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China Securities Co., Ltd. has released its 2027 investment strategy report for the strategic metals industry. The report points out that the upward cycle of the technological Kondratieff wave is opening up long-term demand space for emerging industries. Combined with intensifying global competition over resources and strong rigid supply constraints on strategic metals, the price centers of strategic metals such as molybdenum, tin, tungsten, tantalum, uranium, and rhenium continue to shift upward. The report proposes three main themes—military metals, computing-power metals, and gaming metals—corresponding respectively to the three major drivers of national defense security stockpiling, AI computing-power industry expansion, and supply chain sovereignty counterbalancing. Prices of related strategic metal commodities are expected to continue to benefit.
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