爆发性行业前瞻：有色金属能否接棒成为下一个风口？

Group 1 - The A-share market has shown a strong upward trend since August, breaking annual highs and experiencing a surge in market enthusiasm [1][3] - The technology sector, particularly companies like Cambricon and Zhongji Xuchuang, has been a key driver of this index increase, with some stocks doubling in price within a short period [3] - The non-ferrous metals sector is gaining attention for its potential investment value, especially with the upcoming consumption peak in September and October [3] Group 2 - The copper market is expected to see price increases due to a combination of seasonal demand and supply constraints, with core downstream industries showing growth in order volumes [3] - Lithium demand is projected to grow significantly, driven by the rapid development of the electric vehicle and energy storage industries, with global lithium demand expected to reach 139.7 thousand tons LCE by 2025, a 21.3% year-on-year increase [6][8] - Cobalt prices are also anticipated to rise due to tight supply conditions and increasing demand, as evidenced by recent price increases in cobalt-related products [9][11]