中国进行稀土管制，普京政府反应过来了：俄方也不能受制于人

Core Insights - The strategic importance of the rare earth industry has been recognized by the Russian government following China's export control measures, with plans to establish an independent rare earth industry chain [1][3] - Russia aims to invest 700 billion rubles (approximately 61.2 billion yuan) in a comprehensive industrial cluster in Siberia that encompasses rare earth mining, rare metal refining, and new material research [3] - The initiative is a direct response to the geopolitical competition over rare earth resources, highlighting the need for resource autonomy and economic transformation beyond energy exports [3][5] Investment and Economic Strategy - The investment plan aims to create new economic growth points by developing downstream industries such as semiconductors through rare earth processing [3] - Russia's rare earth ambitions include establishing alternative supply chains to provide new cooperation models for "global south" countries, aiming to reduce China's dominance in the global rare earth market [3][5] - The Russian government may leverage its rare earth industry development as a bargaining chip in negotiations with the U.S. and other countries amid the ongoing trade tensions [3][5] Challenges and Realities - The Russian rare earth industry faces significant challenges, including a weak technological foundation and the need for self-developed mining and processing equipment, compounded by China's technology export bans [5] - Funding for the ambitious 700 billion ruble investment remains uncertain, especially in the context of Western sanctions and reduced fiscal revenues due to the ongoing Russia-Ukraine conflict [5] - Infrastructure upgrades in Siberia are necessary to support the industrial cluster, representing additional financial burdens [5] Future Outlook - Attracting foreign investment is crucial for overcoming these challenges, but strained relations with Western countries hinder potential investments [5] - While there is interest from countries like India, their economic capacity is limited, suggesting that Russia may ultimately need to seek cooperation with China [5][6] - Experts predict that achieving an independent rare earth industry chain could take nearly a decade, during which the global rare earth industry landscape may undergo significant changes [5][6]