印度稀土豪赌14天！青岛急会中俄，莫迪押注40亿突围？

Group 1 - India's recent declaration to stop using Chinese rare earths within 14 days contrasts with Defense Minister Singh's visit to Qingdao for negotiations with China and Russia, highlighting a strategic urgency in India's rare earths situation [1][6] - The Indian government announced a plan worth 500 billion rupees (approximately 40 billion RMB) to boost rare earth self-sufficiency, despite having only 2,900 tons of production last year, which is less than 1.4% of China's output [1][7] - India's automotive industry is facing a crisis, with 76% of manufacturers at risk of halting production due to a shortage of neodymium-iron-boron magnets, as China holds 90% of global rare earth refining patents [3][6] Group 2 - India has unilaterally terminated a 13-year rare earth supply agreement with Japan, prioritizing domestic needs while putting Japanese automakers in a difficult position, as the suspended supply constituted one-third of Japan's annual production [3][6] - The visit to Qingdao was not just for a defense meeting but aimed at seeking special consultations with China and Russia, revealing India's vulnerabilities in border issues, military cooperation with Russia, and its stance in the Middle East [6][7] - The so-called "14-day gamble" appears to be a public relations stunt, as India's industrial capabilities and ambitions starkly contrast with its actual control over the entire rare earth supply chain [7]