On the evening of July 10, several A-share listed companies unveiled their 2026 semi-annual performance forecasts, showcasing remarkable performance from leading firms in industries such as storage, upstream resources for lithium batteries, and non-ferrous metals. Some companies have reported net profit growth surpassing tenfold, significantly enhancing the overall prosperity of these sectors. The storage chip industry, buoyed by the escalating demand for artificial intelligence, has experienced a sustained surge in demand for enterprise-level storage products in areas like internet data centers. This has led to steady price increases and widespread high growth among industry participants. Since the second half of 2025, the lithium battery industry has seen a continuous improvement in its fundamentals, with corporate performance rebounding and significant benefits accruing to the upstream mining and lithium salt sectors. Furthermore, demand from the new energy and artificial intelligence industries has propelled the prices of non-ferrous metals such as copper, tungsten, aluminum, and rare earths, thereby boosting the performance of related listed companies. Notably, the price of tungsten concentrate has surged by over 350% year-on-year, making it a standout performer among non-ferrous metals and driving substantial growth in the performance of related firms.