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.

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