Zhongjin: Suggest focusing on the structural reassessment of the supply side of non-ferrous metals brought about by geopolitical conflicts.

The research report of Zhongjin Company believes that, looking ahead, it is suggested to pay attention to the structural reevaluation of the supply side of non-ferrous metals brought about by geopolitical conflicts, including substantial damage to electrolytic aluminum production capacity, mining, smelting, and transportation issues caused by sulfuric acid and fuel shortages, which may drive the fluctuation and strength of prices of copper, aluminum, lithium, and other non-ferrous metals.