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美国突破中国稀土卡脖子技术到底缺些什么?
Sou Hu Cai Jing· 2025-10-21 19:21
Core Viewpoint - The article discusses the challenges the United States faces in overcoming its dependency on China for rare earth elements, emphasizing that the difficulties are far greater than those encountered in the semiconductor sector [1][3]. Group 1: Historical Context - The U.S. has been attempting to reduce its reliance on China's rare earth supply chain since 2010, but progress has been minimal over the past fifteen years [3]. - The article draws a parallel between the current U.S. situation and the post-Soviet Union era, highlighting the need for a cohesive national effort to rebuild industrial capabilities [4]. Group 2: Industrial Challenges - The U.S. lacks a comprehensive industrial environment, cultural support, and institutional guarantees necessary for developing a robust rare earth industry [3][4]. - The article argues that the U.S. requires a strong industrial system similar to China's, which encompasses 41 industrial categories and 666 subcategories, to successfully rebuild its rare earth supply chain [4]. Group 3: Economic Viability - The U.S. struggles to achieve basic infrastructure needs, such as affordable electricity and internet, which are critical for re-industrialization efforts [5]. - The transition from a once-industrialized nation to a more financialized economy has eroded the foundational elements necessary for a successful rare earth industry [5].