Demand for AI computing power resonates with rigid supply, compounded by export controls and increased strategic reserves. Strategic small metals are undergoing a revaluation from “cyclical resources” to “strategic assets.” Recently, the prices of a number of strategic small metals have shown an upward trend. According to the data, as of September 14, the price of antimony was 105,900 yuan/ton, a cumulative increase of 18.11% compared to the beginning of August. The latest price of germanium ingots was 192,000 yuan/kg, a cumulative increase of 11.63% over the beginning of August. In addition, varieties such as bismuth and tantalum have also increased to varying degrees since August.

Demand for AI computing power resonates with rigid supply, compounded by export controls and increased strategic reserves. Strategic small metals are undergoing a revaluation from “cyclical resources” to “strategic assets.” Recently, the prices of a number of strategic small metals have shown an upward trend. According to the data, as of September 14, the price of antimony was 105,900 yuan/ton, a cumulative increase of 18.11% compared to the beginning of August. The latest price of germanium ingots was 192,000 yuan/kg, a cumulative increase of 11.63% over the beginning of August. In addition, varieties such as bismuth and tantalum have also increased to varying degrees since August.