我有种预感，稀土要大变化了，不是出口卡得严，也不是美国闹得凶

Core Viewpoint - The article discusses the increasing strategic competition among Western countries regarding rare earth elements, highlighting China's recent measures to protect its technological expertise in this sector [1][3]. Group 1: Industry Actions - France has announced plans to accelerate the construction of rare earth separation plants, while the U.S. is implementing a talent naturalization program to bolster its capabilities [3]. - China has introduced a real-name registration system for core personnel in rare earth companies, requiring detailed reporting of qualifications and positions, indicating a move to safeguard its technological assets [3][10]. Group 2: Historical Context - The article references past incidents of technology leaks in the rare earth sector, such as a 2019 case where a high-ranking executive sold proprietary processing diagrams to an overseas company, and a 2021 case involving a magnetic materials factory [5][6]. - These incidents illustrate the ongoing risks of intellectual property theft and the importance of protecting human resources in the industry [5][6]. Group 3: Technological Dependence - Despite having significant rare earth reserves, Western countries struggle with refining and processing capabilities, with China holding 92% of the global rare earth refining capacity [8]. - The reliance on Chinese engineers for critical equipment adjustments in European projects underscores the technological dependency that exists [8][10]. Group 4: Strategic Implications - The real-name registration system is seen as a strategic move to prevent the outflow of talent and technology, marking a shift in China's resource strategy from production and pricing to technology and human capital [14][16]. - The article emphasizes that the true strength in the rare earth sector lies not just in machinery but in the expertise of experienced personnel [12][14].