据今天英国《金融时报》报道，美国五角大楼宣布了一项10亿美元关键矿产采购计划。 之前，我国也对出口稀土元素进行过管制，但并不彻底，这次严控以后，美国将很难通过正常渠道从我国获得中重稀土元素了。 要知道，我国整体稀土产量占全球的69%，中重稀土资源储量更是占全球80%以上。 我们一旦对此进行严格封锁，就相当于卡住了美国许多大型军工复合体的脖子，这让美国人十分窒息。 比如，生产一架F-35战机大约需要414公斤稀土，而现在美国F-35战机的订单就高达3000多架。 该计划主要包括稀土金属，特别是中重稀土金属，它们对美国制造武器装备极其重要，不论是雷达、五代机F-35，还是潜艇等先进武器系统，都离不开它。 当然，五角大楼宣布这项计划是有背景的。近日我国商务部宣布，自11月8日起，将对一系列涉及中重稀土元素、锂电池和人造石墨负极材料、稀土金属开 采和加工设备、原材料以及超高强度材料的商品实施严格的出口管制。 但有些事项不是砸钱就可以办好的。当前美国人办的稀土开采精炼公司也不少，比如，MP Materials公司、American Rare Earths公司等。 它们存在的问题，一是开采成本过高，二是精炼后的稀土纯度不 ...

Group 1 - The core viewpoint is that rare earths, a strategic resource for China, are becoming increasingly important in international competition, especially after China's recent export controls on heavy rare earth elements [2][3]. - China's export control on seven categories of heavy rare earth elements is a strategic move aimed at countering external pressures, particularly affecting the U.S. military's reliance on Chinese rare earths for high-end equipment [2][3]. - The global market for heavy rare earths is characterized by a 90% share, with limited alternatives, indicating a significant shift in pricing logic and supply-demand dynamics [3]. Group 2 - Market reactions to the rare earth sector have been slow, with many investors remaining cautious due to past volatility and perceived speculative nature of the market [4]. - The current market logic has shifted from short-term speculation to recognizing the long-term strategic value of rare earths, driven by export controls and intensified international competition [4]. - Institutional investors have already begun to act in the rare earth sector, indicating that while retail investors hesitate, significant capital is being deployed in anticipation of future price increases [6][8]. Group 3 - To navigate the market effectively, it is crucial to focus on institutional behavior rather than being swayed by price fluctuations, as these may present opportunities rather than risks [12]. - Understanding the true intentions of institutional investors through data analysis is more important than speculating on price movements, especially as the rare earth narrative evolves towards long-term strategic value [12].