The expansion of AI computing power infrastructure is reshaping the demand logic for non-ferrous metals, and “computing power metals” such as copper, tungsten, molybdenum, tin, and germanium are on the cusp of the industry. Recently, a number of A-share “computing power metals” concept listed companies disclosed their 2026 semi-annual reports. Upstream resource companies reaped impressive results with rising mineral prices and production capacity release; midstream processing companies are focusing on the material dividends of AI servers, optical modules, and high-end PCBs, and relied on high-value-added products to open up profit space.

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