部分战略金属价格分化，全产业链管控再加码，板块或迎价值重估

Core Insights - The importance of strategic metals has been further highlighted, with the Chinese government implementing export controls on key strategic minerals to safeguard national security and development interests [2][5][9] - Recent export control measures have led to significant price increases for certain strategic metals, indicating a tightening supply chain and heightened market volatility [4][6][7] Group 1: Export Control Measures - The Chinese government has organized multiple meetings to strengthen the export control of strategic minerals, including gallium, germanium, antimony, tungsten, and rare earth elements [2][5] - The export control measures are seen as a response to external pressures, particularly from the U.S., and aim to prevent the outflow of strategic resources while promoting compliance in trade [5][9] Group 2: Price Dynamics - Following the implementation of export controls, prices for certain strategic metals have surged, with European prices for dysprosium and terbium increasing by approximately three times since April [6][7] - The price disparity between domestic and international markets has reached historical peaks, with antimony price differences reaching 180,000 yuan per ton [6][7] Group 3: Market Implications - Analysts predict that the current high prices for strategic metals may not be sustainable in the long term, but a significant price increase of 20% to 50% could occur in the short term due to supply chain pressures [8] - The strategic metal sector is expected to undergo a value reassessment, with long-term price trends indicating a potential annual increase of 20% from 2025 to 2030 [8][9]