Chapter 188 Export Restrictions

Fly directly to the capital on Tao Zhujun's private jet, Yu Jun's private jet is still in the United States and cannot be used, he is also in the Gulfstream series, but he doesn't feel uncomfortable.

In addition to Lin Wei and Lin Zixuan, there are also Wei Jing and Jiang Zhenhong suddenly found Yu Jun, mainly wanting to talk about Liu Xi, Yu Jun is naturally clear about the strategy, but some specific details are not as clear as Wei Jing.

Due to the substantial reduction in the supply of Liushui rare earths, there was a panic in the world, after all, the alternative products of light and heavy rare earths have not yet been developed, and it is impossible to develop them for a long time.

As far as the global distribution of rare earths is concerned, the country now occupies 6o% of the reserves, and the rest are scattered in Russia, the United States and Australia, but because the country has been supplying the international market with cheap rare earth ore since the middle of the 8o years, the mining cost alone, the price of raw ore mined in these three countries is higher than the domestic selling price, for this reason, from the beginning of the 9o years of the last century, except for a small amount, even a thousandth of a small amount of light and heavy rare earth ore is still mining, All other rare earth mines were shut down and closed.

More than ten years have passed, and now even if you want to mine again, where can you do it in a while, after all, the equipment and preparation required for the mining of rare earths will take at least two or three years.

After two years of operation, Liushui Rare Earth has occupied 9o% of the domestic reserves of heavy rare earths and 6o% of the reserves of light rare earths, in other words, due to the proportion of light and heavy rare earth reserves, the reserves owned by Liushui Rare Earth have reached nearly 38% of the world's reserves. Coupled with the layout of the financial futures market, Liushui Rare Earth has the pricing power of rare earth ores without outsiders noticing.

As soon as the announcement of the production restriction of Liushui rare earth was announced, all kinds of rare earth ores have doubled, and on average, they have risen nearly 5 times in a short period of time, and the income of Chu Haowei's layout in the futures market is amazing.

But this is not all Yu Jun's intentions,With the ability to do projection TV phosphor、Sensitivity screen phosphor、Trichromatic phosphor、Light rare earth of copy lamp powder was replied to downstream manufacturers by Liushui Rare Earth in a posture of almost stopping production,LCD screen prices are rising rapidly,In the visible 1o month 11 month,LCD panel manufacturers will face the danger of stopping production。

Originally, due to the launch of Yundian's four 4.5 generation lines, the situation of oversupply in the market will be improved.

This is just one of the aspects, due to the important role of rare earths in new materials, conductive materials and so on, the decision to limit production has caused the prices of various raw materials to rise sharply, and Yundian is not only ready for the reserves of these materials, but also can take out a part of it to earn profits.

The entire rare earth market, and even the electronics market, will be affected.

The price increase is inevitable, and after the completion of the acquisition of Liushui rare earth in the early stage in China, it also vigorously cracked down on private mines, followed the cooperation of the local provincial and municipal governments, skipped the counties, towns and villages, and directly punched hard, and achieved excellent results in smuggling, private opening and private mining.

All the case-handling funds are funded by Liushui Rare Earth, and the so-called "mining heroes" are given huge rewards, and the counties, towns and villages that are most likely to collude with the black mine owners are innumerable corrupt officials who have been overturned by Liushui Rare Earth.

In addition to China, Liu Xi has also cooperated with countries and mining resource companies with staggering reserves of certain single rare earth mines in Malaysia, Egypt, Brazil and other places to carry out acquisitions and mining activities.

Since Liuxi has the world's largest, with a total investment of more than 1oo000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000

The above has 38% of the world's reserves, but it does not only refer to the share of domestic reserves.

In fact, Liushui Rare Earth has controlled 5ooo tons of rare earth resources in the world, and it is constantly arranging prospecting teams to search for rare earth resources around the world.

A world-class mineral resources company has begun to take shape, and Yu Jun is now interested in allowing Liushui Rare Earth to acquire copper, iron, gold, tin, and aluminum minerals in Australia, which is expected to start operations in November.

The reason why Liu Xi's production restriction has put Jiang Zhenhong under pressure is that public opinion abroad, from top to bottom, from the so-called state-controlled media to the so-called free media, is attacking the government.

The government's indifference to Liu Xi's approach has made the big chaebols who control foreign governments anxious.

Diplomats from Japan, the United States, the European Union, and other places even approached Jiang Zhenhong one after another, asking him to give a reply and give him a solution to the problem.

In this case, Yu Jun was urgently called to the capital.

"Do you also think my method of limiting Liu Xi's production is very dirty?" Yu Jun said to Lin Zixuan with a smile.

"There's nothing to say about business behavior," Lin Zixuan said with a smile, "Aren't Americans always talking about free economy and free trade?" Liushui Rare Earth does not have any government background, it can be said that it is a completely free trade behavior, what they are shouting about, let him go. "

Americans always say one thing and do another, which can be seen in the ** issue, and it is not worth it to be serious with them, this is a bunch of hooligans who have not yet shed their hair.

