Core Viewpoint - Russia urgently needs to establish a completely independent "autonomous rare earth metal industry chain" separate from China and the United States, driven by the impacts of the US-China trade war on rare earth elements [1][3]. Group 1: Importance of Rare Earth Elements - Rare earth elements have transcended ordinary mineral resources, becoming strategic resources essential for high-tech industries and military applications [3]. - The US has long relied on China for rare earth supplies, and the loss of this supply has highlighted vulnerabilities in US military capabilities, prompting Russia to recognize the importance of an independent supply chain [3][5]. Group 2: Russia's Strategic Moves - Russia plans to invest 700 billion rubles (approximately 61.8 billion yuan) to develop a complete domestic industry chain for rare earths, from mining to purification, particularly in Siberia [5]. - This initiative reflects Russia's ambition to achieve independence in the rare earth sector, which has been a focus since early 2023 during heightened tensions in the US-China rare earth conflict [5]. Group 3: Challenges in Implementation - Despite ambitions, Russia faces significant challenges in rare earth purification technology, which is the core competitive advantage in the industry [7]. - The lack of advanced technology and equipment means that achieving self-sufficiency in the rare earth sector will be a long and difficult process for Russia [7]. Group 4: China's Position and Strategy - China currently holds a dominant position in the global rare earth market, being the largest producer and leading in purification technology [9]. - China should leverage its current advantages to establish international rules governing rare earth resource extraction, processing, and trade, thereby maintaining its influence in the sector [9][11]. Group 5: Geopolitical Implications - Establishing an international order for rare earths can help safeguard China's national interests, ensuring stable supply chains that are crucial for global economic and military security [11]. - By formulating reasonable international regulations, China can prevent over-exploitation of resources and mitigate political manipulation related to rare earth issues [11].

虽然绍伊古这番未雨绸缪颇有远见，而且早在今年2月，中美"稀土大战"最激烈的时候，普京就专门主 持召开俄稀土行业发展会议，表示已经实现稀土产品产量的倍增，还向美国抛出橄榄枝，愿意在稀土方 面合作。 据俄卫星网报道，当地时间10月24日，俄联邦安全会议秘书绍伊古称，俄罗斯迫切需要建立一套，完全 独立于中美的"自主稀土金属产业链"。 他表示俄罗斯政府应该大力推动本国的稀土产业发展，打造一套从稀土开采到提纯的完整"国产产业 链"，为此将投资7000亿卢布（约合618亿元人民币），在西伯利亚打造"关键稀土金属加工集群"。 看来中美这场"贸易大战"，把俄罗斯先给打醒了，俄罗斯看到失去中国稀土后美国的下场，不得不警惕 起来。 以目前俄罗斯的能力，还达不到"自给自足"的水平，俄罗斯缺乏的不只是设备，还有技术，短期内均无 法实现。 当然，俄罗斯的这个动作，中国也有必要关注，虽然现阶段我国在稀土领域的优势非常大，但我们也应 该利用领先时期，建立和稀土相关的国际秩序，让我们可以在该领域能成为"掌握规则者"，未来即使其 他国家也开发出了稀土研发技术，也可以通过国际规则，将稀土领域的话语权，牢牢掌握在中国人手 中。 声明：个人原创，仅 ...

Group 1 - The Chinese Ministry of Commerce has implemented new regulatory policies regarding heavy rare earths, superhard materials, and lithium batteries, requiring declarations for products with over 0.1% value [1] - A notification issued on October 4 prohibits Anshi Semiconductor China and its subcontractors from exporting specific finished components and subcomponents manufactured in China [1] Group 2 - The Dutch company, which acquired Anshi through questionable means, is now facing difficulties due to the lack of components from Anshi China and its supply chain, hindering their production assembly [3] - Despite having some inventory, the Dutch company cannot sell finished products due to the new rare earth product regulations, risking severe sanctions if they attempt to do so [3] - The Dutch government is seeking exemptions from the Chinese export control restrictions, indicating a desperate attempt to continue operations despite the acquisition's controversial nature [3] - The Chinese Ministry of Commerce appears to be taking a passive approach, waiting to see how long the Dutch company can sustain its operations without compliance [3]