Lates News

CITIC Securities research report stated that the easing of the trade war has led to a continued bullish trend in non-ferrous metals and new materials in the metal industry. In the future, key focuses include: (1) AI new materials including magnetic materials: with globally leading technology and excellent competition structure, a long-term industrial trend is established; (2) Precious metals (gold, silver): the trend of volatile upward movement continues as the reconstruction of the U.S. dollar credit system is not yet complete; (3) Industrial metals (copper, aluminum): with the easing of the U.S.-China trade tensions and resilient demand (from new energy and electric grid investments) combined with supply bottleneck, prices are expected to continue to rise; (4) Strategic minor metals: with the outbreak of new productivity demands (such as molybdenum for high-temperature alloys, gallium for semiconductors, rare earth for permanent magnet motors), significant price elasticity is observed despite rigid supply; (5) Rare earth magnetic materials: with the intensification of geopolitical conflicts, the strategic positioning of metal sectors highlights the investment value.