ZGXT(SZ:000831) Sou Hu Cai Jing·2025-07-22 06:07Core Viewpoint - The recent announcement by the National Security Department reveals that China's rare earth resources have been secretly stolen, involving internal traitors, which has sparked widespread discussion [1] Group 1: Rare Earth Resources and National Security - Rare earth elements are crucial strategic resources for China, and their theft is unacceptable [1] - The announcement indicates that a foreign country, likely the United States, is attempting to illegally acquire China's rare earth resources due to its insufficient refining technology [3] - The U.S. is heavily dependent on China's rare earths, and as its own stockpiles dwindle, it has resorted to desperate measures to secure these resources [3] Group 2: Methods of Theft - The U.S. has employed various illegal methods to steal rare earths, including misreporting controlled rare earths as non-controlled goods [3] - High-purity rare earths are being disguised as low-value products to evade scrutiny [3] - Rare earth powders have been mixed into everyday items like tiles and bottled water to avoid detection [3] - Rare earths are also being processed into alloy parts and exported among normal goods [3] Group 3: Internal Betrayal and Response - The involvement of internal traitors in aiding the U.S. in rare earth smuggling is a significant concern [5] - The National Security Department has taken measures to cut off identified smuggling channels and encourages public vigilance [5] - The seriousness of the situation is underscored by the involvement of national security agencies, indicating that this is not just an economic crime but a matter of national security [5] Group 4: International Relations and Reactions - Recent transactions from Thailand and Mexico to the U.S. involving approximately 3,834 tons of antimony oxide have raised concerns, as this volume exceeds the total of the past three years [9] - The U.S. actions reflect its inability to resolve its rare earth issues independently, leading to reliance on underhanded tactics [9] - The international community is gaining a clearer understanding of the U.S.'s true nature, contrasting its self-proclaimed image of justice and rule-following [9] Group 5: Collective Responsibility - Protecting rare earth resources is deemed a collective responsibility of all Chinese citizens [11] - Unity is emphasized as essential to safeguarding national strategic resources against external threats [11] - There is an expectation for legal consequences for those involved in smuggling and harming national interests [11]