12月16日，一起走私案件终于迎来了判决，26名犯罪嫌疑人被依法判刑。同时，美国也公开宣布了对台湾的百亿美元军售计划，使得中美关系再度紧张。紧 接着，中国宣布取消了13万吨美国小麦的进口订单，释放出了明确的信号。那么，这一举动究竟让中国损失了多少战略资源？而背后隐藏的博弈又是什么？ **中国损失70吨稀有金属** 2025年2月开始，数辆载着银灰色金属的货车陆续驶向深圳口岸。乍看之下，这些货车载的只是普通的金属出口，但实际上，它们装载的是国家严格管控的 战略资源——锑。锑这种金属在军工领域的用途十分广泛，是制造合金、弹药和高性能电子元件的重要原料，早已被列为"双用途物资"。 锑的作用非常广泛，不仅在军事中有着举足轻重的地位，也在民用领域发挥着重要作用。它是制造穿甲弹、火箭推进剂、导弹引信等军工设备的重要成分。 在电子工业中，锑被用于半导体材料、阻燃剂、光电器件和太阳能电池等高端设备的生产。而更为关键的是，它还被应用于军用夜视仪、红外探测器和雷达 系统的制造，具有极高的战略价值。 锑的国内价格大约为18万元一吨，而国际市场上的价格却高达40万元每吨。这意味着每吨锑的走私利润超过20万元，总体走私利润非常可观。也 ...

韩国产业通商资源部周五表示，韩国将把所有17种经科学鉴定的稀土材料指定为具有战略重要性的矿 产，为了国家的资源安全，需要政府控制。 根据韩国产业通商资源部说法，该措施是作为加强国家资源安全的综合计划的一部分，在地缘政治风险 持续存在和此类矿产的全球竞争加剧的情况下，资源对先进产业起着至关重要的作用。 韩国政府随后计划扩大稀土储备的清单和数量，并扩大生产基础设施，以加强相关开发能力。 此外，政府表示将在未来五年内扩大该国的石油储备，以应对供应链的不确定性。 韩国产业通商资源部周五表示，韩国将把所有17种经科学鉴定的稀土材料指定为具有战略重要性的矿 产，为了国家的资源安全，需要政府控制。 根据韩国产业通商资源部说法，该措施是作为加强国家资源安全的综合计划的一部分，在地缘政治风险 持续存在和此类矿产的全球竞争加剧的情况下，资源对先进产业起着至关重要的作用。 韩国政府随后计划扩大稀土储备的清单和数量，并扩大生产基础设施，以加强相关开发能力。 此外，政府表示将在未来五年内扩大该国的石油储备，以应对供应链的不确定性。 韩国产业通商资源部长官金正官说："随着电动汽车、二次电池等先进产业的发展，加上稀土竞争引发 的供应不确定 ...

Core Insights - The article highlights the strategic importance of rare earth mining in Shandong Province, emphasizing its role in enhancing national resource security and self-sufficiency in the face of increasing international competition [1][3] Group 1: Project Overview - The Shandong Provincial Bureau of Geology and Mineral Resources has prioritized rare earth exploration as a key task, deploying five provincial geological exploration projects to systematically investigate and evaluate rare earth resources in the Qishan area of Weishan County [1] - The fifth geological team has been tasked with the rare earth exploration project in the southeastern section of Weishan Lake, aiming to support a new round of mining breakthroughs by June 2025 [1] Group 2: Geological Findings - The fifth geological team has utilized mechanical core drilling to investigate the geological characteristics of the rare earth deposits, providing essential geological data for mine construction design and resource estimation [2] - The team has previously identified significant mineral resources, including 7.5 billion tons of rock salt, 39.1 billion tons of gypsum, and 5 million tons of natural sulfur, establishing itself as a leader in mineral resource exploration in Shandong and Asia [2] Group 3: Achievements and Innovations - The discovery of a new rare earth deposit in the Qishan area has been recognized as one of the top ten mining achievements in the province, contributing to the development of a modern rare earth exploration system that balances innovation and ecological protection [3] - The project has not only led to the identification of a new large-scale rare earth deposit but has also fostered the development of a specialized talent pool in the field [3]

Group 1 - China's Ministry of Commerce stated that as long as applications meet regulations, exports of rare earths will be approved, and this policy is not targeted at specific countries [1][10] - The tightening of rare earth export controls has led to significant disruptions in global high-tech supply chains, moving beyond typical trade friction [1][14] - The U.S. defense contractor Lockheed Martin has faced production halts of its F-35 fighter jets due to interruptions in the supply of high-performance neodymium-iron-boron magnets, resulting in losses of millions of dollars [2][14] Group 2 - Tesla is experiencing supply chain issues related to rare earth materials needed for its electric motors, threatening the production schedule of its Model series [4][14] - The German automotive industry, represented by major manufacturers like BMW, Mercedes-Benz, and Volkswagen, warned that a disruption in Chinese rare earth supplies lasting over three months could lead to a large-scale paralysis of the European automotive industry [5][14] - Japanese automaker Suzuki had to suspend production at its Shizuoka plant due to a shortage of specific rare earth elements from China, highlighting the direct impact of supply chain tensions on manufacturing [5][14] Group 3 - The U.S. government's response to the rare earth control issue has been inconsistent, with President Trump pressuring China to ease export controls while simultaneously imposing technology sanctions [7][8] - This dual strategy of demanding rare earths while restricting technology reveals deep contradictions in U.S. policy, which has inadvertently spurred advancements in China's technology sector [8][12] - China's export control system for rare earths is based on international trade rules and aims to ensure the stability of global supply chains [10][16] Group 4 - The international competition over rare earths reflects a clash of national strategic thinking, with China having built the world's largest and most complete rare earth industry system over the past decade [12][16] - Despite having rich rare earth deposits, the U.S. remains heavily reliant on China for processing due to long-term neglect of domestic refining capabilities and environmental regulations [14][16] - The rare earth issue has become a focal point in global supply chain dynamics, emphasizing the vulnerabilities in high-tech industries such as electric vehicles, smartphones, and wind turbines [14][16]