想打破中国垄断？两条“大鱼”突然冒头，中方一口气三大动作反制

Core Viewpoint - The collaboration between the Russian Academy of Rare Metals and the Indian Council of Scientific and Industrial Research aims to enhance rare earth development and processing technologies, highlighting the competitive landscape in the global rare earth market, where China currently holds a dominant position [1][4]. Group 1: China's Dominance in Rare Earths - China possesses approximately 38% of the world's rare earth reserves and has been the leading producer and exporter since the 1990s, achieving a production of 46,000 tons in 2024 [1][4]. - The country has developed a complete industrial chain encompassing exploration, mining, smelting, processing, research, and trade, supplying over 90% of high-quality smelting and separation products globally [3][4]. Group 2: Challenges Faced by Russia and India - Despite having significant reserves (380 million tons for Russia and 690 million tons for India), both countries lag behind China in mining and processing technologies, making it difficult to convert resource advantages into industrial benefits [3][4]. - The collaboration between Russia and India is driven by the need to reduce dependence on China and secure their own supply chains in the rare earth market [4][6]. Group 3: China's Strategic Responses - China is implementing a multi-faceted strategy to maintain its leadership in the rare earth sector, including encouraging domestic companies to expand globally through acquisitions [6]. - A strategic cooperation agreement between China Rare Earth Group and China National New Group aims to enhance state investment in the rare earth sector, bolstering competitiveness [6]. - Focus on core technology research and development, such as the development of rare earth magnetic refrigeration technology, is crucial for increasing the added value of China's rare earth industry [6][9]. Group 4: Future Considerations for China - Continuous innovation and talent development are essential for China to maintain its competitive edge in the rare earth sector, as the competition is fundamentally about technology and skilled personnel [9]. - The need for reform and modernization of the industrial chain, along with the promotion of clean production technologies, is emphasized to ensure sustainable development in the face of global competition [9].