提炼出来以后，能够用来制造各种高科技产品，比如说电子元件，而这个电子元件就厉害了，现代工业产品全都需要。 中国这一次终于是放大招了，直接对稀土出口进行最大力度的管制，尤其是冶炼技术，绝对不允许泄露到国外，而且还会对违反规定的个人、企业进行严厉 的处罚， 如此一来，西方国家估计就完蛋了，这到底是怎么回事呢？ 很多人都知道稀土很重要，但是不知道稀土到底是什么，能用来干什么，稀土被称为工业维生素，是现代科技制造所不能缺少的原料，稀土就是一些稀有金 属的统称， 现代工业产品的种类很多，不管是民用的还是军用的，比如说芯片、导引头、雷达组件等等，没有了稀土，这些产品基本上就造不出来， 没有这些产品，那么就造不出来电子产品。家用电器、高端武器等等，比如说现代军事工业里最重要的雷达，就是需要大量的稀有金属，而中国也正因为有 大量稀土，所以我们的武器才比美国厉害。 比如说战斗机雷达，目前世界上最先进的战斗机雷达就是氮化镓有源相控阵雷达，中国因为有大量的金属镓，所以我们能够大量制造氮化镓有源相控阵雷 达， 以歼10C为例，就是安装了这款雷达，所以探测距离远，功率大，还能在一定范围内发现隐身战斗机，所以歼10C才能在印巴空战中大败 ...

Summary of Conference Call on Military Trade Investment Opportunities Amidst India-Pakistan Conflict Industry Overview - The conference discusses the military trade (military trade) industry, particularly focusing on China's military exports and the implications of the India-Pakistan conflict on military trade dynamics [1][2]. Key Points and Arguments - The India-Pakistan conflict highlights the practical capabilities of Chinese military products, potentially expanding the market for Chinese weapon systems and attracting more international customers [1]. - China's military exports are transitioning from single weapon systems to integrated combat equipment, such as armored brigade systems, which significantly enhances international competitiveness [1]. - In 2023, China's military export share reached 8.4%, indicating growth potential compared to companies like Lockheed Martin [1][13]. - The conflict may lead to increased demand for drones, with manufacturers like Aerospace Rainbow and Zhongyun Drone benefiting from potential high consumption rates [1][22]. - The military trade investment focus for 2025 includes restructuring, military trade, and new domains, with an emphasis on unmanned systems and long-range artillery [1][9]. Important but Overlooked Content - The military trade landscape is influenced by geopolitical tensions, with small nations relying on imports due to insufficient domestic capabilities, which may drive demand for Chinese military products [6][9]. - The importance of military technology dual-use (civilian and military applications) is emphasized as a long-term investment opportunity [3][17]. - The valuation of China's defense industry may improve due to increased military cooperation and exports, similar to the revenue models of major U.S. defense contractors [5][17]. - Challenges such as payment capabilities in regions like the Middle East and Africa may affect the sustainability of military trade orders [6]. - The comprehensive capabilities of Chinese military systems, including missiles, radars, and integrated systems, provide a competitive edge in the international market [3][8][18]. Notable Companies and Products - Key Chinese military companies mentioned include: - **Land Equipment**: Inner Mongolia First Machinery Group (tanks), Aerospace Rainbow (drones), and various aircraft manufacturers like Chengdu Aircraft Industry Group and Shenyang Aircraft Corporation [7][20]. - **Missile Systems**: China Aerospace Science and Industry Corporation (long-range artillery) and China North Industries Group Corporation [7][20]. - **Data Link Technology**: Companies like 712 Institute and Raytheon Power are highlighted for their contributions to integrated military systems [7][20]. Future Trends - The future of military trade will focus on integrated combat systems, with a significant emphasis on the export of comprehensive military capabilities rather than individual products [19]. - Drones are expected to become critical consumables in future conflicts, with manufacturers poised to benefit from increased demand [22]. - The military trade landscape is likely to evolve with changing geopolitical dynamics, impacting procurement decisions globally [10][11].