Core Viewpoint - The article highlights the strategic acquisition of rare earth elements by U.S. defense companies from China, establishing significant stockpiles to support critical defense projects, while European companies face supply chain challenges and regulatory hurdles [1][3][20]. Group 1: U.S. Defense Companies' Actions - Multiple U.S. defense firms have been revealed to be purchasing large quantities of rare earth elements from China, creating strategic reserves that can support key defense projects for approximately two years [1][3]. - MP Materials, the largest beneficiary, operates the only rare earth mine in the U.S. and has secured a ten-year fixed-price contract with the government to mitigate market risks [3][9]. - The U.S. Department of Defense classified rare earths as "strategic defense-level resources" in 2021, leading to significant procurement over the following three years [3][9]. Group 2: European Concerns and Challenges - European countries are increasingly worried about their reliance on rare earths, as U.S. companies have been able to secure supplies more efficiently than their European counterparts [3][11]. - European firms often lack the foresight in procurement, leading to supply chain disruptions, while U.S. companies have established contracts and partnerships ahead of market tensions [11][15]. - The tightening of export controls by China has left many international companies unprepared, exacerbating the supply issues faced by European firms [5][11]. Group 3: Market Dynamics and Geopolitical Implications - The global pricing of rare earth oxides has surged, with prices for neodymium and terbium increasing by over 40% in three months, reflecting heightened market tensions [13][20]. - The geopolitical landscape surrounding rare earths has shifted, with countries like Vietnam also imposing export restrictions, complicating the supply chain further for European companies [13][20]. - The competition for rare earths has evolved into a comprehensive geopolitical strategy, where control over resources translates into industrial advantages in the global market [20].

《科创板日报》14日讯，中电防务科技股份有限公司上市辅导备案材料近日获备案登记，辅导机构为中 金公司。该公司从事军用通信系统和电子对抗技术的研发与生产，拟在A股IPO。 中电防务启动IPO辅导 ...