CITIC Construction Investment Securities released the 2027 Investment Strategy Report for the strategic metals industry, stating that the upward cycle of technology opens up long-term demand space for emerging industries, compounding that the global resource game continues to heat up, and the supply of strategic metals naturally has strong rigid constraints. In recent years, the price center of strategic metals represented by molybdenum, tin, tungsten, tantalum, uranium, and rhenium has continued to rise. In this context, the three main lines of military metals, computing power metals, and gaming metals correspond to the three core drivers of national defense and security stocking, AI computing power industry expansion, and supply chain sovereignty checks and balances, respectively. Driven by triple logic, commodity prices of related strategic metals are expected to continue to benefit.

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