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管制稀土出口后价格翻3倍,涨50倍才是稀土价值!中国产业链优势
Sou Hu Cai Jing·2025-05-04 14:51

Group 1 - The core viewpoint is that following China's announcement of export controls on seven categories of rare earth materials, prices for dysprosium have doubled to $850 per kilogram, and terbium has surged from $965 to $3000 per kilogram, indicating a significant market reaction to the controls [1] - Rare earths are considered strategic resources, and the current price increase is seen as insufficient, with expectations that prices should rise fifty to one hundred times to reflect their true value [1] - There is a call for stronger national control and anti-smuggling measures to protect the value of rare earths, emphasizing the need for China to leverage its complete industrial chain and technological advantages in this sector [1][4] Group 2 - The extraction and refining of rare earths require substantial electricity, and the process is inefficient for countries like the U.S. that do not have the capacity to produce rare earths in large quantities [4] - China is highlighted as having the best refining technology and a complete industrial chain, which positions it to control pricing and potentially increase profits significantly [4] - There is a strategic recommendation to set export control prices for rare earths at over fifty times the current levels to prevent low-cost sales to countries like South Korea that may resell to the U.S. [5]