"The same can't be said, the United States is still the first power, and for a long time, rare earths have not yet reached the same influence as oil," Yu Jun touched his chin and said, "I made this decision half because of the problem of the LCD panel, and half because I wanted to test the tolerance of foreigners." "

LCD panel next year, with the expansion of the market, coupled with this year's decision to limit production of Liu Xi, foreign LCD panel manufacturers will never dare to make any big investment, which will make Yundian's production capacity completely free from the danger of surplus.

The LCD strategy was set by the Japanese and South Korean chaebols as early as more than ten years ago, and in terms of photosensitivity and other aspects, it is really difficult to find products that can replace 1CD and 1ED in a short period of time, and it can only be promoted head-on.

And when they can use the rare earth resources that have long been used as so-called strategic reserves, that is when their bottom line has arrived.

Roughly calculated, the reserves of rare earth raw ore in Japan, South Korea, the United States and other countries are about 3oo4oo0000 tons, if you are willing to take it out, it will definitely not affect the price of all materials in the market.

However, if they were not cornered, they would never have taken it out.

"Aren't you afraid that other companies will increase production?" Lin Yu asked.

After all, Liu Xi does not control all the rare earth resources, and there are still other companies supplying foreign manufacturers.

"It doesn't matter, they can't fully meet the market demand, and the production capacity is not enough," Yu Jun said with a smile, "I also want to meet Uncle Jiang, which is also my reason." "

Lin Yu's cleverness was expressed again: "Do you want Uncle Jiang to restrict the export of rare earths by way of an executive order?" "

Yu Jun was stunned, and Lin Zixuan laughed: "Grandma has surprised us since she was a child, it's normal for her to guess what you think." "

"I have this plan, to gradually restrict exports, can not really treat rare earths as cabbage, send abroad, rare earth minerals are limited, and those countries are not friends, never have eternal friends, this kind of conductive materials can be used in various aspects such as missiles, rocket propulsion, etc., if there is a war, this is not to stuff the gun into the hands of the enemy in advance?" Yu Jun smiled.

Lin Yu smiled slightly: "Then what do you want to tell Uncle Jiang?" "

Yu Jun patted his head and said with a headache: "I haven't thought of it yet." "

What he didn't expect was that Jiang Zhenhong would secretly meet himself in the place where he lived, and when Yu Jun held his hand, he looked at his loving gaze and sat down with a surge in his heart.

"It's really touching to see Liushui Rare Earth grow from an inconspicuous small company to such a large group under your command." Jiang Zhenhong covered the tea with a tea lid and said, "Can you tell us your opinion on the rare earth industry exhibition?" "

Yu Jun put together the thoughts in his heart, and said very cautiously: "Uncle Jiang, I remember that in the mid-eighties, rare earths were still strategic resources, but now they are no different from ordinary iron and copper ores. If this continues, one day the domestic rare earth ore will be completely depleted, and then it will need to be imported from abroad, and those white-eyed wolves will not sell it to us at such a cheap price. Now the export market of the entire rare earth is only 1oo00 million, which is not much money for the whole country. You see, can the State Council cooperate with Liu Xi and make a decision to restrict exports? "

The corners of Jiang Zhenhong's eyes full of crow's feet were slightly upturned, and he said funny: "You asked the State Council to cooperate with your grandchildren company under Xiling?" "

Yu Jun's face turned red, and even the corners of Wei Jing's eyes, who had always been as cold as an iceberg, bent.

"Ahem, from the national strategic point of view, if you do this, it will have the effect of knocking the mountain and shaking the tiger, and it can also make the price of raw ore rise significantly......"

"And then let Liushui Rare Earth make a huge profit from it?" Jiang Zhenhong felt even more funny, this kid was not afraid to show his heart, "Do you want the State Council to help you work?" "

Yu Jun was startled, hurriedly stood up and waved his hand and said, "Uncle Jiang, you misunderstood me, how can I have the courage." "

"Okay, sit down," Jiang Zhenhong said, "It turns out that I want Minmetals to buy Liuxi, and Minmetals also means that......"

Yu Jun was shocked when he heard this, and even Wei Jing's expression became solemn.

"Don't be nervous, now I've dispelled this idea," Jiang Zhenhong smiled, "You said that you restricted the export of raw ore, did you have the idea of wanting to process all raw ore into materials?" "

Yu Jun was stunned for a long time before nodding and saying, "Yes, I have such thoughts." "

"This requires a lot of investment, and I believe that Liu Xi can do it in terms of technology, but what about the investment intensity?" Jiang Zhenhong asked.

"Don't worry about it, Uncle Jiang, you can still get tens of billions of Xiling." Yu Jun smiled confidently.