翻看世界稀土地图，北纬41度的白云鄂博矿区绝对是最耀眼的星。这里的矿山车每天运出3000吨稀土原 矿，全球90%的永磁材料原料都来自这片草原。你可能不知道，山体断面那些不起眼的褐色岩石，每吨 含有4.7公斤氧化镨钕——这正是制造战斗机发动机叶片的核心材料。 更绝的是江西赣南的红土地，巴掌大的矿区竟藏着全球80%的中重稀土。龙南足洞矿区的离子吸附型矿 床，就像天然的元素提纯工厂，轻轻浇灌硫酸铵溶液，就能收获99.99%纯度的镝铽。这种傻瓜式开采 技术，让中国稀土分离成本比欧美低出40%，难怪日本磁材企业要排队在包头设厂。 你知道美国造一架F35战机需要多少稀土吗？417公斤！这个数字背后，藏着大国博弈最隐秘的战场— 稀土争夺战。当俄罗斯在北极冻土带勘探出1000万吨稀土，当美国为180万吨储量急得满世界淘矿，中 国的4400万吨战略储备，正在改写现代工业的生存法则。 冻土里的宝藏与白宫的心病 西伯利亚零下50度的冻土带封存着俄罗斯1000万吨稀土，可这些资源就像锁在保险柜里的金条—看得见 摸不着。北极圈托姆托尔矿区的钻机每年只能运转90天，暴风雪一来，价值千亿的矿脉瞬间变成冰雕展 品。更尴尬的是，俄国技术人员至 ...

31国向中国稀土"宣战"，绞尽脑汁憋出4招，没想到正中中方下怀。美西方国家为何要对中国稀土下重手？为什么说他们使用的招数反而是在作茧自缚？ 美西方国家现在对中国打出的"稀土牌"束手无策，但中方对稀土的管控政策，又令他们头痛不已。于是G7和欧盟正在一起筹划，如何在这场稀土主导权的 争夺中，逼迫中方妥协让步，恢复中美贸易战开打之前，美西方要多少稀土，中方给多少的"无限供应状态"。 第四招，按照美国之前已经实践过的路径，设定稀土的价格下限，试图抢夺稀土资源的定价权。 除了上述招式，G7和欧盟国家还打算通过联合采购政策、签署G7内部互惠协议、创建关键矿产联合储备项目等方式，与中方进行稀土争夺战。 理想很丰满，但现实很残酷。这31个国家在没有建立起"非中国稀土产业链"的情况下，企图在稀土领域与中方"宣战"，无异于以卵击石，前面等待他们的是 必败的结局。 中国在稀土领域的垄断地位从数据中可以直观的反映出来。全球稀土矿产量中国所占份额超过60%，到了加工阶段，中方产出的稀土则占全球产量的92%。 也就是说，其他国家即便开采出来足够多的稀土，他们也没有加工和提炼能力，最后还是要运到中国来加工才能使用。因此，在全球稀土加工领域 ...

Core Viewpoint - The global competition for rare earth elements is intensifying, with China facing challenges to maintain its technological dominance in the industry [1][10]. Group 1: China's Position and Actions - In July 2025, China's Ministry of Commerce launched a special operation against rare earth smuggling, marking the beginning of a reshuffle in the global rare earth industry [1]. - China holds a significant technological monopoly in rare earth refining, with 88% of global refining technology and 94% of high-end magnetic materials [7]. - The recent special operation aims to cut off the "curved blood transfusion" route used by the U.S. to import Chinese rare earths through third countries [9]. Group 2: U.S. Strategy and Challenges - The U.S. has imposed strict sanctions on Chinese rare earths while simultaneously relying on them for its military supply chain stability [5]. - Despite having domestic mines and partnerships with Australia, the U.S. still heavily depends on Chinese technology for refining [7]. - The U.S. Department of Defense invested $1.3 billion to support domestic rare earth companies, but the yield of trial products was below 20% due to various constraints [7]. Group 3: Global Competition and Future Outlook - Other countries, such as India and Australia, are also entering the rare earth competition, with India aiming for over 50% self-sufficiency in rare earth oxides within three years [9]. - Industry experts believe that merely increasing funding will not allow these countries to catch up with China's lead in rare earth refining in the short term [9]. - The ultimate competition will focus on mastering core technologies for high-performance rare earth materials, making simple export bans insignificant [9][10].

Group 1 - The U.S. has a rare earth reserve of 1.8 million tons, but having resources does not equate to usability [1] - China holds a dominant position in the rare earth sector with 44 million tons of reserves, accounting for 37% of global supply, and possesses advanced technology [3][5] - The U.S. previously outsourced its rare earth processing, which has led to a significant technological gap that is difficult to bridge [3][5] Group 2 - China's export restrictions on rare earths are driven by environmental concerns and the need for sustainable long-term development [5] - The U.S. reserve of 1.8 million tons could pose a threat if new technologies are developed to reduce costs and if allies assist in the effort [5] - The ongoing "rare earth competition" reflects deeper issues related to resource scarcity and historical conflicts over limited resources [7]