而且最重要的是，咱们的钍资源，相当于"白送"，成本相当低。我们不需要专门去挖掘钍矿，在提炼稀土的过程中，就会分离出钍，这不是顺便的事情吗？ 而且其他国家如果要精炼稀土，运输到中国进行分离，咱也能掌握钍的动向，主动权始终掌握在我们自己的手里。 经过了前几个月的关税博弈，相信大家都知道了，中国手里有一张王牌，那就是稀土牌！在我国加强稀土的出口管制后，不仅欧洲，就连美国也开始慌张起 来，特朗普对待咱中国的态度似乎也变得柔和起来。 虽然美国无法从中国大批量采购稀土后，曾试着加速建立自己的稀土工厂，但这件事情急不得，就算工厂建立速度加快了，生产线建立起来了，没技术不也 白瞎吗？更何况以美国人的办公效率，没个三五年根本成不了事！ 稀土作为一种矿产资源，在全世界各地都是有分布的，只不过，中国的储量算是比较多的，大约38%的稀土资源，都在中国。尽管美国也有稀土矿，但咱们 手里的"稀土牌"指的可不单单是稀土的储备量，而是稀土精炼技术。简单理解就是，就算其他国家开采了稀土资源，90%以上都得运输到中国，经过中国的 稀土精炼技术加工，最终再运回海外，这一来一回，中国处于什么地位？不言而喻了吧。 钍，其实是在开采稀土时，被剩下来的" ...

但是，为何中国实施稀土管制后，美国却感到十分头痛，甚至影响了他们的军工产能，难道他们不能从 别的国家购买稀土吗？ 殊不知，拥有稀土矿和能提炼出稀土矿里的稀有元素是两个概念。未经过精炼的稀土矿，其实在军工领 域等同于一块破土，没什么用处。 因而，中国卡住美国脖子的，关键在于中国掌控着全球尖端的精炼技术。 目前，中国主导着全球稀土供应链，稀土开采量约占70%，更是提炼了全世界90%的稀土材料，从风力 发电机到电动汽车，甚至到隐身战斗机和弹道导弹上，稀土的身影都无处不在，而美国却几乎不生产世 界上任何稀土，这就给我们一个反制美国的机会。 01 50年前的布局 上世纪中期，西方的冶金学家开发出一种提高球墨铸铁质量的方法，那就是球墨铸铁熔化时掺入少量的 稀土元素铈，这是稀土元素最早的工业用途之一。自那之后，各种各样的稀土在各种领域开始发光发 热，稀土的重要性日渐提高。 中国的稀土矿存储量世界第一，尽管占比接近50%，但是俄罗斯、印度、巴西、越南等国家也同样拥有 不少的稀土矿。 1978年，在邓小平同志规划好改革开放的方针之后，便立刻着眼于稀土开发产业，邓小平同志敏锐捕捉 到稀土在未来的重要性，因此任命了方毅成为副总理兼 ...

Core Viewpoint - The focus of the US-China tariff conflict has shifted from high tariffs to rare earth issues, with China implementing export controls on seven heavy rare earth elements, significantly impacting the US industry [1][16]. Group 1: Impact on US Industry - The lack of rare earth elements is causing significant disruptions in the US, leading to widespread shutdowns in automotive factories and production halts in various sectors, including advanced technologies like robotics [3]. - Major US companies are expressing urgency for government intervention, indicating that they are struggling to cope without access to Chinese rare earth supplies [3]. Group 2: US Rare Earth Resources and Technology - Although the US has its own rare earth mines, it lacks the necessary refining technology, which is critical for producing high-purity rare earth materials [5]. - Australia has reportedly attracted a Chinese rare earth team, but the notion that this could undermine China's dominance in the rare earth sector is considered overly optimistic [5]. Group 3: China's Dominance in Rare Earth Processing - China possesses a complete closed-loop rare earth industry chain, from mining to refining, which is unmatched globally. This includes the ability to handle the environmental challenges associated with rare earth processing [6][9]. - Data shows that 93% of the global rare earth deep processing capacity is located in China, particularly excelling in the purification of magnet-grade materials [9]. Group 4: Comparative Advantages - China can achieve a purity level of 99.9999% (6N grade) for rare earth oxides, while the best the US can manage is 99.99% (4N grade). Additionally, China's cost of rare earth separation is significantly lower than that of Australia [11]. - The yield rate for China's magnet alloy is 92%, compared to only 68% for the US company MP Materials [11]. Group 5: Future Projections - A US research institution estimates that rebuilding a complete rare earth supply chain in the US would require an investment of at least $27 billion and seven years, during which time China may advance to third-generation green smelting technologies [13]. - The US currently has zero refining capability for the heavy rare earth elements samarium, gadolinium, terbium, dysprosium, lutetium, scandium, and yttrium, highlighting a critical dependency on China for processing [15].

