In the first half of this year, the burgeoning demand within the new energy and artificial intelligence (AI) sectors has propelled prices of key non-ferrous metals, including copper and aluminum, to new heights. This surge has, in turn, spurred a notable year-on-year increase in profits for the non-ferrous metal smelting and rolling processing industry. Industry analysts and listed companies have highlighted that these emerging sectors have emerged as the primary catalysts for industrial profit growth. The swift progress in global AI technology has ignited an explosive demand for high-performance computing chips and storage chips, leading to a marked enhancement in the profitability of listed companies and a structural transformation in the industry's supply-demand dynamics.
