稀土永磁材料(如钕铁硼)

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印蒙稀土合作能复制中国模式?
Sou Hu Cai Jing· 2025-06-03 02:06
Core Viewpoint - The collaboration between India and Mongolia in the rare earth sector faces significant challenges and is unlikely to replicate China's successful model due to resource, technological, transportation, and geopolitical constraints [2][9]. Resource Challenges - Mongolia possesses approximately 31 million tons of rare earth oxide reserves (20% of global total), but faces difficulties in resource development due to complex ore compositions and inadequate infrastructure [3][4]. - India's rare earth reserves are only 6.9 million tons (about 5.7% of global share) and are primarily low-grade, making extraction costly and economically unviable [4]. Technological Gaps - China's rare earth industry has a comprehensive technological advantage, controlling over 85% of global refining capacity and excelling in extraction and processing technologies [5][6]. - India and Mongolia lack advanced rare earth processing capabilities, with India only able to perform basic processing and Mongolia having no industrial-grade separation facilities [5][6]. Transportation Issues - Proposed transportation routes to bypass China face high costs and risks, including reliance on underdeveloped infrastructure and geopolitical instability [7][8]. - The three planned routes (via Russia, Central Asia-Iran, and air transport) are fraught with logistical challenges and would significantly increase costs compared to traditional routes [7][8]. Geopolitical Constraints - The geopolitical landscape complicates India-Mongolia cooperation, with India seeking to reduce dependence on China while Mongolia aims to balance influences from China and Russia [8]. - The lack of trust and inconsistent diplomatic policies hinder long-term collaboration, making it difficult for India and Mongolia to establish a stable partnership [8]. Conclusion - The challenges faced by India and Mongolia in the rare earth sector far outweigh potential opportunities, and the likelihood of successfully replicating China's dominance is low [9]. - A more pragmatic approach would involve leveraging China's existing infrastructure and technology for efficient resource development and processing [9].