybdenum mining industry will also usher. A new round of development.
Trend 1: Mining regulations and policies or adjustments
After the 18th National Congress, along with China's transformation of growth mode, promotion of supply-side structural reform, "three to one supplement and one drop", strengthening the construction of nature reserves and the establishment of a national park system, the government has set clear requirements for the transformation and upgrading of the mining industry. .
From the perspective of mineral resources management, the state has increased the optimization services and reforms in the mining sector, giving full play to the decisive role of the market in resource allocation, canceling and decentralizing government administrative examination and approval matters up to 56%, and comprehensively canceling non-administrative licensing matters. Revised and improved more than ten administrative regulations and departmental rules for geological mineral management, and initiated the revision of the Mineral Resources Law. Piloting the reform of the mining rights transfer system in six provinces (districts), exploring the implementation of competitive transfer of mining rights and improving the efficiency of resource allocation. The reform of the mineral resources and interests system was carried out, and a new mineral resource equity system consisting of mining rights transfer income, mining rights occupation fees, and mine geological environment management restoration fund was established.
Take the cancellation of non-administrative licensing as an example, in accordance with the State Council's "Negative List of Market Access" and the new arrangement in the "Reform of Mining Rights Transfer System". After 2018, the following areas of mineral resources exploration and mining are subject to the following restrictions: mining rights approval registration, exploration rights approval registration, shale gas exploration and mining qualification conditions, mineral resources reserve review and reserve registration approval, oil and gas exploration and development conditions, and restrictions on rare earths New applications for mineral exploration, rare earth ore and tungsten mining, mining of gold minerals, and mining of uranium resources. This means that as long as your company has information and technology, you can obtain the first type of exploration prospecting right through the application. The main mineral management functions of the land and resources department have shifted to “developing industry standards and regulations, strengthening post-event supervision, punishing violations and maintaining market order.”
Trend 2: Green development will become the basic requirement of the mine
Green is a necessary condition for sustainable development and an important manifestation of the people's pursuit of a better life. Adhere to green development, promote ecological civilization construction with resource conservation, promote harmonious coexistence between man and nature, and always be the main battlefield for land and resources work.
In May 2017, the Ministry of Land and Resources, the Ministry of Finance, the Ministry of Environmental Protection, the General Administration of Quality Supervision, Inspection and Quarantine, the China Banking Regulatory Commission and the China Securities Regulatory Commission jointly issued the "Implementation Opinions on Accelerating the Construction of Green Mines" to comprehensively promote the construction of green mines. As a leader in the green mining industry, the molybdenum mining industry will also be a key development target.
Trend 3: Strategic minerals will become the support of strategic industries
The gestation and rise of the new industrial revolution, the rapid development of high-tech industries and strategic emerging industries will accelerate the transformation of new and old kinetic energy, drive the consumption of new materials and minerals, and release new potential for the revitalization of the mining industry. According to research by relevant experts, in recent years, most developed countries such as the European Union and the United States have developed a strategic mineral catalogue that is in line with their own interests and development, including “three rare” minerals and non-metallic minerals. For example, as early as 2010, the European Commission identified 14 minerals as key mineral raw materials based on the study of 46 minerals around the world, 10 of which are mainly produced in China, including molybdenum, antimony, fluorite, antimony, and graphite. Rare Earth, Tungsten, Gallium, Indium, Magnesium; RAND Corporation also released the “Report on Key and Strategic Minerals Threatening US Manufacturing Industry” in 2013, which also identified 14 key strategic mineral raw materials that are most needed, defined as Of the strategic minerals that are difficult to obtain, 11 are mainly from China, including rare earths, molybdenum, tungsten, tantalum, graphite, fluorite, antimony, indium, barite, vanadium and magnesium.
In China, in November 2016, the National Mineral Resources Planning (2016-2020) approved by the State Council for the first time included 24 minerals in the strategic minerals catalogue. The 24 minerals are: energy minerals, oil, natural gas, shale gas, coal, coalbed methane, uranium; metal minerals, iron, chromium, copper, aluminum, gold, nickel, tungsten, tin, molybdenum, niobium, cobalt, lithium , rare earth, zirconium; non-metallic minerals, phosphorus, potassium salts, crystalline graphite, fluorite.
With the implementation of the “Made in China 2025” strategy, the adjustment of manufacturing structure and the upgrading of products, the demand for strategic mineral raw materials such as molybdenum, rare earth, cobalt, vanadium and titanium will increase. Obviously, the market for strategic minerals in the future cannot be underestimated.
Trend 4: The pace of digitalization and intelligence of mines will accelerate
The acceleration of scientific and technological innovation, the integration of new technologies such as big data, Internet and remote sensing and mining with mining, digitalization, intelligent technology and equipment research and development, have made the new development momentum of the mining industry increasingly strong, opening up new opportunities for the transformation and upgrading of the mining industry and the realization of innovative development. Field: Digital and intelligent mining.
Digital and intelligent mining refers to the digital, intelligent and automated mining equipment as the core, with high-speed, large-capacity and two-way integrated digital communication network as the carrier, with intelligent design and production management software system as the platform, through the production targets of mines and The process carries out real-time, dynamic and intelligent monitoring and control to maximize the safety, efficiency, economy and economic benefits of mining. The significance of digital and intelligent mining lies in the use of modern high technology to upgrade traditional industries, promote the mining of mines in China to safe, efficient, economic, green and sustainable development, and enhance the core competitiveness of China's mining industry. This is also to promote digital and intelligent. The ultimate goal of the mine.
