更绝的是，大家可能不知道，美国的仓库里，囤着大量的稀土矿，但他们压根不自己加工！去年，他们偷偷摸摸从我们这里买了3万吨稀土半成品。这不是 赤裸裸的依赖中国吗？而且，更猛的是，最近我们又发现了两个超大稀土矿，光储量就足够全球使用几十年。大家有没有想过，这一波操作，其实就是我们 在掌握着全球稀土的制高点，完全不怕美国那边的小动作。 #图文打卡计划# 尊敬的审阅人员和品鉴读者：本文是经过严格查阅相关权威文献和资料。 全文数据有据可依，可供查证。 你有没有发现，最近美国商务部长鲁特尼克的表态，简直撕下了中美贸易协议的遮羞布？他明确表示，美国不仅不会向中国出售芯片，甚至还要继续维持 55%的高额关税。这是个啥意思？是不是又给我们抛出了一个贸易战的大难题？ 你知道吗？我查了下这个背景，发现有点冷知识，可能很多人都没注意：我们中国手握全球90%以上的稀土加工技术，甚至连美国造F-35战机的磁铁都得从 我们这儿进口。怎么？听着是不是有点不敢相信？你可别小看这些稀土元素，它们不仅是高科技的核心材料，还涉及到美国很多军事装备的关键部件。如果 咱们一不小心断供，他们可是能被逼得焦头烂额。 我也在想，如果美国始终不愿放低姿态，而我们 ...

Group 1 - The company has stated that recent changes in the international trade environment have had a limited impact on its business, with tariffs being manageable [2] - The company is enhancing its operational resilience by accelerating overseas industrial chain layout, with established production bases in Thailand, South Korea, and France [2] - Significant progress has been made in the company's three major sectors: tungsten-molybdenum, rare earth, and energy new materials, with multiple projects either completed or underway [2] Group 2 - In the tungsten-molybdenum sector, six projects, including the production line for Jiujiang Jinlu blades and the tungsten oxide production base in South Korea, have been put into operation [2] - The rare earth sector has completed the acquisition of a rare earth mine in Laos and is steadily implementing various magnetic materials and recycling projects [2] - The energy new materials sector is expanding production in locations such as Fujian, Sichuan, and France, with ongoing capacity expansion for ternary precursors and lithium iron phosphate [2] Group 3 - The company is committed to protecting investor rights through standardized governance mechanisms, with plans for five shareholder meetings in 2024, over half of which will have participation from minority shareholders [2] - The company has distributed a total of 1.786 billion yuan in dividends over the past five years, with a planned dividend payout ratio of 38.59% for 2024 and a mid-term dividend implementation planned for 2025 [2] - Independent directors have consistently fulfilled their supervisory responsibilities, with information disclosure receiving an A rating from the Shanghai Stock Exchange for six consecutive years [2] Group 4 - In business expansion, the company has achieved mass production of tungsten wire with a diameter of 28μ and is constructing a production line with an annual output of 100 billion meters [3] - The rare earth permanent magnet materials are being rapidly deployed in new scenarios such as humanoid robots, with a 5000-ton magnetic material project in Baotou expected to be operational in the second half of 2025 [3] - The company is simultaneously advancing the divestment of its real estate business, having transferred part of its equity in Xiamen Tengwang Pavilion, with future capital expenditures focused on integrating the tungsten and rare earth supply chains and technology research and development [3]