ZGXT(SZ:000831) Sou Hu Cai Jing·2025-06-27 23:57Core Viewpoint - The article discusses the ongoing challenges and strategies in China's rare earth industry, particularly focusing on talent loss and its implications for technology security and national competitiveness [1][3]. Group 1: Talent Loss and Its Implications - Recent resignations of high-level executives in China's rare earth sector, including Liao Chunsheng, a key expert in heavy rare earth extraction technology, indicate a troubling trend of talent loss to Western competitors [3][4]. - The case of a Southern Rare Earth Group executive sentenced to 11 years and 6 months for leaking state secrets highlights the severity of the issue, as critical technologies are being dismantled and sold to foreign companies [4]. - The loss of talent and technology poses a significant threat to China's rare earth industry, as evidenced by the similarities between new American products and China's latest patents [4]. Group 2: Government Response and Measures - In response to the talent drain, the Chinese government has mandated domestic rare earth companies to submit detailed employee lists to monitor professional backgrounds and prevent technology leaks [6]. - The establishment of a professional personnel registry reflects the government's commitment to safeguarding rare earth technology [6]. Group 3: Building a Technological Moat - China is actively constructing a technological moat to counteract talent loss and technology leakage, including the implementation of blockchain traceability systems and the development of advanced defensive technologies like AI self-destruction systems and quantum encryption [8]. - The competition for rare earth talent is seen as a reflection of national competitiveness, necessitating a balance between providing attractive conditions for talent and enforcing stricter regulatory measures to protect the industry [8].