Guang Sheng Group had first cast retreat Tibet development confidence?

The red-hot rare earth assets have raised the share price of Tibet's development, but the real experts on Rare-earth production have "poured cold water on it". "The pursuit of business investment is profit, Lau of rare earth mines behind a lot of stories, far from digging ore to sell the mine so simple." March 30, a close to Lau in Sichuan province, a mining industry personage told the Daily Economic news reporter, the famous Guang Sheng group last year to "Swallow" the lau of rare earth ore, and once invested millions of yuan of funds, the result in less than a year withdrew all the people. "Tibet's development, even if it is just a simple financial investment, should also understand the reasons behind the incident." "Not only that, in view of the Dechang continental trough rare earth ore asset quality problem, Xichang many rare earth people, the domestic rare earth experts also gave a different view."　　The prospect of Tibet's investment in rare earths has become more elusive. Reporter experience: mine highway uneven due to the development of Tibet a paper investment bulletin, located in Sichuan province Xichang Dechang County territory of the continental trough Rare earth mine overnight fame. Many investors, by virtue of the seductive wording of the announcement, viewed the deal as a "golden Hill" for Tibet's development.　　However, the reality may not be that simple. It is rather difficult to see the truth of the mine. "Xichang Industrial Co., Ltd. Dechang Continental Trough Rare earth Mining Rights Assessment Report" (hereinafter referred to as "Continental Trough Assessment Report") described in this way: "Mine to TSDA for the 37km Mine Highway, the Dechang County to the town of 31km Asphalt Road, Dechang County to Xichang 65km (108 national Road), convenient traffic. "In fact, the traffic from mine to the town of Deutz is rather inconvenient." "A rare earth peer who has personally inspected the mine told reporters a truck laden with rare earth concentrates (about 10 tonnes) from the mine to the mountain to walk 6-7 hours, and then one hours to reach the Dechang County," The mine highway is rugged, the lorry drive fast will be dangerous. " "On the morning of March 29, the daily economic news reporter from the Dechang county, on the bus after 1.5 hours arrived in Dechang County town." Several motorcycle drivers immediately gathered around, after learning that the reporter to go to the mine, repeatedly swing head scattered. "The 37-kilometer mine highway was badly deformed by a lorry, and it was difficult to see a deserted road."　　"A local more than 30-year-old driver, after bargaining, eventually promised to send reporters to the mine, but he asked to go down before 4 o'clock in the afternoon, or stay in the mountains for the night."　　Although the temperature of the mountain under 17 degrees Celsius, the driver is still wearing thick clothes, gloves and glasses, all the way bumpy, after nearly 3 hours of tossing, to the continental trough rare earth ore, it is 1 o'clock in the afternoon. A more than 10 meters high in the heap in the Johnson Zhi can rare earth Limited liability company (hereinafter referred to as Johnson Zhi Energy) concentrator door.　　A number of workers said that because of the surrounding power grid overhaul, the entire mining area is out of power, concentrator also shut down, the local mobile phone signal is not. Reporters at the scene to see, Johnson Chi can concentrate plant built on the mountain, along the gradient of the hillside construction of 3 steps of the Beneficiation workshop. The whole workshop was silent, onlyA lorry carrying ore is constantly dumping ore into a heap of mines.　　The mine, hundreds of metres away, has been cut to the ground, and a digging machine is constantly loading ore into the lorry. "Liu boss rarely on the mine, the current mine is mainly a manager Liu surnamed in care."　　"A factory worker told reporters that the mine has changed a few bosses, the capital is more tense, the production of intermittent." There is a big controversy over the recovery rate of mineral processing is such a hidden in the mountains of rare earth minerals assets, 5 years ago was once put into Sichuan intelligent Rare Earth Technology Co., Ltd. (hereinafter referred to as Sichuan Intelligent Rare earth), to get the U.S. capital market listing financing, the results for various reasons were blocked outside the door, a large number of natural shareholders in a deep set of them, So far, in various ways to Lau claim.　　