Leadership interview
Mr. Nie, how do you do! Thank you very much for your interview with Asian metal network. First, please briefly introduce the company background and main business of Rongjia scandium industry.
Nie Zong: Jiaozuo Rongjia scandium Industry Technology Co., Ltd. is jointly established by longmang Bailian Group Co., Ltd. and Hunan Dongfang scandium Industry Co., Ltd. with the goal of building a global scandium oxide production base. It is a national high-tech enterprise and a national technology-based small and medium-sized enterprise.
Among them, the controlling shareholder, longmang Bailian Group Co., Ltd., is the fourth titanium dioxide enterprise in the world and Asia. It is a listed company (Stock Code: 002601). At present, it has a capacity of 600000 tons / year titanium dioxide, and it is constructing a production line of 200000 tons / year titanium dioxide in the second phase chlorination process. It will have a capacity of 800000 tons / year in the initial trial production in 2019 Longmang Bailian Group Co., Ltd. plans to form a titanium dioxide production capacity of more than 2 million tons / year by 2027 and become a global titanium dioxide enterprise. That is to say, longmang Bailian Group Co., Ltd. currently provides 50 tons / year scandium oxide raw material resources guarantee for Rongjia company, and in the long term has 100 tons / year scandium oxide raw material resources guarantee for the company.
Hunan Dongfang scandium Industry Co., Ltd. is a global high-tech enterprise specializing in scandium product production and operation, development and application, with strong technical force and many application achievements in scandium industry development field. It has always been a leading enterprise in the industry.
The establishment of Jiaozuo Rongjia scandium Industry Technology Co., Ltd. aims to build a global scandium production base by making use of the rich resource advantages, capital potential and technical advantages of the parent company.
At present, the company's main business is the development, production and operation of scandium series products including various specifications and models of scandium oxide, scandium salts, metal scandium and aluminum scandium alloy.
Asian metal net: Thank you for your introduction to the company. Can you tell me about your personal work?
Mr. Nie: since I graduated from Hunan University in 1984, I have been engaged in hydrometallurgy technology, production and management.
From 1984 to 1997, he mainly engaged in the research and development, production and operation of metal manganese electrolysis and vanadium pentoxide series products in state-owned units;
From 1998 to 2009, he mainly engaged in the development, production and operation of rare metal products such as indium, germanium, tellurium and rhenium recovered from "three wastes";
Since 2010, we have been engaged in the recovery of scandium oxide products from titanium dioxide waste acid, zirconium salt waste liquid and other waste water.
Asian metal network: judging from the price data trend of Asian metal network, the price of scandium oxide in China has been going down 99.99% min since 2011. What do you think is the main reason for this phenomenon?
Nie Zong: at present, the main application fields of scandium oxide are aluminum scandium alloy, solid oxide fuel cell (SOFC) and scandium sodium lamp. However, the aluminum scandium alloy products are only limited in the field of national defense and military products due to the influence of scandium price and supply; the development of SOFC product field is far lower than the market expectation for scandium, and the market demand for scandium sodium lamp is limited. Therefore, with the increase of scandium oxide production since 2011, the shortage of downstream demand leads to the situation of oversupply, which I think is the main reason for this phenomenon.
Price trend of 99.99% min scandium oxide in China since 2011 (unit: yuan / kg)
Asian metal network: since the second quarter of last year, most scandium oxide manufacturers have fed back that their orders are insufficient, some enterprises have stopped production, and the average operating rate of scandium oxide industry has dropped to a low point. From your point of view, will scandium oxide demand improve after June this year, and what do you expect scandium oxide price and future market trend?
Mr. Nie: from my analysis and judgment on the market, after June this year, the demand for scandium oxide will still be low. The price of scandium oxide has been at a low level affected by the cost, and the future market trend is optimistic, but the price fluctuation will not be very big.
Asian metal network: from June, the first batch of central environmental protection inspectors will be launched in an all-round way. Six new central environmental protection supervision teams will be set up to carry out the "look back" supervision work in Hebei, Henan, Inner Mongolia, Ningxia, Heilongjiang, Jiangsu, Jiangxi, Guangdong, Guangxi, Yunnan and other provinces (autonomous regions). "Looking back" has put a lot of pressure on the environmental protection of enterprises. In this regard, what changes do you think the promotion of environmental protection will bring to scandium industry?
Mr. Nie: "looking back" has put a lot of pressure on the environmental protection of enterprises, so the enterprises that provide scandium recovery raw materials will be likely to reshuffle and integrate, which means that scandium oxide supply enterprises will be reduced, and more concentrated in the production of large enterprises in industries with rich scandium oxide raw materials. The cost of scandium oxide production will increase with the increase of environmental protection investment. Small scandium oxide recovery enterprises will be unable to maintain normal production and operation and gradually shut down.
Asia metal network: as mentioned before, your company is jointly established by longmang Bailian and Dongfang scandium industry. As far as I know, your company has also completed the construction of a new factory in the first half of this year. How is the current progress? Can you introduce the company's capacity and development plan? Will there be overlap and supplement in scandium product business between the company and Dongfang scandium after delivery?
Mr. Nie: at present, the construction of the new plant has been completed and is now in the stage of trial production. Rongjia scandium has formed a capacity scale of 10 tons / year scandium oxide, the second phase project of 20 tons / year scandium oxide has been planned, and is expected to be completed and put into operation in 2020. At that time, the company will form a production capacity of 30 tons / year scandium oxide. This will lay a material foundation for the development and application of scandium downstream enterprises to ensure the supply of scandium raw materials. Before 2020, Rongjia scandium industry mainly focuses on the production and development of scandium oxide, including metal scandium, aluminum scandium alloy, etc.; scandium products of Oriental scandium industry mainly focus on the development, production and application of scandium oxide follow-up products. The comparative image is that "eating by kitchen, complementary business and common development".
