中信建投：部分金属元素迎来新需求周期

Group 1 - The core viewpoint of the article is that the development of new productive forces in China will lead to an upgrade in high-end manufacturing, which will subsequently drive a new demand cycle for certain metal elements [1] - The report emphasizes that the strategic attributes of resources, such as "self-control, safety, and reliability," combined with supply bottlenecks, are expected to elevate the price center of related commodities and the valuation center of capital market equity targets [1]