Time： 2024-09-14
韋克威科技
Is it possible for China's "rare earth aircraft carrier" to be born when two major state-owned enterprises join forces?
As is well known, the reason why it can be called a strategic mineral is mainly because rare earths are indispensable minerals in the manufacturing of advanced electronic components and are non renewable.
As a major exporter of rare earth products, Western countries such as the United States have naturally imported a large amount of rare earths from China. But now, China has taken concrete actions, forcing the United States to find alternatives everywhere in order to reduce its dependence on Chinese rare earth products.To this end, in addition to supporting local rare earth merchants, the United States has also deepened cooperation with countries like Australia on "important minerals". However, if the United States wants to get rid of China, that's a bit too good. Chinese companies have a great advantage in the processing of these mineral products.China has a leading industry advantage in the separation, purification, and smelting of rare earth minerals. Therefore, the United States not only needs to find alternatives, but also needs to find ways to weaken China's processing advantage.
Due to the previous introduction of China's rare earth control policies, although most people now understand what rare earths are, in reality, rare earth resources and rare earth products are two different things. It is true that about 35% of the world's rare earth reserves are located in China.However, the United States actually does not lack rare earth resources, and the important reason why many rare earth mines cannot be mined is that most of the rare earth mines in the United States are accompanied by radioactive byproducts such as thorium as raw materials for nuclear materials.In this case, if American companies mine rare earths in the United States, they will need to spend a high cost to process nuclear materials and turn rare earth resources into rare earth products, so in the past, the United States mostly imported rare earths from China. But this has both advantages and disadvantages for China's rare earth industry, as there is a high demand in the United States. Therefore, the domestic rare earth industry has resorted to excessive mining and logging in order to make money quickly, resulting in significant waste of resources in the process.For a long time, China's rare earth industry has been plagued by chaos in industry layout and rampant illegal rare earth trading. Although the Ministry of Industry and Information Technology has proposed the plan to establish a "1+5" national rare earth group, it has formed a new pattern of Northern Rare Earth Companies and Southern Five Rare Earth Companies. But this only treats the symptoms and not the root cause, because there is no complete industrial chain, and the small workshop model still exists in large numbers.However, fortunately in the future, China Minmetals Corporation, along with the Ganzhou Municipal People's Government and other departments, are planning a strategic restructuring of rare earth assets.Without a doubt, the strong alliance between the two central enterprises this time will lead to the birth of China's "rare earth aircraft carrier" in the near future. However, we have just made some moves in the field of rare earths, and American experts have started spreading rumors again. An American expert published an analysis on CNBC, suggesting that China may also collaborate with Afghanistan to develop rare earths. It has to be said that when Western media talk about China, they cannot escape the possibility, perhaps, should, around these four words.They never dare to write the word 'evidence', even if China and Afghanistan have not released any information in this regard. What if China and Afghanistan jointly develop rare earths? Does the United States want to intervene in normal trade now?
Source: Guoke Huanyu