Many mines in China have gradually shifted from shallow mining to deep mining. Due to the resource endowment conditions, mining processes, production processes, production equipment differences, and the uncertainty and dynamics of resources, the discreteness of the workplace, the mobility of productivity factors, and the high risk of the production environment, Many problems have been formed, resulting in low production efficiency and frequent accidents in mining enterprises. Under this circumstance, in order to improve the technical strength of mines in China, it is particularly important to carry out research on mine intelligent mining technology and gradually promote and realize mine mining.
Trend 5: China's multinational mining companies will be active in the world
In recent years, Western countries have re-implemented trade protectionism. Western mining giants and multinational corporations have continued to strengthen mergers and monopolize important mineral resources with their abundant capital and long-standing resources. In the context of globalization and increasingly fierce competition, the bigger goal should not be the ultimate goal of the development of China's mining enterprises. On the basis of becoming bigger, we must become better and stronger and become a world-class enterprise with global competitiveness. The global mining industry has long sleeves and good dance.
It should be pointed out that the countries along the “Belt and Road” have rich mineral resources, strong consumer demand, active investment transactions, and occupy an important share and status in the world mining industry value chain. Taking mining as a leading industry and giving priority to promoting cooperation in mineral exploration, mining, processing, consumption, mining investment and trading with countries along the route is of great significance to promoting the healthy development of China's mining industry.
Trend 6: Mining culture causes mining prices to continue to rise
Due to the exploitation and utilization of mineral resources, the Chinese nation has created splendid mining culture and mining civilization in history, such as ceramic culture, bronze culture, and iron smelting culture. It is this kind of mining civilization that promotes the development of ancient Chinese economy and society, so that Chinese civilization has always stood at the forefront of world civilization, and has made tremendous contributions to the progress of human civilization and has become a famous four ancient civilizations. In the West, the discovery and use of minerals such as coal and iron ore promoted the first “industrial revolution” (industrial revolution) from the use of steam engines, and the intensity and depth of development and utilization of mineral resources was unprecedented. The extensive use of mineral resources has promoted the development of modern geology, mineral deposits and ore prospecting. In turn, it has promoted the exploration and development of mineral resources.
Taking molybdenum ore as an example, China's molybdenum beneficiation has a history of half a century. From the only Yangjiazhangzi in China, there are more than 50 different molybdenum plants, copper and molybdenum plants, tungsten and molybdenum plants and molybdenum. Selection plant. In recent years, with the cyclical bottoming out of the molybdenum industry, the price of molybdenum series products has risen sharply since the low point in June last year. In the first half of 2018, the average price of molybdenum concentrate (45%-50%) in the domestic market reached 1614 yuan/ton, up 44.75% year-on-year; the average price of ferromolybdenum was 111,000 yuan/base tons, up 41.2% year-on-year. After entering the second half of the year, the price center of gravity has risen further. As of August 28, the price of Baichuan molybdenum concentrate has reached 1,860 yuan/ton, and the upward trend of molybdenum price has been established.
The supply tightening stack demand increased, and the molybdenum price up logic was established. From the perspective of the supply side, the international molybdenum resources are mainly associated with ore, with limited increments. Due to the low molybdenum price in the past few years, many small and medium-sized molybdenum mines have stopped production, and molybdenum mining and smelting are heavy polluting industries. Under the continuous high pressure of environmental supervision, the supply is relatively rigid, and the shutdown production capacity is difficult to resume production. The fundamentals are getting tighter. From the demand side, after the supply-side reform of the steel industry achieved initial results, the profit of the steel industry remained at a high level. In the context of the total amount of policy regulation, the development of the industry turned to the pursuit of product value-added. The output growth rate of high-performance alloy steel, stainless steel and tool steel containing molybdenum is significantly higher than that of crude steel, and the demand for molybdenum has ushered in a high-speed growth.
Trend 7: The performance of molybdenum-related listed companies has soared
According to the latest data from the National Bureau of Statistics, from January to August, the income of mining owners' business was 2,296.1 billion yuan, a year-on-year increase of 7.6%. The profit margin of the main business income was 13.25%, which was the best in the industrial series above designated size, and increased by 0.15 percentage points from January to July. From January to August, the mining industry realized a total profit of 388.05 billion yuan, a year-on-year increase of 53.2%.
Among them, the non-ferrous metal mining and mining industry realized a profit of 31.45 billion yuan, a year-on-year increase of 13.8%, and the growth rate narrowed by 1.9 percentage points from January to July.
In terms of industry, according to the latest data from the Ministry of Finance, from January to August, the profits of steel, petroleum, petrochemical, non-ferrous metals and other industries increased year-on-year, which was higher than the growth rate of revenue.
On August 28, Luoyang Molybdenum released the 2018 semi-annual report. The company achieved revenue of 14.06 billion yuan in the first half of the year, up 20.63% year-on-year; realized net profit attributable to the parent company of 3.123 billion yuan, an increase of 273.89%. In the first half of the year, Luoyang Molybdenum Co., Ltd. achieved growth in production and sales in the molybdenum, tungsten, copper, antimony and phosphorus sectors. The price of the above-mentioned products has increased significantly compared with the same period of the previous year, thus achieving a substantial increase in performance.
On August 29, Jinmo Molybdenum released the 2018 mid-year report. In the first half of 2018, benefiting from the increase in molybdenum prices, the company achieved operating income of 4.195 billion yuan, net profit attributable to shareholders of listed companies of 149 million yuan, an increase of 869.10%. The company's molybdenum mineral products business achieved operating income of 1.971 billion yuan and gross profit margin reached 28.44%.
The data shows that the domestic molybdenum consumption growth rate reached 15.8% in the first half of 2018. The tight supply and demand fundamentals will form a strong support for molybdenum prices. Enterprises with rich molybdenum reserves are becoming the high-quality target for investment. With the continuous recovery of the industry, In 2018, the asset allocation of mining funds has also become a hot spot for investment in products with molybdenum ore as the underlying asset.