Now, Lau also introduced Tibet development of 200 million yuan of funds mining, let the capital market again blood boiling. "It was in the hype. "March 29, the head of a large Rare-earth production enterprise in Sichuan province, said," whether the grade or scale, the Mianning of rare earth ore is better than Johnson.　　He stressed that rare earths are restricted mined minerals, not that companies want to dig as much as the number of digging, to the existing production scale and ore grade to predict economic value, can only be used as a reference, the actual situation is likely to be very different. Geological data show that the Mianning County rare earth resources in Sichuan Province ranked second in the country, of which the size of the Yak ping deposit accounted for about 90% of Sichuan province, the total amount of 57.3539 million tons of existing ore, the main industrial ore is fluorine-carbon cerium ore, the average grade REO (rare earth oxides) for 1.07% ~5.77%. "The average grade of REO in the Dechang Continental trough is about 3%, and some of the mining areas have more than 5% grade." "A senior person in the local rare earth industry said that, in comparison, the Mianning rare earth ore crystals are thicker, and Johnson's finer," which led to Dechang's rare earth mining costs higher than Mianning. "According to the Daily Economic news reporter, as early as Sichuan began to integrate rare earth resources, Jiang Copper group on the Sichuan Rare earth minerals have been investigated, and eventually participate in the Mianning of rare earth ore integration." Dechang County of the continental Trough rare earth mine by the Xichang Industrial Co., Ltd. (hereinafter referred to Chi-energy industry) and Sichuan Han Xin Mining Development Co., Ltd (hereinafter referred to as Han Xin mining) two companies to integrate.　　The so-called Dechang Continental trough rare earth ore mainly composed of two industrial ore bodies, chi-energy industry has ⅲ ore mining rights, Ⅰ ore mining rights for the Han Xin mining. The rare earth minerals in Sichuan are mainly distributed in Mianning and Dechang. March 30, Sichuan Province Nuclear Industry Geology Bureau 281 Brigade a senior engineer told reporters, regardless of mineral level or mineral scale, Johnson's rare earth ore can not be compared with Mianning rare earth mine. This claim has been recognized by many people in Sichuan rare earth mining industry.　　However, the Continental Trough assessment report said that the evaluation range of ore grade (REO) generally between 1.00%~15.32%, average grade 5.21%. Also controversial is the recovery rate of beneficiation. June 8, 2010 ~ 10th, in the northAt the symposium entitled "Efficient Clean extraction and recycling of rare earth resources in China", the professor-level senior engineer of the National Engineering Research Center of Beijing Nonferrous Metals Research Institute Huang pointed out that with the rapid growth of China's rare earth industry, extensive mining methods, low utilization of resources, environmental pollution and other issues are becoming increasingly prominent　　In particular, it is mentioned that the recovery rate of Sichuan Johnson Rare earth mineral is less than 30%. "I'm just explaining the information I have in terms of technology and industry." "March 31, Huang in an interview, said that after a number of geological and mineral research departments in Chengdu Dechang Continental trough Rare earth ore has been a lot of research," mineral processing recovery rate of less than 30% is supported by research. "However, local companies do not agree with this statement.　　A reluctant to be named business leaders told reporters, according to their current use of the heavy magnetic method of beneficiation, the recovery can reach about 47%, if coupled with flotation process, the final processing rate of recovery can reach 60%~70%. and Chi-energy industry quoted in November 2004 by the Kunming University of Technology, "Dechang continental trough rare earth Ore beneficiation test report," said that the different process test after the recovery rate is higher than 30%. Evaluation Unit Sichuan Li Cheng Mining Evaluation Consulting Co., Ltd. (hereinafter referred to as the Prudential Evaluation), the conclusion is that because of the reasons for the backward processing technology, the current comprehensive processing rate of chi-energy industry can only reach 40%~45%. "We have assessed it on the basis of information provided by Chi-can industry," he said. "Li-Cheng evaluation chairman Josping told reporters, because Chi can industry has informed them not to accept media interviews, the specific rate of recovery needs to ask Chi can industry."　　