According to the CITIC Securities Research Report, in the first half of 2026, the metal industry's performance growth continued to accelerate, with tungsten, aluminum, lead, zinc, and other rare metals leading the way. Copper, rare earth magnets, gold, nickel, cobalt, tin and antimony also achieved outstanding growth, and the lithium sector reversed losses. Currently, the valuation of the metal sector is still at a reasonable level. The valuation of aluminum, copper, lithium, nickel, cobalt, tin and antimony is relatively low, and the opportunities for segmented sector valuation repair are worth paying attention to. The industry's holdings have returned to an even balance, and the dividend ratio has declined slightly, but dividend rates in some sectors are still significantly higher than 5%. Looking ahead to the second half of the year, liquidity shocks are expected to ease, supply disturbances are gradually showing signs of rising, and demand will maintain a steady upward trend. It is recommended to continue to pay attention to opportunities in the gold, copper, strategic metals, rare earths, aluminum, and lithium sectors.

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