Prices have skyrocketed, who is the king of strategic metals in A-shares?

In the early trading on the 4th, the non-ferrous metal sector surged significantly, with the small metal index leading the gains. Guangsheng Nonferrous hit the limit up, and individual stocks such as Zhongtung Hi-Tech and Huaxi Nonferrous all rose by over 2.5%. On the news front, it was learned that various regions across the country are taking multiple measures to strengthen control and prevent illegal outflow of strategic mineral resources. Specifically, the Office of the National Export Control Working Mechanism has issued the overall deployment plan for strengthening the full-chain control of strategic mineral exports for implementation. Guizhou will strictly follow the deployment plan to carry out relevant work. Previously, on February 4th, the Ministry of Commerce and the General Administration of Customs jointly announced that, with the approval of the State Council, export controls will be implemented on tungsten, tellurium, bismuth, molybdenum, and indium-related items to safeguard national security and interests and fulfill international obligations on non-proliferation. In addition, the Ministry of Commerce and the General Administration of Customs announced that starting from April 4th, export control measures will be implemented on seven types of medium and heavy rare earth-related items, including samarium, gadolinium, terbium, dysprosium, lutetium, scandium, and yttrium. As a result, the prices of some strategic metals have begun to soar, with tungsten prices hitting historic highs. Many institutions believe that the reevaluation of the value of strategic metals is worth looking forward to. After expanding strategic metals to include cobalt, nickel, germanium, and other varieties, which A-shares are the leaders in this sector? In terms of market capitalization, Luoyang Molybdenum Industry, known as the "Cobalt King", has a current market value exceeding 150 billion yuan. The company's cobalt revenue in 2024 reached a high of 8.743 billion yuan, and tungsten-molybdenum revenue reached 8.119 billion yuan.