美国历时25年，终于突破中国“卡脖子”技术！

Core Insights - The U.S. has successfully produced its first rare earth magnet in 25 years, marking a significant step towards reducing dependence on China for supply chains [1][2] - The announcement reflects a broader strategy to regain control over critical resources, with plans to expand production capabilities in various materials beyond rare earths [3] Group 1: U.S. Rare Earth Production - U.S. Treasury Secretary Besant expressed excitement over the production of the first domestically made rare earth magnet, indicating a shift away from reliance on China [1] - The production is linked to the establishment of a new processing center by eVACMagnetics in South Carolina, which is pivotal for U.S. independence in rare earth materials [3] Group 2: Historical Context and Implications - The U.S. has faced significant challenges in its rare earth supply chain, highlighted by previous tariffs and investigations against China, culminating in a recent export ban by China [1][2] - The ownership of the Mountain Pass mine, the only active rare earth mine in the U.S., remains with Shenghe Resources, which holds a 9.99% stake acquired in 2017 for approximately $110.98 [2] Group 3: Future Outlook - The U.S. economy is showing signs of recovery despite various challenges, and the production of rare earth magnets is seen as the beginning of a broader initiative to secure other critical materials like gallium, germanium, graphite, and fluorite [3] - The U.S. manufacturing sector is expected to experience significant growth in 2026 and 2027, driven by advancements in domestic production capabilities [3]