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According to the CITIC Construction Investment Research Report, with the booming development of new quality productivity in China, the process of upgrading high-end manufacturing will also be accompanied by material system upgrades, which will inevitably drive some metal elements into a new demand cycle. However, if combined with strategic attributes such as “autonomous, controllable, safe and reliable” of resources and resource supply bottlenecks, etc., the price center of related products and the valuation center of capital market equity targets are expected to resonate upward.

Zhitongcaijing·01/01/2026 02:01:01
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According to the CITIC Construction Investment Research Report, with the booming development of new quality productivity in China, the process of upgrading high-end manufacturing will also be accompanied by material system upgrades, which will inevitably drive some metal elements into a new demand cycle. However, if combined with strategic attributes such as “autonomous, controllable, safe and reliable” of resources and resource supply bottlenecks, etc., the price center of related products and the valuation center of capital market equity targets are expected to resonate upward.