中国外销稀土应该全面启动大幅度涨价

Group 1 - Rare earths are crucial for high-tech development, with heavy rare earths being vital for national defense and light rare earths serving as essential components for civilian industries [1] - China holds over 70% of the world's rare earth reserves and is responsible for more than 90% of the refining, possessing over 92% of global rare earth technology patents [1] - The rare earth industry in China is characterized by over 30,000 companies, with 90% being private enterprises, many of which are small and micro-sized, leading to severe competition and resource depletion [1][2] Group 2 - The current low export price of rare earths, averaging $4,528 per ton, equates to approximately $4.5 per kilogram, indicating a significant undervaluation and waste of resources [1] - There is a pressing need to manage rare earth resources more strategically, as they are non-renewable and their future applications remain uncertain [2] - The Chinese government should implement stricter regulations on rare earth mining and refining, consolidating operations into larger groups to enhance management and environmental responsibility [3] Group 3 - Exported rare earth products should be subject to strict licensing and price controls to prevent price wars among companies, ensuring price stability [4] - The economic benefits from rare earth production have not been realized, with environmental damage and pollution not compensated, necessitating a price increase to address these issues [4] - Establishing dedicated management institutions for rare earth resources is essential for national strategy and long-term development [5]