Group 1 - Indian Minister of Commerce and Industry Piyush Goyal expressed concerns about the depletion of rare earth reserves and acknowledged that the halt of rare earth permanent magnet exports from China would impact India's manufacturing sector, particularly the automotive industry [1][3] - Goyal mentioned that some companies have submitted applications for rare earth export permits, hoping for a rational response from China to allow Indian enterprises to obtain these permits [1][3] - The recent establishment of a rare earth product information tracking system in China has had a rapid global impact, highlighting the importance of these regulatory measures for national security and global peace [3] Group 2 - The automotive industry is facing supply chain disruptions, with companies like Ford and Suzuki announcing production halts due to parts supply issues related to rare earth materials [4][6] - Major Indian automotive companies, including Tata, Maruti Suzuki, and Mahindra, have raised alarms about the depletion of industrial magnetic components and are lobbying the government for solutions [6][7] - The misconception that traditional fuel vehicles do not rely on rare earth elements has been challenged, as they still utilize rare earth materials, particularly in components like catalytic converters and electric motors [7][9] Group 3 - China's dominance in rare earth processing technology is emphasized, with the country leading in the production of high-purity rare earth elements, including 6N and 7N grades [17][21] - The global competition in rare earth processing technology is highlighted, with the U.S. and Japan lagging behind China in terms of refining capabilities and production capacity [18][20] - The importance of purity in rare earth materials is underscored, as higher purity levels are crucial for applications in military, aerospace, and high-end electronics [21][26] Group 4 - The ongoing geopolitical tensions have led to increased research into alternative materials to replace rare earth magnets, but these alternatives face significant challenges in terms of cost and performance [27][30] - The rarity of high-purity rare earth materials makes them a strategic asset, with the potential for countries to leverage their supply chains for geopolitical advantage [38]

Group 1: U.S.-China Negotiations - The U.S. is facing significant challenges in its industrial sector due to China's control over rare earth exports, which has put critical military production lines at risk of shutdown [1][4] - President Trump is compelled to negotiate with China to alleviate the domestic industrial crisis, which has escalated since the imposition of tariffs [1][12] - The negotiations are complicated by the U.S. offering outdated chip technology as a bargaining chip, which China views as insufficient [15][19] Group 2: Importance of Rare Earth Elements - Rare earth elements are essential for high-tech products, including military aircraft like the F35, which requires over 400 kilograms of rare earth materials per unit [3][4] - The U.S. military's reliance on rare earths extends to future projects, such as the sixth-generation fighter F47, which could face production halts without Chinese supplies [4][12] - The U.S. lacks the refining technology necessary to process its own rare earth resources, making it dependent on China for high-purity industrial materials [5][6][8] Group 3: China's Strategic Position - China has a complete and mature rare earth refining industry, giving it a strategic advantage over the U.S. and its allies [6][19] - The recent negotiations have resulted in China agreeing to temporarily relax export restrictions, but with strict conditions, including limited quotas and monitoring of usage [17][20] - The U.S. is in a precarious position, as it has underestimated China's capabilities and the implications of its own trade policies [19][21]