The reporter then repeatedly called Lau and mine plant in charge, but its mobile phone has been in the shutdown state. Guang Sheng Group's investment in less than a year to retreat in Xichang, a number of local rare earth miners, the assessment of the company's mining rights assessment value of 630 million yuan to be surprising. "The future price trend and policy changes of rare earths are difficult to predict because of the state restrictions on Rare-earth mining and the successive mining of rare-earth mines abroad."　　"The former Sichuan province, a close to Lau mining industry personage pointed out that to the previous Chi-Energy industry production scale, sales price forecasts can only be used as a reference."　　According to the Sichuan province Liangshan Prefecture Mineral Resources Master Plan (2008~2015), in 2010 and 2015, the Dechang County rare-earth oxides mined in Liangshan prefecture were 5000 tons and 7000 tonnes respectively, while the Mianning County corresponding Rare-earth oxides were 15,000 tons and 17,000 tonnes respectively. In any case, in Xichang local, the development of Tibet's joint chi-energy industry development of the mainland trough rare Earth ore news has become the industry focus. "Chi-energy industry has changed a number of bosses, but they have found a joint development of Tibet is indeed unexpected."　　"Xichang, the head of a rare earth enterprise, said the two popular rare earth stocks in the continental trough of rare earths and capital markets were linked to the development of Tibet and the color of Guang Sheng. "Daily economic news" reporter investigation to understand that, as early as last August, the capital market has been rumored, Guang Sheng nonferrous want to merge Zhi-IndustrialContinental Trough rare Earth mine, from September 8, 2010 onwards, Guang Sheng nonferrous stock prices began to soar, from September 21 to 20 trading days, the share price from the lowest 40 yuan/share rose to the maximum of 101.37 yuan/share. In fact, as early as last March, Guang Sheng Group has stationed a working group to intervene in the continental trough of rare earth mines. "Xichang, a person close to the acquisition, said Guang Sheng Group of senior executives have been informed that the Group decided to invest millions of yuan in the early stage of technical transformation, improve the recovery rate of mineral processing, but later found that the Chi can industrial shareholders change frequently, debt debts too complex, peripheral production environment is poor, management is extremely extensive,　　It makes it hard for companies to have the energy to put into production, and in less than a year the idea of mergers and acquisitions has been dispelled. Guangzhou Guangdong Research Mineral Resources Technology Co., Ltd. a staff member yesterday also confirmed the merger in the telephone, said last year, the company was commissioned by the Guang Sheng Group, the continental trough rare earth ore test research, and in August issued the "Dechang continental trough rare earth Ore beneficiation Test Research report."　　Today, the report is used by Chi-chih industries as the basis for mineral assessment. In this respect, Lau, a major shareholder in the industry, confirmed that "I was prepared to cooperate with Guang Sheng last year, we also managed the Trusteeship Agreement, but they did not fulfill the agreement, to me, the pressure is very big, because Yang Zhineng (Zhi can industry original control person) owed so much money, the court also came to me, I have no way to find a friend in Beijing. Later I talked with Guang Sheng, and finally and Guang Sheng dissolved the cooperation agreement.　　Lau says the debt is now handled almost.　　"Daily economic news" Yesterday called the group, failed to obtain a specific explanation.　　The close to Lau of the mining sector told reporters that if the Tibetan development does not take into account the Chinese-made rare earth mines debt disputes, the surrounding production environment and improve the management level, despite the investment yield of the "gentlemen's agreement", the investment returns I am afraid it is still difficult to guarantee. March 29, the stock price for several consecutive days of violent fluctuations, the development of the suspension of Tibet verification. This cooperation, whether Tibet's development will repeat the experience of the group, whether it can continue after the "bull" trend, investors will wait and see.