由于上游产品价格的传导性,稀土采矿业盈利水平及其稳定性会影响中下游企业的生存与发展,关系到我国稀土产业持续、健康发展和国际竞争力的提升。文章分析了我国稀土采矿业盈利变化状况及其微观影响因素的变动特征,运用回归模型判断了各影响因素对盈利水平的影响强度,剖析了我国稀土产业管制政策与盈利影响因素间的作用机理。结果表明,价格和销量是影响稀土采矿业盈利水平的主要因素,总成本费用则对行业盈利水平影响不显著,资源环境税费对盈利水平产生一定的正向影响。在此基础上,提出我国稀土产业管制政策应从直接行政干预转向以市场调控为主;尽快推进稀土资源定价机制的形成;加快稀土资源环境税制改革,将资源环境成本完全内在化等政策建议。
The profitability and stability of REE mining impacts the survival and development of the down-stream's industry due to the conductivity of the up-stream product's price,which relates to sustainability,sound development and global competiveness of China's REE industry. This paper analyzes China's REE mining's profitability change and its factors,uses regress model to determine their influences on profitability,and expands their interaction between REE policy and factors. Results show price and sales volume play a key role in REE's profitability,total cost plays little,resource,environmental and consumption tax play a little positively. So this paper presents proposals in China's REE policy that shall be turned to marketing control from administration,in forming REE pricing mechanism,in expediting REE resource and resource tax reform,and internal cost control.