Supply tightens as demand surges, small metals stage a "big market" rally.

Recently, the small metal sector, known as the "industrial vitamin", has become the focus of capital chasing. On February 27, the small metal sector continued its rally. As of the closing on that day, the small metal index surged by 7.69%, with 12 listed companies in the sector hitting the limit up. Yu Xiaoming, senior investment consultant at Shaanxi Jufeng Investment Information Co., Ltd., said that small metals have received high market attention this year, mainly due to the impact of domestic quotas and overseas production restrictions on the supply side, coupled with rapid growth in demand for AI computing power, new energy, defense industry, robotics, and other sectors, the supply-demand gap continues to widen; at the same time, small metals have been designated as strategic critical minerals by many countries, and their pricing power and strategic value have been reassessed.