CITIC Securities released an investment strategy report.

CITIC Securities released the Investment Strategy Report on the Strategic Metal Industry for 2027, stating that the upward cycle of the technological Kondratieff wave has opened up long-term demand space for emerging industries. Coupled with the ongoing intensification of global resource competition and the naturally strong rigid constraints on the supply of strategic metals, the prices of strategic metals such as molybdenum, tin, tungsten, tantalum, uranium, and rhenium have continued to rise in recent years. Against this background, the three main lines of military metals, computing power metals, and competitive metals correspond to the three core drivers of national defense security stockpiling, AI computing power industry expansion, and supply chain sovereignty balance. The prices of related strategic metal commodities are expected to continue to benefit from this.

AI-written from the reports · Updated 3 days ago