智通财经网·2025-11-03 01:29Core Viewpoint - The report from China Galaxy Securities indicates that China's non-ferrous metals industry is expected to continue its steadfast development during the "14th Five-Year Plan" period, focusing on resource security, technological innovation, green transformation, and industrial upgrading [1][2] Group 1: Resource Security and Development - The non-ferrous metals industry is crucial for the national economy, providing essential raw materials for manufacturing and ensuring economic stability [1] - The "14th Five-Year Plan" emphasizes enhancing resource supply capabilities and the strategic importance of domestic mineral resources, with specific policies to support the development of key minerals such as copper, aluminum, lithium, nickel, cobalt, and tin [1] - The upcoming "15th Five-Year Plan" aims to solidify national resource security, ensuring the safety of food, energy, and critical supply chains, while enhancing the exploration and development of strategic mineral resources [1] Group 2: Technological Innovation and Industry Upgrading - Technological innovation is identified as the core driver for upgrading the non-ferrous metals industry and achieving high-quality development [2] - The "15th Five-Year Plan" proposes to foster emerging industries and accelerate the development of strategic new material clusters, focusing on breakthroughs in advanced materials and key technologies [2] - Key areas for development include AI chips, solid-state battery materials, lightweight alloys for robotics, and high-end titanium alloys for aerospace applications, which are expected to see significant advancements during the "15th Five-Year Plan" period [2]