亮明底线：重稀土管控绝不让步！手里有粮心里不慌！

Core Viewpoint - The discussion around "heavy rare earths are not a bargaining chip" highlights the strategic importance of heavy rare earths in modern military applications, with China holding a leading position in the global rare earth industry [1][3]. Group 1: Strategic Importance of Rare Earths - Heavy rare earths are essential for manufacturing key military equipment such as fighter jets, missiles, and radars, making them critical resources for national security [1]. - China has implemented a total mining control policy since 2011, reducing heavy rare earth mining quotas to 105,000 tons in 2023, indicating a strategic approach to resource management [3]. Group 2: Domestic and International Reactions - China's heavy rare earth inventory is sufficient to meet domestic military needs for only three months, reflecting a tight supply situation [3]. - Japan has restarted domestic rare earth exploration since 2022, and the EU plans to invest €2 billion to establish a strategic reserve for rare earths, indicating a global shift in response to China's policies [5]. Group 3: Technological Innovations and Market Changes - The Gansu Rare Earth Group has launched a blockchain platform that provides unique electronic IDs for each kilogram of rare earth products, enhancing transparency in the supply chain [5]. - This innovation allows downstream companies to access critical information about the origin and composition of rare earth materials, indicating a significant transformation in the domestic market [5]. Group 4: Diplomatic and Economic Strategies - China maintains a principle of linking rare earth control to external conditions, responding firmly to U.S. tariffs on steel and aluminum, emphasizing that actions harming Chinese interests will face retaliation [7]. - The narrative around rare earths is framed not just as an economic issue but as a matter of national sovereignty, highlighting the importance of controlling key resources in the context of technological competition [7].