中国企业在这块儿，靠着规模效应和产业链协作，把成本压得死死的，有时候售价甚至低于西方企业的生产价。早从上世纪就开始布局，政策支持加上技术 积累，让中国牢牢掌控全球稀土话语权。 西方国家，尤其是美国，一直为此头疼不已，总想着"去中国化"，摆脱对我们加工环节的依赖。凤凰尾矿这家公司，就是这种战略下的产物，他们从2019年 起步，专注从矿渣和废料中提取稀土，避开传统重污染方式，用熔盐法之类的创新技术，试图在美国本土建起独立链条。 稀土其实在地壳里并不稀缺，钕、镝这些元素到处都有，关键是用在电动车电机、战斗机零件上，缺了不行。可提炼加工这环节，才是真考验功夫。 凤凰尾矿CEO尼克·迈尔斯，以前在波士顿一家基因公司干活，后来拉上材料科学博士托马斯·维拉隆和工程专家安东尼·巴拉东，三人合伙搞起这摊子事儿。 公司起步资金不多，就几千美元，靠孵化器和种子投资勉强维持。 他们不去碰开采那块重资产活儿，而是直接从美国、南美、澳大利亚买原料，专攻最后的精炼冶炼。2023年，他们在马萨诸塞州伯灵顿建起小厂，年产能40 吨，主要出钕和镝合金，卖给汽车和国防客户。 中国手里捏着全球超九成的稀土精炼份额，这是靠着成熟的产业体系和成本把控， ...

Core Viewpoint - The article discusses China's ambition to lead in humanoid robot development, aiming for mass production by 2025 and global dominance by 2027, highlighting the strategic importance of human-like robots as a resource for national power [2][6][8]. Group 1: Humanoid Robots and National Strategy - China views humanoid robots not just as tools for convenience but as a representation of human resources, which are crucial for national strength [6][8]. - The rapid development and production of humanoid robots in China are closely linked to its economic strategies, particularly in the context of rare earth resources [6][9]. - The Chinese government has set ambitious goals for humanoid robot production, with a focus on integrating rare earth resource management into its broader economic strategy [6][9]. Group 2: Technological Advancements and Market Position - China's dominance in the rare earth magnet market, particularly in neodymium magnets used in servo motors for robots, has shifted from Japan to China, with China now holding 80% of the global market share [8][9]. - Projections indicate that by 2050, humanoid robots could replace 30-40% of the workforce in China, the U.S., and other high-income countries, with each robot requiring 2-4 kg of neodymium magnets [8][9]. - The increasing reliance on humanoid robots is expected to create a supply shortage of neodymium-praseodymium alloys starting in 2037, further solidifying China's control over rare earth resources [9][10]. Group 3: Global Implications and Competitor Responses - Other countries, including the U.S. and Japan, are attempting to develop new rare earth mines, but the timeline for production is lengthy, making it difficult to meet immediate needs [12]. - Japan's past failures in industries where it had advantages, such as electric vehicles and hydrogen energy, highlight the need for a strategic approach to robotics and rare earth resource management [12][13]. - Japan is urged to adopt a long-term perspective in its industrial policy, particularly regarding humanoid robots, to mitigate risks posed by China's dominance in the sector [13][14].